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
|
+$949M |
| 2 |
Apple
AAPL
|
+$877M |
| 3 |
Microsoft
MSFT
|
+$381M |
| 4 |
Equitable Holdings
EQH
|
+$242M |
| 5 |
Broadcom
AVGO
|
+$228M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$129M |
| 2 |
Citigroup
C
|
+$119M |
| 3 |
Crown Holdings
CCK
|
+$98.3M |
| 4 |
Elevance Health
ELV
|
+$95.2M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
+$89.7M |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Financials | 13.39% |
| 3 | Healthcare | 11.82% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Communication Services | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Lazard
LAZ
$5.3B
| $19.2M | 0.02% |
552,836
-238,322
| -30% | -$8.28M |
|
627
Capri Holdings
CPRI
$2.54B
| $19.2M | 0.02% |
381,500
+248,862
| +188% | +$12.5M |
|
628
Preferred Bank
PFBC
$1.18B
| $19.1M | 0.02% |
258,473
-8,866
| -3% | -$654K |
|
629
Stanley Black & Decker
SWK
$12.1B
| $18.9M | 0.02% |
192,509
-9,013
| -4% | -$884K |
|
630
Apollo Global Management
APO
$76.9B
| $18.8M | 0.02% |
202,130
-50,029
| -20% | -$4.66M |
|
631
Leidos
LDOS
$22.9B
| $18.7M | 0.02% |
172,458
+31,234
| +22% | +$3.38M |
|
632
EQT Corp
EQT
$31.7B
| $18.7M | 0.02% |
481,811
+31,900
| +7% | +$1.24M |
|
633
TC Energy
TRP
$53.9B
| $18.4M | 0.02% |
559,412
+28,417
| +5% | +$935K |
|
634
Hasbro
HAS
$11.1B
| $18.4M | 0.02% |
360,020
-41,036
| -10% | -$2.1M |
|
635
Kanzhun
BZ
$11.1B
| $18.4M | 0.02% |
1,106,067
+700,134
| +172% | +$11.6M |
|
636
Macy's
M
$4.57B
| $18.3M | 0.02% |
906,708
+827,456
| +1,044% | +$16.7M |
|
637
KKR & Co
KKR
$124B
| $18.3M | 0.02% |
220,572
+47,866
| +28% | +$3.97M |
|
638
Bath & Body Works
BBWI
$5.87B
| $18M | 0.02% |
416,181
-25,797
| -6% | -$1.12M |
|
639
Assurant
AIZ
$10.7B
| $18M | 0.02% |
107,224
+22,728
| +27% | +$3.82M |
|
640
Deckers Outdoor
DECK
$17.1B
| $17.9M | 0.02% |
160,854
-12,972
| -7% | -$1.45M |
|
641
Green Plains
GPRE
$662M
| $17.9M | 0.02% |
703,798
+179,511
| +34% | +$4.57M |
|
642
Alliant Energy
LNT
$16.5B
| $17.9M | 0.02% |
348,752
+69,589
| +25% | +$3.56M |
|
643
Eastman Chemical
EMN
$7.91B
| $17.8M | 0.02% |
198,298
+14,438
| +8% | +$1.3M |
|
644
Independent Bank
INDB
$3.54B
| $17.7M | 0.02% |
268,315
+241,558
| +903% | +$16M |
|
645
Nu Holdings
NU
$74.7B
| $17.5M | 0.02% |
2,104,144
+983,928
| +88% | +$8.2M |
|
646
MongoDB
MDB
$26.9B
| $17.5M | 0.02% |
42,607
+21,264
| +100% | +$8.75M |
|
|
CERE
647
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $17.3M | 0.02% |
+408,032
| New | +$17.3M |
|
648
Rivian
RIVN
$16.9B
| $17.3M | 0.02% |
734,841
+339,130
| +86% | +$7.96M |
|
649
Interactive Brokers
IBKR
$27.7B
| $17.2M | 0.02% |
828,000
+19,628
| +2% | +$408K |
|
650
Willis Towers Watson
WTW
$32.4B
| $17.2M | 0.02% |
71,472
+9,793
| +16% | +$2.35M |
|