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 | |
|---|---|---|---|---|---|---|
1176
iShares ESG Aware MSCI USA ETF
ESGU
$14.5B
| $1.61M | ﹤0.01% |
17,100
-2,100
| -11% | -$198K |
|
1177
iShares Select Dividend ETF
DVY
$20.8B
| $1.6M | ﹤0.01% |
14,859
| – | – |
|
1178
iShares Global Tech ETF
IXN
$5.93B
| $1.59M | ﹤0.01% |
27,580
+3,600
| +15% | +$208K |
|
1179
LXP Industrial Trust
LXP
$2.72B
| $1.59M | ﹤0.01% |
178,666
-67,562
| -27% | -$601K |
|
1180
Compañía de Minas Buenaventura
BVN
$5.1B
| $1.59M | ﹤0.01% |
186,585
+46,049
| +33% | +$392K |
|
1181
Webster Financial
WBS
$10.2B
| $1.58M | ﹤0.01% |
39,052
+5,331
| +16% | +$215K |
|
|
ASAI
1182
DELISTED
Sendas Distribuidora S.A. American Depositary Share (each representing five common shares)
ASAI
| $1.57M | ﹤0.01% |
129,078
-2,999
| -2% | -$36.5K |
|
1183
iShares ESG Optimized MSCI USA ETF
SUSA
$3.63B
| $1.56M | ﹤0.01% |
17,300
-2,200
| -11% | -$198K |
|
1184
GoPro
GPRO
$327M
| $1.55M | ﹤0.01% |
493,538
+27,812
| +6% | +$87.3K |
|
1185
Harley-Davidson
HOG
$3.63B
| $1.55M | ﹤0.01% |
46,719
-4,468
| -9% | -$148K |
|
1186
Urban Outfitters
URBN
$6.07B
| $1.55M | ﹤0.01% |
47,223
+5,220
| +12% | +$171K |
|
1187
Vanguard Total International Bond ETF
BNDX
$68.4B
| $1.54M | ﹤0.01% |
32,212
-59,330
| -65% | -$2.84M |
|
1188
COPT Defense Properties
CDP
$3.46B
| $1.54M | ﹤0.01% |
64,579
-25,120
| -28% | -$599K |
|
|
DOC
1189
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $1.53M | ﹤0.01% |
125,355
-10,251
| -8% | -$125K |
|
1190
Sabra Healthcare REIT
SBRA
$4.57B
| $1.53M | ﹤0.01% |
109,473
-17,779
| -14% | -$248K |
|
1191
Steelcase
SCS
$1.93B
| $1.53M | ﹤0.01% |
137,404
+31,891
| +30% | +$354K |
|
1192
Concentrix
CNXC
$3.4B
| $1.51M | ﹤0.01% |
18,893
-1,966
| -9% | -$157K |
|
1193
VanEck Gold Miners ETF
GDX
$21B
| $1.51M | ﹤0.01% |
56,139
-1,439,135
| -96% | -$38.8M |
|
1194
Ambarella
AMBA
$3.43B
| $1.51M | ﹤0.01% |
28,546
+16,942
| +146% | +$895K |
|
1195
iShares MSCI Switzerland ETF
EWL
$1.33B
| $1.5M | ﹤0.01% |
34,461
-2,403
| -7% | -$105K |
|
1196
Procore
PCOR
$10.5B
| $1.5M | ﹤0.01% |
+22,822
| New | +$1.5M |
|
1197
EPR Properties
EPR
$4.45B
| $1.5M | ﹤0.01% |
36,092
-4,722
| -12% | -$196K |
|
1198
Acadia Realty Trust
AKR
$2.64B
| $1.5M | ﹤0.01% |
104,008
-87,614
| -46% | -$1.26M |
|
1199
Quaker Houghton
KWR
$2.46B
| $1.5M | ﹤0.01% |
9,183
+5,331
| +138% | +$870K |
|
1200
iShares MSCI Canada ETF
EWC
$3.26B
| $1.48M | ﹤0.01% |
44,278
-7,240
| -14% | -$242K |
|