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
|
+$511M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$285M |
| 3 |
Apple
AAPL
|
+$273M |
| 4 |
Meta Platforms (Facebook)
META
|
+$265M |
| 5 |
Microsoft
MSFT
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$916M |
| 2 |
NVIDIA
NVDA
|
+$768M |
| 3 |
Alibaba
BABA
|
+$275M |
| 4 |
Uber
UBER
|
+$222M |
| 5 |
Adobe
ADBE
|
+$206M |
Sector Composition
| 1 | Technology | 30.92% |
| 2 | Financials | 13.84% |
| 3 | Consumer Discretionary | 11% |
| 4 | Healthcare | 9.89% |
| 5 | Communication Services | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
UMB Financial
UMBF
$9.16B
| $777K | ﹤0.01% |
7,719
+328
| +4% | +$33K |
|
1452
Adient
ADNT
$1.95B
| $776K | ﹤0.01% |
60,939
+19,673
| +48% | +$250K |
|
|
WSR
1453
Whitestone REIT
WSR
$664M
| $775K | ﹤0.01% |
+53,072
| New | +$775K |
|
1454
United Natural Foods
UNFI
$1.77B
| $773K | ﹤0.01% |
29,000
+8,768
| +43% | +$234K |
|
1455
Victory Capital Holdings
VCTR
$4.58B
| $772K | ﹤0.01% |
13,441
-1,912
| -12% | -$110K |
|
1456
EverQuote
EVER
$896M
| $770K | ﹤0.01% |
28,992
-371
| -1% | -$9.85K |
|
1457
Global Industrial
GIC
$1.42B
| $764K | ﹤0.01% |
33,871
+1,191
| +4% | +$26.9K |
|
1458
Haverty Furniture Companies
HVT
$371M
| $762K | ﹤0.01% |
38,692
+15,198
| +65% | +$299K |
|
1459
Confluent
CFLT
$6.63B
| $756K | ﹤0.01% |
32,236
-11,660
| -27% | -$273K |
|
1460
ASGN Inc
ASGN
$2.26B
| $756K | ﹤0.01% |
12,035
+281
| +2% | +$17.6K |
|
1461
iShares S&P 500 Value ETF
IVE
$41.2B
| $754K | ﹤0.01% |
3,955
-100
| -2% | -$19.1K |
|
|
BFS
1462
Saul Centers
BFS
$785M
| $753K | ﹤0.01% |
20,842
-6,781
| -25% | -$245K |
|
1463
Neogen
NEOG
$1.19B
| $749K | ﹤0.01% |
+87,323
| New | +$749K |
|
1464
Rush Enterprises Class A
RUSHA
$4.33B
| $749K | ﹤0.01% |
14,078
+2,201
| +19% | +$117K |
|
1465
Rush Street Interactive
RSI
$2.02B
| $749K | ﹤0.01% |
70,520
-7,640
| -10% | -$81.1K |
|
1466
Ethan Allen Interiors
ETD
$742M
| $748K | ﹤0.01% |
26,961
+12,037
| +81% | +$334K |
|
1467
Consumers Staples Select Sector SPDR Fund
XLP
$16B
| $747K | ﹤0.01% |
9,151
-74,474
| -89% | -$6.08M |
|
1468
Lifestance Health
LFST
$2.03B
| $743K | ﹤0.01% |
112,189
+6,182
| +6% | +$41K |
|
1469
Methode Electronics
MEI
$287M
| $741K | ﹤0.01% |
114,594
-13,729
| -11% | -$88.8K |
|
1470
American Eagle Outfitters
AEO
$3.18B
| $740K | ﹤0.01% |
63,742
+45,826
| +256% | +$532K |
|
1471
QCR Holdings
QCRH
$1.3B
| $740K | ﹤0.01% |
10,346
-4,260
| -29% | -$305K |
|
1472
United Fire Group
UFCS
$807M
| $739K | ﹤0.01% |
24,955
+4,162
| +20% | +$123K |
|
|
PLYM
1473
Plymouth Industrial REIT
PLYM
$980M
| $738K | ﹤0.01% |
45,133
-9,689
| -18% | -$159K |
|
1474
iShares China Large-Cap ETF
FXI
$6.92B
| $738K | ﹤0.01% |
20,641
-59,656
| -74% | -$2.13M |
|
1475
SPS Commerce
SPSC
$4B
| $737K | ﹤0.01% |
5,588
-141
| -2% | -$18.6K |
|