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 | |
|---|---|---|---|---|---|---|
2026
Carter's
CRI
$1.08B
| $282K | ﹤0.01% |
9,390
+3,915
| +72% | +$118K |
|
2027
SiteOne Landscape Supply
SITE
$6.41B
| $281K | ﹤0.01% |
2,327
-3,349
| -59% | -$404K |
|
2028
Sociedad Química y Minera de Chile
SQM
$12.2B
| $281K | ﹤0.01% |
7,962
-20,450
| -72% | -$721K |
|
2029
SSR Mining
SSRM
$4.56B
| $281K | ﹤0.01% |
22,264
-184,403
| -89% | -$2.32M |
|
2030
Uranium Energy
UEC
$5.42B
| $281K | ﹤0.01% |
+41,375
| New | +$281K |
|
2031
Insteel Industries
IIIN
$756M
| $280K | ﹤0.01% |
7,501
-2,442
| -25% | -$91K |
|
2032
Altice USA
ATUS
$1.13B
| $279K | ﹤0.01% |
131,189
+32,164
| +32% | +$68.5K |
|
2033
HarborOne Bancorp
HONE
$558M
| $279K | ﹤0.01% |
23,851
-28,119
| -54% | -$329K |
|
2034
Cushman & Wakefield
CWK
$3.83B
| $278K | ﹤0.01% |
25,224
-3,128
| -11% | -$34.5K |
|
2035
REV Group
REVG
$3.11B
| $278K | ﹤0.01% |
5,845
-2,069
| -26% | -$98.3K |
|
2036
Occidental Petroleum Corporation Warrants to Purchase Common Stock
OXY.WS
$22.8B
| $277K | ﹤0.01% |
13,227
-8
| -0.1% | -$168 |
|
2037
Compass
COMP
$4.97B
| $277K | ﹤0.01% |
44,285
-60,439
| -58% | -$378K |
|
2038
National Vision
EYE
$1.82B
| $277K | ﹤0.01% |
12,077
-16,824
| -58% | -$386K |
|
2039
Fidelity D&D Bancorp
FDBC
$270M
| $276K | ﹤0.01% |
+5,989
| New | +$276K |
|
2040
Perdoceo Education
PRDO
$2.24B
| $275K | ﹤0.01% |
8,454
-8,675
| -51% | -$283K |
|
2041
Ryerson Holding
RYI
$722M
| $275K | ﹤0.01% |
+12,754
| New | +$275K |
|
2042
IES Holdings
IESC
$7.41B
| $275K | ﹤0.01% |
+929
| New | +$275K |
|
2043
Hims & Hers Health
HIMS
$11.7B
| $274K | ﹤0.01% |
+5,496
| New | +$274K |
|
2044
Hudbay
HBM
$5.35B
| $274K | ﹤0.01% |
25,835
-12,291
| -32% | -$130K |
|
2045
CarGurus
CARG
$3.66B
| $274K | ﹤0.01% |
8,216
-1,847
| -18% | -$61.5K |
|
2046
Ardmore Shipping
ASC
$494M
| $273K | ﹤0.01% |
28,447
+11,184
| +65% | +$107K |
|
2047
Centrus Energy
LEU
$4.1B
| $273K | ﹤0.01% |
+1,553
| New | +$273K |
|
2048
Winmark
WINA
$1.82B
| $273K | ﹤0.01% |
723
-22
| -3% | -$8.31K |
|
2049
Mirum Pharmaceuticals
MIRM
$3.79B
| $272K | ﹤0.01% |
5,330
-363
| -6% | -$18.5K |
|
2050
Burke & Herbert Financial Services Corp
BHRB
$933M
| $271K | ﹤0.01% |
4,533
+544
| +14% | +$32.6K |
|