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 |
Microsoft
MSFT
|
+$1.87B |
| 2 |
Ferrovial SE
FER
|
+$922M |
| 3 |
NVIDIA
NVDA
|
+$585M |
| 4 |
Meta Platforms (Facebook)
META
|
+$513M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$434M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$358M |
| 2 |
Manulife Financial
MFC
|
+$132M |
| 3 |
Royal Bank of Canada
RY
|
+$132M |
| 4 |
Booking.com
BKNG
|
+$132M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$121M |
Sector Composition
| 1 | Technology | 33.23% |
| 2 | Consumer Discretionary | 11.01% |
| 3 | Financials | 10.9% |
| 4 | Healthcare | 10.74% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CHX
1601
DELISTED
ChampionX
CHX
| $541K | ﹤0.01% |
16,272
-173
| -1% | -$5.76K |
|
1602
RXO
RXO
$2.81B
| $538K | ﹤0.01% |
20,759
-201
| -1% | -$5.21K |
|
1603
Atlantic Union Bankshares
AUB
$5.04B
| $535K | ﹤0.01% |
16,306
-166,310
| -91% | -$5.46M |
|
1604
Sumitomo Mitsui Financial
SMFG
$107B
| $535K | ﹤0.01% |
39,869
+15,174
| +61% | +$203K |
|
|
ZUO
1605
DELISTED
Zuora, Inc.
ZUO
| $530K | ﹤0.01% |
54,800
-39,853
| -42% | -$385K |
|
1606
iShares S&P 100 ETF
OEF
$22.5B
| $529K | ﹤0.01% |
2,000
| – | – |
|
1607
IDEAYA Biosciences
IDYA
$2.18B
| $528K | ﹤0.01% |
15,269
+6,789
| +80% | +$235K |
|
|
CHUY
1608
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $527K | ﹤0.01% |
20,371
+10,983
| +117% | +$284K |
|
|
JBTM
1609
JBT Marel Corporation
JBTM
$7.28B
| $526K | ﹤0.01% |
5,483
+70
| +1% | +$6.71K |
|
1610
Albany International
AIN
$1.78B
| $525K | ﹤0.01% |
6,204
-11,345
| -65% | -$960K |
|
1611
Absci
ABSI
$410M
| $524K | ﹤0.01% |
171,067
-236,512
| -58% | -$725K |
|
1612
UMB Financial
UMBF
$9.24B
| $524K | ﹤0.01% |
6,312
-9,020
| -59% | -$749K |
|
1613
Columbus McKinnon
CMCO
$428M
| $523K | ﹤0.01% |
15,087
-37,686
| -71% | -$1.31M |
|
1614
Unitil
UTL
$832M
| $521K | ﹤0.01% |
10,193
-452
| -4% | -$23.1K |
|
1615
Embraer
ERJ
$10.8B
| $521K | ﹤0.01% |
20,199
-11,083
| -35% | -$286K |
|
1616
Ollie's Bargain Outlet
OLLI
$8.07B
| $518K | ﹤0.01% |
5,297
+1,106
| +26% | +$108K |
|
1617
Atea Pharmaceuticals
AVIR
$262M
| $518K | ﹤0.01% |
158,109
-13,259
| -8% | -$43.4K |
|
1618
Primoris Services
PRIM
$6.63B
| $515K | ﹤0.01% |
10,277
-12
| -0.1% | -$601 |
|
|
PPBI
1619
DELISTED
Pacific Premier Bancorp
PPBI
| $512K | ﹤0.01% |
22,410
-145,399
| -87% | -$3.32M |
|
1620
East-West Bancorp
EWBC
$15.1B
| $510K | ﹤0.01% |
6,974
-538
| -7% | -$39.4K |
|
1621
Cal-Maine
CALM
$5.38B
| $508K | ﹤0.01% |
8,332
+90
| +1% | +$5.49K |
|
1622
Catalyst Pharmaceutical
CPRX
$2.48B
| $504K | ﹤0.01% |
32,902
+20,543
| +166% | +$315K |
|
1623
iShares Biotechnology ETF
IBB
$5.77B
| $504K | ﹤0.01% |
3,670
+1,175
| +47% | +$161K |
|
1624
Photronics
PLAB
$1.34B
| $504K | ﹤0.01% |
20,201
-8,543
| -30% | -$213K |
|
1625
Origin Bancorp
OBK
$1.1B
| $503K | ﹤0.01% |
16,007
+2,692
| +20% | +$84.6K |
|