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 | |
|---|---|---|---|---|---|---|
1101
National Storage Affiliates Trust
NSA
$2.45B
| $2.36M | ﹤0.01% |
74,097
+16,045
| +28% | +$512K |
|
1102
Innodata
INOD
$1.99B
| $2.36M | ﹤0.01% |
+46,163
| New | +$2.36M |
|
1103
Gerdau
GGB
$6.03B
| $2.35M | ﹤0.01% |
805,801
+35,030
| +5% | +$102K |
|
1104
Acadia Realty Trust
AKR
$2.64B
| $2.32M | ﹤0.01% |
124,883
-77,981
| -38% | -$1.45M |
|
1105
NIO
NIO
$14B
| $2.29M | ﹤0.01% |
664,048
-375,114
| -36% | -$1.29M |
|
1106
ICL Group
ICL
$7.99B
| $2.29M | ﹤0.01% |
333,863
+17,934
| +6% | +$123K |
|
1107
Marriott Vacations Worldwide
VAC
$2.67B
| $2.28M | ﹤0.01% |
31,528
+14,633
| +87% | +$1.06M |
|
1108
Coursera
COUR
$1.8B
| $2.28M | ﹤0.01% |
260,768
-3,440
| -1% | -$30K |
|
|
NXRT
1109
NexPoint Residential Trust
NXRT
$858M
| $2.27M | ﹤0.01% |
68,456
+24,998
| +58% | +$828K |
|
1110
Nuveen ESG Large-Cap Value ETF
NULV
$1.79B
| $2.26M | ﹤0.01% |
53,890
-6,740
| -11% | -$283K |
|
1111
Piper Sandler
PIPR
$6.12B
| $2.25M | ﹤0.01% |
8,006
-9,551
| -54% | -$2.68M |
|
1112
NorthWestern Energy
NWE
$3.51B
| $2.24M | ﹤0.01% |
43,816
-23,946
| -35% | -$1.22M |
|
1113
Murphy USA
MUSA
$7.53B
| $2.24M | ﹤0.01% |
5,564
-673
| -11% | -$270K |
|
1114
New Oriental
EDU
$8.79B
| $2.23M | ﹤0.01% |
41,420
-107,365
| -72% | -$5.79M |
|
1115
Commault Systems
CVLT
$7.82B
| $2.22M | ﹤0.01% |
12,630
+8,663
| +218% | +$1.52M |
|
1116
UL Solutions
ULS
$13.4B
| $2.22M | ﹤0.01% |
+30,501
| New | +$2.22M |
|
1117
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
| $2.22M | ﹤0.01% |
10,196
+861
| +9% | +$187K |
|
1118
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.21B
| $2.21M | ﹤0.01% |
95,283
-1,537
| -2% | -$35.7K |
|
1119
iShares Select Dividend ETF
DVY
$20.8B
| $2.2M | ﹤0.01% |
16,598
+131
| +0.8% | +$17.4K |
|
1120
Acuity Brands
AYI
$10.3B
| $2.2M | ﹤0.01% |
7,360
-2,892
| -28% | -$863K |
|
1121
iShares Preferred and Income Securities ETF
PFF
$14.7B
| $2.19M | ﹤0.01% |
71,258
-421
| -0.6% | -$12.9K |
|
1122
Frontdoor
FTDR
$4.83B
| $2.18M | ﹤0.01% |
36,906
-1,102
| -3% | -$65K |
|
1123
iShare MSCI Eurozone ETF
EZU
$7.97B
| $2.17M | ﹤0.01% |
36,487
-930
| -2% | -$55.3K |
|
1124
Telefônica Brasil
VIV
$20B
| $2.15M | ﹤0.01% |
188,198
+31,153
| +20% | +$355K |
|
1125
Trip.com Group
TCOM
$48.3B
| $2.14M | ﹤0.01% |
36,353
-61,936
| -63% | -$3.64M |
|