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
|
+$2.2B |
| 2 |
Alibaba
BABA
|
+$1.91B |
| 3 |
Amazon
AMZN
|
+$815M |
| 4 |
AstraZeneca
AZN
|
+$266M |
| 5 |
Micron Technology
MU
|
+$245M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$530M |
| 2 |
JPMorgan Chase
JPM
|
+$248M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$210M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$182M |
| 5 |
Booking.com
BKNG
|
+$170M |
Sector Composition
| 1 | Technology | 21.75% |
| 2 | Consumer Discretionary | 15.41% |
| 3 | Financials | 12.51% |
| 4 | Healthcare | 10.33% |
| 5 | Communication Services | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
UBS Group
UBS
$127B
| $11.3M | 0.01% |
705,843
-1,209,909
| -63% | -$19.4M |
|
702
J.M. Smucker
SJM
$11.6B
| $11.3M | 0.01% |
93,220
-14,438
| -13% | -$1.75M |
|
703
Vanguard Small-Cap ETF
VB
$67B
| $11.3M | 0.01% |
51,612
-38,589
| -43% | -$8.44M |
|
|
CTAQ
704
DELISTED
Carney Technology Acquisition Corp. II Class A Common Stock
CTAQ
| $11.3M | 0.01% |
1,155,304
+555,306
| +93% | +$5.41M |
|
705
Middleby
MIDD
$7.07B
| $11.2M | 0.01% |
65,028
+58,981
| +975% | +$10.1M |
|
706
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
| $11.2M | 0.01% |
63,323
+26,312
| +71% | +$4.64M |
|
707
Banco Bradesco
BBD
$33.4B
| $11.2M | 0.01% |
3,137,683
-934,866
| -23% | -$3.32M |
|
708
SPDR S&P Biotech ETF
XBI
$5.43B
| $11.2M | 0.01% |
87,910
-24,065
| -21% | -$3.05M |
|
709
SITE Centers
SITC
$473M
| $11M | 0.01% |
915,876
+825,532
| +914% | +$9.93M |
|
710
Cable One
CABO
$899M
| $11M | 0.01% |
6,075
-2,530
| -29% | -$4.59M |
|
711
Pinnacle West Capital
PNW
$10.4B
| $11M | 0.01% |
151,195
-45,878
| -23% | -$3.32M |
|
|
AONC
712
DELISTED
American Oncology Network, Inc. Class A Common Stock
AONC
| $10.9M | 0.01% |
+1,126,364
| New | +$10.9M |
|
|
VG
713
DELISTED
Vonage Holdings Corporation
VG
| $10.9M | 0.01% |
677,821
+644,024
| +1,906% | +$10.4M |
|
|
RDFN
714
DELISTED
Redfin
RDFN
| $10.9M | 0.01% |
217,543
+41,433
| +24% | +$2.08M |
|
715
Upstart Holdings
UPST
$6.11B
| $10.8M | 0.01% |
33,980
+31,328
| +1,181% | +$9.99M |
|
716
BCE
BCE
$22.6B
| $10.8M | 0.01% |
215,489
-15,325
| -7% | -$766K |
|
717
NXP Semiconductors
NXPI
$56.2B
| $10.8M | 0.01% |
54,566
-33,797
| -38% | -$6.67M |
|
718
Vanguard Total Stock Market ETF
VTI
$534B
| $10.8M | 0.01% |
48,428
-6,870
| -12% | -$1.53M |
|
719
Lumen
LUMN
$6.2B
| $10.7M | 0.01% |
864,498
+13,131
| +2% | +$163K |
|
720
SS&C Technologies
SSNC
$21.7B
| $10.7M | 0.01% |
153,870
+43,171
| +39% | +$3M |
|
|
GIW
721
DELISTED
GigInternational1, Inc. Common Stock
GIW
| $10.7M | 0.01% |
+1,080,000
| New | +$10.7M |
|
722
KKR & Co
KKR
$125B
| $10.6M | 0.01% |
174,940
-45,226
| -21% | -$2.75M |
|
|
JOBS
723
DELISTED
51job, Inc.
JOBS
| $10.6M | 0.01% |
152,735
+122,292
| +402% | +$8.51M |
|
|
ZNGA
724
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $10.5M | 0.01% |
1,395,185
+886,087
| +174% | +$6.67M |
|
725
Norwegian Cruise Line
NCLH
$11.5B
| $10.5M | 0.01% |
389,817
+81,731
| +27% | +$2.19M |
|