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 |
NetEase
NTES
|
+$442M |
| 2 |
TSMC
TSM
|
+$265M |
| 3 |
FDC
First Data Corporation
FDC
|
+$218M |
| 4 |
Zillow
Z
|
+$183M |
| 5 |
Alibaba
BABA
|
+$177M |
Top Sells
| 1 |
Apple
AAPL
|
+$504M |
| 2 |
Linde
LIN
|
+$389M |
| 3 |
Energy Transfer Partners
ET
|
+$268M |
| 4 |
AABA
Altaba Inc. Common Stock
AABA
|
+$261M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$222M |
Sector Composition
| 1 | Consumer Discretionary | 19.54% |
| 2 | Technology | 13.74% |
| 3 | Financials | 10.89% |
| 4 | Communication Services | 10.41% |
| 5 | Healthcare | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Pitney Bowes
PBI
$1.96B
| $654K | ﹤0.01% |
95,186
+8,315
| +10% | +$57.1K |
|
1502
Liberty Media Series C
FWONK
$24.9B
| $653K | ﹤0.01% |
19,285
-1,772
| -8% | -$60K |
|
|
JBTM
1503
JBT Marel Corporation
JBTM
$7.14B
| $653K | ﹤0.01% |
7,109
+4,265
| +150% | +$392K |
|
|
HR
1504
DELISTED
Healthcare Realty Trust Incorporated
HR
| $653K | ﹤0.01% |
20,337
+1,045
| +5% | +$33.6K |
|
1505
Olin
OLN
$3.02B
| $652K | ﹤0.01% |
28,188
+13,254
| +89% | +$307K |
|
1506
Dorman Products
DORM
$4.93B
| $650K | ﹤0.01% |
7,385
+1,133
| +18% | +$99.7K |
|
|
VSM
1507
DELISTED
Versum Materials, Inc.
VSM
| $650K | ﹤0.01% |
+12,925
| New | +$650K |
|
|
SPN
1508
DELISTED
Superior Energy Services, Inc.
SPN
| $649K | ﹤0.01% |
138,827
-1,877
| -1% | -$8.78K |
|
1509
Takeda Pharmaceutical
TAK
$47.7B
| $648K | ﹤0.01% |
+31,795
| New | +$648K |
|
|
PDM
1510
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $643K | ﹤0.01% |
30,812
+6,544
| +27% | +$137K |
|
1511
Apollo Global Management
APO
$79B
| $634K | ﹤0.01% |
22,424
| – | – |
|
|
TCO
1512
DELISTED
Taubman Centers Inc.
TCO
| $633K | ﹤0.01% |
11,965
+4,394
| +58% | +$232K |
|
1513
Lithia Motors
LAD
$8.56B
| $630K | ﹤0.01% |
6,786
+876
| +15% | +$81.3K |
|
|
CS
1514
DELISTED
Credit Suisse Group
CS
| $628K | ﹤0.01% |
53,911
-113,519
| -68% | -$1.32M |
|
1515
Cavco Industries
CVCO
$4.32B
| $622K | ﹤0.01% |
5,297
+2,528
| +91% | +$297K |
|
|
PGTI
1516
DELISTED
PGT, Inc.
PGTI
| $622K | ﹤0.01% |
44,918
-61,465
| -58% | -$851K |
|
|
GRA
1517
DELISTED
W.R. Grace & Co.
GRA
| $622K | ﹤0.01% |
7,964
+4,254
| +115% | +$332K |
|
1518
Azenta
AZTA
$1.36B
| $621K | ﹤0.01% |
+21,167
| New | +$621K |
|
1519
Performance Food Group
PFGC
$16.6B
| $621K | ﹤0.01% |
15,666
+5,677
| +57% | +$225K |
|
1520
Suzano
SUZ
$11.7B
| $616K | ﹤0.01% |
+52,000
| New | +$616K |
|
1521
Associated Banc-Corp
ASB
$4.35B
| $615K | ﹤0.01% |
28,788
+13,187
| +85% | +$282K |
|
|
SC
1522
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $613K | ﹤0.01% |
29,017
+508
| +2% | +$10.7K |
|
1523
CNA Financial
CNA
$12.9B
| $611K | ﹤0.01% |
14,093
+416
| +3% | +$18K |
|
1524
Bruker
BRKR
$4.69B
| $608K | ﹤0.01% |
15,830
-31,925
| -67% | -$1.23M |
|
|
AVYA
1525
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
| $607K | ﹤0.01% |
36,043
+5,384
| +18% | +$90.7K |
|