HSBC Holdings Portfolio holdings
HSBC Holdings plc, founded in 1865 as the Hongkong and Shanghai Banking Corporation by Sir Thomas Sutherland to finance trade in East Asia, is a British multinational bank headquartered in London, managing trillions in assets as one of the world’s largest banking and financial services organizations. Operating in over 60 countries with a strong emphasis on Asia—where it generates much of its revenue—HSBC offers retail banking, wealth management, commercial banking, and global markets services to more than 40 million customers, supported by around 214,000 employees as of late 2024. Known for its international network and resilience through crises like the 1997 Asian financial downturn, HSBC has pivoted under Group CEO Noel Quinn (since 2020) to accelerate digital transformation and sustainability goals, targeting net-zero emissions by 2050. Despite challenges like geopolitical tensions and regulatory pressures, HSBC remains a cornerstone of global finance, leveraging its heritage as a trade financier into a modern, Asia-centric banking powerhouse.
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$157M |
| 2 |
Cognizant
CTSH
|
+$144M |
| 3 |
UnitedHealth
UNH
|
+$125M |
| 4 |
Apple
AAPL
|
+$124M |
| 5 |
Jackson Financial
JXN
|
+$124M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$255M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$207M |
| 3 |
NVIDIA
NVDA
|
+$173M |
| 4 |
Aramark
ARMK
|
+$170M |
| 5 |
Netflix
NFLX
|
+$155M |
Sector Composition
| 1 | Technology | 26.91% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Shell
SHEL
$207B
| $1.48M | ﹤0.01% |
22,995
+1,976
| +9% | +$127K |
|
1202
iShares MSCI Germany ETF
EWG
$2.39B
| $1.47M | ﹤0.01% |
56,278
-4,447
| -7% | -$117K |
|
1203
UiPath
PATH
$6.1B
| $1.47M | ﹤0.01% |
86,034
-137,510
| -62% | -$2.35M |
|
1204
Installed Building Products
IBP
$7.27B
| $1.47M | ﹤0.01% |
11,835
+182
| +2% | +$22.6K |
|
|
PACW
1205
DELISTED
PacWest Bancorp
PACW
| $1.47M | ﹤0.01% |
184,076
+173,197
| +1,592% | +$1.38M |
|
1206
Archrock
AROC
$4.29B
| $1.46M | ﹤0.01% |
115,872
+50,513
| +77% | +$638K |
|
1207
Sensata Technologies
ST
$4.55B
| $1.46M | ﹤0.01% |
38,516
-50,652
| -57% | -$1.92M |
|
1208
OneMain Financial
OMF
$7.2B
| $1.46M | ﹤0.01% |
36,183
+31,229
| +630% | +$1.26M |
|
|
GRP.U
1209
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $1.45M | ﹤0.01% |
27,300
-3,079
| -10% | -$163K |
|
1210
Benchmark Electronics
BHE
$1.41B
| $1.44M | ﹤0.01% |
59,165
+1,454
| +3% | +$35.5K |
|
1211
CEMIG Preferred Shares
CIG
$5.84B
| $1.43M | ﹤0.01% |
767,562
-28,870
| -4% | -$53.7K |
|
1212
KraneShares CSI China Internet ETF
KWEB
$9.05B
| $1.42M | ﹤0.01% |
51,350
-28,970
| -36% | -$801K |
|
1213
NOV
NOV
$4.79B
| $1.4M | ﹤0.01% |
66,596
+5,968
| +10% | +$125K |
|
1214
AGCO
AGCO
$8.13B
| $1.4M | ﹤0.01% |
11,727
+7,740
| +194% | +$922K |
|
1215
Albany International
AIN
$1.71B
| $1.4M | ﹤0.01% |
16,131
-2,798
| -15% | -$242K |
|
1216
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $1.39M | ﹤0.01% |
13,742
+886
| +7% | +$89.8K |
|
|
ARCE
1217
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
| $1.39M | ﹤0.01% |
+100,960
| New | +$1.39M |
|
1218
Idacorp
IDA
$6.77B
| $1.38M | ﹤0.01% |
14,784
-3,685
| -20% | -$345K |
|
|
AZEK
1219
DELISTED
The AZEK Co
AZEK
| $1.38M | ﹤0.01% |
+46,409
| New | +$1.38M |
|
1220
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $1.37M | ﹤0.01% |
28,101
-1,241
| -4% | -$60.7K |
|
1221
Casey's General Stores
CASY
$20.6B
| $1.36M | ﹤0.01% |
5,028
-73
| -1% | -$19.8K |
|
|
TGAA
1222
DELISTED
Target Global Acquisition I Corp. Class A Ordinary Share
TGAA
| $1.36M | ﹤0.01% |
125,000
| – | – |
|
|
AAT
1223
American Assets Trust
AAT
$1.27B
| $1.36M | ﹤0.01% |
69,945
-7,777
| -10% | -$151K |
|
1224
Tower Semiconductor
TSEM
$7.39B
| $1.35M | ﹤0.01% |
54,978
+28,568
| +108% | +$700K |
|
1225
Patterson-UTI
PTEN
$2.13B
| $1.34M | ﹤0.01% |
96,564
-431,731
| -82% | -$6.01M |
|