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 |
NXP Semiconductors
NXPI
|
+$474M |
| 2 |
Boeing
BA
|
+$192M |
| 3 |
Energy Transfer Partners
ET
|
+$157M |
| 4 |
DuPont de Nemours
DD
|
+$156M |
| 5 |
UnitedHealth
UNH
|
+$143M |
Top Sells
| 1 |
RAI
Reynolds American Inc
RAI
|
+$286M |
| 2 |
MetLife
MET
|
+$139M |
| 3 |
Intel
INTC
|
+$122M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$97.1M |
| 5 |
Coca-Cola
KO
|
+$94.8M |
Sector Composition
| 1 | Consumer Discretionary | 16.96% |
| 2 | Financials | 15.24% |
| 3 | Technology | 14.73% |
| 4 | Healthcare | 9.79% |
| 5 | Communication Services | 8.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1351
PTC
PTC
$24.5B
| $401K | ﹤0.01% |
7,131
+1,366
| +24% | +$76.8K |
|
1352
Sensata Technologies
ST
$4.59B
| $401K | ﹤0.01% |
+8,342
| New | +$401K |
|
|
BDN
1353
Brandywine Realty Trust
BDN
$761M
| $400K | ﹤0.01% |
22,862
+968
| +4% | +$16.9K |
|
1354
Curtiss-Wright
CW
$18.7B
| $400K | ﹤0.01% |
3,824
+589
| +18% | +$61.6K |
|
1355
Lamar Advertising Co
LAMR
$12.8B
| $398K | ﹤0.01% |
5,798
+1,229
| +27% | +$84.4K |
|
1356
Meritage Homes
MTH
$5.59B
| $395K | ﹤0.01% |
17,788
-28,400
| -61% | -$631K |
|
|
FLOW
1357
DELISTED
SPX FLOW, Inc.
FLOW
| $395K | ﹤0.01% |
10,241
| – | – |
|
1358
EPR Properties
EPR
$4.19B
| $391K | ﹤0.01% |
5,615
+1,094
| +24% | +$76.2K |
|
1359
Portland General Electric
POR
$4.63B
| $390K | ﹤0.01% |
8,537
-484
| -5% | -$22.1K |
|
|
AD
1360
Array Digital Infrastructure, Inc.
AD
$4.41B
| $390K | ﹤0.01% |
11,024
| – | – |
|
1361
Wendy's
WEN
$1.87B
| $390K | ﹤0.01% |
25,128
+2,457
| +11% | +$38.1K |
|
|
PDM
1362
Piedmont Realty Trust, Inc.
PDM
$1.08B
| $389K | ﹤0.01% |
19,274
+2,054
| +12% | +$41.5K |
|
|
COTV
1363
DELISTED
Cotiviti Holdings, Inc.
COTV
| $389K | ﹤0.01% |
10,798
+4,968
| +85% | +$179K |
|
|
LL
1364
DELISTED
LL Flooring Holdings, Inc.
LL
| $388K | ﹤0.01% |
+9,944
| New | +$388K |
|
|
TLRD
1365
DELISTED
Tailored Brands, Inc.
TLRD
| $388K | ﹤0.01% |
26,883
| – | – |
|
1366
Anywhere Real Estate
HOUS
$699M
| $387K | ﹤0.01% |
11,739
| – | – |
|
|
PFPT
1367
DELISTED
Proofpoint, Inc.
PFPT
| $385K | ﹤0.01% |
+4,414
| New | +$385K |
|
1368
LPL Financial
LPLA
$27.4B
| $384K | ﹤0.01% |
7,440
| – | – |
|
1369
iShares MSCI Belgium ETF
EWK
$36.7M
| $383K | ﹤0.01% |
18,080
+4,500
| +33% | +$95.3K |
|
1370
Seaboard Corp
SEB
$3.72B
| $383K | ﹤0.01% |
85
+7
| +9% | +$31.5K |
|
|
CXP
1371
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $383K | ﹤0.01% |
17,601
+2,815
| +19% | +$61.3K |
|
1372
Crane NXT
CXT
$3.49B
| $382K | ﹤0.01% |
13,764
+1,704
| +14% | +$47.3K |
|
|
CAI
1373
DELISTED
CAI International, Inc.
CAI
| $382K | ﹤0.01% |
+12,600
| New | +$382K |
|
1374
Artisan Partners
APAM
$3.27B
| $380K | ﹤0.01% |
11,641
-341
| -3% | -$11.1K |
|
1375
Valvoline
VVV
$5B
| $380K | ﹤0.01% |
16,171
+2,836
| +21% | +$66.6K |
|