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 |
UnitedHealth
UNH
|
+$850M |
| 2 |
Visa
V
|
+$442M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$313M |
| 4 |
Avis
CAR
|
+$256M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$236M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.92B |
| 2 |
NVIDIA
NVDA
|
+$2.09B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.07B |
| 4 |
Meta Platforms (Facebook)
META
|
+$862M |
| 5 |
Galicia Financial Group
GGAL
|
+$602M |
Sector Composition
| 1 | Technology | 32.39% |
| 2 | Financials | 13.56% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Communication Services | 8.94% |
| 5 | Healthcare | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Kura Oncology
KURA
$711M
| $784K | ﹤0.01% |
137,076
+82,585
| +152% | +$472K |
|
1502
Horizon Bancorp
HBNC
$833M
| $780K | ﹤0.01% |
50,577
+24,695
| +95% | +$381K |
|
1503
Winnebago Industries
WGO
$949M
| $776K | ﹤0.01% |
26,742
+14,952
| +127% | +$434K |
|
1504
Southern Missouri Bancorp
SMBC
$628M
| $772K | ﹤0.01% |
14,124
+6,088
| +76% | +$333K |
|
1505
iShares S&P 500 Value ETF
IVE
$41.2B
| $772K | ﹤0.01% |
3,950
-5
| -0.1% | -$977 |
|
1506
EverQuote
EVER
$896M
| $771K | ﹤0.01% |
31,639
+2,647
| +9% | +$64.5K |
|
1507
InterDigital
IDCC
$8.33B
| $771K | ﹤0.01% |
3,409
-56,691
| -94% | -$12.8M |
|
1508
Buckle
BKE
$3.04B
| $769K | ﹤0.01% |
+16,963
| New | +$769K |
|
1509
Modine Manufacturing
MOD
$7.86B
| $769K | ﹤0.01% |
+7,779
| New | +$769K |
|
1510
Waterstone Financial
WSBF
$275M
| $768K | ﹤0.01% |
55,028
+39,978
| +266% | +$558K |
|
1511
Nu Skin
NUS
$596M
| $767K | ﹤0.01% |
97,066
+12,040
| +14% | +$95.1K |
|
1512
Global X US Infrastructure Development ETF
PAVE
$9.38B
| $763K | ﹤0.01% |
17,517
+3,319
| +23% | +$145K |
|
1513
BGC Group
BGC
$4.82B
| $762K | ﹤0.01% |
74,654
+24,355
| +48% | +$249K |
|
1514
Adecoagro
AGRO
$806M
| $758K | ﹤0.01% |
83,185
-36,773
| -31% | -$335K |
|
1515
Braze
BRZE
$3.35B
| $757K | ﹤0.01% |
27,660
+16,406
| +146% | +$449K |
|
1516
MakeMyTrip
MMYT
$9.31B
| $753K | ﹤0.01% |
7,679
-501
| -6% | -$49.1K |
|
1517
ProPetro Holding
PUMP
$484M
| $752K | ﹤0.01% |
124,781
+74,923
| +150% | +$451K |
|
1518
Lifestance Health
LFST
$2.03B
| $751K | ﹤0.01% |
148,085
+35,896
| +32% | +$182K |
|
1519
Radian Group
RDN
$4.76B
| $750K | ﹤0.01% |
20,826
-4,151
| -17% | -$150K |
|
1520
Glacier Bancorp
GBCI
$5.8B
| $747K | ﹤0.01% |
17,316
+7,835
| +83% | +$338K |
|
1521
Chewy
CHWY
$14.4B
| $746K | ﹤0.01% |
17,692
+8,444
| +91% | +$356K |
|
1522
Regenxbio
RGNX
$465M
| $745K | ﹤0.01% |
90,804
+34,989
| +63% | +$287K |
|
1523
Monarch Casino & Resort
MCRI
$1.9B
| $742K | ﹤0.01% |
8,602
+4,498
| +110% | +$388K |
|
1524
Consumers Staples Select Sector SPDR Fund
XLP
$16B
| $741K | ﹤0.01% |
9,151
| – | – |
|
1525
Kohl's
KSS
$1.71B
| $737K | ﹤0.01% |
87,270
+53,408
| +158% | +$451K |
|