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 |
Berkshire Hathaway Class B
BRK.B
|
+$157M |
| 2 |
Cognizant
CTSH
|
+$144M |
| 3 |
UnitedHealth
UNH
|
+$125M |
| 4 |
Apple
AAPL
|
+$124M |
| 5 |
Jackson Financial
JXN
|
+$124M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$255M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$207M |
| 3 |
NVIDIA
NVDA
|
+$173M |
| 4 |
Aramark
ARMK
|
+$170M |
| 5 |
Netflix
NFLX
|
+$155M |
Sector Composition
| 1 | Technology | 26.91% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1101
iShares MSCI Global Sustainable Development Goals ETF
SDG
$173M
| $2.08M | ﹤0.01% |
28,100
-2,500
| -8% | -$185K |
|
1102
iShares JPMorgan EM High Yield Bond ETF
EMHY
$501M
| – | – |
0
| – | -$422K |
|
1103
Stantec
STN
$12.6B
| $2.08M | ﹤0.01% |
32,072
+23,944
| +295% | +$1.55M |
|
1104
Madrigal Pharmaceuticals
MDGL
$9.63B
| $2.08M | ﹤0.01% |
14,243
| – | – |
|
1105
iShares MSCI Australia ETF
EWA
$1.55B
| $2.08M | ﹤0.01% |
96,562
-15,305
| -14% | -$329K |
|
1106
Algonquin Power & Utilities
AQN
$4.3B
| $2.07M | ﹤0.01% |
349,785
+95,693
| +38% | +$567K |
|
1107
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.21B
| $2.07M | ﹤0.01% |
95,066
-260
| -0.3% | -$5.66K |
|
1108
Universal Display
OLED
$6.49B
| $2.07M | ﹤0.01% |
13,159
+6,082
| +86% | +$955K |
|
1109
Entegris
ENTG
$13.2B
| $2.07M | ﹤0.01% |
21,996
-15,062
| -41% | -$1.41M |
|
1110
Cognex
CGNX
$7.45B
| $2.06M | ﹤0.01% |
48,515
-59,078
| -55% | -$2.51M |
|
1111
WillScot Mobile Mini Holdings
WSC
$4.19B
| $2.05M | ﹤0.01% |
49,164
-9,080
| -16% | -$379K |
|
1112
Vanguard FTSE Europe ETF
VGK
$27.1B
| $2.05M | ﹤0.01% |
18,938
-4,736
| -20% | -$513K |
|
|
KRTX
1113
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $2.03M | ﹤0.01% |
+12,000
| New | +$2.03M |
|
1114
Upwork
UPWK
$2.24B
| $2.02M | ﹤0.01% |
175,986
+77,636
| +79% | +$893K |
|
1115
Carlisle Companies
CSL
$15.6B
| $2.01M | ﹤0.01% |
7,765
+926
| +14% | +$240K |
|
1116
Power Integrations
POWI
$2.48B
| $2.01M | ﹤0.01% |
26,514
-2
| -0% | -$152 |
|
1117
Chewy
CHWY
$14.4B
| $1.99M | ﹤0.01% |
109,395
+23,990
| +28% | +$437K |
|
1118
JetBlue
JBLU
$1.84B
| $1.99M | ﹤0.01% |
436,489
+281,440
| +182% | +$1.29M |
|
1119
Phillips Edison & Co
PECO
$4.47B
| $1.98M | ﹤0.01% |
59,151
-7,095
| -11% | -$238K |
|
1120
Dynatrace
DT
$14.8B
| $1.97M | ﹤0.01% |
42,240
+5,948
| +16% | +$278K |
|
1121
iShares California Muni Bond ETF
CMF
$3.39B
| $1.97M | ﹤0.01% |
35,995
-768
| -2% | -$42.1K |
|
|
CLCO
1122
Cool Company
CLCO
$419M
| $1.96M | ﹤0.01% |
143,901
+98,362
| +216% | +$1.34M |
|
1123
Apellis Pharmaceuticals
APLS
$3.14B
| $1.96M | ﹤0.01% |
+50,544
| New | +$1.96M |
|
1124
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.78B
| $1.95M | ﹤0.01% |
13,148
-4,956
| -27% | -$735K |
|
1125
Kyndryl
KD
$7.39B
| $1.95M | ﹤0.01% |
129,148
+53,516
| +71% | +$808K |
|