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 | |
|---|---|---|---|---|---|---|
1626
First Bancorp
FBP
$3.51B
| $594K | ﹤0.01% |
28,353
-42,388
| -60% | -$888K |
|
1627
Heritage Commerce
HTBK
$627M
| $589K | ﹤0.01% |
58,931
+20,100
| +52% | +$201K |
|
|
TRON
1628
Tron Inc. Common Stock
TRON
$887M
| $585K | ﹤0.01% |
+69,287
| New | +$585K |
|
1629
Diamond Hill
DHIL
$388M
| $584K | ﹤0.01% |
4,021
+1,610
| +67% | +$234K |
|
1630
AtriCure
ATRC
$1.81B
| $583K | ﹤0.01% |
18,043
-7,549
| -29% | -$244K |
|
1631
SiTime
SITM
$6.72B
| $582K | ﹤0.01% |
2,756
-238
| -8% | -$50.3K |
|
1632
Leggett & Platt
LEG
$1.31B
| $580K | ﹤0.01% |
65,011
-45,510
| -41% | -$406K |
|
1633
TopBuild
BLD
$11.7B
| $577K | ﹤0.01% |
1,783
-295
| -14% | -$95.5K |
|
1634
Midland States Bancorp
MSBI
$389M
| $577K | ﹤0.01% |
33,166
+5,075
| +18% | +$88.3K |
|
1635
Peloton Interactive
PTON
$3.06B
| $577K | ﹤0.01% |
85,501
+25,206
| +42% | +$170K |
|
1636
Capital City Bank Group
CCBG
$740M
| $576K | ﹤0.01% |
14,630
+5,577
| +62% | +$219K |
|
|
TEN
1637
Tsakos Energy Navigation Ltd.
TEN
$676M
| $573K | ﹤0.01% |
29,880
+14,242
| +91% | +$273K |
|
1638
Vermilion Energy
VET
$1.14B
| $573K | ﹤0.01% |
+77,880
| New | +$573K |
|
1639
Zillow
ZG
$20.5B
| $571K | ﹤0.01% |
8,340
+1,886
| +29% | +$129K |
|
1640
Rocket Lab Corporation Common Stock
RKLB
$25B
| $571K | ﹤0.01% |
15,819
-707,552
| -98% | -$25.5M |
|
1641
Clearway Energy Class A
CWEN.A
$3.2B
| $570K | ﹤0.01% |
18,994
+323
| +2% | +$9.69K |
|
|
OKLO
1642
Oklo
OKLO
$11.8B
| $568K | ﹤0.01% |
+10,275
| New | +$568K |
|
1643
Saic
SAIC
$4.92B
| $568K | ﹤0.01% |
5,096
-9,219
| -64% | -$1.03M |
|
1644
Old Second Bancorp
OSBC
$960M
| $565K | ﹤0.01% |
31,749
+9,374
| +42% | +$167K |
|
1645
Radiant Logistics
RLGT
$308M
| $561K | ﹤0.01% |
91,857
+27,952
| +44% | +$171K |
|
1646
Choiceone Financial
COFS
$455M
| $561K | ﹤0.01% |
+19,278
| New | +$561K |
|
1647
MediaAlpha
MAX
$696M
| $561K | ﹤0.01% |
51,550
+1,144
| +2% | +$12.4K |
|
1648
Commercial Metals
CMC
$6.54B
| $560K | ﹤0.01% |
11,404
-334
| -3% | -$16.4K |
|
1649
Clean Harbors
CLH
$12.6B
| $560K | ﹤0.01% |
2,420
-8,116
| -77% | -$1.88M |
|
1650
The Greenbrier Companies
GBX
$1.44B
| $557K | ﹤0.01% |
12,002
+5,525
| +85% | +$256K |
|