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
|
+$515M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$488M |
| 3 |
Zoom
ZM
|
+$441M |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$254M |
| 5 |
DHR.PRA
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.32B |
| 2 |
Amazon
AMZN
|
+$938M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$410M |
| 4 |
Micron Technology
MU
|
+$373M |
| 5 |
Microsoft
MSFT
|
+$368M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Consumer Discretionary | 13.86% |
| 3 | Financials | 11.88% |
| 4 | Healthcare | 10.54% |
| 5 | Communication Services | 7.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1401
New York Times
NYT
$9.59B
| $1.67M | ﹤0.01% |
+34,662
| New | +$1.67M |
|
1402
First Horizon
FHN
$11.4B
| $1.67M | ﹤0.01% |
101,866
-80,526
| -44% | -$1.32M |
|
1403
Boot Barn
BOOT
$5.4B
| $1.66M | ﹤0.01% |
+13,504
| New | +$1.66M |
|
1404
Nuveen ESG Large-Cap Value ETF
NULV
$1.79B
| $1.66M | ﹤0.01% |
+42,769
| New | +$1.66M |
|
|
ISBC
1405
DELISTED
Investors Bancorp, Inc.
ISBC
| $1.65M | ﹤0.01% |
108,816
+11,341
| +12% | +$172K |
|
1406
Otter Tail
OTTR
$3.48B
| $1.64M | ﹤0.01% |
23,133
+1,494
| +7% | +$106K |
|
1407
U-Haul Holding Co
UHAL
$10.8B
| $1.64M | ﹤0.01% |
22,540
+8,990
| +66% | +$654K |
|
|
HCNE
1408
DELISTED
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
| $1.63M | ﹤0.01% |
+166,666
| New | +$1.63M |
|
1409
LGI Homes
LGIH
$1.39B
| $1.63M | ﹤0.01% |
10,668
+7,412
| +228% | +$1.13M |
|
1410
SPDR S&P Metals & Mining ETF
XME
$2.39B
| $1.63M | ﹤0.01% |
36,371
-30,281
| -45% | -$1.36M |
|
1411
ABM Industries
ABM
$2.8B
| $1.63M | ﹤0.01% |
39,715
+18,406
| +86% | +$754K |
|
|
MOON
1412
DELISTED
Direxion Moonshot Innovators ETF
MOON
| $1.62M | ﹤0.01% |
60,000
| – | – |
|
|
TCN
1413
DELISTED
Tricon Residential Inc.
TCN
| $1.62M | ﹤0.01% |
+106,638
| New | +$1.62M |
|
|
PLAN
1414
DELISTED
Anaplan, Inc.
PLAN
| $1.62M | ﹤0.01% |
35,165
+27,532
| +361% | +$1.27M |
|
1415
Haemonetics
HAE
$2.51B
| $1.62M | ﹤0.01% |
30,135
-28,626
| -49% | -$1.54M |
|
1416
XP
XP
$9.94B
| $1.62M | ﹤0.01% |
+56,214
| New | +$1.62M |
|
1417
Cemex
CX
$13.6B
| $1.61M | ﹤0.01% |
194,366
-2,377
| -1% | -$19.7K |
|
1418
Eagle Materials
EXP
$7.57B
| $1.6M | ﹤0.01% |
9,622
-5,438
| -36% | -$907K |
|
|
AMED
1419
DELISTED
Amedisys
AMED
| $1.6M | ﹤0.01% |
9,798
-4,800
| -33% | -$782K |
|
|
X
1420
DELISTED
US Steel
X
| $1.58M | ﹤0.01% |
66,644
-140,788
| -68% | -$3.34M |
|
1421
Evercore
EVR
$13.2B
| $1.58M | ﹤0.01% |
11,592
-182
| -2% | -$24.8K |
|
1422
First Hawaiian
FHB
$3.19B
| $1.57M | ﹤0.01% |
57,271
+1,352
| +2% | +$36.9K |
|
1423
Dr. Reddy's Laboratories
RDY
$12.2B
| $1.56M | ﹤0.01% |
118,925
-1,070
| -0.9% | -$14K |
|
1424
Essential Properties Realty Trust
EPRT
$5.91B
| $1.56M | ﹤0.01% |
53,936
+21,266
| +65% | +$613K |
|
1425
Digital Turbine
APPS
$501M
| $1.55M | ﹤0.01% |
25,105
+5,495
| +28% | +$339K |
|