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 | |
|---|---|---|---|---|---|---|
1601
Ingevity
NGVT
$2.12B
| $412K | ﹤0.01% |
8,658
+2,827
| +48% | +$135K |
|
1602
Health Catalyst
HCAT
$220M
| $411K | ﹤0.01% |
41,420
+30,127
| +267% | +$299K |
|
1603
Brookdale Senior Living
BKD
$1.78B
| $410K | ﹤0.01% |
99,521
+7,771
| +8% | +$32K |
|
1604
iShares MSCI Spain ETF
EWP
$1.4B
| $409K | ﹤0.01% |
14,873
-283
| -2% | -$7.78K |
|
1605
Lithia Motors
LAD
$8.55B
| $407K | ﹤0.01% |
1,377
+258
| +23% | +$76.2K |
|
|
IBTX
1606
DELISTED
Independent Bank Group, Inc.
IBTX
| $406K | ﹤0.01% |
+10,307
| New | +$406K |
|
1607
Travere Therapeutics
TVTX
$2.1B
| $404K | ﹤0.01% |
43,877
+22,106
| +102% | +$204K |
|
1608
ACI Worldwide
ACIW
$5.2B
| $403K | ﹤0.01% |
17,821
+8,622
| +94% | +$195K |
|
1609
First Busey Corp
BUSE
$2.19B
| $402K | ﹤0.01% |
20,849
-12,474
| -37% | -$241K |
|
1610
Huron Consulting
HURN
$2.44B
| $401K | ﹤0.01% |
+3,851
| New | +$401K |
|
1611
iShares S&P 100 ETF
OEF
$22.6B
| $401K | ﹤0.01% |
2,000
| – | – |
|
1612
Tandem Diabetes Care
TNDM
$823M
| $400K | ﹤0.01% |
19,299
-1,656
| -8% | -$34.4K |
|
1613
Brink's
BCO
$4.83B
| $399K | ﹤0.01% |
+5,493
| New | +$399K |
|
|
CHX
1614
DELISTED
ChampionX
CHX
| $397K | ﹤0.01% |
11,151
+2,677
| +32% | +$95.4K |
|
|
ROVR
1615
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $396K | ﹤0.01% |
63,069
+26,054
| +70% | +$163K |
|
1616
Penumbra
PEN
$10.6B
| $396K | ﹤0.01% |
1,634
-3,354
| -67% | -$812K |
|
|
ENV
1617
DELISTED
ENVESTNET, INC.
ENV
| $395K | ﹤0.01% |
8,977
-51,510
| -85% | -$2.27M |
|
1618
AppFolio
APPF
$9.94B
| $395K | ﹤0.01% |
+2,150
| New | +$395K |
|
1619
Gibraltar Industries
ROCK
$1.79B
| $392K | ﹤0.01% |
5,764
-3,383
| -37% | -$230K |
|
1620
GCM Grosvenor
GCMG
$683M
| $392K | ﹤0.01% |
50,581
+5,309
| +12% | +$41.1K |
|
1621
Energy Fuels
UUUU
$2.76B
| $390K | ﹤0.01% |
46,725
+13,378
| +40% | +$112K |
|
1622
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $389K | ﹤0.01% |
3,782
-2,407
| -39% | -$248K |
|
1623
XP
XP
$9.95B
| $388K | ﹤0.01% |
+16,857
| New | +$388K |
|
1624
Forestar Group
FOR
$1.41B
| $383K | ﹤0.01% |
+14,250
| New | +$383K |
|
|
PDM
1625
Piedmont Realty Trust, Inc.
PDM
$1.11B
| $382K | ﹤0.01% |
67,976
-48,577
| -42% | -$273K |
|