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 |
Microsoft
MSFT
|
+$1.32B |
| 2 |
Apple
AAPL
|
+$1.31B |
| 3 |
Amazon
AMZN
|
+$492M |
| 4 |
UnitedHealth
UNH
|
+$489M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$322M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$180M |
| 2 |
iShares MSCI China ETF
MCHI
|
+$137M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$63.3M |
| 4 |
KAHC
KKR Acquisition Holdings I Corp.
KAHC
|
+$45.3M |
| 5 |
Arch Capital
ACGL
|
+$38.9M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Financials | 14.67% |
| 3 | Healthcare | 14.1% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Reliance Steel & Aluminium
RS
$15.3B
| $2.17M | ﹤0.01% |
10,743
-5,909
| -35% | -$1.19M |
|
1327
1st Source
SRCE
$1.56B
| $2.16M | ﹤0.01% |
40,777
-3,865
| -9% | -$205K |
|
1328
Coupang
CPNG
$59B
| $2.16M | ﹤0.01% |
147,246
+86,036
| +141% | +$1.26M |
|
|
GGAA
1329
DELISTED
Genesis Growth Tech Acquisition Corp. Class A Ordinary Shares
GGAA
| $2.16M | ﹤0.01% |
+207,214
| New | +$2.16M |
|
1330
KBR
KBR
$6.38B
| $2.15M | ﹤0.01% |
40,998
-23,353
| -36% | -$1.23M |
|
1331
Unity
U
$18.3B
| $2.14M | ﹤0.01% |
75,563
-96,754
| -56% | -$2.74M |
|
1332
iShares MSCI Switzerland ETF
EWL
$1.33B
| $2.14M | ﹤0.01% |
51,039
-203,242
| -80% | -$8.52M |
|
|
BRIV
1333
DELISTED
B. Riley Principal 250 Merger Corp. Class A common stock
BRIV
| $2.13M | ﹤0.01% |
+213,906
| New | +$2.13M |
|
1334
Apple Hospitality REIT
APLE
$2.98B
| $2.12M | ﹤0.01% |
134,606
+34,321
| +34% | +$541K |
|
1335
Jefferies Financial Group
JEF
$13.8B
| $2.12M | ﹤0.01% |
64,940
+8,204
| +14% | +$267K |
|
1336
Kite Realty
KRG
$4.96B
| $2.12M | ﹤0.01% |
100,505
-3,548
| -3% | -$74.7K |
|
|
AAT
1337
American Assets Trust
AAT
$1.27B
| $2.11M | ﹤0.01% |
79,994
+10,979
| +16% | +$290K |
|
1338
iShares MSCI EAFE Growth ETF
EFG
$13.5B
| $2.1M | ﹤0.01% |
25,121
+1,978
| +9% | +$166K |
|
1339
iShares MSCI Turkey ETF
TUR
$160M
| $2.09M | ﹤0.01% |
56,038
| – | – |
|
1340
First Citizens BancShares
FCNCA
$25.5B
| $2.08M | ﹤0.01% |
2,764
+2,277
| +468% | +$1.72M |
|
1341
Amdocs
DOX
$9.37B
| $2.07M | ﹤0.01% |
23,000
+11,797
| +105% | +$1.06M |
|
1342
Lyft
LYFT
$7.76B
| $2.07M | ﹤0.01% |
190,271
-909,650
| -83% | -$9.89M |
|
1343
Clean Harbors
CLH
$12.6B
| $2.07M | ﹤0.01% |
+18,198
| New | +$2.07M |
|
|
ACDI
1344
DELISTED
Ascendant Digital Acquisition Corp. III
ACDI
| $2.06M | ﹤0.01% |
+200,199
| New | +$2.06M |
|
1345
Bloom Energy
BE
$15.6B
| $2.05M | ﹤0.01% |
110,017
+73,869
| +204% | +$1.38M |
|
1346
Starwood Property Trust
STWD
$7.54B
| $2.05M | ﹤0.01% |
+112,545
| New | +$2.05M |
|
1347
Idacorp
IDA
$6.79B
| $2.05M | ﹤0.01% |
18,974
+16,381
| +632% | +$1.77M |
|
1348
iShares MSCI Taiwan ETF
EWT
$6.52B
| $2.05M | ﹤0.01% |
51,135
-4,317
| -8% | -$173K |
|
1349
Tandem Diabetes Care
TNDM
$824M
| $2.05M | ﹤0.01% |
45,636
+6,692
| +17% | +$300K |
|
1350
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.78B
| $2.05M | ﹤0.01% |
15,126
-35,260
| -70% | -$4.77M |
|