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 | |
|---|---|---|---|---|---|---|
|
AGR
726
DELISTED
Avangrid, Inc.
AGR
| $12.1M | 0.01% |
373,093
+147,108
| +65% | +$4.77M |
|
727
Fox Class B
FOX
$23.1B
| $12M | 0.01% |
435,729
-27,248
| -6% | -$752K |
|
728
Petrobras Class A
PBR.A
$75.5B
| $12M | 0.01% |
785,668
-113,929
| -13% | -$1.74M |
|
|
NWLI
729
DELISTED
National Western Life Group, Inc. Class A
NWLI
| $11.9M | 0.01% |
+24,727
| New | +$11.9M |
|
730
Warrior Met Coal
HCC
$3.08B
| $11.9M | 0.01% |
194,176
+38,165
| +24% | +$2.33M |
|
731
Banner Corp
BANR
$2.3B
| $11.9M | 0.01% |
221,243
+213,342
| +2,700% | +$11.4M |
|
732
Legend Biotech
LEGN
$6.18B
| $11.8M | 0.01% |
196,715
+107,991
| +122% | +$6.5M |
|
733
Cadence Bank
CADE
$6.94B
| $11.8M | 0.01% |
394,845
+72,576
| +23% | +$2.17M |
|
734
Eletrobras Common Shares
EBR
$19.1B
| $11.7M | 0.01% |
1,259,091
-761,970
| -38% | -$7.1M |
|
735
First Bancorp
FBNC
$2.27B
| $11.7M | 0.01% |
+314,892
| New | +$11.7M |
|
|
EXE
736
Expand Energy Corporation Common Stock
EXE
$23B
| $11.7M | 0.01% |
151,687
+77,272
| +104% | +$5.95M |
|
737
Cloudflare
NET
$77.7B
| $11.6M | 0.01% |
138,730
-42,472
| -23% | -$3.54M |
|
738
Lear
LEA
$5.76B
| $11.6M | 0.01% |
81,852
+30,955
| +61% | +$4.37M |
|
|
SRC
739
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $11.5M | 0.01% |
261,900
-372,990
| -59% | -$16.4M |
|
740
NBT Bancorp
NBTB
$2.26B
| $11.4M | 0.01% |
+269,565
| New | +$11.4M |
|
|
CVII
741
DELISTED
Churchill Capital Corp VII Class A Common Stock
CVII
| $11.4M | 0.01% |
1,084,196
+513,241
| +90% | +$5.4M |
|
742
Technology Select Sector SPDR Fund
XLK
$86.3B
| $11.4M | 0.01% |
59,209
+8,320
| +16% | +$1.6M |
|
743
iShares Global Clean Energy ETF
ICLN
$1.58B
| $11.4M | 0.01% |
724,763
-17,304
| -2% | -$271K |
|
744
Okta
OKTA
$15.9B
| $11.3M | 0.01% |
124,643
+15,947
| +15% | +$1.44M |
|
745
Jabil
JBL
$23.2B
| $11.3M | 0.01% |
88,436
+58,752
| +198% | +$7.49M |
|
746
Thomson Reuters
TRI
$76.8B
| $11.2M | 0.01% |
76,898
-3,375
| -4% | -$494K |
|
747
Plug Power
PLUG
$1.66B
| $11.2M | 0.01% |
2,466,651
+1,944,538
| +372% | +$8.84M |
|
748
HEICO
HEI
$44.1B
| $11.1M | 0.01% |
62,330
+8,378
| +16% | +$1.5M |
|
749
Twilio
TWLO
$16B
| $11.1M | 0.01% |
146,100
+63,525
| +77% | +$4.84M |
|
750
DraftKings
DKNG
$22.7B
| $11.1M | 0.01% |
312,888
+247,894
| +381% | +$8.77M |
|