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 |
UnitedHealth
UNH
|
+$850M |
| 2 |
Visa
V
|
+$442M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$313M |
| 4 |
Avis
CAR
|
+$256M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$236M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.92B |
| 2 |
NVIDIA
NVDA
|
+$2.09B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.07B |
| 4 |
Meta Platforms (Facebook)
META
|
+$862M |
| 5 |
Galicia Financial Group
GGAL
|
+$602M |
Sector Composition
| 1 | Technology | 32.39% |
| 2 | Financials | 13.56% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Communication Services | 8.94% |
| 5 | Healthcare | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Ormat Technologies
ORA
$5.53B
| $1.11M | ﹤0.01% |
13,219
-241
| -2% | -$20.2K |
|
1352
ServisFirst Bancshares
SFBS
$4.57B
| $1.11M | ﹤0.01% |
14,150
+6,234
| +79% | +$487K |
|
1353
Wipro
WIT
$29B
| $1.1M | ﹤0.01% |
365,231
+64,977
| +22% | +$196K |
|
1354
Knight Transportation
KNX
$6.77B
| $1.09M | ﹤0.01% |
24,630
-115,832
| -82% | -$5.13M |
|
1355
Stifel
SF
$11.8B
| $1.09M | ﹤0.01% |
10,497
-8,203
| -44% | -$851K |
|
1356
ITT
ITT
$13.8B
| $1.09M | ﹤0.01% |
6,930
-1,069
| -13% | -$168K |
|
|
AZEK
1357
DELISTED
The AZEK Co
AZEK
| $1.09M | ﹤0.01% |
20,159
+3,262
| +19% | +$176K |
|
1358
Methode Electronics
MEI
$287M
| $1.08M | ﹤0.01% |
112,850
-1,744
| -2% | -$16.7K |
|
1359
iShares S&P 100 ETF
OEF
$22.6B
| $1.07M | ﹤0.01% |
3,530
+2,530
| +253% | +$770K |
|
|
AAMI
1360
Acadian Asset Management Inc.
AAMI
$1.73B
| $1.07M | ﹤0.01% |
30,261
-10,670
| -26% | -$379K |
|
1361
Kennedy-Wilson Holdings
KW
$1.24B
| $1.07M | ﹤0.01% |
158,430
+55,791
| +54% | +$378K |
|
1362
Invesco Senior Loan ETF
BKLN
$6.88B
| $1.07M | ﹤0.01% |
51,008
+2,458
| +5% | +$51.4K |
|
1363
WisdomTree Japan Hedged Equity Fund
DXJ
$3.82B
| $1.06M | ﹤0.01% |
9,257
-460
| -5% | -$52.9K |
|
1364
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| – | – |
0
| – | -$1.05M |
|
1365
Healthcare Services Group
HCSG
$1.16B
| $1.06M | ﹤0.01% |
70,673
+17,498
| +33% | +$262K |
|
1366
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $1.06M | ﹤0.01% |
1,952
| – | – |
|
1367
Silvercrest Asset Management
SAMG
$137M
| $1.05M | ﹤0.01% |
65,249
+42,898
| +192% | +$687K |
|
|
AAT
1368
American Assets Trust
AAT
$1.27B
| $1.04M | ﹤0.01% |
52,944
+4,347
| +9% | +$85.8K |
|
1369
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.48B
| $1.04M | ﹤0.01% |
38,867
+18,549
| +91% | +$499K |
|
1370
Corcept Therapeutics
CORT
$7.68B
| $1.04M | ﹤0.01% |
14,283
-14,385
| -50% | -$1.05M |
|
1371
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| $1.04M | ﹤0.01% |
+20,000
| New | +$1.04M |
|
1372
Revolve Group
RVLV
$1.59B
| $1.04M | ﹤0.01% |
51,409
+3,850
| +8% | +$77.6K |
|
1373
Schrodinger
SDGR
$1.37B
| $1.03M | ﹤0.01% |
+50,330
| New | +$1.03M |
|
1374
Resideo Technologies
REZI
$5.66B
| $1.03M | ﹤0.01% |
46,633
+23,261
| +100% | +$516K |
|
1375
Inspire Medical Systems
INSP
$2.37B
| $1.03M | ﹤0.01% |
+7,962
| New | +$1.03M |
|