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 |
SPDR S&P 500 ETF Trust
SPY
|
$270M |
| 2 |
Cognizant
CTSH
|
$109M |
| 3 |
McDonald's
MCD
|
$82.2M |
| 4 |
Arch Capital
ACGL
|
$64.3M |
| 5 |
Goldman Sachs
GS
|
$62.9M |
Top Sells
| 1 |
Apple
AAPL
|
$596M |
| 2 |
Alibaba
BABA
|
$483M |
| 3 |
Amazon
AMZN
|
$448M |
| 4 |
Tesla
TSLA
|
$315M |
| 5 |
Meta Platforms (Facebook)
META
|
$278M |
Sector Composition
| 1 | Technology | 24.99% |
| 2 | Financials | 13.62% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 11.72% |
| 5 | Communication Services | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2576
Bank OZK
OZK
$5.9B
| – | – |
-31,245
| Closed | -$1.25M |
|
2577
Patrick Industries
PATK
$3.78B
| – | – |
-7,920
| Closed | -$321K |
|
2578
PagerDuty
PD
$1.54B
| – | – |
-11,216
| Closed | -$296K |
|
2579
Pegasystems
PEGA
$9.5B
| – | – |
-96,856
| Closed | -$1.64M |
|
2580
Polaris
PII
$3.33B
| – | – |
-11,650
| Closed | -$1.17M |
|
2581
Piper Sandler
PIPR
$5.79B
| – | – |
-4,370
| Closed | -$572K |
|
2582
Palomar
PLMR
$3.3B
| – | – |
-6,956
| Closed | -$312K |
|
2583
ePlus
PLUS
$1.89B
| – | – |
-6,609
| Closed | -$294K |
|
2584
Plexus
PLXS
$3.75B
| – | – |
-18,888
| Closed | -$1.94M |
|
|
PMT
2585
PennyMac Mortgage Investment
PMT
$1.1B
| – | – |
-19,225
| Closed | -$238K |
|
2586
Portland General Electric
POR
$4.69B
| – | – |
-9,627
| Closed | -$472K |
|
2587
Post Holdings
POST
$5.88B
| – | – |
-12,404
| Closed | -$1.12M |
|
2588
PRA Group
PRAA
$671M
| – | – |
-8,304
| Closed | -$282K |
|
2589
Perdoceo Education
PRDO
$2.14B
| – | – |
-14,530
| Closed | -$204K |
|
2590
Progress Software
PRGS
$1.88B
| – | – |
-19,806
| Closed | -$1,000K |
|
2591
Perrigo
PRGO
$3.12B
| – | – |
-65,601
| Closed | -$2.23M |
|
2592
Park National Corp
PRK
$2.77B
| – | – |
-3,446
| Closed | -$487K |
|
2593
QuinStreet
QNST
$920M
| – | – |
-10,900
| Closed | -$155K |
|
2594
uniQure
QURE
$985M
| – | – |
-11,153
| Closed | -$246K |
|
2595
LiveRamp
RAMP
$1.86B
| – | – |
-15,279
| Closed | -$355K |
|
|
RC
2596
Ready Capital
RC
$705M
| – | – |
-21,416
| Closed | -$238K |
|
2597
Arcus Biosciences
RCUS
$1.3B
| – | – |
-13,821
| Closed | -$283K |
|
2598
AngloGold Ashanti
AU
$30.2B
| – | – |
-76,194
| Closed | -$1.48M |
|
2599
Avanos Medical
AVNS
$590M
| – | – |
-13,258
| Closed | -$358K |
|
2600
Aaon
AAON
$6.62B
| – | – |
-14,883
| Closed | -$751K |
|