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 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
+$418M |
| 2 |
NetEase
NTES
|
+$268M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$221M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$143M |
| 5 |
Boeing
BA
|
+$124M |
Top Sells
| 1 |
AABA
Altaba Inc. Common Stock
AABA
|
+$741M |
| 2 |
Apple
AAPL
|
+$232M |
| 3 |
Amazon
AMZN
|
+$139M |
| 4 |
AB InBev
BUD
|
+$125M |
| 5 |
Meta Platforms (Facebook)
META
|
+$115M |
Sector Composition
| 1 | Consumer Discretionary | 17.11% |
| 2 | Technology | 15.89% |
| 3 | Financials | 12.7% |
| 4 | Healthcare | 11.07% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
Bank OZK
OZK
$5.88B
| $304K | ﹤0.01% |
8,013
+2,305
| +40% | +$87.4K |
|
1677
Rapid7
RPD
$1.27B
| $304K | ﹤0.01% |
8,257
-38,242
| -82% | -$1.41M |
|
1678
Weis Markets
WMK
$1.75B
| $304K | ﹤0.01% |
6,994
+133
| +2% | +$5.78K |
|
|
FIT
1679
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $304K | ﹤0.01% |
56,981
+5,948
| +12% | +$31.7K |
|
1680
iShares MSCI Global Gold Miners ETF
RING
$2.12B
| $303K | ﹤0.01% |
21,200
-53,600
| -72% | -$766K |
|
1681
Zscaler
ZS
$44.1B
| $303K | ﹤0.01% |
+7,436
| New | +$303K |
|
1682
Treehouse Foods
THS
$882M
| $301K | ﹤0.01% |
6,278
+1,074
| +21% | +$51.5K |
|
|
INVX
1683
Innovex International, Inc.
INVX
$1.14B
| $299K | ﹤0.01% |
5,704
-187
| -3% | -$9.8K |
|
1684
Itron
ITRI
$5.47B
| $298K | ﹤0.01% |
4,638
-14,676
| -76% | -$943K |
|
1685
New York Times
NYT
$9.59B
| $298K | ﹤0.01% |
12,861
+285
| +2% | +$6.6K |
|
1686
NewMarket
NEU
$7.87B
| $297K | ﹤0.01% |
732
+100
| +16% | +$40.6K |
|
1687
Matthews International
MATW
$763M
| $296K | ﹤0.01% |
5,901
+12
| +0.2% | +$602 |
|
1688
LendingTree
TREE
$978M
| $295K | ﹤0.01% |
+1,282
| New | +$295K |
|
|
LOXO
1689
DELISTED
Loxo Oncology, Inc
LOXO
| $295K | ﹤0.01% |
1,726
+19
| +1% | +$3.25K |
|
1690
Chegg
CHGG
$167M
| $294K | ﹤0.01% |
+10,351
| New | +$294K |
|
1691
FibroGen
FGEN
$48.6M
| $294K | ﹤0.01% |
194
+1
| +0.5% | +$1.52K |
|
1692
Element Solutions
ESI
$6.36B
| $293K | ﹤0.01% |
23,447
+4,539
| +24% | +$56.7K |
|
1693
Haemonetics
HAE
$2.51B
| $292K | ﹤0.01% |
2,547
-251,850
| -99% | -$28.9M |
|
1694
Amplify Mobile Payments ETF
IPAY
$270M
| $291K | ﹤0.01% |
+6,770
| New | +$291K |
|
1695
La-Z-Boy
LZB
$1.39B
| $291K | ﹤0.01% |
9,222
+20
| +0.2% | +$631 |
|
1696
Trade Desk
TTD
$22.1B
| $291K | ﹤0.01% |
+19,260
| New | +$291K |
|
|
CSR
1697
Centerspace
CSR
$979M
| $288K | ﹤0.01% |
4,811
+72
| +2% | +$4.31K |
|
1698
Wolfspeed
WOLF
$365M
| $287K | ﹤0.01% |
7,571
-6,660
| -47% | -$252K |
|
1699
Zurn Elkay Water Solutions
ZWS
$7.82B
| $287K | ﹤0.01% |
19,334
-2,111
| -10% | -$31.3K |
|
|
STAY
1700
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $287K | ﹤0.01% |
+14,200
| New | +$287K |
|