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 |
UnitedHealth
UNH
|
+$850M |
| 2 |
Visa
V
|
+$442M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$313M |
| 4 |
Avis
CAR
|
+$256M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$236M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.92B |
| 2 |
NVIDIA
NVDA
|
+$2.09B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.07B |
| 4 |
Meta Platforms (Facebook)
META
|
+$862M |
| 5 |
Galicia Financial Group
GGAL
|
+$602M |
Sector Composition
| 1 | Technology | 32.39% |
| 2 | Financials | 13.56% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Communication Services | 8.94% |
| 5 | Healthcare | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Ultrapar
UGP
$4.1B
| $1.2M | ﹤0.01% |
367,357
+58,147
| +19% | +$190K |
|
1327
Palomar
PLMR
$3.13B
| $1.19M | ﹤0.01% |
7,717
+3,804
| +97% | +$587K |
|
1328
Atkore
ATKR
$2.06B
| $1.18M | ﹤0.01% |
16,588
+1,597
| +11% | +$113K |
|
1329
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.93B
| $1.17M | ﹤0.01% |
31,777
+13,893
| +78% | +$513K |
|
1330
PotlatchDeltic
PCH
$3.2B
| $1.17M | ﹤0.01% |
+30,588
| New | +$1.17M |
|
1331
Casey's General Stores
CASY
$20.6B
| $1.17M | ﹤0.01% |
2,314
+1,805
| +355% | +$910K |
|
1332
Invesco CurrencyShares Euro Currency Trust
FXE
$531M
| $1.17M | ﹤0.01% |
10,709
| – | – |
|
1333
Ameris Bancorp
ABCB
$5.1B
| $1.16M | ﹤0.01% |
17,868
-3,402
| -16% | -$221K |
|
1334
HUB Group
HUBG
$2.2B
| $1.16M | ﹤0.01% |
34,455
+5,362
| +18% | +$180K |
|
1335
Selective Insurance
SIGI
$4.81B
| $1.16M | ﹤0.01% |
13,448
+3,373
| +33% | +$290K |
|
1336
MYR Group
MYRG
$2.73B
| $1.16M | ﹤0.01% |
6,322
-99
| -2% | -$18.1K |
|
1337
Laureate Education
LAUR
$4.33B
| $1.16M | ﹤0.01% |
49,698
-15,793
| -24% | -$368K |
|
1338
Orange County Bancorp
OBT
$348M
| $1.14M | ﹤0.01% |
44,478
+29,721
| +201% | +$762K |
|
1339
Olympic Steel
ZEUS
$368M
| $1.13M | ﹤0.01% |
34,826
+13,701
| +65% | +$446K |
|
1340
Bank7 Corp
BSVN
$455M
| $1.13M | ﹤0.01% |
27,004
+3,363
| +14% | +$141K |
|
1341
TransAlta
TAC
$3.75B
| $1.13M | ﹤0.01% |
+104,502
| New | +$1.13M |
|
1342
Saia
SAIA
$8.33B
| $1.13M | ﹤0.01% |
4,119
+1,849
| +81% | +$508K |
|
1343
Ennis
EBF
$463M
| $1.12M | ﹤0.01% |
61,800
-28,849
| -32% | -$523K |
|
1344
Encore Capital Group
ECPG
$1.02B
| $1.12M | ﹤0.01% |
28,722
+11,294
| +65% | +$440K |
|
1345
Catalyst Pharmaceutical
CPRX
$2.44B
| $1.12M | ﹤0.01% |
51,822
+16,859
| +48% | +$364K |
|
1346
Extreme Networks
EXTR
$2.95B
| $1.12M | ﹤0.01% |
61,814
+33,486
| +118% | +$605K |
|
1347
Guidewire Software
GWRE
$21.4B
| $1.12M | ﹤0.01% |
4,760
-4,334
| -48% | -$1.02M |
|
1348
Steelcase
SCS
$1.93B
| $1.12M | ﹤0.01% |
107,234
-8,222
| -7% | -$85.6K |
|
1349
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.5B
| $1.11M | ﹤0.01% |
2,525
-122,374
| -98% | -$53.9M |
|
1350
Vanguard FTSE Emerging Markets ETF
VWO
$100B
| $1.11M | ﹤0.01% |
22,400
-1
| -0% | -$49 |
|