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 |
UnitedHealth
UNH
|
+$850M |
| 2 |
Visa
V
|
+$442M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$313M |
| 4 |
Avis
CAR
|
+$256M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$236M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.92B |
| 2 |
NVIDIA
NVDA
|
+$2.09B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.07B |
| 4 |
Meta Platforms (Facebook)
META
|
+$862M |
| 5 |
Galicia Financial Group
GGAL
|
+$602M |
Sector Composition
| 1 | Technology | 32.39% |
| 2 | Financials | 13.56% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Communication Services | 8.94% |
| 5 | Healthcare | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1051
AeroVironment
AVAV
$12.1B
| $2.8M | ﹤0.01% |
9,776
+6,933
| +244% | +$1.99M |
|
1052
Zions Bancorporation
ZION
$8.62B
| $2.79M | ﹤0.01% |
53,470
+10,380
| +24% | +$541K |
|
1053
Park Hotels & Resorts
PK
$2.39B
| $2.79M | ﹤0.01% |
271,907
-153,062
| -36% | -$1.57M |
|
1054
Coca-Cola Consolidated
COKE
$10.6B
| $2.78M | ﹤0.01% |
24,889
-7,701
| -24% | -$860K |
|
1055
Itron
ITRI
$5.47B
| $2.76M | ﹤0.01% |
20,914
-10,696
| -34% | -$1.41M |
|
1056
iShares MSCI EAFE Growth ETF
EFG
$13.5B
| $2.73M | ﹤0.01% |
24,372
+348
| +1% | +$39K |
|
1057
BlackRock US Equity Factor Rotation ETF
DYNF
$23.1B
| $2.72M | ﹤0.01% |
50,035
+5,910
| +13% | +$322K |
|
|
LINE
1058
Lineage, Inc. Common Stock
LINE
$9.56B
| $2.72M | ﹤0.01% |
62,550
+9,477
| +18% | +$413K |
|
1059
ICF International
ICFI
$1.83B
| $2.71M | ﹤0.01% |
31,971
-3,163
| -9% | -$268K |
|
1060
Guardant Health
GH
$6.85B
| $2.69M | ﹤0.01% |
52,042
+33,230
| +177% | +$1.72M |
|
1061
Virtu Financial
VIRT
$3.1B
| $2.68M | ﹤0.01% |
60,374
+42,910
| +246% | +$1.9M |
|
1062
Tenable Holdings
TENB
$3.62B
| $2.66M | ﹤0.01% |
79,590
+7,961
| +11% | +$267K |
|
1063
Qualys
QLYS
$4.82B
| $2.66M | ﹤0.01% |
18,757
+3,261
| +21% | +$463K |
|
|
GRP.U
1064
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $2.65M | ﹤0.01% |
52,035
+4,395
| +9% | +$223K |
|
1065
XP
XP
$9.94B
| $2.64M | ﹤0.01% |
131,837
-7,373
| -5% | -$148K |
|
1066
SiriusXM
SIRI
$7.84B
| $2.64M | ﹤0.01% |
115,237
+102,133
| +779% | +$2.34M |
|
1067
FIVE9
FIVN
$2B
| $2.63M | ﹤0.01% |
98,629
+1,024
| +1% | +$27.3K |
|
1068
Bright Horizons
BFAM
$6.45B
| $2.63M | ﹤0.01% |
21,427
+11,688
| +120% | +$1.43M |
|
1069
RLI Corp
RLI
$6.14B
| $2.61M | ﹤0.01% |
36,461
+25,140
| +222% | +$1.8M |
|
1070
Woodside Energy
WDS
$30.5B
| $2.61M | ﹤0.01% |
+169,290
| New | +$2.61M |
|
1071
GDS Holdings
GDS
$7.32B
| $2.6M | ﹤0.01% |
84,464
-96,689
| -53% | -$2.98M |
|
1072
Federal Signal
FSS
$7.64B
| $2.6M | ﹤0.01% |
24,453
-8,610
| -26% | -$916K |
|
1073
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $2.6M | ﹤0.01% |
40,917
+590
| +1% | +$37.5K |
|
1074
OFG Bancorp
OFG
$1.95B
| $2.59M | ﹤0.01% |
60,193
+33,110
| +122% | +$1.43M |
|
1075
iShares Russell Mid-Cap ETF
IWR
$44.8B
| $2.58M | ﹤0.01% |
28,049
-2,854
| -9% | -$262K |
|