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 |
Berkshire Hathaway Class B
BRK.B
|
+$157M |
| 2 |
Cognizant
CTSH
|
+$144M |
| 3 |
UnitedHealth
UNH
|
+$125M |
| 4 |
Apple
AAPL
|
+$124M |
| 5 |
Jackson Financial
JXN
|
+$124M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$255M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$207M |
| 3 |
NVIDIA
NVDA
|
+$173M |
| 4 |
Aramark
ARMK
|
+$170M |
| 5 |
Netflix
NFLX
|
+$155M |
Sector Composition
| 1 | Technology | 26.91% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Jones Lang LaSalle
JLL
$14.8B
| $806K | ﹤0.01% |
5,710
-59,707
| -91% | -$8.43M |
|
1377
Bumble
BMBL
$710M
| $800K | ﹤0.01% |
53,541
+21,582
| +68% | +$323K |
|
|
NAPA
1378
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $798K | ﹤0.01% |
75,518
-48,915
| -39% | -$517K |
|
1379
Manitowoc
MTW
$362M
| $798K | ﹤0.01% |
+53,172
| New | +$798K |
|
|
GMS
1380
DELISTED
GMS Inc
GMS
| $791K | ﹤0.01% |
12,323
-808
| -6% | -$51.9K |
|
|
NFYS
1381
DELISTED
Enphys Acquisition Corp.
NFYS
| $784K | ﹤0.01% |
74,531
| – | – |
|
1382
Upstart Holdings
UPST
$6.07B
| $784K | ﹤0.01% |
27,309
+2,942
| +12% | +$84.5K |
|
1383
Greif
GEF
$3.59B
| $784K | ﹤0.01% |
11,654
+7,730
| +197% | +$520K |
|
|
BORR
1384
Borr Drilling
BORR
$862M
| $766K | ﹤0.01% |
108,640
-192,184
| -64% | -$1.35M |
|
1385
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $765K | ﹤0.01% |
7,765
+951
| +14% | +$93.6K |
|
1386
CyberArk
CYBR
$23.5B
| $764K | ﹤0.01% |
4,660
-1,639
| -26% | -$269K |
|
1387
Arcutis Biotherapeutics
ARQT
$2.07B
| $764K | ﹤0.01% |
143,935
-880
| -0.6% | -$4.67K |
|
1388
Integra LifeSciences
IART
$1.17B
| $759K | ﹤0.01% |
19,801
-20,838
| -51% | -$799K |
|
1389
EXL Service
EXLS
$7.04B
| $756K | ﹤0.01% |
26,873
-66,122
| -71% | -$1.86M |
|
|
EDR
1390
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $754K | ﹤0.01% |
37,877
+2,740
| +8% | +$54.5K |
|
1391
FirstService
FSV
$9.31B
| $753K | ﹤0.01% |
5,174
-8,351
| -62% | -$1.22M |
|
|
LADR
1392
Ladder Capital
LADR
$1.48B
| $751K | ﹤0.01% |
73,033
-21,701
| -23% | -$223K |
|
1393
AtriCure
ATRC
$1.74B
| $750K | ﹤0.01% |
17,146
+4,697
| +38% | +$205K |
|
|
ELME
1394
Elme Communities
ELME
$1.51B
| $745K | ﹤0.01% |
54,708
-1,890
| -3% | -$25.7K |
|
1395
Essential Utilities
WTRG
$10.7B
| $742K | ﹤0.01% |
21,643
-35,199
| -62% | -$1.21M |
|
1396
DiamondRock Hospitality
DRH
$1.71B
| $742K | ﹤0.01% |
92,350
-13,146
| -12% | -$106K |
|
1397
Compass Diversified
CODI
$527M
| $740K | ﹤0.01% |
39,599
+23,330
| +143% | +$436K |
|
|
ROIC
1398
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $739K | ﹤0.01% |
59,682
-6,783
| -10% | -$84K |
|
1399
Tenable Holdings
TENB
$3.62B
| $737K | ﹤0.01% |
+16,385
| New | +$737K |
|
1400
JELD-WEN Holding
JELD
$537M
| $734K | ﹤0.01% |
54,992
+32,425
| +144% | +$433K |
|