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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
Rush Enterprises Class A
RUSHA
$4.33B
| $623K | ﹤0.01% |
11,796
+574
| +5% | +$30.3K |
|
1552
NuScale Power
SMR
$4.87B
| $621K | ﹤0.01% |
56,087
+44,843
| +399% | +$496K |
|
1553
Cactus
WHD
$2.74B
| $620K | ﹤0.01% |
10,400
-541
| -5% | -$32.2K |
|
1554
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.3B
| $619K | ﹤0.01% |
5,408
-5,820
| -52% | -$667K |
|
1555
iShares Select U.S. REIT ETF
ICF
$1.93B
| $618K | ﹤0.01% |
9,375
-9,459
| -50% | -$623K |
|
1556
Sanmina
SANM
$6.24B
| $614K | ﹤0.01% |
9,034
+357
| +4% | +$24.3K |
|
1557
Eagle Bancorp
EGBN
$615M
| $614K | ﹤0.01% |
27,279
+14,428
| +112% | +$324K |
|
1558
Employers Holdings
EIG
$983M
| $613K | ﹤0.01% |
12,843
+1,801
| +16% | +$85.9K |
|
1559
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.99B
| $611K | ﹤0.01% |
7,788
| – | – |
|
1560
Health Catalyst
HCAT
$220M
| $610K | ﹤0.01% |
74,260
-4,067
| -5% | -$33.4K |
|
1561
OSI Systems
OSIS
$3.95B
| $608K | ﹤0.01% |
4,064
+923
| +29% | +$138K |
|
1562
Ameris Bancorp
ABCB
$5.1B
| $607K | ﹤0.01% |
10,126
+702
| +7% | +$42.1K |
|
1563
JetBlue
JBLU
$1.84B
| $607K | ﹤0.01% |
93,582
-8,554
| -8% | -$55.5K |
|
1564
Pricesmart
PSMT
$3.52B
| $605K | ﹤0.01% |
6,582
-2,428
| -27% | -$223K |
|
1565
BridgeBio Pharma
BBIO
$9.79B
| $603K | ﹤0.01% |
+23,602
| New | +$603K |
|
1566
Patria Investments
PAX
$2.31B
| $603K | ﹤0.01% |
53,813
+319
| +0.6% | +$3.57K |
|
1567
Invesco NASDAQ 100 ETF
QQQM
$60.6B
| $603K | ﹤0.01% |
3,000
| – | – |
|
1568
Liberty Live Group Series A
LLYVA
$8.95B
| $602K | ﹤0.01% |
12,283
-54,551
| -82% | -$2.67M |
|
1569
Enterprise Financial Services Corp
EFSC
$2.24B
| $594K | ﹤0.01% |
11,526
+353
| +3% | +$18.2K |
|
1570
Ormat Technologies
ORA
$5.53B
| $594K | ﹤0.01% |
7,712
+1,581
| +26% | +$122K |
|
1571
World Acceptance Corp
WRLD
$900M
| $592K | ﹤0.01% |
5,101
+2,082
| +69% | +$241K |
|
1572
Shore Bancshares
SHBI
$569M
| $590K | ﹤0.01% |
42,036
-8,378
| -17% | -$118K |
|
1573
NorthWestern Energy
NWE
$3.51B
| $587K | ﹤0.01% |
10,266
-39,289
| -79% | -$2.25M |
|
1574
Addus HomeCare
ADUS
$2.03B
| $581K | ﹤0.01% |
4,394
+660
| +18% | +$87.3K |
|
1575
Enerpac Tool Group
EPAC
$2.3B
| $579K | ﹤0.01% |
13,906
+5,267
| +61% | +$219K |
|