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 |
Alphabet (Google) Class A
GOOGL
|
+$515M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$488M |
| 3 |
Zoom
ZM
|
+$441M |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$254M |
| 5 |
DHR.PRA
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.32B |
| 2 |
Amazon
AMZN
|
+$938M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$410M |
| 4 |
Micron Technology
MU
|
+$373M |
| 5 |
Microsoft
MSFT
|
+$368M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Consumer Discretionary | 13.86% |
| 3 | Financials | 11.88% |
| 4 | Healthcare | 10.54% |
| 5 | Communication Services | 7.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Coterra Energy
CTRA
$18.6B
| $13.2M | 0.01% |
681,421
+252,178
| +59% | +$4.87M |
|
702
Nuburu, Inc.
BURU
$14M
| $13.1M | 0.01% |
33,422
+13,585
| +68% | +$5.34M |
|
703
Fortis
FTS
$24.7B
| $13.1M | 0.01% |
271,645
-21,512
| -7% | -$1.04M |
|
704
Lincoln National
LNC
$7.86B
| $13.1M | 0.01% |
191,312
-36,057
| -16% | -$2.47M |
|
705
Materials Select Sector SPDR Fund
XLB
$5.44B
| $13M | 0.01% |
143,748
+37,483
| +35% | +$3.4M |
|
|
AONC
706
DELISTED
American Oncology Network, Inc. Class A Common Stock
AONC
| $13M | 0.01% |
1,334,000
+207,636
| +18% | +$2.02M |
|
707
Vontier
VNT
$6.3B
| $13M | 0.01% |
419,040
+331,519
| +379% | +$10.2M |
|
708
iShares MSCI World ETF
URTH
$5.66B
| $12.9M | 0.01% |
95,600
| – | – |
|
|
DISH
709
DELISTED
DISH Network Corp.
DISH
| $12.9M | 0.01% |
395,756
-32,970
| -8% | -$1.08M |
|
710
iShares Global Clean Energy ETF
ICLN
$1.58B
| $12.9M | 0.01% |
609,071
+410,657
| +207% | +$8.71M |
|
711
AES
AES
$9.09B
| $12.9M | 0.01% |
531,709
-110,159
| -17% | -$2.67M |
|
712
iShares Core S&P Small-Cap ETF
IJR
$85B
| $12.9M | 0.01% |
112,623
-5,479
| -5% | -$627K |
|
713
Braze
BRZE
$3.36B
| $12.8M | 0.01% |
+160,000
| New | +$12.8M |
|
714
Plug Power
PLUG
$1.64B
| $12.7M | 0.01% |
445,351
+161,021
| +57% | +$4.58M |
|
715
Kinross Gold
KGC
$27.9B
| $12.6M | 0.01% |
2,173,036
-13,638
| -0.6% | -$79.2K |
|
716
iShares S&P 500 Growth ETF
IVW
$64.8B
| $12.6M | 0.01% |
150,530
+42,900
| +40% | +$3.59M |
|
717
Atmos Energy
ATO
$26.4B
| $12.6M | 0.01% |
119,915
-30,680
| -20% | -$3.21M |
|
718
Sunrun
RUN
$3.79B
| $12.5M | 0.01% |
360,168
+137,032
| +61% | +$4.76M |
|
|
PIAI
719
DELISTED
Prime Impact Acquisition I
PIAI
| $12.5M | 0.01% |
1,271,535
+289,962
| +30% | +$2.84M |
|
720
Builders FirstSource
BLDR
$15.5B
| $12.4M | 0.01% |
145,256
+114,624
| +374% | +$9.81M |
|
721
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $12.4M | 0.01% |
117,412
-43,015
| -27% | -$4.55M |
|
|
Y
722
DELISTED
Alleghany Corporation
Y
| $12.4M | 0.01% |
18,573
+11,879
| +177% | +$7.94M |
|
723
TransUnion
TRU
$17.7B
| $12.4M | 0.01% |
104,351
+45,717
| +78% | +$5.41M |
|
724
Datadog
DDOG
$48.5B
| $12.4M | 0.01% |
69,193
+26,249
| +61% | +$4.69M |
|
725
Tapestry
TPR
$21.7B
| $12.3M | 0.01% |
304,524
+49,886
| +20% | +$2.02M |
|