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
|
+$511M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$285M |
| 3 |
Apple
AAPL
|
+$273M |
| 4 |
Meta Platforms (Facebook)
META
|
+$265M |
| 5 |
Microsoft
MSFT
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$916M |
| 2 |
NVIDIA
NVDA
|
+$768M |
| 3 |
Alibaba
BABA
|
+$275M |
| 4 |
Uber
UBER
|
+$222M |
| 5 |
Adobe
ADBE
|
+$206M |
Sector Composition
| 1 | Technology | 30.92% |
| 2 | Financials | 13.84% |
| 3 | Consumer Discretionary | 11% |
| 4 | Healthcare | 9.89% |
| 5 | Communication Services | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
iShares MSCI South Korea ETF
EWY
$5.53B
| $3.78M | ﹤0.01% |
69,956
-545,264
| -89% | -$29.4M |
|
952
Independence Realty Trust
IRT
$4.09B
| $3.77M | ﹤0.01% |
177,772
+15,110
| +9% | +$321K |
|
953
Pathward Financial
CASH
$1.73B
| $3.76M | ﹤0.01% |
51,587
+38,548
| +296% | +$2.81M |
|
954
iShares Core MSCI Europe ETF
IEUR
$6.93B
| $3.74M | ﹤0.01% |
62,161
+18,161
| +41% | +$1.09M |
|
955
Hanover Insurance
THG
$6.47B
| $3.71M | ﹤0.01% |
21,332
+7,790
| +58% | +$1.35M |
|
956
monday.com
MNDY
$9.82B
| $3.7M | ﹤0.01% |
15,316
+488
| +3% | +$118K |
|
957
Kilroy Realty
KRC
$5.13B
| $3.68M | ﹤0.01% |
112,197
+9,754
| +10% | +$320K |
|
958
Wyndham Hotels & Resorts
WH
$6.58B
| $3.66M | ﹤0.01% |
+40,984
| New | +$3.66M |
|
959
Freedom Holding
FRHC
$10.1B
| $3.65M | ﹤0.01% |
28,391
+4,054
| +17% | +$522K |
|
960
Royal Gold
RGLD
$12.4B
| $3.64M | ﹤0.01% |
22,286
-9,718
| -30% | -$1.59M |
|
961
Haymaker Acquisition Corp 4
HYAC
$328M
| $3.64M | ﹤0.01% |
330,900
| – | – |
|
962
InvenTrust Properties
IVT
$2.32B
| $3.61M | ﹤0.01% |
123,389
+21,293
| +21% | +$623K |
|
963
Assured Guaranty
AGO
$3.96B
| $3.61M | ﹤0.01% |
41,032
+33,949
| +479% | +$2.98M |
|
964
Olin
OLN
$3.03B
| $3.6M | ﹤0.01% |
149,234
+41,511
| +39% | +$1M |
|
965
Cognex
CGNX
$7.48B
| $3.58M | ﹤0.01% |
120,964
+107,716
| +813% | +$3.18M |
|
966
Iridium Communications
IRDM
$1.88B
| $3.55M | ﹤0.01% |
130,405
-58,692
| -31% | -$1.6M |
|
967
H&R Block
HRB
$6.96B
| $3.55M | ﹤0.01% |
65,459
+42,478
| +185% | +$2.31M |
|
968
Alaska Air
ALK
$7.41B
| $3.55M | ﹤0.01% |
73,063
+46,799
| +178% | +$2.28M |
|
969
SentinelOne
S
$6.11B
| $3.55M | ﹤0.01% |
199,721
+37,690
| +23% | +$669K |
|
970
Apple Hospitality REIT
APLE
$2.98B
| $3.53M | ﹤0.01% |
274,032
+98,343
| +56% | +$1.27M |
|
971
CNA Financial
CNA
$12.9B
| $3.5M | ﹤0.01% |
68,929
+4,267
| +7% | +$217K |
|
972
Royalty Pharma
RPRX
$15.8B
| $3.5M | ﹤0.01% |
113,798
-58,518
| -34% | -$1.8M |
|
973
AST SpaceMobile
ASTS
$10.4B
| $3.45M | ﹤0.01% |
150,598
+135,016
| +866% | +$3.09M |
|
974
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.15B
| $3.44M | ﹤0.01% |
+72,400
| New | +$3.44M |
|
975
Vanguard Russell 1000 Value ETF
VONV
$13.6B
| $3.44M | ﹤0.01% |
41,647
-3,980
| -9% | -$329K |
|