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 |
Pinduoduo
PDD
|
+$307M |
| 2 |
Visa
V
|
+$101M |
| 3 |
McDonald's
MCD
|
+$53.9M |
| 4 |
Elevance Health
ELV
|
+$42M |
| 5 |
Gilead Sciences
GILD
|
+$36.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$771M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$701M |
| 3 |
Tesla
TSLA
|
+$395M |
| 4 |
Apple
AAPL
|
+$389M |
| 5 |
Amazon
AMZN
|
+$316M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 15.36% |
| 3 | Consumer Discretionary | 13.39% |
| 4 | Healthcare | 12.97% |
| 5 | Communication Services | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
Liberty Global Class A
LBTYA
$4.04B
| $654K | ﹤0.01% |
41,394
-26,697
| -39% | -$422K |
|
1652
Magnite
MGNI
$3.39B
| $650K | ﹤0.01% |
96,511
-27,075
| -22% | -$182K |
|
1653
Penumbra
PEN
$10.7B
| $648K | ﹤0.01% |
3,338
-9,815
| -75% | -$1.91M |
|
1654
TripAdvisor
TRIP
$2.06B
| $648K | ﹤0.01% |
28,800
-76,261
| -73% | -$1.72M |
|
1655
J&J Snack Foods
JJSF
$2.03B
| $647K | ﹤0.01% |
4,957
-829
| -14% | -$108K |
|
|
CSTR
1656
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $647K | ﹤0.01% |
34,396
+5,465
| +19% | +$103K |
|
1657
Piper Sandler
PIPR
$6.1B
| $644K | ﹤0.01% |
6,112
-1,506
| -20% | -$159K |
|
1658
MaxLinear
MXL
$1.38B
| $643K | ﹤0.01% |
19,336
+2,944
| +18% | +$97.9K |
|
1659
CyberArk
CYBR
$23.6B
| $640K | ﹤0.01% |
4,212
-1,118
| -21% | -$170K |
|
1660
Minerals Technologies
MTX
$2.02B
| $640K | ﹤0.01% |
12,743
+3,871
| +44% | +$194K |
|
1661
Burford Capital
BUR
$2.85B
| $639K | ﹤0.01% |
84,953
-10,467
| -11% | -$78.7K |
|
1662
Vanguard Total International Bond ETF
BNDX
$68.4B
| $635K | ﹤0.01% |
13,299
+1,098
| +9% | +$52.4K |
|
1663
Onto Innovation
ONTO
$5.48B
| $634K | ﹤0.01% |
9,766
-3,768
| -28% | -$245K |
|
1664
Aurinia Pharmaceuticals
AUPH
$1.65B
| $632K | ﹤0.01% |
83,144
-150,063
| -64% | -$1.14M |
|
1665
Hackett Group
HCKT
$577M
| $629K | ﹤0.01% |
34,784
-655
| -2% | -$11.8K |
|
1666
Spotify
SPOT
$141B
| $627K | ﹤0.01% |
7,205
-616
| -8% | -$53.6K |
|
1667
TechnipFMC
FTI
$16.4B
| $626K | ﹤0.01% |
72,851
-78,523
| -52% | -$675K |
|
1668
Northrim BanCorp
NRIM
$506M
| $626K | ﹤0.01% |
15,060
+5,139
| +52% | +$214K |
|
1669
XPO
XPO
$15.5B
| $626K | ﹤0.01% |
23,264
-41,599
| -64% | -$1.12M |
|
1670
Community Bank
CBU
$3.11B
| $622K | ﹤0.01% |
+10,218
| New | +$622K |
|
|
MZTI
1671
The Marzetti Company Common Stock
MZTI
$5.05B
| $621K | ﹤0.01% |
4,083
-1,373
| -25% | -$209K |
|
1672
Standex International
SXI
$2.48B
| $620K | ﹤0.01% |
7,422
+4,214
| +131% | +$352K |
|
1673
Advanced Energy
AEIS
$5.92B
| $619K | ﹤0.01% |
7,810
-2,857
| -27% | -$226K |
|
1674
IPG Photonics
IPGP
$3.41B
| $619K | ﹤0.01% |
7,221
-10,130
| -58% | -$868K |
|
1675
Lightspeed Commerce
LSPD
$1.59B
| $617K | ﹤0.01% |
34,544
-3,462
| -9% | -$61.8K |
|