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 |
NVIDIA
NVDA
|
+$755M |
| 2 |
Amazon
AMZN
|
+$629M |
| 3 |
Microsoft
MSFT
|
+$541M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$435M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$426M |
| 2 |
SJR
Shaw Communications Inc.
SJR
|
+$219M |
| 3 |
TSMC
TSM
|
+$149M |
| 4 |
JPMorgan Chase
JPM
|
+$69.2M |
| 5 |
Arch Capital
ACGL
|
+$66.6M |
Sector Composition
| 1 | Technology | 27.33% |
| 2 | Healthcare | 12.69% |
| 3 | Consumer Discretionary | 12.22% |
| 4 | Financials | 11.83% |
| 5 | Communication Services | 7.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ENV
976
DELISTED
ENVESTNET, INC.
ENV
| $3.6M | ﹤0.01% |
60,487
-8,071
| -12% | -$480K |
|
977
Essential Properties Realty Trust
EPRT
$5.88B
| $3.6M | ﹤0.01% |
153,336
+42,592
| +38% | +$999K |
|
978
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $3.58M | ﹤0.01% |
70,720
-6,204
| -8% | -$314K |
|
979
ATI
ATI
$10.5B
| $3.56M | ﹤0.01% |
80,550
-60,965
| -43% | -$2.69M |
|
|
AMED
980
DELISTED
Amedisys
AMED
| $3.54M | ﹤0.01% |
38,774
+31,868
| +461% | +$2.91M |
|
981
Imperial Oil
IMO
$46.6B
| $3.53M | ﹤0.01% |
68,960
+8,840
| +15% | +$452K |
|
982
STAG Industrial
STAG
$6.68B
| $3.5M | ﹤0.01% |
97,434
+7,320
| +8% | +$263K |
|
983
Gerdau
GGB
$6.17B
| $3.47M | ﹤0.01% |
798,113
+39,337
| +5% | +$171K |
|
984
Helix Energy Solutions
HLX
$923M
| $3.47M | ﹤0.01% |
464,775
-115,676
| -20% | -$863K |
|
985
iShares Global Equity Factor ETF
GLOF
$153M
| $3.46M | ﹤0.01% |
97,781
-18,426
| -16% | -$652K |
|
986
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
| $3.44M | ﹤0.01% |
81,550
+3,367
| +4% | +$142K |
|
987
iShares MSCI United Kingdom ETF
EWU
$2.92B
| $3.44M | ﹤0.01% |
106,544
-8,368
| -7% | -$270K |
|
|
DNAD
988
DELISTED
Social Capital Suvretta Holdings Corp. IV Class A Ordinary Shares
DNAD
| $3.43M | ﹤0.01% |
331,713
-619,116
| -65% | -$6.41M |
|
989
WSFS Financial
WSFS
$3.15B
| $3.42M | ﹤0.01% |
89,542
-105,779
| -54% | -$4.04M |
|
990
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $3.41M | ﹤0.01% |
46,747
-1,140
| -2% | -$83.3K |
|
991
Vanguard FTSE Europe ETF
VGK
$26.9B
| $3.4M | ﹤0.01% |
23,674
-294,885
| -93% | -$42.3M |
|
992
iShares Gold Trust
IAU
$53.5B
| $3.39M | ﹤0.01% |
93,250
-2,629
| -3% | -$95.7K |
|
993
Chewy
CHWY
$14.6B
| $3.39M | ﹤0.01% |
85,405
+62,002
| +265% | +$2.46M |
|
994
Steris
STE
$24B
| $3.39M | ﹤0.01% |
15,057
+6,182
| +70% | +$1.39M |
|
995
Allison Transmission
ALSN
$7.41B
| $3.37M | ﹤0.01% |
59,610
-184,335
| -76% | -$10.4M |
|
996
Materials Select Sector SPDR Fund
XLB
$5.44B
| $3.35M | ﹤0.01% |
40,475
-3,202
| -7% | -$265K |
|
997
iShares US Technology ETF
IYW
$23.8B
| $3.34M | ﹤0.01% |
30,709
-388
| -1% | -$42.2K |
|
998
SoFi Technologies
SOFI
$30.6B
| $3.34M | ﹤0.01% |
393,510
+370,107
| +1,581% | +$3.14M |
|
999
Thor Industries
THO
$5.66B
| $3.34M | ﹤0.01% |
+32,033
| New | +$3.34M |
|
1000
Ambac
AMBC
$415M
| $3.33M | ﹤0.01% |
239,819
-108
| -0% | -$1.5K |
|