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 | |
|---|---|---|---|---|---|---|
1201
LiveRamp
RAMP
$1.73B
| $1.56M | ﹤0.01% |
59,686
-51,075
| -46% | -$1.34M |
|
|
GTY
1202
Getty Realty Corp
GTY
$1.6B
| $1.56M | ﹤0.01% |
50,128
+8,048
| +19% | +$251K |
|
1203
ProAssurance
PRA
$1.22B
| $1.55M | ﹤0.01% |
66,620
+28,861
| +76% | +$673K |
|
1204
EnerSys
ENS
$4B
| $1.55M | ﹤0.01% |
16,912
+1,066
| +7% | +$97.6K |
|
1205
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $1.54M | ﹤0.01% |
32,540
| – | – |
|
1206
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.97B
| $1.54M | ﹤0.01% |
25,109
+16,984
| +209% | +$1.04M |
|
1207
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.29B
| $1.54M | ﹤0.01% |
36,290
+7,030
| +24% | +$299K |
|
1208
Tri Pointe Homes
TPH
$3.09B
| $1.54M | ﹤0.01% |
48,519
+22,462
| +86% | +$713K |
|
1209
1st Source
SRCE
$1.55B
| $1.54M | ﹤0.01% |
25,686
-26
| -0.1% | -$1.56K |
|
1210
Supernus Pharmaceuticals
SUPN
$2.55B
| $1.54M | ﹤0.01% |
47,403
-180,627
| -79% | -$5.87M |
|
1211
HealthStream
HSTM
$855M
| $1.53M | ﹤0.01% |
47,824
+5,803
| +14% | +$186K |
|
1212
Aptiv
APTV
$18B
| $1.53M | ﹤0.01% |
25,789
-12,114
| -32% | -$720K |
|
|
CNH
1213
CNH Industrial
CNH
$13.7B
| $1.53M | ﹤0.01% |
125,376
-3,016
| -2% | -$36.9K |
|
|
ELME
1214
Elme Communities
ELME
$1.51B
| $1.52M | ﹤0.01% |
87,486
+5,118
| +6% | +$89K |
|
1215
Hyatt Hotels
H
$13.7B
| $1.52M | ﹤0.01% |
12,462
-36,573
| -75% | -$4.46M |
|
1216
Privia Health
PRVA
$2.8B
| $1.49M | ﹤0.01% |
67,192
+23,983
| +56% | +$533K |
|
1217
Jefferies Financial Group
JEF
$13.7B
| $1.49M | ﹤0.01% |
28,288
+17,486
| +162% | +$922K |
|
1218
Fulton Financial
FULT
$3.54B
| $1.49M | ﹤0.01% |
82,644
+10,433
| +14% | +$188K |
|
1219
Mercury Insurance
MCY
$4.4B
| $1.48M | ﹤0.01% |
26,433
-369
| -1% | -$20.7K |
|
1220
Teladoc Health
TDOC
$1.36B
| $1.48M | ﹤0.01% |
184,252
-162,946
| -47% | -$1.31M |
|
1221
Federated Hermes
FHI
$4.16B
| $1.48M | ﹤0.01% |
36,416
+18,610
| +105% | +$756K |
|
1222
Arcos Dorados Holdings
ARCO
$1.43B
| $1.47M | ﹤0.01% |
182,710
+25,900
| +17% | +$209K |
|
1223
On Holding
ONON
$14B
| $1.46M | ﹤0.01% |
33,727
-13,059
| -28% | -$564K |
|
1224
Texas Capital Bancshares
TCBI
$3.98B
| $1.45M | ﹤0.01% |
19,524
+7,974
| +69% | +$592K |
|
1225
Visteon
VC
$3.4B
| $1.44M | ﹤0.01% |
18,433
-5,962
| -24% | -$465K |
|