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 | |
|---|---|---|---|---|---|---|
1776
Kodiak Gas Services
KGS
$2.92B
| $277K | ﹤0.01% |
+15,360
| New | +$277K |
|
1777
Axalta
AXTA
$6.88B
| $277K | ﹤0.01% |
+10,295
| New | +$277K |
|
1778
Magnolia Oil & Gas
MGY
$4.47B
| $275K | ﹤0.01% |
11,963
-13,296
| -53% | -$306K |
|
1779
Valley National Bancorp
VLY
$6.03B
| $275K | ﹤0.01% |
32,131
+2,987
| +10% | +$25.6K |
|
1780
MP Materials
MP
$11.2B
| $274K | ﹤0.01% |
14,381
-417,870
| -97% | -$7.97M |
|
1781
Janus Henderson
JHG
$7.08B
| $274K | ﹤0.01% |
10,618
-3,091
| -23% | -$79.8K |
|
1782
Liberty Global Class C
LBTYK
$4.13B
| $274K | ﹤0.01% |
14,794
+3,869
| +35% | +$71.6K |
|
1783
Center Bancorp
CNOB
$1.27B
| $274K | ﹤0.01% |
15,289
| – | – |
|
1784
Brunswick
BC
$4.36B
| $272K | ﹤0.01% |
3,447
-10,022
| -74% | -$792K |
|
1785
Zegna
ZGN
$2.25B
| $272K | ﹤0.01% |
19,511
-1,389
| -7% | -$19.4K |
|
1786
CBIZ
CBZ
$3.13B
| $268K | ﹤0.01% |
5,176
-458
| -8% | -$23.7K |
|
1787
Acushnet Holdings
GOLF
$4.47B
| $268K | ﹤0.01% |
+5,061
| New | +$268K |
|
1788
SPX Corp
SPXC
$9.4B
| $267K | ﹤0.01% |
3,266
-5,085
| -61% | -$416K |
|
1789
Invesco NASDAQ 100 ETF
QQQM
$60.3B
| – | – |
0
| – | -$412K |
|
1790
ePlus
PLUS
$1.99B
| $267K | ﹤0.01% |
+4,174
| New | +$267K |
|
1791
Covenant Logistics
CVLG
$593M
| $266K | ﹤0.01% |
12,104
-6,544
| -35% | -$144K |
|
1792
Sandstorm Gold
SAND
$3.44B
| $266K | ﹤0.01% |
57,096
-15,859
| -22% | -$73.9K |
|
1793
Lincoln Educational Services
LINC
$630M
| $265K | ﹤0.01% |
31,306
+19
| +0.1% | +$161 |
|
1794
National Grid
NGG
$70.5B
| $265K | ﹤0.01% |
4,564
-138
| -3% | -$8K |
|
1795
Hanesbrands
HBI
$2.25B
| $264K | ﹤0.01% |
66,696
-2,058
| -3% | -$8.15K |
|
|
RDUS
1796
DELISTED
Radius Recycling
RDUS
| $263K | ﹤0.01% |
+9,500
| New | +$263K |
|
1797
Primoris Services
PRIM
$6.63B
| $262K | ﹤0.01% |
+7,963
| New | +$262K |
|
1798
Hain Celestial
HAIN
$191M
| $261K | ﹤0.01% |
+25,251
| New | +$261K |
|
1799
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$526M
| $261K | ﹤0.01% |
8,806
-117,451
| -93% | -$3.48M |
|
1800
VanEck Vietnam ETF
VNM
$588M
| – | – |
0
| – | -$255K |
|