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 |
AABA
Altaba Inc. Common Stock
AABA
|
+$529M |
| 2 |
Meta Platforms (Facebook)
META
|
+$169M |
| 3 |
AB InBev
BUD
|
+$141M |
| 4 |
US Bancorp
USB
|
+$86.8M |
| 5 |
TAL Education Group
TAL
|
+$79.2M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.43B |
| 2 |
NXP Semiconductors
NXPI
|
+$771M |
| 3 |
Alibaba
BABA
|
+$536M |
| 4 |
Microsoft
MSFT
|
+$405M |
| 5 |
Apple
AAPL
|
+$403M |
Sector Composition
| 1 | Consumer Discretionary | 18.79% |
| 2 | Technology | 17.69% |
| 3 | Financials | 12.79% |
| 4 | Healthcare | 9.24% |
| 5 | Communication Services | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Belden
BDC
$5.21B
| $783K | ﹤0.01% |
12,829
+9,324
| +266% | +$569K |
|
1377
Lincoln Electric
LECO
$13.3B
| $783K | ﹤0.01% |
8,914
-2,839
| -24% | -$249K |
|
1378
Coca-Cola Femsa
KOF
$18B
| $782K | ﹤0.01% |
13,900
-7,848
| -36% | -$442K |
|
1379
VICI Properties
VICI
$35.4B
| $781K | ﹤0.01% |
37,864
+10,998
| +41% | +$227K |
|
1380
Evercore
EVR
$13.3B
| $777K | ﹤0.01% |
7,383
-35,301
| -83% | -$3.72M |
|
1381
BOK Financial
BOKF
$7.07B
| $772K | ﹤0.01% |
8,226
+1,686
| +26% | +$158K |
|
1382
Invesco Global Listed Private Equity ETF
PSP
$333M
| $771K | ﹤0.01% |
12,866
+2,244
| +21% | +$134K |
|
1383
iShares Global Financials ETF
IXG
$582M
| $769K | ﹤0.01% |
12,000
| – | – |
|
|
SVU
1384
DELISTED
SUPERVALU Inc.
SVU
| $769K | ﹤0.01% |
37,460
+2,099
| +6% | +$43.1K |
|
|
DOC
1385
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $769K | ﹤0.01% |
48,271
+5,713
| +13% | +$91K |
|
1386
iShares Latin America 40 ETF
ILF
$1.81B
| $768K | ﹤0.01% |
25,945
+1,727
| +7% | +$51.1K |
|
1387
RE/MAX Holdings
RMAX
$194M
| $767K | ﹤0.01% |
+14,621
| New | +$767K |
|
|
CHS
1388
DELISTED
Chicos FAS, Inc.
CHS
| $766K | ﹤0.01% |
94,024
+9,663
| +11% | +$78.7K |
|
|
UMPQ
1389
DELISTED
Umpqua Holdings Corp
UMPQ
| $763K | ﹤0.01% |
33,808
+6,632
| +24% | +$150K |
|
1390
Werner Enterprises
WERN
$1.68B
| $760K | ﹤0.01% |
20,257
+3,749
| +23% | +$141K |
|
|
DATA
1391
DELISTED
Tableau Software, Inc.
DATA
| $757K | ﹤0.01% |
7,742
+2,670
| +53% | +$261K |
|
1392
CyberArk
CYBR
$23.6B
| $754K | ﹤0.01% |
+11,971
| New | +$754K |
|
1393
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.64B
| $754K | ﹤0.01% |
36,500
-3,000
| -8% | -$62K |
|
1394
Groupon
GRPN
$940M
| $752K | ﹤0.01% |
8,751
+5,282
| +152% | +$454K |
|
1395
Middleby
MIDD
$6.89B
| $752K | ﹤0.01% |
7,198
-499
| -6% | -$52.1K |
|
1396
Rexford Industrial Realty
REXR
$10.3B
| $748K | ﹤0.01% |
23,868
+11,879
| +99% | +$372K |
|
1397
CommScope
COMM
$3.63B
| $743K | ﹤0.01% |
25,458
-1,796
| -7% | -$52.4K |
|
1398
EXL Service
EXLS
$7.03B
| $743K | ﹤0.01% |
65,605
+17,045
| +35% | +$193K |
|
1399
Graphic Packaging
GPK
$6.14B
| $741K | ﹤0.01% |
51,105
+3,751
| +8% | +$54.4K |
|
1400
Citi Trends
CTRN
$280M
| $738K | ﹤0.01% |
+26,881
| New | +$738K |
|