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 | |
|---|---|---|---|---|---|---|
|
SMMF
1826
DELISTED
Summit Financial Group, Inc.
SMMF
| $247K | ﹤0.01% |
10,834
+7
| +0.1% | +$160 |
|
1827
Onto Innovation
ONTO
$5.3B
| $246K | ﹤0.01% |
+1,933
| New | +$246K |
|
1828
La-Z-Boy
LZB
$1.44B
| $246K | ﹤0.01% |
7,941
-13,751
| -63% | -$426K |
|
1829
Air Lease Corp
AL
$7.1B
| $245K | ﹤0.01% |
+6,171
| New | +$245K |
|
|
WE
1830
DELISTED
WeWork Inc.
WE
| $245K | ﹤0.01% |
82,657
+81,345
| +6,200% | +$241K |
|
1831
Vanguard Mid-Cap Value ETF
VOE
$19B
| $245K | ﹤0.01% |
1,868
| – | – |
|
1832
iShares MSCI Austria ETF
EWO
$108M
| $244K | ﹤0.01% |
12,429
+68
| +0.6% | +$1.34K |
|
1833
Altice USA
ATUS
$1.14B
| $244K | ﹤0.01% |
74,649
-117,685
| -61% | -$385K |
|
1834
REX American Resources
REX
$1.02B
| $244K | ﹤0.01% |
+6,098
| New | +$244K |
|
|
BHR
1835
Braemar Hotels & Resorts
BHR
$205M
| $243K | ﹤0.01% |
88,434
+26,512
| +43% | +$72.9K |
|
1836
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
| $243K | ﹤0.01% |
5,392
+255
| +5% | +$11.5K |
|
1837
New York Times
NYT
$9.53B
| $242K | ﹤0.01% |
+5,885
| New | +$242K |
|
1838
Sumitomo Mitsui Financial
SMFG
$107B
| $242K | ﹤0.01% |
24,551
-251
| -1% | -$2.47K |
|
1839
Columbia Sportswear
COLM
$3.05B
| $242K | ﹤0.01% |
3,261
-1,109
| -25% | -$82.1K |
|
1840
Pacific Biosciences
PACB
$378M
| $242K | ﹤0.01% |
+29,380
| New | +$242K |
|
1841
Alector
ALEC
$290M
| $241K | ﹤0.01% |
36,807
+14,472
| +65% | +$94.6K |
|
1842
Editas Medicine
EDIT
$244M
| $240K | ﹤0.01% |
31,235
+18,602
| +147% | +$143K |
|
1843
Alarm.com
ALRM
$2.82B
| $240K | ﹤0.01% |
3,941
-7,607
| -66% | -$463K |
|
|
UHT
1844
Universal Health Realty Income Trust
UHT
$583M
| $238K | ﹤0.01% |
5,888
-1,057
| -15% | -$42.7K |
|
1845
Nuvation Bio
NUVB
$1.15B
| $238K | ﹤0.01% |
174,827
+62,844
| +56% | +$85.5K |
|
1846
Caledonia Mining Corp
CMCL
$633M
| $237K | ﹤0.01% |
+23,871
| New | +$237K |
|
1847
Veeco
VECO
$1.54B
| $237K | ﹤0.01% |
+8,493
| New | +$237K |
|
1848
Fate Therapeutics
FATE
$118M
| $237K | ﹤0.01% |
110,392
+75,039
| +212% | +$161K |
|
1849
United Microelectronic
UMC
$17B
| $237K | ﹤0.01% |
33,481
+20,800
| +164% | +$147K |
|
|
DCPH
1850
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $237K | ﹤0.01% |
18,613
-118,997
| -86% | -$1.51M |
|