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 |
Apple
AAPL
|
+$564M |
| 2 |
Microsoft
MSFT
|
+$332M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$321M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$262M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$239M |
Top Sells
| 1 |
Alibaba
BABA
|
+$2.51B |
| 2 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
+$108M |
| 3 |
Stellantis
STLA
|
+$93.5M |
| 4 |
General Dynamics
GD
|
+$91.6M |
| 5 |
Advanced Micro Devices
AMD
|
+$88M |
Sector Composition
| 1 | Technology | 21.58% |
| 2 | Consumer Discretionary | 17.41% |
| 3 | Financials | 11.63% |
| 4 | Healthcare | 10.9% |
| 5 | Communication Services | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
Buckle
BKE
$3.04B
| $613K | ﹤0.01% |
20,988
-41,481
| -66% | -$1.21M |
|
1652
Fortuna Silver Mines
FSM
$2.56B
| $613K | ﹤0.01% |
74,723
-36,757
| -33% | -$302K |
|
|
PDCO
1653
DELISTED
Patterson Companies, Inc.
PDCO
| $613K | ﹤0.01% |
20,568
+3,432
| +20% | +$102K |
|
1654
Advanced Energy
AEIS
$5.94B
| $612K | ﹤0.01% |
6,275
+995
| +19% | +$97K |
|
|
NXRT
1655
NexPoint Residential Trust
NXRT
$858M
| $611K | ﹤0.01% |
14,614
-3,067
| -17% | -$128K |
|
1656
Old National Bancorp
ONB
$8.88B
| $611K | ﹤0.01% |
36,956
-6,988
| -16% | -$116K |
|
1657
Prestige Consumer Healthcare
PBH
$3.11B
| $611K | ﹤0.01% |
17,552
+7,983
| +83% | +$278K |
|
1658
Laureate Education
LAUR
$4.33B
| $610K | ﹤0.01% |
41,681
-36,394
| -47% | -$533K |
|
1659
NeoGenomics
NEO
$1.03B
| $609K | ﹤0.01% |
11,290
+5,683
| +101% | +$307K |
|
|
PDM
1660
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $609K | ﹤0.01% |
37,733
+15,112
| +67% | +$244K |
|
1661
Steven Madden
SHOO
$2.26B
| $609K | ﹤0.01% |
17,241
+7,107
| +70% | +$251K |
|
1662
Innovative Industrial Properties
IIPR
$1.6B
| $607K | ﹤0.01% |
3,308
-140
| -4% | -$25.7K |
|
|
AYX
1663
DELISTED
Alteryx, Inc.
AYX
| $607K | ﹤0.01% |
4,976
-356
| -7% | -$43.4K |
|
|
TA
1664
DELISTED
TravelCenters of America LLC
TA
| $605K | ﹤0.01% |
18,489
-23,734
| -56% | -$777K |
|
1665
Telefônica Brasil
VIV
$20B
| $604K | ﹤0.01% |
68,272
+31,639
| +86% | +$280K |
|
1666
Ecovyst
ECVT
$1.06B
| $603K | ﹤0.01% |
42,021
+4,609
| +12% | +$66.1K |
|
|
NUAN
1667
DELISTED
Nuance Communications, Inc.
NUAN
| $603K | ﹤0.01% |
13,682
-47,846
| -78% | -$2.11M |
|
1668
Regal Rexnord
RRX
$9.22B
| $601K | ﹤0.01% |
4,909
-11,489
| -70% | -$1.41M |
|
1669
Northrim BanCorp
NRIM
$504M
| $600K | ﹤0.01% |
17,658
+150
| +0.9% | +$5.1K |
|
1670
Alarm.com
ALRM
$2.78B
| $599K | ﹤0.01% |
5,808
+799
| +16% | +$82.4K |
|
1671
OneMain Financial
OMF
$7.2B
| $599K | ﹤0.01% |
12,406
-2,254
| -15% | -$109K |
|
1672
First Hawaiian
FHB
$3.19B
| $598K | ﹤0.01% |
25,401
-12,831
| -34% | -$302K |
|
|
NGD
1673
New Gold Inc
NGD
$5.16B
| $597K | ﹤0.01% |
271,991
-55,074
| -17% | -$121K |
|
|
AEL
1674
DELISTED
American Equity Investment Life Holding Company
AEL
| $597K | ﹤0.01% |
+21,505
| New | +$597K |
|
|
ENV
1675
DELISTED
ENVESTNET, INC.
ENV
| $596K | ﹤0.01% |
7,306
+4,509
| +161% | +$368K |
|