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 |
AABA
Altaba Inc. Common Stock
AABA
|
+$212M |
| 2 |
Pinduoduo
PDD
|
+$198M |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$194M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$138M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$136M |
Top Sells
| 1 |
NetEase
NTES
|
+$487M |
| 2 |
Charter Communications
CHTR
|
+$336M |
| 3 |
TSMC
TSM
|
+$315M |
| 4 |
Meta Platforms (Facebook)
META
|
+$265M |
| 5 |
Linde
LIN
|
+$245M |
Sector Composition
| 1 | Consumer Discretionary | 18.94% |
| 2 | Technology | 13.86% |
| 3 | Financials | 11.76% |
| 4 | Healthcare | 8.92% |
| 5 | Communication Services | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
WisdomTree Europe SmallCap Dividend Fund
DFE
$182M
| $494K | ﹤0.01% |
8,466
+40
| +0.5% | +$2.33K |
|
1527
BGC Group
BGC
$4.82B
| $492K | ﹤0.01% |
94,064
+21,350
| +29% | +$112K |
|
1528
HNI Corp
HNI
$2.07B
| $491K | ﹤0.01% |
13,868
-1,286
| -8% | -$45.5K |
|
1529
Emerald Holding
EEX
$980M
| $490K | ﹤0.01% |
43,979
-1,049
| -2% | -$11.7K |
|
1530
Roku
ROKU
$13.9B
| $489K | ﹤0.01% |
+5,398
| New | +$489K |
|
1531
CarGurus
CARG
$3.58B
| $488K | ﹤0.01% |
+13,509
| New | +$488K |
|
|
TWO
1532
Two Harbors Investment
TWO
$1.05B
| $488K | ﹤0.01% |
9,633
-657
| -6% | -$33.3K |
|
1533
Cavco Industries
CVCO
$4.32B
| $487K | ﹤0.01% |
3,084
-2,213
| -42% | -$349K |
|
1534
New Jersey Resources
NJR
$4.74B
| $487K | ﹤0.01% |
9,792
+82
| +0.8% | +$4.08K |
|
1535
Universal Corp
UVV
$1.38B
| $487K | ﹤0.01% |
8,021
+630
| +9% | +$38.3K |
|
1536
Antero Midstream
AM
$8.91B
| $485K | ﹤0.01% |
42,278
+16,495
| +64% | +$189K |
|
|
ESV
1537
DELISTED
Ensco Rowan plc
ESV
| $482K | ﹤0.01% |
56,502
+28,932
| +105% | +$247K |
|
1538
Agree Realty
ADC
$8.09B
| $481K | ﹤0.01% |
7,516
+77
| +1% | +$4.93K |
|
1539
COPT Defense Properties
CDP
$3.46B
| $481K | ﹤0.01% |
18,265
-11,764
| -39% | -$310K |
|
1540
Radian Group
RDN
$4.76B
| $480K | ﹤0.01% |
20,990
-98,315
| -82% | -$2.25M |
|
1541
Nu Skin
NUS
$596M
| $477K | ﹤0.01% |
9,663
-13,839
| -59% | -$683K |
|
1542
NovoCure
NVCR
$1.36B
| $477K | ﹤0.01% |
7,551
+2,549
| +51% | +$161K |
|
1543
Medpace
MEDP
$13.8B
| $476K | ﹤0.01% |
7,275
-41,967
| -85% | -$2.75M |
|
1544
Saia
SAIA
$8.33B
| $476K | ﹤0.01% |
7,373
-227
| -3% | -$14.7K |
|
1545
Evercore
EVR
$13.2B
| $475K | ﹤0.01% |
5,369
-11,621
| -68% | -$1.03M |
|
1546
Group 1 Automotive
GPI
$6.03B
| $475K | ﹤0.01% |
5,799
-66
| -1% | -$5.41K |
|
|
LSXMA
1547
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $472K | ﹤0.01% |
17,298
-9,539
| -36% | -$260K |
|
1548
Atlassian
TEAM
$45.9B
| $471K | ﹤0.01% |
+3,602
| New | +$471K |
|
1549
Zscaler
ZS
$44.8B
| $471K | ﹤0.01% |
6,153
-4,242
| -41% | -$325K |
|
|
WPX
1550
DELISTED
WPX Energy, Inc.
WPX
| $470K | ﹤0.01% |
+40,888
| New | +$470K |
|