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 | |
|---|---|---|---|---|---|---|
1676
Liberty Media Series A
FWONA
$23B
| $535K | ﹤0.01% |
5,620
+58
| +1% | +$5.53K |
|
1677
Sensient Technologies
SXT
$4.52B
| $535K | ﹤0.01% |
5,435
-931
| -15% | -$91.7K |
|
1678
Evertec
EVTC
$2.17B
| $535K | ﹤0.01% |
14,866
+2,159
| +17% | +$77.7K |
|
1679
Aveanna Healthcare
AVAH
$1.76B
| $535K | ﹤0.01% |
105,154
+72,137
| +218% | +$367K |
|
1680
Shake Shack
SHAK
$4.12B
| $532K | ﹤0.01% |
3,780
-631
| -14% | -$88.9K |
|
1681
Cirrus Logic
CRUS
$5.93B
| $532K | ﹤0.01% |
5,105
-7,185
| -58% | -$749K |
|
1682
Monro
MNRO
$526M
| $532K | ﹤0.01% |
+36,281
| New | +$532K |
|
1683
Sally Beauty Holdings
SBH
$1.5B
| $530K | ﹤0.01% |
57,640
+5,956
| +12% | +$54.7K |
|
1684
Madison Square Garden
MSGS
$5.09B
| $529K | ﹤0.01% |
+2,540
| New | +$529K |
|
1685
Kontoor Brands
KTB
$4.55B
| $528K | ﹤0.01% |
8,030
-915
| -10% | -$60.2K |
|
1686
D-Wave Quantum
QBTS
$5.98B
| $527K | ﹤0.01% |
36,614
+15,480
| +73% | +$223K |
|
1687
Warby Parker
WRBY
$3.33B
| $527K | ﹤0.01% |
24,159
-10,500
| -30% | -$229K |
|
1688
Gentherm
THRM
$1.08B
| $526K | ﹤0.01% |
+18,473
| New | +$526K |
|
1689
Spok Holdings
SPOK
$363M
| $525K | ﹤0.01% |
+30,026
| New | +$525K |
|
1690
Otter Tail
OTTR
$3.52B
| $525K | ﹤0.01% |
6,748
+794
| +13% | +$61.7K |
|
1691
Kadant
KAI
$3.77B
| $524K | ﹤0.01% |
1,675
-4,040
| -71% | -$1.26M |
|
1692
Park National Corp
PRK
$2.75B
| $524K | ﹤0.01% |
3,107
+1,002
| +48% | +$169K |
|
1693
Semtech
SMTC
$5.32B
| $524K | ﹤0.01% |
11,563
-67
| -0.6% | -$3.04K |
|
1694
SPDR S&P Regional Banking ETF
KRE
$4.24B
| $522K | ﹤0.01% |
8,738
-6,351
| -42% | -$380K |
|
1695
Halozyme
HALO
$9.02B
| $522K | ﹤0.01% |
10,102
+5,448
| +117% | +$281K |
|
1696
LendingClub
LC
$1.94B
| $522K | ﹤0.01% |
43,134
+3,958
| +10% | +$47.9K |
|
1697
LendingTree
TREE
$974M
| $521K | ﹤0.01% |
14,078
-5,052
| -26% | -$187K |
|
1698
Cimpress
CMPR
$1.48B
| $520K | ﹤0.01% |
11,218
+1,492
| +15% | +$69.2K |
|
1699
East-West Bancorp
EWBC
$15.1B
| $517K | ﹤0.01% |
5,121
-2,303
| -31% | -$233K |
|
1700
Myers Industries
MYE
$604M
| $516K | ﹤0.01% |
35,420
+5,298
| +18% | +$77.2K |
|