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 | |
|---|---|---|---|---|---|---|
|
SAFE
1651
Safehold
SAFE
$1.15B
| $360K | ﹤0.01% |
20,210
+4,336
| +27% | +$77.2K |
|
1652
ITT
ITT
$13.6B
| $360K | ﹤0.01% |
3,672
-9,942
| -73% | -$973K |
|
1653
Denali Therapeutics
DNLI
$2.14B
| $359K | ﹤0.01% |
+17,427
| New | +$359K |
|
1654
TripAdvisor
TRIP
$2.08B
| $359K | ﹤0.01% |
21,632
-17,765
| -45% | -$295K |
|
|
LTHM
1655
DELISTED
Livent Corporation
LTHM
| $359K | ﹤0.01% |
19,418
-80,145
| -80% | -$1.48M |
|
1656
IDEAYA Biosciences
IDYA
$2.17B
| $359K | ﹤0.01% |
+13,399
| New | +$359K |
|
1657
Antero Midstream
AM
$8.85B
| $359K | ﹤0.01% |
29,854
-149,342
| -83% | -$1.8M |
|
1658
Wipro
WIT
$29.4B
| $359K | ﹤0.01% |
148,254
-270,200
| -65% | -$654K |
|
1659
Modine Manufacturing
MOD
$7.71B
| $359K | ﹤0.01% |
7,853
-3,295
| -30% | -$150K |
|
|
FBMS
1660
DELISTED
The First Bancshares, Inc.
FBMS
| $358K | ﹤0.01% |
13,209
-1,674
| -11% | -$45.4K |
|
|
GRVY
1661
GRAVITY
GRVY
$441M
| $358K | ﹤0.01% |
5,175
-4,350
| -46% | -$301K |
|
1662
Unitil
UTL
$812M
| $358K | ﹤0.01% |
8,331
-2,293
| -22% | -$98.4K |
|
1663
Palomar
PLMR
$3.18B
| $357K | ﹤0.01% |
+7,148
| New | +$357K |
|
1664
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$281M
| $356K | ﹤0.01% |
6,907
+585
| +9% | +$30.1K |
|
1665
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $356K | ﹤0.01% |
4,728
-4,213
| -47% | -$317K |
|
1666
Digital Turbine
APPS
$494M
| $355K | ﹤0.01% |
58,181
+13,206
| +29% | +$80.7K |
|
1667
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
| $355K | ﹤0.01% |
2,544
-2,773
| -52% | -$387K |
|
1668
Nabors Industries
NBR
$619M
| $355K | ﹤0.01% |
+2,887
| New | +$355K |
|
1669
Cross Country Healthcare
CCRN
$455M
| $355K | ﹤0.01% |
+14,276
| New | +$355K |
|
|
ENLC
1670
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $351K | ﹤0.01% |
28,599
-15,519
| -35% | -$191K |
|
1671
East-West Bancorp
EWBC
$15.1B
| $351K | ﹤0.01% |
6,663
-827
| -11% | -$43.6K |
|
|
PARAA
1672
DELISTED
Paramount Global Class A
PARAA
| $351K | ﹤0.01% |
22,229
-88
| -0.4% | -$1.39K |
|
1673
PJT Partners
PJT
$4.37B
| $350K | ﹤0.01% |
4,377
+25
| +0.6% | +$2K |
|
1674
James River Group
JRVR
$246M
| $349K | ﹤0.01% |
22,893
-20,970
| -48% | -$320K |
|
1675
iShares MSCI Hong Kong ETF
EWH
$741M
| $349K | ﹤0.01% |
20,349
+473
| +2% | +$8.11K |
|