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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Global Industrial
GIC
$1.42B
| $984K | ﹤0.01% |
29,051
+2,402
| +9% | +$81.4K |
|
1377
LendingTree
TREE
$978M
| $984K | ﹤0.01% |
17,023
+2,219
| +15% | +$128K |
|
1378
Sonos
SONO
$1.83B
| $981K | ﹤0.01% |
79,294
+9,537
| +14% | +$118K |
|
1379
Dropbox
DBX
$8.34B
| $977K | ﹤0.01% |
38,312
-201,873
| -84% | -$5.15M |
|
1380
Wipro
WIT
$29B
| $973K | ﹤0.01% |
300,254
| – | – |
|
1381
Champion Homes, Inc.
SKY
$4.22B
| $963K | ﹤0.01% |
10,197
+3,554
| +53% | +$336K |
|
1382
Bright Horizons
BFAM
$6.45B
| $963K | ﹤0.01% |
6,910
-803
| -10% | -$112K |
|
1383
Bandwidth Inc
BAND
$495M
| $962K | ﹤0.01% |
54,350
-909
| -2% | -$16.1K |
|
1384
Viking Therapeutics
VKTX
$2.79B
| $959K | ﹤0.01% |
15,286
+1,540
| +11% | +$96.6K |
|
|
NTST
1385
NETSTREIT Corp
NTST
$1.75B
| $958K | ﹤0.01% |
57,971
+1,846
| +3% | +$30.5K |
|
1386
iShares S&P 500 Value ETF
IVE
$41.2B
| $957K | ﹤0.01% |
4,855
-750
| -13% | -$148K |
|
1387
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $955K | ﹤0.01% |
36,356
-1,470
| -4% | -$38.6K |
|
1388
Envista
NVST
$3.49B
| $955K | ﹤0.01% |
48,186
+1,760
| +4% | +$34.9K |
|
|
INN
1389
Summit Hotel Properties
INN
$623M
| $954K | ﹤0.01% |
139,292
+2,977
| +2% | +$20.4K |
|
1390
Insmed
INSM
$30.8B
| $953K | ﹤0.01% |
12,986
-10,165
| -44% | -$746K |
|
1391
LSI Industries
LYTS
$686M
| $953K | ﹤0.01% |
59,189
+1,191
| +2% | +$19.2K |
|
1392
Prestige Consumer Healthcare
PBH
$3.11B
| $952K | ﹤0.01% |
13,284
+4,206
| +46% | +$301K |
|
1393
Innospec
IOSP
$2.05B
| $952K | ﹤0.01% |
8,452
-50
| -0.6% | -$5.63K |
|
1394
Haemonetics
HAE
$2.51B
| $944K | ﹤0.01% |
11,864
+4,229
| +55% | +$337K |
|
|
UMH
1395
UMH Properties
UMH
$1.29B
| $943K | ﹤0.01% |
+48,072
| New | +$943K |
|
|
FL
1396
DELISTED
Foot Locker
FL
| $943K | ﹤0.01% |
36,205
+12,450
| +52% | +$324K |
|
1397
Energizer
ENR
$2.02B
| $941K | ﹤0.01% |
29,818
+18,807
| +171% | +$594K |
|
1398
ICU Medical
ICUI
$3.22B
| $941K | ﹤0.01% |
5,089
-2,013
| -28% | -$372K |
|
1399
Houlihan Lokey
HLI
$14.4B
| $940K | ﹤0.01% |
6,007
-1,982
| -25% | -$310K |
|
1400
DNOW Inc
DNOW
$1.6B
| $937K | ﹤0.01% |
73,316
-53,357
| -42% | -$682K |
|