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 | |
|---|---|---|---|---|---|---|
1101
Evercore
EVR
$13.2B
| $2.11M | ﹤0.01% |
10,779
+5,119
| +90% | +$1M |
|
1102
SSR Mining
SSRM
$4.54B
| $2.1M | ﹤0.01% |
206,667
+2,174
| +1% | +$22.1K |
|
1103
Portland General Electric
POR
$4.66B
| $2.09M | ﹤0.01% |
46,981
+37,663
| +404% | +$1.67M |
|
1104
FTI Consulting
FCN
$5.32B
| $2.08M | ﹤0.01% |
12,702
+3,963
| +45% | +$650K |
|
1105
Navient
NAVI
$1.28B
| $2.07M | ﹤0.01% |
163,995
+39,315
| +32% | +$496K |
|
1106
Brookfield Renewable
BEPC
$6.1B
| $2.07M | ﹤0.01% |
73,997
+3,090
| +4% | +$86.3K |
|
1107
RadNet
RDNT
$5.69B
| $2.06M | ﹤0.01% |
41,856
-29,653
| -41% | -$1.46M |
|
1108
Clean Harbors
CLH
$12.7B
| $2.06M | ﹤0.01% |
+10,536
| New | +$2.06M |
|
1109
Cable One
CABO
$968M
| $2.05M | ﹤0.01% |
7,686
+6,891
| +867% | +$1.84M |
|
|
CURB
1110
Curbline Properties Corp.
CURB
$2.36B
| $2.04M | ﹤0.01% |
84,518
+3,223
| +4% | +$77.9K |
|
1111
Archrock
AROC
$4.29B
| $2.04M | ﹤0.01% |
78,066
-25,801
| -25% | -$673K |
|
1112
Antero Midstream
AM
$8.91B
| $2.03M | ﹤0.01% |
113,099
+28,036
| +33% | +$503K |
|
1113
Boise Cascade
BCC
$3.2B
| $2.03M | ﹤0.01% |
20,686
+4,951
| +31% | +$486K |
|
1114
Teradata
TDC
$2B
| $2M | ﹤0.01% |
89,393
+80,061
| +858% | +$1.79M |
|
1115
iShare MSCI Eurozone ETF
EZU
$7.97B
| $1.99M | ﹤0.01% |
37,417
-3,497
| -9% | -$186K |
|
1116
AngloGold Ashanti
AU
$33.5B
| $1.97M | ﹤0.01% |
53,098
-55,303
| -51% | -$2.06M |
|
1117
Harley-Davidson
HOG
$3.63B
| $1.97M | ﹤0.01% |
78,236
+71,258
| +1,021% | +$1.79M |
|
1118
Sunstone Hotel Investors
SHO
$1.85B
| $1.97M | ﹤0.01% |
208,936
+15,511
| +8% | +$146K |
|
1119
RLJ Lodging Trust
RLJ
$1.15B
| $1.96M | ﹤0.01% |
249,134
+27,943
| +13% | +$220K |
|
1120
Workiva
WK
$4.34B
| $1.96M | ﹤0.01% |
25,977
+6,580
| +34% | +$497K |
|
1121
Life Time Group Holdings
LTH
$6.29B
| $1.96M | ﹤0.01% |
65,786
+26,116
| +66% | +$777K |
|
1122
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $1.96M | ﹤0.01% |
55,971
-29,012
| -34% | -$1.01M |
|
1123
Genworth Financial
GNW
$3.61B
| $1.95M | ﹤0.01% |
276,470
-107,074
| -28% | -$757K |
|
1124
Ibotta
IBTA
$756M
| $1.95M | ﹤0.01% |
+46,335
| New | +$1.95M |
|
1125
XP
XP
$9.94B
| $1.94M | ﹤0.01% |
139,210
+11,219
| +9% | +$157K |
|