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 |
Alibaba
BABA
|
+$274M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$108M |
| 3 |
AbbVie
ABBV
|
+$96.8M |
| 4 |
AGN
Allergan plc
AGN
|
+$91.7M |
| 5 |
FirstEnergy
FE
|
+$73.7M |
Top Sells
| 1 |
FDC
First Data Corporation
FDC
|
+$237M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$212M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$153M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$151M |
| 5 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$142M |
Sector Composition
| 1 | Consumer Discretionary | 20.52% |
| 2 | Technology | 14.2% |
| 3 | Financials | 11.57% |
| 4 | Healthcare | 9.6% |
| 5 | Communication Services | 7.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
iShares Russell Mid-Cap ETF
IWR
$45.2B
| $4.05M | 0.01% |
72,350
-45
| -0.1% | -$2.52K |
|
852
iShares Select Dividend ETF
DVY
$20.9B
| $4.04M | 0.01% |
39,670
+7,314
| +23% | +$746K |
|
853
iShares MSCI Switzerland ETF
EWL
$1.34B
| $4.04M | 0.01% |
107,192
-2,477
| -2% | -$93.4K |
|
854
Louisiana-Pacific
LPX
$6.64B
| $4.04M | 0.01% |
164,414
-155,774
| -49% | -$3.83M |
|
855
Essential Utilities
WTRG
$10.6B
| $4.01M | 0.01% |
+89,518
| New | +$4.01M |
|
856
Alaska Air
ALK
$7.36B
| $4.01M | 0.01% |
61,774
+20,337
| +49% | +$1.32M |
|
857
Texas Roadhouse
TXRH
$11B
| $3.99M | 0.01% |
76,002
-15,131
| -17% | -$795K |
|
|
LGHL
858
Lion Group Holding
LGHL
$3.79M
| $3.96M | 0.01% |
+160
| New | +$3.96M |
|
859
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $3.95M | 0.01% |
128,000
| – | – |
|
|
XEC
860
DELISTED
CIMAREX ENERGY CO
XEC
| $3.93M | 0.01% |
82,001
+8,668
| +12% | +$416K |
|
861
Innospec
IOSP
$2.06B
| $3.93M | 0.01% |
44,079
-12,862
| -23% | -$1.15M |
|
862
IAC Inc
IAC
$2.88B
| $3.93M | 0.01% |
100,740
-687,603
| -87% | -$26.8M |
|
863
Performance Food Group
PFGC
$16.3B
| $3.92M | 0.01% |
85,088
+46,253
| +119% | +$2.13M |
|
864
Amdocs
DOX
$9.39B
| $3.89M | 0.01% |
58,854
-227,084
| -79% | -$15M |
|
865
Tenet Healthcare
THC
$16.9B
| $3.89M | 0.01% |
175,930
+7,837
| +5% | +$173K |
|
866
Boise Cascade
BCC
$3.21B
| $3.88M | 0.01% |
119,140
+60,075
| +102% | +$1.96M |
|
|
EQM
867
DELISTED
EQM Midstream Partners, LP
EQM
| $3.87M | 0.01% |
+118,400
| New | +$3.87M |
|
868
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $3.85M | 0.01% |
59,534
+13,116
| +28% | +$849K |
|
869
Graphic Packaging
GPK
$6.24B
| $3.83M | 0.01% |
259,930
+215,957
| +491% | +$3.19M |
|
870
Saic
SAIC
$4.75B
| $3.83M | 0.01% |
43,785
+33,106
| +310% | +$2.89M |
|
871
GDS Holdings
GDS
$7.37B
| $3.75M | 0.01% |
93,671
-4,178
| -4% | -$167K |
|
872
Cognex
CGNX
$7.45B
| $3.75M | 0.01% |
76,231
+60,672
| +390% | +$2.98M |
|
|
ACC
873
DELISTED
American Campus Communities, Inc.
ACC
| $3.72M | 0.01% |
77,462
+10,417
| +16% | +$501K |
|
874
Cameco
CCJ
$34.8B
| $3.72M | 0.01% |
295,627
+20,139
| +7% | +$253K |
|
875
U-Haul Holding Co
UHAL
$10.8B
| $3.71M | 0.01% |
95,170
+26,910
| +39% | +$1.05M |
|