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 | |
|---|---|---|---|---|---|---|
2001
Louisiana-Pacific
LPX
$6.81B
| $292K | ﹤0.01% |
3,397
-5,519
| -62% | -$475K |
|
2002
United Bankshares
UBSI
$5.4B
| $291K | ﹤0.01% |
7,976
-32,706
| -80% | -$1.19M |
|
2003
Red Violet
RDVT
$676M
| $291K | ﹤0.01% |
5,839
+53
| +0.9% | +$2.64K |
|
2004
Ryan Specialty Holdings
RYAN
$6.62B
| $291K | ﹤0.01% |
4,280
+98
| +2% | +$6.66K |
|
2005
Chunghwa Telecom
CHT
$34.9B
| $291K | ﹤0.01% |
+6,238
| New | +$291K |
|
2006
Titan International
TWI
$558M
| $290K | ﹤0.01% |
27,949
+13,271
| +90% | +$138K |
|
2007
Xerox
XRX
$466M
| $290K | ﹤0.01% |
55,387
+8,961
| +19% | +$46.9K |
|
|
TBI
2008
Trueblue
TBI
$176M
| $288K | ﹤0.01% |
43,259
+2,646
| +7% | +$17.6K |
|
2009
Atlanta Braves Holdings Series B
BATRK
$2.66B
| $288K | ﹤0.01% |
6,168
-1,309
| -18% | -$61.1K |
|
2010
Simply Good Foods
SMPL
$2.78B
| $288K | ﹤0.01% |
9,121
-1,579
| -15% | -$49.8K |
|
2011
Rocket Companies
RKT
$44.4B
| $288K | ﹤0.01% |
20,281
-523
| -3% | -$7.42K |
|
2012
Unity Bancorp
UNTY
$533M
| $287K | ﹤0.01% |
6,056
+295
| +5% | +$14K |
|
2013
SLM Corp
SLM
$6.05B
| $287K | ﹤0.01% |
8,754
-4,425
| -34% | -$145K |
|
2014
American States Water
AWR
$2.83B
| $286K | ﹤0.01% |
3,761
-4,095
| -52% | -$312K |
|
2015
Argan
AGX
$3.21B
| $286K | ﹤0.01% |
+1,289
| New | +$286K |
|
2016
Preformed Line Products
PLPC
$978M
| $286K | ﹤0.01% |
+1,786
| New | +$286K |
|
2017
iShares Global Healthcare ETF
IXJ
$3.89B
| $285K | ﹤0.01% |
+3,316
| New | +$285K |
|
2018
Spire
SR
$4.5B
| $285K | ﹤0.01% |
3,911
-232
| -6% | -$16.9K |
|
2019
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
| $285K | ﹤0.01% |
4,392
-6,312
| -59% | -$409K |
|
2020
Belden
BDC
$5.29B
| $284K | ﹤0.01% |
2,458
-815
| -25% | -$94.2K |
|
2021
Sezzle
SEZL
$2.98B
| $284K | ﹤0.01% |
+1,582
| New | +$284K |
|
2022
Affiliated Managers Group
AMG
$6.7B
| $283K | ﹤0.01% |
1,438
-80
| -5% | -$15.7K |
|
2023
Cedar Fair
FUN
$2.2B
| $282K | ﹤0.01% |
9,328
-1,438
| -13% | -$43.5K |
|
2024
Prothena Corp
PRTA
$454M
| $282K | ﹤0.01% |
46,047
+32,959
| +252% | +$202K |
|
2025
Kennametal
KMT
$1.6B
| $282K | ﹤0.01% |
12,293
-476
| -4% | -$10.9K |
|