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 | |
|---|---|---|---|---|---|---|
1351
Acadia Healthcare
ACHC
$2.01B
| $1.01M | ﹤0.01% |
33,435
+9,824
| +42% | +$297K |
|
1352
Liberty Global Class A
LBTYA
$4.05B
| $1.01M | ﹤0.01% |
88,180
-40,478
| -31% | -$464K |
|
1353
Invesco Senior Loan ETF
BKLN
$6.88B
| $1M | ﹤0.01% |
48,550
-1,180
| -2% | -$24.4K |
|
1354
Pebblebrook Hotel Trust
PEB
$1.38B
| $1M | ﹤0.01% |
98,987
-7,596
| -7% | -$76.9K |
|
1355
Duolingo
DUOL
$14.1B
| $995K | ﹤0.01% |
3,186
+894
| +39% | +$279K |
|
1356
Air Lease Corp
AL
$7.1B
| $987K | ﹤0.01% |
+20,656
| New | +$987K |
|
|
HSHP
1357
Himalaya Shipping
HSHP
$396M
| $983K | ﹤0.01% |
177,568
-8,799
| -5% | -$48.7K |
|
|
LADR
1358
Ladder Capital
LADR
$1.48B
| $982K | ﹤0.01% |
86,142
+4,689
| +6% | +$53.5K |
|
|
AIV
1359
Aimco
AIV
$1.07B
| $979K | ﹤0.01% |
111,504
-2,328
| -2% | -$20.4K |
|
|
AAT
1360
American Assets Trust
AAT
$1.27B
| $979K | ﹤0.01% |
48,597
-9,178
| -16% | -$185K |
|
1361
H.B. Fuller
FUL
$3.33B
| $977K | ﹤0.01% |
17,647
+169
| +1% | +$9.36K |
|
1362
AXIS Capital
AXS
$7.75B
| $973K | ﹤0.01% |
9,731
-9,139
| -48% | -$914K |
|
1363
TIM SA
TIMB
$10.3B
| $971K | ﹤0.01% |
62,061
-9,188
| -13% | -$144K |
|
1364
Timken Company
TKR
$5.4B
| $971K | ﹤0.01% |
13,592
-4,782
| -26% | -$341K |
|
1365
Bio-Rad Laboratories Class A
BIO
$7.59B
| $964K | ﹤0.01% |
3,977
-257
| -6% | -$62.3K |
|
1366
Allient
ALNT
$779M
| $964K | ﹤0.01% |
43,870
-2,622
| -6% | -$57.6K |
|
1367
LendingTree
TREE
$978M
| $954K | ﹤0.01% |
19,130
+1,026
| +6% | +$51.2K |
|
1368
California Resources
CRC
$4.44B
| $953K | ﹤0.01% |
21,669
-15,158
| -41% | -$666K |
|
1369
Ormat Technologies
ORA
$5.53B
| $952K | ﹤0.01% |
13,460
-20,681
| -61% | -$1.46M |
|
1370
Ultrapar
UGP
$4.1B
| $951K | ﹤0.01% |
309,210
-88,341
| -22% | -$272K |
|
|
DEA
1371
Easterly Government Properties
DEA
$1.07B
| $950K | ﹤0.01% |
35,846
+1,119
| +3% | +$29.7K |
|
1372
iShares Europe ETF
IEV
$2.34B
| $949K | ﹤0.01% |
16,307
-2,664
| -14% | -$155K |
|
1373
The Bancorp
TBBK
$3.5B
| $946K | ﹤0.01% |
17,991
+11,037
| +159% | +$580K |
|
1374
Columbus McKinnon
CMCO
$415M
| $942K | ﹤0.01% |
56,758
+51,332
| +946% | +$852K |
|
1375
Genpact
G
$7.41B
| $939K | ﹤0.01% |
18,764
+12,516
| +200% | +$627K |
|