12 Best Holding Company Stocks To Invest In

Published on January 16, 2023 at 10:52 am by Hamna Asim in Hedge Funds, News

In this article, we discuss 12 best holding company stocks to invest in. If you want to see more stocks in this selection, check out 5 Best Holding Company Stocks To Invest In.

A holding company is a business entity, usually a corporation or limited liability company, that does not directly manufacture products, offer any services, or carry out any other business operations. Instead, holding companies own controlling stakes in other companies. The main purpose of a holding company is to offer centralized management, and they may also be used for tax or liability purposes. So while it may oversee a subsidiary’s management decisions, a holding company does not actively engage in the daily operations of these subsidiaries.

While a holding company structure can be complicated to navigate, it offers multiple benefits including centralized management and control, limited liability, tax relief, flexibility in terms of investment opportunities and diversifying risk, and branding and reputation management. However, holding companies are subject to additional regulations, limited control over the day-to-day operations of their subsidiary companies, dependence on the performance of subsidiary companies, and problems in raising capital.

Some of the best holding company stocks to invest in include JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), and Berkshire Hathaway Inc. (NYSE:BRK-A). Investors can also take a look at the biggest holding companies in the world for a well-rounded stock portfolio. (see 15 Biggest Holding Companies in the World)

Our Methodology

We selected the following holding company stocks based on overall hedge fund sentiment toward each stock. We have assessed the hedge fund sentiment from Insider Monkey’s database of 920 elite hedge funds tracked as of the end of the third quarter of 2022. The list is arranged in ascending order of the number of hedge fund holders in each firm.

Pixabay/Public Domain

Best Holding Company Stocks To Invest In

12. NatWest Group plc (NYSE:NWG)

Number of Hedge Fund Holders: 7

NatWest Group plc (NYSE:NWG) was founded in 1727 and is headquartered in Edinburgh, the United Kingdom. It is a banking and insurance holding company that provides financial products and services to personal, commercial, corporate, and institutional customers in the United Kingdom and internationally. It operates through Retail Banking, Commercial Banking, Private Banking, RBS International, and NatWest Markets segments.

On October 28, NatWest Group plc (NYSE:NWG) reported a third quarter revenue of £3.23 billion, up 20.1% on a year-over-year basis and the GAAP EPS came in at 1.90p for the period. Bank net interest margin of 2.99% was 27 basis points higher than Q2 2022, which was attributed to the impact of base rate increases. In 2023, the company expects to achieve a planned return on tangible equity in the range of 14 to 16%.

JPMorgan analyst Raul Sinha raised the firm’s price target on NatWest Group plc (NYSE:NWG) on December 6 to 310 GBp from 300 GBp and kept a Neutral rating on the shares.

According to Insider Monkey’s data, NatWest Group plc (NYSE:NWG) was part of 7 hedge fund portfolios at the end of September 2022, compared to 10 in the prior quarter. Peter Rathjens, Bruce Clarke, and John Campbell’s Arrowstreet Capital is the leading position holder in the company, with 3.34 million shares worth $16.7 million.

Like JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), and Berkshire Hathaway Inc. (NYSE:BRK-A), NatWest Group plc (NYSE:NWG) is one of the best holding company stocks to consider.

11. Huntington Bancshares Incorporated (NASDAQ:HBAN)

Number of Hedge Fund Holders: 23

Huntington Bancshares Incorporated (NASDAQ:HBAN) was founded in 1866 and is headquartered in Columbus, Ohio. It operates as the bank holding company for The Huntington National Bank, offering commercial, consumer, and mortgage banking services in the United States. The company has four segments – Consumer and Business Banking, Commercial Banking, Vehicle Finance, and Regional Banking and The Huntington Private Client Group.

Huntington Bancshares Incorporated (NASDAQ:HBAN) paid a $0.155 per share quarterly dividend on January 3, 2023. On November 10, the company increased its medium-term targets for return on tangible common equity to more than 20%. By comparison, Huntington Bancshares Incorporated (NASDAQ:HBAN)’s Q3 ROTCE was 21.9% and adjusted ROTCE was 22.2%. The bank is aiming for pre-provision net revenue growth of 6%-9% for the medium-term and positive operating leverage. It is one of the best holding company stocks to invest in.

On December 5, Morgan Stanley analyst Manan Gosalia upgraded Huntington Bancshares Incorporated (NASDAQ:HBAN) to Overweight from Equal Weight with a price target of $19, up from $16. The analyst prefers mid-cap banks that are best positioned to manage the headwinds from tightening liquidity conditions as rates rise.

According to Insider Monkey’s Q3 data, 23 hedge funds were long Huntington Bancshares Incorporated (NASDAQ:HBAN), with collective stakes worth $168.3 million, compared to 23 funds in the prior quarter worth $71.8 million. Ken Griffin’s Citadel Investment Group is the leading position holder in the company, with 7 million shares worth $92.3 million.

Aristotle Capital made the following comment about Huntington Bancshares Incorporated (NASDAQ:HBAN) in its Q3 2022 investor letter:

“Huntington Bancshares Incorporated (NASDAQ:HBAN), an Ohio-based bank holding company, was removed from the portfolio based on our belief that shares were fully valued and there were better opportunities to deploy capital elsewhere within the portfolio.”

10. MetLife, Inc. (NYSE:MET)

Number of Hedge Fund Holders: 36

MetLife, Inc. (NYSE:MET) is a New York-based holding corporation for the Metropolitan Life Insurance Company, or MetLife, and its affiliates. It is a financial services company that provides insurance, annuities, employee benefits, and asset management services worldwide. It operates through five segments – U.S., Asia, Latin America, Europe, the Middle East and Africa, and MetLife Holdings. On January 10, MetLife, Inc. (NYSE:MET) declared a $0.50 per share quarterly dividend, in line with previous. The dividend is payable on March 14, to shareholders of record on February 7. The company also announced that it will redeem all outstanding $1 billion of 4.368% series D senior debentures on February 10. It is one of the best holding company stocks to invest in.

On January 6, JPMorgan analyst Jimmy Bhullar raised the price target on MetLife, Inc. (NYSE:MET) to $80 from $77 and maintained an Overweight rating on the shares. The analyst’s long-term outlook for the life insurance sector is “downbeat” and he thinks that the near-term risk-reward in stocks is “not enticing.” Life insurance stocks outperformed in 2022 and could perform well if interest rates increase further, the analyst wrote in a research note.

According to Insider Monkey’s data, 36 hedge funds were bullish on MetLife, Inc. (NYSE:MET) at the end of Q3 2022, with combined stakes worth $667.4 million, compared to 36 funds in the prior quarter worth $612.8 million. Richard S. Pzena’s Pzena Investment Management is the biggest stakeholder of the company, with 4.75 million shares worth $288.65 million.

9. United Airlines Holdings, Inc. (NASDAQ:UAL)

Number of Hedge Fund Holders: 37

United Airlines Holdings, Inc. (NASDAQ:UAL) is headquartered in Chicago, Illinois, and it is the parent company of United Airlines, one of the largest airlines in the world. The company provides air transportation services in North America, Asia, Europe, Africa, the Pacific, the Middle East, and Latin America. Primary positive catalysts for United Airlines Holdings, Inc. (NASDAQ:UAL) in 2023 include the carrier benefiting from international recovery, the new CASMxF trajectory with the pilot contract, and a positive fleet renewal path exiting 2023. It is one of the top holding company stocks to consider.

On January 12, Barclays analyst Brandon Oglenski raised the price target on United Airlines Holdings, Inc. (NASDAQ:UAL) to $45 from $42 and reiterated an Overweight rating on the shares as part of his Q4 preview. Airline stocks are discounting a possible slowdown in demand, but improved leveraging of cost structures through capacity growth and lower than expected jet fuel prices “could be powerful favorable offsets” in 2023, the analyst told investors in a research note.

According to Insider Monkey’s data, United Airlines Holdings, Inc. (NASDAQ:UAL) was part of 37 hedge fund portfolios at the end of Q3 2022, compared to 35 in the prior quarter. Israel Englander’s Millennium Management is a prominent stakeholder of the company, with approximately 4 million shares worth $126.6 million.

8. M&T Bank Corporation (NYSE:MTB)

Number of Hedge Fund Holders: 44

M&T Bank Corporation (NYSE:MTB) is a New York-based bank holding company that provides commercial and retail banking services. M&T Bank Corporation (NYSE:MTB) operates through Business Banking, Commercial Banking, Commercial Real Estate, Discretionary Portfolio, Residential Mortgage Banking, and Retail Banking segments. It is one of the best holding company stocks to monitor.

On January 6, Deutsche Bank analyst Matt O’Connor maintained a Buy rating on M&T Bank Corporation (NYSE:MTB) but lowered the firm’s price target on the shares to $175 from $255. Similarly, on January 3, Wedbush analyst David Chiaverini upgraded M&T Bank Corporation (NYSE:MTB) to Outperform from Neutral on prospects that it could outshine peers from a credit quality standpoint against a recession backdrop.

According to Insider Monkey’s third quarter database, 44 hedge funds were long M&T Bank Corporation (NYSE:MTB), compared to 39 funds in the prior quarter. Ken Griffin’s Citadel Investment Group is the biggest stakeholder of the company, with 1.48 million shares worth $261.8 million.

7. American International Group, Inc. (NYSE:AIG)

Number of Hedge Fund Holders: 48

American International Group, Inc. (NYSE:AIG) is one of the best holding company stocks to consider. American International Group, Inc. (NYSE:AIG) offers insurance products for commercial, institutional, and individual customers in North America and internationally. The company specializes in general insurance, health insurance, vehicle insurance, travel insurance, home insurance, life insurance, mortgage loans, investment management, and mutual funds.

On December 14, RBC Capital analyst Mark Dwelle raised the price target on American International Group, Inc. (NYSE:AIG) to $73 from $68 and maintained an Outperform rating on the shares.

According to Insider Monkey’s data, 48 hedge funds were long American International Group, Inc. (NYSE:AIG) at the end of the third quarter of 2022, compared to 44 funds in the prior quarter. Harris Associates is the largest stakeholder of the company, with 22.5 million shares valued at over $1 billion.

Diamond Hill Capital made the following comment about American International Group, Inc. (NYSE:AIG) in its Q3 2022 investor letter:

“Also among our bottom contributors were health care products manufacturer Abbott Labs, global pharmaceutical company Pfizer, media and technology giant Alphabet, and insurance company American International Group, Inc. (NYSE:AIG).

AIG reported strong Q2 earnings, but volatile capital markets led to delays in the IPO of the company’s life and retirement business and concerns about the quality of the company’s investment portfolio. We continue to believe AIG has one of the best management teams in the industry, and they’ve been executing well on turning the business around and improving underwriting and expense control.”

6. Morgan Stanley (NYSE:MS)

Number of Hedge Fund Holders: 52

Morgan Stanley (NYSE:MS) is a New York-based financial holding company that provides financial products and services to corporations, governments, financial institutions, and individuals, operating through Institutional Securities, Wealth Management, and Investment Management segments. On January 5, Bank of America noted that dividends will see higher importance as investors focus more on total returns in the present investment environment. BofA listed Morgan Stanley (NYSE:MS) as one of the favorite picks for dividend investing.

On January 3, investment advisory Barclays raised the firm’s price target on Morgan Stanley (NYSE:MS) to $125 from $105 and maintained an Overweight rating on the shares. Analyst Jason Goldberg issued the ratings update.

According to Insider Monkey’s third quarter database, 52 hedge funds were long Morgan Stanley (NYSE:MS), with combined stakes worth $3.3 billion, compared to 58 funds in the prior quarter worth $2.9 billion. Ken Fisher’s Fisher Asset Management is the leading stakeholder of the company, with 18.4 million shares worth $1.45 billion.

In addition to JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), and Berkshire Hathaway Inc. (NYSE:BRK-A), Morgan Stanley (NYSE:MS) is one of the top holding company stocks to invest in.

Here is what Madison Dividend Income Fund has to say about Morgan Stanley (NYSE:MS) in its Q3 2022 investor letter:

“This quarter we are highlighting Morgan Stanley (NYSE:MS) as a relative yield example in the Financial sector. MS is a leading investment bank and wealth management firm with approximately $5 trillion of client assets under management. It merged Citigroup’s Smith Barney business into its own wealth management business after the 2008 recession/financial crisis, which resulted in a more stable business model. Recent acquisitions of asset manager Eaton Vance and E-Trade provide additional stability and higher returns on capital. We believe MS has a sustainable competitive advantage due to its size and scale, global reach, strong reputation, and financial distribution capabilities. Importantly for a financial institution, it is in good financial health as key leverage ratios including common equity Tier 1 ratio, Tier 1 capital ratio, Tier 1 leverage ratio, and supplementary leverage ratio were all well above required minimums at the end of 2021.

Our thesis on MS is that its wealth management business will continue to become a larger part of the overall company, which will increase overall margins and return on equity (ROE). Wealth management and asset management are less cyclical than investment banking, and often generate higher margins and provide better stability of financial results. For example, the addition of Smith Barney added significant scale and boosted wealth management operating margins from below 10% into the mid-20%s over the past several years while also increasing returns on equity. Looking ahead, we believe the company will benefit from rising asset prices and higher interest rates, should they happen over time…” (Click here to see the full text)

Click to continue reading and see 5 Best Holding Company Stocks To Invest In.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

The AI infrastructure supercycle
The onshoring boom driven by Trump-era tariffs
A surge in U.S. LNG exports
And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

Access to our Detailed Report on our AI, Tariffs, and Nuclear Energy Stock with 100+% potential upside within 12 to 24 months
BONUS REPORT on our #1 AI-Robotics Stock with 10000% upside potential: Our in-depth report dives deep into our #1 AI/robotics stock’s groundbreaking technology and massive growth potential.
One New Issue of Our Premium Readership Newsletter: You will also receive one new issue per month and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.
One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149
Bonus Content: Premium access to members-only fund manager video interviews
Ad-Free Browsing: Enjoy a month of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.
Lifetime Price Guarantee: Your renewal rate will always remain the same as long as your subscription is active.
30-Day Money-Back Guarantee: If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

Subscribe Now!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

Insider Monkey Ads

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…

Insider Monkey Ads

Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Log In

Sign Up

12 Best Holding Company Stocks To Invest In

Published on January 16, 2023 at 10:52 am by Hamna Asim in Hedge Funds, News

Best Holding Company Stocks To Invest In

12. NatWest Group plc (NYSE:NWG)

11. Huntington Bancshares Incorporated (NASDAQ:HBAN)

10. MetLife, Inc. (NYSE:MET)

9. United Airlines Holdings, Inc. (NASDAQ:UAL)

8. M&T Bank Corporation (NYSE:MTB)

7. American International Group, Inc. (NYSE:AIG)

6. Morgan Stanley (NYSE:MS)

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff

Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Premium

Log In

Sign Up

12 Best Holding Company Stocks To Invest In

Published on January 16, 2023 at 10:52 am by Hamna Asim in Hedge Funds, News

Share

Best Holding Company Stocks To Invest In

12. NatWest Group plc (NYSE:NWG)

11. Huntington Bancshares Incorporated (NASDAQ:HBAN)

10. MetLife, Inc. (NYSE:MET)

9. United Airlines Holdings, Inc. (NASDAQ:UAL)

8. M&T Bank Corporation (NYSE:MTB)

7. American International Group, Inc. (NYSE:AIG)

6. Morgan Stanley (NYSE:MS)

Share

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff