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 | |
|---|---|---|---|---|---|---|
1276
Repligen
RGEN
$6.39B
| $1.13M | ﹤0.01% |
7,123
-1,890
| -21% | -$301K |
|
1277
Lufax Holding
LU
$2.61B
| $1.13M | ﹤0.01% |
266,490
-714,771
| -73% | -$3.03M |
|
1278
Guess, Inc.
GES
$869M
| $1.13M | ﹤0.01% |
+52,518
| New | +$1.13M |
|
1279
Sprouts Farmers Market
SFM
$13.3B
| $1.12M | ﹤0.01% |
26,243
-5,971
| -19% | -$256K |
|
1280
GATX Corp
GATX
$6.05B
| $1.12M | ﹤0.01% |
10,248
+45
| +0.4% | +$4.92K |
|
1281
Visteon
VC
$3.4B
| $1.1M | ﹤0.01% |
7,974
-9,670
| -55% | -$1.34M |
|
1282
Natera
NTRA
$23.1B
| $1.1M | ﹤0.01% |
25,085
-25,632
| -51% | -$1.12M |
|
1283
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
| $1.09M | ﹤0.01% |
18,616
-113,494
| -86% | -$6.67M |
|
|
RRAC
1284
DELISTED
Rigel Resource Acquisition Corp.
RRAC
| $1.09M | ﹤0.01% |
100,000
| – | – |
|
1285
Vermilion Energy
VET
$1.14B
| $1.08M | ﹤0.01% |
73,559
-3,004
| -4% | -$44.3K |
|
|
AYX
1286
DELISTED
Alteryx, Inc.
AYX
| $1.08M | ﹤0.01% |
28,220
+10,427
| +59% | +$398K |
|
1287
Volato Group
SOAR
$9.15M
| $1.07M | ﹤0.01% |
3,995
| – | – |
|
1288
Adeia
ADEA
$1.71B
| $1.07M | ﹤0.01% |
100,140
-269,719
| -73% | -$2.89M |
|
1289
Marcus Corp
MCS
$504M
| $1.07M | ﹤0.01% |
69,145
+14,344
| +26% | +$222K |
|
1290
Synaptics
SYNA
$2.72B
| $1.07M | ﹤0.01% |
12,038
+8,957
| +291% | +$795K |
|
1291
RingCentral
RNG
$2.75B
| $1.07M | ﹤0.01% |
36,043
-78,907
| -69% | -$2.34M |
|
|
CPE
1292
DELISTED
Callon Petroleum Company
CPE
| $1.06M | ﹤0.01% |
27,115
+17,370
| +178% | +$681K |
|
1293
Korn Ferry
KFY
$3.79B
| $1.06M | ﹤0.01% |
22,245
+9,871
| +80% | +$469K |
|
1294
Invesco CurrencyShares Euro Currency Trust
FXE
$531M
| $1.06M | ﹤0.01% |
+10,814
| New | +$1.06M |
|
1295
Hilton Grand Vacations
HGV
$3.98B
| $1.05M | ﹤0.01% |
+25,863
| New | +$1.05M |
|
1296
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.82B
| – | – |
0
| – | -$3.64M |
|
1297
Exponent
EXPO
$3.54B
| $1.04M | ﹤0.01% |
12,176
+2,199
| +22% | +$189K |
|
1298
SPDR S&P Dividend ETF
SDY
$20.5B
| $1.04M | ﹤0.01% |
9,081
-7,400
| -45% | -$851K |
|
1299
Commault Systems
CVLT
$7.82B
| $1.04M | ﹤0.01% |
15,365
+6,167
| +67% | +$419K |
|
1300
InvenTrust Properties
IVT
$2.33B
| $1.04M | ﹤0.01% |
43,782
-36,927
| -46% | -$878K |
|