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 | |
|---|---|---|---|---|---|---|
2101
Goosehead Insurance
GSHD
$2.01B
| $248K | ﹤0.01% |
+2,369
| New | +$248K |
|
2102
Seer Inc
SEER
$117M
| $248K | ﹤0.01% |
114,348
| – | – |
|
2103
HCI Group
HCI
$2.31B
| $247K | ﹤0.01% |
+1,624
| New | +$247K |
|
2104
Columbia Banking Systems
COLB
$7.84B
| $246K | ﹤0.01% |
10,542
+773
| +8% | +$18.1K |
|
2105
Horace Mann Educators
HMN
$1.89B
| $246K | ﹤0.01% |
5,717
-1,099
| -16% | -$47.2K |
|
2106
Kulicke & Soffa
KLIC
$1.98B
| $245K | ﹤0.01% |
7,036
-949
| -12% | -$33K |
|
2107
Post Holdings
POST
$5.69B
| $245K | ﹤0.01% |
2,244
-698
| -24% | -$76.1K |
|
2108
FTI Consulting
FCN
$5.23B
| $244K | ﹤0.01% |
1,513
-11,189
| -88% | -$1.81M |
|
2109
Bankwell Financial Group
BWFG
$350M
| $244K | ﹤0.01% |
6,660
-175
| -3% | -$6.42K |
|
2110
Upbound Group
UPBD
$1.47B
| $244K | ﹤0.01% |
9,689
-4,648
| -32% | -$117K |
|
2111
Surgery Partners
SGRY
$2.75B
| $243K | ﹤0.01% |
11,004
-1,381
| -11% | -$30.5K |
|
2112
S&T Bancorp
STBA
$1.49B
| $242K | ﹤0.01% |
6,383
-3,586
| -36% | -$136K |
|
2113
Fastly
FSLY
$1.08B
| $242K | ﹤0.01% |
34,767
+6,829
| +24% | +$47.6K |
|
2114
Protagonist Therapeutics
PTGX
$3.59B
| $242K | ﹤0.01% |
4,340
-4,118
| -49% | -$230K |
|
|
CBL
2115
CBL Properties
CBL
$982M
| $241K | ﹤0.01% |
9,370
-38,589
| -80% | -$993K |
|
2116
Knowles
KN
$1.85B
| $241K | ﹤0.01% |
13,649
-2,446
| -15% | -$43.2K |
|
2117
SolarEdge
SEDG
$1.75B
| $240K | ﹤0.01% |
11,631
-681
| -6% | -$14K |
|
2118
Acushnet Holdings
GOLF
$4.37B
| $240K | ﹤0.01% |
+3,278
| New | +$240K |
|
2119
Orion Group Holdings
ORN
$295M
| $239K | ﹤0.01% |
26,195
+6,564
| +33% | +$59.9K |
|
2120
Worthington Enterprises
WOR
$3.22B
| $239K | ﹤0.01% |
3,749
-3,828
| -51% | -$244K |
|
2121
Central Pacific Financial
CPF
$834M
| $238K | ﹤0.01% |
8,525
-5,305
| -38% | -$148K |
|
2122
Sonoco
SON
$4.54B
| $238K | ﹤0.01% |
5,464
+57
| +1% | +$2.48K |
|
2123
Employers Holdings
EIG
$982M
| $238K | ﹤0.01% |
+5,056
| New | +$238K |
|
2124
Global E Online
GLBE
$6.22B
| $237K | ﹤0.01% |
7,199
-60,885
| -89% | -$2.01M |
|
2125
Pathward Financial
CASH
$1.74B
| $237K | ﹤0.01% |
2,992
-48,595
| -94% | -$3.85M |
|