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 | |
|---|---|---|---|---|---|---|
1426
Bankunited
BKU
$2.96B
| $864K | ﹤0.01% |
23,694
+737
| +3% | +$26.9K |
|
1427
Select Medical
SEM
$1.55B
| $862K | ﹤0.01% |
46,294
+8,239
| +22% | +$153K |
|
1428
Alerus Financial
ALRS
$577M
| $861K | ﹤0.01% |
38,109
-455
| -1% | -$10.3K |
|
1429
National Healthcare
NHC
$1.78B
| $861K | ﹤0.01% |
6,929
+1,770
| +34% | +$220K |
|
1430
Invesco Senior Loan ETF
BKLN
$6.88B
| $854K | ﹤0.01% |
40,699
-1,082
| -3% | -$22.7K |
|
1431
Syndax Pharmaceuticals
SNDX
$1.34B
| $852K | ﹤0.01% |
44,006
+409
| +0.9% | +$7.92K |
|
1432
SPDR S&P Dividend ETF
SDY
$20.5B
| $852K | ﹤0.01% |
+6,000
| New | +$852K |
|
1433
Kratos Defense & Security Solutions
KTOS
$11.7B
| $842K | ﹤0.01% |
36,166
+21,227
| +142% | +$494K |
|
1434
Moog
MOG.A
$6.27B
| $842K | ﹤0.01% |
4,199
-660
| -14% | -$132K |
|
1435
Applied Industrial Technologies
AIT
$9.94B
| $840K | ﹤0.01% |
3,768
-30,056
| -89% | -$6.7M |
|
1436
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
| $834K | ﹤0.01% |
8,605
+5,919
| +220% | +$574K |
|
1437
Avient
AVNT
$3.31B
| $833K | ﹤0.01% |
16,598
+643
| +4% | +$32.3K |
|
1438
PRA Group
PRAA
$657M
| $831K | ﹤0.01% |
36,840
-27,317
| -43% | -$616K |
|
1439
Anywhere Real Estate
HOUS
$800M
| $829K | ﹤0.01% |
161,924
-23,729
| -13% | -$121K |
|
1440
First Financial Bancorp
FFBC
$2.46B
| $827K | ﹤0.01% |
32,680
+1,420
| +5% | +$36K |
|
1441
InterContinental Hotels
IHG
$18.4B
| $826K | ﹤0.01% |
7,473
-3,960
| -35% | -$438K |
|
1442
Popular Inc
BPOP
$8.34B
| $825K | ﹤0.01% |
+8,172
| New | +$825K |
|
1443
Whirlpool
WHR
$5.15B
| $825K | ﹤0.01% |
7,704
-3,052
| -28% | -$327K |
|
1444
Piper Sandler
PIPR
$6.12B
| $822K | ﹤0.01% |
2,914
-424
| -13% | -$120K |
|
1445
Vital Farms
VITL
$2.17B
| $820K | ﹤0.01% |
23,370
-2,018
| -8% | -$70.8K |
|
1446
Clearway Energy Class A
CWEN.A
$3.21B
| $815K | ﹤0.01% |
28,739
-307
| -1% | -$8.71K |
|
1447
STMicroelectronics
STM
$23.1B
| $810K | ﹤0.01% |
27,193
+15,168
| +126% | +$452K |
|
1448
OceanFirst Financial
OCFC
$1.04B
| $808K | ﹤0.01% |
43,304
-27,520
| -39% | -$513K |
|
|
BECN
1449
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $806K | ﹤0.01% |
9,317
+327
| +4% | +$28.3K |
|
1450
Investar Holding Corp
ISTR
$223M
| $805K | ﹤0.01% |
41,223
+11,228
| +37% | +$219K |
|