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 |
SPDR S&P 500 ETF Trust
SPY
|
+$270M |
| 2 |
Cognizant
CTSH
|
+$109M |
| 3 |
McDonald's
MCD
|
+$82.2M |
| 4 |
Arch Capital
ACGL
|
+$64.3M |
| 5 |
Goldman Sachs
GS
|
+$62.9M |
Top Sells
| 1 |
Apple
AAPL
|
+$596M |
| 2 |
Alibaba
BABA
|
+$483M |
| 3 |
Amazon
AMZN
|
+$448M |
| 4 |
Tesla
TSLA
|
+$315M |
| 5 |
Meta Platforms (Facebook)
META
|
+$278M |
Sector Composition
| 1 | Technology | 24.99% |
| 2 | Financials | 13.62% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 11.72% |
| 5 | Communication Services | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NTCO
1601
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
| $556K | ﹤0.01% |
106,500
+6,277
| +6% | +$32.8K |
|
1602
Wayfair
W
$11.4B
| $552K | ﹤0.01% |
16,225
-494
| -3% | -$16.8K |
|
|
PARAA
1603
DELISTED
Paramount Global Class A
PARAA
| $552K | ﹤0.01% |
21,515
+5,872
| +38% | +$151K |
|
1604
Extreme Networks
EXTR
$2.97B
| $550K | ﹤0.01% |
29,032
-13,236
| -31% | -$251K |
|
1605
Univest Financial
UVSP
$887M
| $550K | ﹤0.01% |
+23,399
| New | +$550K |
|
1606
City Holding Co
CHCO
$1.83B
| $544K | ﹤0.01% |
5,980
-11,075
| -65% | -$1.01M |
|
|
SWAV
1607
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $543K | ﹤0.01% |
2,520
-166
| -6% | -$35.8K |
|
1608
Sonic Automotive
SAH
$2.75B
| $540K | ﹤0.01% |
10,021
+4,329
| +76% | +$233K |
|
1609
Belden
BDC
$5.22B
| $540K | ﹤0.01% |
6,264
+2,144
| +52% | +$185K |
|
|
VNET
1610
VNET Group
VNET
$2.57B
| $536K | ﹤0.01% |
164,887
+4,395
| +3% | +$14.3K |
|
1611
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3B
| $529K | ﹤0.01% |
7,801
-448
| -5% | -$30.4K |
|
1612
Kadant
KAI
$3.71B
| $528K | ﹤0.01% |
+2,554
| New | +$528K |
|
|
SAFE
1613
Safehold
SAFE
$1.2B
| $528K | ﹤0.01% |
17,967
+14,668
| +445% | +$431K |
|
1614
Upstart Holdings
UPST
$6.2B
| $527K | ﹤0.01% |
34,159
-8,795
| -20% | -$136K |
|
|
BBBY
1615
Bed Bath & Beyond, Inc.
BBBY
$599M
| $525K | ﹤0.01% |
25,930
-2,842
| -10% | -$57.6K |
|
1616
Varonis Systems
VRNS
$6.32B
| $525K | ﹤0.01% |
20,267
+6,828
| +51% | +$177K |
|
1617
U-Haul Holding Co
UHAL
$10.8B
| $523K | ﹤0.01% |
8,863
+4,564
| +106% | +$270K |
|
1618
Parsons
PSN
$8.19B
| $522K | ﹤0.01% |
11,719
-2,209
| -16% | -$98.5K |
|
|
VGR
1619
DELISTED
Vector Group Ltd.
VGR
| $520K | ﹤0.01% |
43,789
+6,933
| +19% | +$82.3K |
|
|
AIV
1620
Aimco
AIV
$1.07B
| $520K | ﹤0.01% |
67,619
+10,546
| +18% | +$81.1K |
|
1621
Ennis
EBF
$466M
| $520K | ﹤0.01% |
24,804
+8,847
| +55% | +$185K |
|
1622
Kelly Services Class A
KELYA
$482M
| $518K | ﹤0.01% |
31,267
-6,801
| -18% | -$113K |
|
1623
La-Z-Boy
LZB
$1.4B
| $516K | ﹤0.01% |
17,804
-14,739
| -45% | -$427K |
|
1624
Silicon Laboratories
SLAB
$4.41B
| $515K | ﹤0.01% |
2,943
-4,820
| -62% | -$843K |
|
1625
Bumble
BMBL
$709M
| $514K | ﹤0.01% |
+26,299
| New | +$514K |
|