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 |
Microsoft
MSFT
|
+$333M |
| 2 |
Amazon
AMZN
|
+$286M |
| 3 |
Apple
AAPL
|
+$244M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$241M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$170M |
Top Sells
| 1 |
Alibaba
BABA
|
+$213M |
| 2 |
AGN
Allergan plc
AGN
|
+$203M |
| 3 |
RTX Corp
RTX
|
+$119M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$113M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$103M |
Sector Composition
| 1 | Consumer Discretionary | 23.28% |
| 2 | Technology | 19.42% |
| 3 | Healthcare | 9.96% |
| 4 | Financials | 9.88% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
US Foods
USFD
$18B
| $2.16M | ﹤0.01% |
109,442
+76,022
| +227% | +$1.5M |
|
902
CVR Energy
CVI
$3.19B
| $2.15M | ﹤0.01% |
107,047
+87,590
| +450% | +$1.76M |
|
|
RDS.A
903
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $2.13M | ﹤0.01% |
65,064
+34,616
| +114% | +$1.13M |
|
|
NATI
904
DELISTED
National Instruments Corp
NATI
| $2.09M | ﹤0.01% |
54,000
+22,524
| +72% | +$872K |
|
905
Banner Corp
BANR
$2.29B
| $2.07M | ﹤0.01% |
54,356
-1,677
| -3% | -$63.7K |
|
906
Stifel
SF
$11.8B
| $2.03M | ﹤0.01% |
64,191
+9,159
| +17% | +$290K |
|
907
Zai Lab
ZLAB
$3.6B
| $2.02M | ﹤0.01% |
24,578
-8,033
| -25% | -$660K |
|
908
McGrath RentCorp
MGRC
$3.04B
| $2.02M | ﹤0.01% |
37,345
-10,915
| -23% | -$590K |
|
909
Under Armour
UAA
$2.08B
| $2.01M | ﹤0.01% |
206,280
-37,615
| -15% | -$366K |
|
910
Omega Healthcare
OHI
$12.5B
| $1.99M | ﹤0.01% |
66,877
+3,113
| +5% | +$92.5K |
|
911
Goodyear
GT
$2.44B
| $1.99M | ﹤0.01% |
222,116
-47,163
| -18% | -$422K |
|
912
NXP Semiconductors
NXPI
$55.6B
| $1.96M | ﹤0.01% |
17,203
-11,417
| -40% | -$1.3M |
|
913
Xerox
XRX
$464M
| $1.96M | ﹤0.01% |
128,313
+8,234
| +7% | +$126K |
|
914
Agree Realty
ADC
$8.07B
| $1.96M | ﹤0.01% |
29,825
+21,499
| +258% | +$1.41M |
|
915
Middleby
MIDD
$6.93B
| $1.93M | ﹤0.01% |
24,470
-5,717
| -19% | -$451K |
|
916
Toro Company
TTC
$7.72B
| $1.93M | ﹤0.01% |
29,026
-4,433
| -13% | -$294K |
|
917
iShares China Large-Cap ETF
FXI
$6.91B
| $1.92M | ﹤0.01% |
48,278
+30,784
| +176% | +$1.22M |
|
918
Liberty Global Class A
LBTYA
$4.05B
| $1.91M | ﹤0.01% |
87,497
+75,930
| +656% | +$1.66M |
|
919
AstraZeneca
AZN
$248B
| $1.91M | ﹤0.01% |
36,136
-9,520
| -21% | -$503K |
|
920
RPM International
RPM
$16.3B
| $1.91M | ﹤0.01% |
25,440
-4,106
| -14% | -$308K |
|
921
Amdocs
DOX
$9.39B
| $1.9M | ﹤0.01% |
31,208
-51,643
| -62% | -$3.14M |
|
922
Wayfair
W
$11.3B
| $1.9M | ﹤0.01% |
9,612
-8,849
| -48% | -$1.75M |
|
923
Etsy
ETSY
$5.8B
| $1.89M | ﹤0.01% |
+17,807
| New | +$1.89M |
|
924
Aecom
ACM
$16.9B
| $1.89M | ﹤0.01% |
50,335
-14,401
| -22% | -$541K |
|
925
Herbalife
HLF
$974M
| $1.89M | ﹤0.01% |
42,042
-69,213
| -62% | -$3.11M |
|