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
|
+$755M |
| 2 |
Amazon
AMZN
|
+$629M |
| 3 |
Microsoft
MSFT
|
+$541M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$435M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$426M |
| 2 |
SJR
Shaw Communications Inc.
SJR
|
+$219M |
| 3 |
TSMC
TSM
|
+$149M |
| 4 |
JPMorgan Chase
JPM
|
+$69.2M |
| 5 |
Arch Capital
ACGL
|
+$66.6M |
Sector Composition
| 1 | Technology | 27.33% |
| 2 | Healthcare | 12.69% |
| 3 | Consumer Discretionary | 12.22% |
| 4 | Financials | 11.83% |
| 5 | Communication Services | 7.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1601
8x8 Inc
EGHT
$285M
| $452K | ﹤0.01% |
106,698
+6,131
| +6% | +$26K |
|
1602
Vanguard S&P 500 Growth ETF
VOOG
$19.8B
| $451K | ﹤0.01% |
1,800
| – | – |
|
1603
iShares MSCI India ETF
INDA
$9.4B
| $448K | ﹤0.01% |
10,248
+1,754
| +21% | +$76.7K |
|
1604
Janus International
JBI
$1.4B
| $448K | ﹤0.01% |
41,829
+11,170
| +36% | +$120K |
|
1605
HealthEquity
HQY
$7.88B
| $448K | ﹤0.01% |
7,098
-3,042
| -30% | -$192K |
|
1606
NCR Voyix
VYX
$1.73B
| $447K | ﹤0.01% |
28,805
+660
| +2% | +$10.2K |
|
1607
Photronics
PLAB
$1.3B
| $441K | ﹤0.01% |
17,025
-6,596
| -28% | -$171K |
|
1608
First Business Financial Services
FBIZ
$431M
| $441K | ﹤0.01% |
14,764
| – | – |
|
1609
Alerus Financial
ALRS
$574M
| $439K | ﹤0.01% |
24,058
| – | – |
|
1610
iShares Biotechnology ETF
IBB
$5.77B
| $439K | ﹤0.01% |
3,456
+500
| +17% | +$63.5K |
|
1611
iShares MSCI Spain ETF
EWP
$1.4B
| $438K | ﹤0.01% |
15,156
-1,394
| -8% | -$40.3K |
|
1612
Synovus
SNV
$7.13B
| $436K | ﹤0.01% |
14,319
-792
| -5% | -$24.1K |
|
|
EVRI
1613
DELISTED
Everi Holdings
EVRI
| $435K | ﹤0.01% |
29,838
+11,474
| +62% | +$167K |
|
1614
Banner Corp
BANR
$2.3B
| $434K | ﹤0.01% |
9,856
-42,051
| -81% | -$1.85M |
|
1615
Digital Turbine
APPS
$494M
| $434K | ﹤0.01% |
44,975
-3,716
| -8% | -$35.8K |
|
1616
Donegal Group Class A
DGICA
$697M
| $434K | ﹤0.01% |
29,960
-3,501
| -10% | -$50.7K |
|
1617
Badger Meter
BMI
$5.23B
| $432K | ﹤0.01% |
2,913
-76
| -3% | -$11.3K |
|
1618
Sensient Technologies
SXT
$4.51B
| $429K | ﹤0.01% |
+6,015
| New | +$429K |
|
1619
Perion Network
PERI
$415M
| $428K | ﹤0.01% |
13,747
-78,843
| -85% | -$2.46M |
|
1620
Vita Coco
COCO
$2.19B
| $427K | ﹤0.01% |
+15,830
| New | +$427K |
|
1621
Century Communities
CCS
$1.99B
| $426K | ﹤0.01% |
5,562
-725
| -12% | -$55.6K |
|
1622
MasterCraft Boat Holdings
MCFT
$366M
| $425K | ﹤0.01% |
13,793
+2,480
| +22% | +$76.5K |
|
1623
STAAR Surgical
STAA
$1.37B
| $423K | ﹤0.01% |
+8,057
| New | +$423K |
|
1624
iShares JPMorgan EM High Yield Bond ETF
EMHY
$502M
| – | – |
0
| – | – |
|
|
PDCE
1625
DELISTED
PDC Energy, Inc.
PDCE
| $420K | ﹤0.01% |
5,896
+662
| +13% | +$47.2K |
|