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 |
Apple
AAPL
|
+$564M |
| 2 |
Microsoft
MSFT
|
+$332M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$321M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$262M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$239M |
Top Sells
| 1 |
Alibaba
BABA
|
+$2.51B |
| 2 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
+$108M |
| 3 |
Stellantis
STLA
|
+$93.5M |
| 4 |
General Dynamics
GD
|
+$91.6M |
| 5 |
Advanced Micro Devices
AMD
|
+$88M |
Sector Composition
| 1 | Technology | 21.58% |
| 2 | Consumer Discretionary | 17.41% |
| 3 | Financials | 11.63% |
| 4 | Healthcare | 10.9% |
| 5 | Communication Services | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Artisan Partners
APAM
$3.27B
| $1.34M | ﹤0.01% |
26,904
-7,676
| -22% | -$383K |
|
|
SRC
1177
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $1.34M | ﹤0.01% |
33,617
+11,036
| +49% | +$441K |
|
|
TTM
1178
DELISTED
Tata Motors Limited
TTM
| $1.34M | ﹤0.01% |
115,472
-46,212
| -29% | -$537K |
|
1179
PENN Entertainment
PENN
$2.86B
| $1.34M | ﹤0.01% |
15,304
-3,314
| -18% | -$290K |
|
1180
Towne Bank
TOWN
$2.83B
| $1.34M | ﹤0.01% |
56,985
-8,651
| -13% | -$203K |
|
1181
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
| $1.34M | ﹤0.01% |
12,800
| – | – |
|
1182
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| $1.34M | ﹤0.01% |
42,500
-138,500
| -77% | -$4.35M |
|
|
AIMC
1183
DELISTED
Altra Industrial Motion Corp.
AIMC
| $1.33M | ﹤0.01% |
24,202
+3,436
| +17% | +$189K |
|
|
BERY
1184
DELISTED
Berry Global Group, Inc.
BERY
| $1.32M | ﹤0.01% |
25,667
+4,283
| +20% | +$221K |
|
1185
Bandwidth Inc
BAND
$495M
| $1.32M | ﹤0.01% |
8,513
+1,278
| +18% | +$199K |
|
1186
M/I Homes
MHO
$4.07B
| $1.32M | ﹤0.01% |
+29,549
| New | +$1.32M |
|
|
MDRX
1187
DELISTED
Veradigm Inc. Common Stock
MDRX
| $1.32M | ﹤0.01% |
91,176
+17,984
| +25% | +$261K |
|
1188
Zurn Elkay Water Solutions
ZWS
$7.82B
| $1.32M | ﹤0.01% |
69,353
+27,922
| +67% | +$531K |
|
1189
Nokia
NOK
$24.3B
| $1.32M | ﹤0.01% |
336,970
+15,175
| +5% | +$59.4K |
|
|
CLGX
1190
DELISTED
Corelogic, Inc.
CLGX
| $1.32M | ﹤0.01% |
17,077
+4,737
| +38% | +$365K |
|
|
LSI
1191
DELISTED
Life Storage, Inc.
LSI
| $1.31M | ﹤0.01% |
16,536
+1,279
| +8% | +$101K |
|
1192
iShares Expanded Tech-Software Sector ETF
IGV
$10.2B
| $1.31M | ﹤0.01% |
18,500
| – | – |
|
1193
Hanover Insurance
THG
$6.45B
| $1.31M | ﹤0.01% |
11,252
-7,974
| -41% | -$928K |
|
1194
Acadia Healthcare
ACHC
$2.01B
| $1.3M | ﹤0.01% |
26,133
+5,659
| +28% | +$282K |
|
1195
Polaris
PII
$3.22B
| $1.3M | ﹤0.01% |
13,609
-47,891
| -78% | -$4.59M |
|
1196
SolarEdge
SEDG
$1.72B
| $1.3M | ﹤0.01% |
+4,070
| New | +$1.3M |
|
1197
Matsons
MATX
$3.29B
| $1.3M | ﹤0.01% |
22,530
+6,204
| +38% | +$357K |
|
|
AIRC
1198
DELISTED
Apartment Income REIT Corp.
AIRC
| $1.29M | ﹤0.01% |
+33,240
| New | +$1.29M |
|
1199
Kforce
KFRC
$567M
| $1.29M | ﹤0.01% |
30,584
+16
| +0.1% | +$673 |
|
|
GOOS
1200
Canada Goose Holdings
GOOS
$1.36B
| $1.28M | ﹤0.01% |
42,924
+35,497
| +478% | +$1.06M |
|