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 | |
|---|---|---|---|---|---|---|
1126
COPT Defense Properties
CDP
$3.45B
| $2.13M | ﹤0.01% |
89,699
+4,037
| +5% | +$95.7K |
|
1127
iShares MSCI EAFE Growth ETF
EFG
$13.5B
| $2.12M | ﹤0.01% |
22,229
-126
| -0.6% | -$12K |
|
1128
Haemonetics
HAE
$2.58B
| $2.12M | ﹤0.01% |
24,771
-9,584
| -28% | -$820K |
|
1129
First Financial Bancorp
FFBC
$2.48B
| $2.12M | ﹤0.01% |
102,611
-155,555
| -60% | -$3.21M |
|
1130
Comfort Systems
FIX
$26.5B
| $2.11M | ﹤0.01% |
12,790
+6,088
| +91% | +$1M |
|
1131
First Citizens BancShares
FCNCA
$25.4B
| $2.11M | ﹤0.01% |
1,641
-991
| -38% | -$1.27M |
|
1132
Meritage Homes
MTH
$5.77B
| $2.1M | ﹤0.01% |
29,558
+23,504
| +388% | +$1.67M |
|
|
CSLM
1133
DELISTED
CSLM Acquisition Corp. Class A Ordinary Share
CSLM
| $2.1M | ﹤0.01% |
200,000
| – | – |
|
1134
Halozyme
HALO
$9.07B
| $2.1M | ﹤0.01% |
58,058
-42,506
| -42% | -$1.53M |
|
1135
SPDR S&P Dividend ETF
SDY
$20.6B
| $2.09M | ﹤0.01% |
16,481
-1,909
| -10% | -$243K |
|
1136
iShares California Muni Bond ETF
CMF
$3.39B
| $2.09M | ﹤0.01% |
36,763
+22,506
| +158% | +$1.28M |
|
1137
Algonquin Power & Utilities
AQN
$4.3B
| $2.09M | ﹤0.01% |
254,092
+45,456
| +22% | +$374K |
|
1138
FirstService
FSV
$9.32B
| $2.09M | ﹤0.01% |
13,525
+4,334
| +47% | +$670K |
|
1139
Antero Midstream
AM
$8.85B
| $2.08M | ﹤0.01% |
179,196
+48,585
| +37% | +$564K |
|
1140
Royal Gold
RGLD
$12.5B
| $2.08M | ﹤0.01% |
18,177
+10,132
| +126% | +$1.16M |
|
1141
Columbia Banking Systems
COLB
$7.87B
| $2.07M | ﹤0.01% |
102,050
+62,087
| +155% | +$1.26M |
|
1142
Atkore
ATKR
$2.04B
| $2.06M | ﹤0.01% |
13,179
+4,699
| +55% | +$734K |
|
1143
Sunrun
RUN
$3.69B
| $2.06M | ﹤0.01% |
115,009
+13,442
| +13% | +$240K |
|
1144
National Healthcare
NHC
$1.76B
| $2.06M | ﹤0.01% |
33,182
+24,430
| +279% | +$1.51M |
|
1145
Jabil
JBL
$23.2B
| $2.03M | ﹤0.01% |
18,779
-10,598
| -36% | -$1.15M |
|
|
WIRE
1146
DELISTED
Encore Wire Corp
WIRE
| $2.01M | ﹤0.01% |
10,759
-8,421
| -44% | -$1.57M |
|
1147
UFP Industries
UFPI
$5.84B
| $2M | ﹤0.01% |
20,512
-494
| -2% | -$48.1K |
|
1148
Darling Ingredients
DAR
$4.95B
| $1.99M | ﹤0.01% |
31,138
-21,091
| -40% | -$1.35M |
|
1149
Crocs
CROX
$4.42B
| $1.98M | ﹤0.01% |
17,790
+13,125
| +281% | +$1.46M |
|
1150
CSG Systems International
CSGS
$1.89B
| $1.98M | ﹤0.01% |
+37,406
| New | +$1.98M |
|