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 |
SPDR S&P 500 ETF Trust
SPY
|
+$921M |
| 2 |
NetEase
NTES
|
+$514M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$493M |
| 4 |
Apple
AAPL
|
+$415M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$355M |
Top Sells
| 1 |
AABA
Altaba Inc. Common Stock
AABA
|
+$221M |
| 2 |
Mastercard
MA
|
+$72.9M |
| 3 |
Wells Fargo
WFC
|
+$66.5M |
| 4 |
TWX
Time Warner Inc
TWX
|
+$62.7M |
| 5 |
Leidos
LDOS
|
+$58.7M |
Sector Composition
| 1 | Consumer Discretionary | 15.91% |
| 2 | Technology | 14.62% |
| 3 | Financials | 14.2% |
| 4 | Healthcare | 9.55% |
| 5 | Communication Services | 8.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Morningstar
MORN
$10.8B
| $264K | ﹤0.01% |
2,719
+353
| +15% | +$34.3K |
|
|
UNVR
1677
DELISTED
Univar Solutions Inc.
UNVR
| $264K | ﹤0.01% |
+8,521
| New | +$264K |
|
1678
iShares US Energy ETF
IYE
$1.15B
| $263K | ﹤0.01% |
+6,625
| New | +$263K |
|
1679
Global X Lithium & Battery Tech ETF
LIT
$1.14B
| $263K | ﹤0.01% |
6,800
-13,200
| -66% | -$511K |
|
1680
Stewart Information Services
STC
$2.09B
| $263K | ﹤0.01% |
+6,212
| New | +$263K |
|
1681
iShares US Pharmaceuticals ETF
IHE
$578M
| $262K | ﹤0.01% |
5,094
| – | – |
|
1682
Four Corners Property Trust
FCPT
$2.66B
| $261K | ﹤0.01% |
10,152
+819
| +9% | +$21.1K |
|
1683
Mine Safety
MSA
$6.63B
| $261K | ﹤0.01% |
3,362
+474
| +16% | +$36.8K |
|
1684
Planet Fitness
PLNT
$8.54B
| $261K | ﹤0.01% |
+7,521
| New | +$261K |
|
|
B
1685
DELISTED
Barnes Group Inc.
B
| $261K | ﹤0.01% |
4,128
+663
| +19% | +$41.9K |
|
1686
Archrock
AROC
$4.29B
| $260K | ﹤0.01% |
24,740
+4,468
| +22% | +$47K |
|
1687
G-III Apparel Group
GIII
$1.12B
| $260K | ﹤0.01% |
+7,056
| New | +$260K |
|
1688
Schneider National
SNDR
$4.18B
| $258K | ﹤0.01% |
9,017
-438
| -5% | -$12.5K |
|
|
MDSO
1689
DELISTED
Medidata Solutions, Inc.
MDSO
| $258K | ﹤0.01% |
4,065
+738
| +22% | +$46.8K |
|
1690
DiamondRock Hospitality
DRH
$1.71B
| $257K | ﹤0.01% |
22,810
+2,638
| +13% | +$29.7K |
|
1691
Enerpac Tool Group
EPAC
$2.3B
| $257K | ﹤0.01% |
10,156
+2,325
| +30% | +$58.8K |
|
1692
Houlihan Lokey
HLI
$14.4B
| $257K | ﹤0.01% |
5,666
+400
| +8% | +$18.1K |
|
1693
SpartanNash
SPTN
$897M
| $257K | ﹤0.01% |
9,640
+1,646
| +21% | +$43.9K |
|
1694
Crocs
CROX
$4.23B
| $256K | ﹤0.01% |
20,300
+903
| +5% | +$11.4K |
|
1695
Titan International
TWI
$552M
| $256K | ﹤0.01% |
19,922
+2,676
| +16% | +$34.4K |
|
|
IDTI
1696
DELISTED
Integrated Device Technology I
IDTI
| $255K | ﹤0.01% |
+8,543
| New | +$255K |
|
|
VR
1697
DELISTED
Validus Hold Ltd
VR
| $255K | ﹤0.01% |
+5,422
| New | +$255K |
|
1698
CVR Energy
CVI
$3.13B
| $254K | ﹤0.01% |
6,824
-2,263
| -25% | -$84.2K |
|
1699
Gentherm
THRM
$1.06B
| $254K | ﹤0.01% |
8,010
+1,679
| +27% | +$53.2K |
|
|
QTS
1700
DELISTED
QTS REALTY TRUST, INC.
QTS
| $253K | ﹤0.01% |
4,668
+758
| +19% | +$41.1K |
|