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 |
UnitedHealth
UNH
|
+$850M |
| 2 |
Visa
V
|
+$442M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$313M |
| 4 |
Avis
CAR
|
+$256M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$236M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.92B |
| 2 |
NVIDIA
NVDA
|
+$2.09B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.07B |
| 4 |
Meta Platforms (Facebook)
META
|
+$862M |
| 5 |
Galicia Financial Group
GGAL
|
+$602M |
Sector Composition
| 1 | Technology | 32.39% |
| 2 | Financials | 13.56% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Communication Services | 8.94% |
| 5 | Healthcare | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
Ezcorp Inc
EZPW
$1.03B
| $557K | ﹤0.01% |
40,463
-20,151
| -33% | -$277K |
|
1652
Fortrea Holdings
FTRE
$926M
| $557K | ﹤0.01% |
111,147
+56,126
| +102% | +$281K |
|
1653
Phreesia
PHR
$1.45B
| $556K | ﹤0.01% |
19,711
+5,470
| +38% | +$154K |
|
1654
Domo
DOMO
$689M
| $555K | ﹤0.01% |
39,756
+10,705
| +37% | +$150K |
|
1655
Tandem Diabetes Care
TNDM
$834M
| $554K | ﹤0.01% |
29,742
+15,598
| +110% | +$291K |
|
1656
RadNet
RDNT
$5.59B
| $554K | ﹤0.01% |
9,666
-32,190
| -77% | -$1.85M |
|
1657
MillerKnoll
MLKN
$1.4B
| $553K | ﹤0.01% |
28,704
+18,354
| +177% | +$354K |
|
|
HTB
1658
HomeTrust Bancshares, Inc.
HTB
$710M
| $552K | ﹤0.01% |
14,754
+376
| +3% | +$14.1K |
|
1659
Construction Partners
ROAD
$7B
| $552K | ﹤0.01% |
+5,121
| New | +$552K |
|
1660
Kemper
KMPR
$3.36B
| $551K | ﹤0.01% |
+8,573
| New | +$551K |
|
1661
Synovus
SNV
$7.18B
| $550K | ﹤0.01% |
10,595
-3,281
| -24% | -$170K |
|
1662
SoundThinking
SSTI
$162M
| $549K | ﹤0.01% |
42,029
+273
| +0.7% | +$3.57K |
|
1663
Backblaze
BLZE
$534M
| $549K | ﹤0.01% |
99,472
+28,517
| +40% | +$157K |
|
1664
MannKind Corp
MNKD
$1.69B
| $548K | ﹤0.01% |
149,037
+117,794
| +377% | +$433K |
|
1665
Zumiez
ZUMZ
$350M
| $547K | ﹤0.01% |
42,418
+23,434
| +123% | +$302K |
|
1666
Nuvation Bio
NUVB
$1.1B
| $547K | ﹤0.01% |
278,930
+89,271
| +47% | +$175K |
|
1667
USCB Financial Holdings
USCB
$347M
| $546K | ﹤0.01% |
32,875
+6,770
| +26% | +$112K |
|
1668
iShares Select U.S. REIT ETF
ICF
$1.94B
| $545K | ﹤0.01% |
8,914
-321
| -3% | -$19.6K |
|
1669
Sonic Automotive
SAH
$2.75B
| $544K | ﹤0.01% |
+6,829
| New | +$544K |
|
|
TLN
1670
Talen Energy Corporation Common Stock
TLN
$18.4B
| $544K | ﹤0.01% |
+1,851
| New | +$544K |
|
1671
Amneal Pharmaceuticals
AMRX
$3.13B
| $543K | ﹤0.01% |
66,882
-19,830
| -23% | -$161K |
|
1672
UMB Financial
UMBF
$9.19B
| $541K | ﹤0.01% |
5,132
-2,587
| -34% | -$273K |
|
|
ESSA
1673
DELISTED
ESSA Bancorp
ESSA
| $541K | ﹤0.01% |
27,764
-2,734
| -9% | -$53.3K |
|
1674
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$48.4M
| $536K | ﹤0.01% |
13,766
+5,998
| +77% | +$234K |
|
1675
Valmont Industries
VMI
$7.49B
| $536K | ﹤0.01% |
1,640
-2,505
| -60% | -$818K |
|