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 |
Alibaba
BABA
|
+$274M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$108M |
| 3 |
AbbVie
ABBV
|
+$96.8M |
| 4 |
AGN
Allergan plc
AGN
|
+$91.7M |
| 5 |
FirstEnergy
FE
|
+$73.7M |
Top Sells
| 1 |
FDC
First Data Corporation
FDC
|
+$237M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$212M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$153M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$151M |
| 5 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$142M |
Sector Composition
| 1 | Consumer Discretionary | 20.52% |
| 2 | Technology | 14.2% |
| 3 | Financials | 11.57% |
| 4 | Healthcare | 9.6% |
| 5 | Communication Services | 7.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1401
Thor Industries
THO
$5.55B
| $1M | ﹤0.01% |
17,711
+745
| +4% | +$42.2K |
|
1402
Renasant Corp
RNST
$3.68B
| $1M | ﹤0.01% |
+28,615
| New | +$1M |
|
1403
The Communication Services Select Sector SPDR Fund
XLC
$26.7B
| $1M | ﹤0.01% |
20,207
-238
| -1% | -$11.8K |
|
1404
Western Alliance Bancorporation
WAL
$9.77B
| $997K | ﹤0.01% |
21,657
-26,255
| -55% | -$1.21M |
|
|
AMRN
1405
Amarin Corp
AMRN
$310M
| $984K | ﹤0.01% |
3,245
+2,745
| +549% | +$832K |
|
|
COUP
1406
DELISTED
Coupa Software Incorporated
COUP
| $983K | ﹤0.01% |
7,587
+3,558
| +88% | +$461K |
|
1407
Steven Madden
SHOO
$2.26B
| $979K | ﹤0.01% |
27,377
+14,111
| +106% | +$505K |
|
1408
Exponent
EXPO
$3.54B
| $978K | ﹤0.01% |
13,995
-457
| -3% | -$31.9K |
|
1409
LXP Industrial Trust
LXP
$2.72B
| $977K | ﹤0.01% |
95,329
+11,196
| +13% | +$115K |
|
1410
National Bank Holdings
NBHC
$1.46B
| $973K | ﹤0.01% |
+28,449
| New | +$973K |
|
1411
Texas Capital Bancshares
TCBI
$3.98B
| $971K | ﹤0.01% |
17,754
+11,991
| +208% | +$656K |
|
1412
Mistras Group
MG
$299M
| $970K | ﹤0.01% |
59,131
+47,744
| +419% | +$783K |
|
1413
Ryman Hospitality Properties
RHP
$6.31B
| $970K | ﹤0.01% |
11,868
+2,347
| +25% | +$192K |
|
|
GRA
1414
DELISTED
W.R. Grace & Co.
GRA
| $966K | ﹤0.01% |
14,469
-2,035
| -12% | -$136K |
|
1415
Genpact
G
$7.41B
| $962K | ﹤0.01% |
24,824
-370,239
| -94% | -$14.3M |
|
|
TPIC
1416
DELISTED
TPI Composites
TPIC
| $962K | ﹤0.01% |
51,309
+5,702
| +13% | +$107K |
|
|
PSB
1417
DELISTED
PS Business Parks, Inc.
PSB
| $962K | ﹤0.01% |
5,285
+944
| +22% | +$172K |
|
1418
Cooper-Standard Automotive
CPS
$667M
| $960K | ﹤0.01% |
23,483
-1,050
| -4% | -$42.9K |
|
1419
SITE Centers
SITC
$463M
| $959K | ﹤0.01% |
81,349
+6,263
| +8% | +$73.8K |
|
1420
B2Gold
BTG
$5.94B
| $958K | ﹤0.01% |
222,327
+94,541
| +74% | +$407K |
|
1421
Seagate
STX
$41.7B
| $958K | ﹤0.01% |
17,815
-72,133
| -80% | -$3.88M |
|
|
SRG
1422
Seritage Growth Properties
SRG
$237M
| $956K | ﹤0.01% |
22,503
+1,568
| +7% | +$66.6K |
|
|
HR
1423
DELISTED
Healthcare Realty Trust Incorporated
HR
| $955K | ﹤0.01% |
28,519
+12,607
| +79% | +$422K |
|
1424
Frontdoor
FTDR
$4.83B
| $954K | ﹤0.01% |
19,646
+13,834
| +238% | +$672K |
|
1425
Generac Holdings
GNRC
$10.8B
| $953K | ﹤0.01% |
12,155
-9,836
| -45% | -$771K |
|