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 | |
|---|---|---|---|---|---|---|
|
ZUO
1626
DELISTED
Zuora, Inc.
ZUO
| $524K | ﹤0.01% |
60,734
+5,934
| +11% | +$51.2K |
|
|
BRKL
1627
DELISTED
Brookline Bancorp
BRKL
| $523K | ﹤0.01% |
+51,727
| New | +$523K |
|
|
PRMW
1628
DELISTED
Primo Water Corporation
PRMW
| $523K | ﹤0.01% |
20,940
+3,247
| +18% | +$81.1K |
|
1629
VF Corp
VFC
$5.8B
| $522K | ﹤0.01% |
26,184
-389,249
| -94% | -$7.76M |
|
1630
iShares MSCI Global Sustainable Development Goals ETF
SDG
$173M
| $517K | ﹤0.01% |
6,100
| – | – |
|
1631
UMB Financial
UMBF
$9.16B
| $517K | ﹤0.01% |
4,905
-1,407
| -22% | -$148K |
|
1632
Perdoceo Education
PRDO
$2.26B
| $516K | ﹤0.01% |
23,248
+10,501
| +82% | +$233K |
|
1633
Stride
LRN
$6.91B
| $516K | ﹤0.01% |
6,070
-708
| -10% | -$60.2K |
|
1634
Granite Construction
GVA
$4.7B
| $515K | ﹤0.01% |
6,518
+305
| +5% | +$24.1K |
|
1635
Steven Madden
SHOO
$2.26B
| $514K | ﹤0.01% |
10,564
+171
| +2% | +$8.33K |
|
1636
Coeur Mining
CDE
$9.98B
| $512K | ﹤0.01% |
74,160
+20,705
| +39% | +$143K |
|
1637
ServisFirst Bancshares
SFBS
$4.57B
| $511K | ﹤0.01% |
6,313
+552
| +10% | +$44.7K |
|
1638
WD-40
WDFC
$2.86B
| $511K | ﹤0.01% |
1,981
+67
| +4% | +$17.3K |
|
1639
Allegiant Air
ALGT
$1.19B
| $507K | ﹤0.01% |
9,269
+5,148
| +125% | +$282K |
|
1640
TEGNA Inc
TGNA
$3.39B
| $506K | ﹤0.01% |
32,272
+9,430
| +41% | +$148K |
|
1641
Saia
SAIA
$8.33B
| $505K | ﹤0.01% |
1,153
-73
| -6% | -$32K |
|
1642
Diebold Nixdorf
DBD
$2.17B
| $502K | ﹤0.01% |
11,242
+2,497
| +29% | +$112K |
|
1643
HNI Corp
HNI
$2.07B
| $502K | ﹤0.01% |
9,366
+1,151
| +14% | +$61.7K |
|
1644
BGC Group
BGC
$4.82B
| $501K | ﹤0.01% |
54,396
+5,537
| +11% | +$51K |
|
1645
CareDx
CDNA
$720M
| $501K | ﹤0.01% |
16,022
+1,380
| +9% | +$43.1K |
|
1646
Sensient Technologies
SXT
$4.52B
| $501K | ﹤0.01% |
6,259
+260
| +4% | +$20.8K |
|
1647
Cross Country Healthcare
CCRN
$411M
| $499K | ﹤0.01% |
36,801
+9,169
| +33% | +$124K |
|
1648
ESCO Technologies
ESE
$5.38B
| $498K | ﹤0.01% |
3,878
+182
| +5% | +$23.4K |
|
|
FBMS
1649
DELISTED
The First Bancshares, Inc.
FBMS
| $498K | ﹤0.01% |
15,394
-4,109
| -21% | -$133K |
|
1650
AngioDynamics
ANGO
$433M
| $498K | ﹤0.01% |
65,076
+1,653
| +3% | +$12.6K |
|