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 | |
|---|---|---|---|---|---|---|
1951
Vanguard S&P 500 Growth ETF
VOOG
$19.8B
| $317K | ﹤0.01% |
800
| – | – |
|
1952
Hertz
HTZ
$1.93B
| $316K | ﹤0.01% |
46,637
-29,721
| -39% | -$202K |
|
1953
AMC Entertainment Holdings
AMC
$1.44B
| $315K | ﹤0.01% |
102,506
+8,629
| +9% | +$26.6K |
|
|
TRTX
1954
TPG RE Finance Trust
TRTX
$741M
| $312K | ﹤0.01% |
40,674
+4,333
| +12% | +$33.2K |
|
1955
Usana Health Sciences
USNA
$564M
| $311K | ﹤0.01% |
10,196
-4,554
| -31% | -$139K |
|
1956
Superior Group of Companies
SGC
$196M
| $309K | ﹤0.01% |
29,917
+7,684
| +35% | +$79.5K |
|
1957
AXIS Capital
AXS
$7.76B
| $309K | ﹤0.01% |
2,984
-6,747
| -69% | -$699K |
|
1958
Madrigal Pharmaceuticals
MDGL
$9.79B
| $309K | ﹤0.01% |
+1,014
| New | +$309K |
|
1959
JFrog
FROG
$5.82B
| $308K | ﹤0.01% |
+7,005
| New | +$308K |
|
|
CHX
1960
DELISTED
ChampionX
CHX
| $308K | ﹤0.01% |
12,360
-5,210
| -30% | -$130K |
|
1961
Arhaus
ARHS
$1.58B
| $308K | ﹤0.01% |
35,299
+14,927
| +73% | +$130K |
|
1962
Materion
MTRN
$2.36B
| $307K | ﹤0.01% |
3,851
+699
| +22% | +$55.8K |
|
|
VERV
1963
DELISTED
Verve Therapeutics
VERV
| $307K | ﹤0.01% |
27,149
-1,861
| -6% | -$21K |
|
1964
Middlefield Banc Corp
MBCN
$243M
| $307K | ﹤0.01% |
+10,144
| New | +$307K |
|
1965
Vishay Intertechnology
VSH
$2.1B
| $306K | ﹤0.01% |
19,170
-2,648
| -12% | -$42.3K |
|
1966
Health Catalyst
HCAT
$228M
| $305K | ﹤0.01% |
80,263
-40,104
| -33% | -$152K |
|
1967
Global Ship Lease
GSL
$1.14B
| $304K | ﹤0.01% |
11,614
-595
| -5% | -$15.6K |
|
1968
Berry Corp
BRY
$255M
| $304K | ﹤0.01% |
109,783
+63,553
| +137% | +$176K |
|
1969
NCR Atleos
NATL
$2.88B
| $303K | ﹤0.01% |
10,485
-14,526
| -58% | -$420K |
|
|
GTM
1970
ZoomInfo Technologies
GTM
$3.74B
| $303K | ﹤0.01% |
29,904
+19,701
| +193% | +$200K |
|
1971
Procore
PCOR
$10.6B
| $302K | ﹤0.01% |
4,417
+506
| +13% | +$34.6K |
|
1972
Patterson-UTI
PTEN
$2.14B
| $301K | ﹤0.01% |
50,612
-9,306
| -16% | -$55.4K |
|
1973
Gentex
GNTX
$6.24B
| $301K | ﹤0.01% |
13,680
-16,616
| -55% | -$366K |
|
1974
Liberty Broadband Class C
LBRDK
$8.72B
| $301K | ﹤0.01% |
3,072
-875,052
| -100% | -$85.8M |
|
1975
Dorian LPG
LPG
$1.35B
| $301K | ﹤0.01% |
+12,283
| New | +$301K |
|