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 | |
|---|---|---|---|---|---|---|
|
BFS
1526
Saul Centers
BFS
$785M
| $737K | ﹤0.01% |
21,840
+998
| +5% | +$33.7K |
|
1527
Chemung Financial Corp
CHMG
$252M
| $734K | ﹤0.01% |
14,714
+2,221
| +18% | +$111K |
|
1528
Alerus Financial
ALRS
$577M
| $734K | ﹤0.01% |
33,576
+586
| +2% | +$12.8K |
|
1529
InMode
INMD
$937M
| $732K | ﹤0.01% |
+51,503
| New | +$732K |
|
1530
Amalgamated Financial
AMAL
$859M
| $732K | ﹤0.01% |
23,251
+8,274
| +55% | +$261K |
|
1531
Q2 Holdings
QTWO
$5.13B
| $731K | ﹤0.01% |
7,844
-2,825
| -26% | -$263K |
|
1532
Ethan Allen Interiors
ETD
$742M
| $730K | ﹤0.01% |
26,103
-858
| -3% | -$24K |
|
1533
Sprout Social
SPT
$803M
| $730K | ﹤0.01% |
+35,636
| New | +$730K |
|
1534
Antero Midstream
AM
$8.91B
| $729K | ﹤0.01% |
38,302
-74,797
| -66% | -$1.42M |
|
1535
Patria Investments
PAX
$2.31B
| $723K | ﹤0.01% |
51,358
-866
| -2% | -$12.2K |
|
1536
iShares MSCI France ETF
EWQ
$391M
| $719K | ﹤0.01% |
16,808
-1,386
| -8% | -$59.3K |
|
1537
Steven Madden
SHOO
$2.26B
| $719K | ﹤0.01% |
29,987
+19,385
| +183% | +$465K |
|
1538
Arlo Technologies
ARLO
$1.82B
| $719K | ﹤0.01% |
42,605
+12,938
| +44% | +$218K |
|
1539
Atea Pharmaceuticals
AVIR
$249M
| $719K | ﹤0.01% |
195,782
-5,451
| -3% | -$20K |
|
1540
First Internet Bancorp
INBK
$212M
| $716K | ﹤0.01% |
26,330
+14,751
| +127% | +$401K |
|
1541
Camping World
CWH
$1.04B
| $713K | ﹤0.01% |
40,619
+19,171
| +89% | +$336K |
|
1542
STMicroelectronics
STM
$23.1B
| $712K | ﹤0.01% |
23,320
-40,462
| -63% | -$1.23M |
|
1543
Merit Medical Systems
MMSI
$5.07B
| $711K | ﹤0.01% |
7,610
-113,977
| -94% | -$10.6M |
|
1544
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$1.1B
| $710K | ﹤0.01% |
12,200
+5,250
| +76% | +$305K |
|
1545
Barrett Business Services
BBSI
$1.2B
| $709K | ﹤0.01% |
17,036
+482
| +3% | +$20.1K |
|
1546
Transportadora de Gas del Sur
TGS
$3.18B
| $706K | ﹤0.01% |
+26,857
| New | +$706K |
|
1547
Leonardo DRS
DRS
$11.2B
| $705K | ﹤0.01% |
15,180
+5,989
| +65% | +$278K |
|
1548
Stoneridge
SRI
$228M
| $701K | ﹤0.01% |
107,622
+30,952
| +40% | +$201K |
|
1549
Playtika
PLTK
$1.41B
| $699K | ﹤0.01% |
149,296
+111,809
| +298% | +$524K |
|
1550
First Business Financial Services
FBIZ
$431M
| $696K | ﹤0.01% |
13,642
-957
| -7% | -$48.8K |
|