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 | |
|---|---|---|---|---|---|---|
1701
The RealReal
REAL
$1.09B
| $574K | ﹤0.01% |
+28,941
| New | +$574K |
|
1702
Amplify Online Retail ETF
IBUY
$159M
| $572K | ﹤0.01% |
+5,000
| New | +$572K |
|
1703
RadNet
RDNT
$5.69B
| $571K | ﹤0.01% |
29,134
-2,740
| -9% | -$53.7K |
|
1704
NovaGold Resources
NG
$2.82B
| $570K | ﹤0.01% |
58,629
-19,921
| -25% | -$194K |
|
1705
Fresh Del Monte Produce
FDP
$1.71B
| $569K | ﹤0.01% |
23,681
-32
| -0.1% | -$769 |
|
1706
BlackLine
BL
$3.36B
| $568K | ﹤0.01% |
+4,262
| New | +$568K |
|
1707
Advanced Drainage Systems
WMS
$11B
| $568K | ﹤0.01% |
6,766
-7,605
| -53% | -$638K |
|
|
LCI
1708
DELISTED
Lannett Company, Inc.
LCI
| $568K | ﹤0.01% |
22,128
-5
| -0% | -$128 |
|
1709
NETSCOUT
NTCT
$1.8B
| $567K | ﹤0.01% |
+20,775
| New | +$567K |
|
1710
iShares Global Healthcare ETF
IXJ
$3.84B
| $566K | ﹤0.01% |
7,400
| – | – |
|
1711
OSI Systems
OSIS
$3.95B
| $566K | ﹤0.01% |
6,078
-2,941
| -33% | -$274K |
|
1712
United Microelectronic
UMC
$17B
| $565K | ﹤0.01% |
67,000
-15,000
| -18% | -$126K |
|
1713
ARK Innovation ETF
ARKK
$7.4B
| $564K | ﹤0.01% |
4,525
+1,425
| +46% | +$178K |
|
1714
MidWestOne Financial Group
MOFG
$604M
| $564K | ﹤0.01% |
22,920
+4,054
| +21% | +$99.8K |
|
|
MNTV
1715
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $564K | ﹤0.01% |
+22,258
| New | +$564K |
|
1716
Yelp
YELP
$1.95B
| $563K | ﹤0.01% |
17,307
-26,963
| -61% | -$877K |
|
1717
CEMIG Preferred Shares
CIG
$5.84B
| $561K | ﹤0.01% |
367,342
+163,518
| +80% | +$250K |
|
|
DOOR
1718
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $561K | ﹤0.01% |
5,692
+2,140
| +60% | +$211K |
|
1719
National Vision
EYE
$1.82B
| $559K | ﹤0.01% |
12,292
+3,331
| +37% | +$151K |
|
1720
Crane NXT
CXT
$3.46B
| $557K | ﹤0.01% |
20,752
-127,191
| -86% | -$3.41M |
|
1721
Boyd Gaming
BYD
$6.79B
| $556K | ﹤0.01% |
12,905
+4,449
| +53% | +$192K |
|
1722
Federated Hermes
FHI
$4.16B
| $556K | ﹤0.01% |
+19,403
| New | +$556K |
|
1723
Comfort Systems
FIX
$26.6B
| $556K | ﹤0.01% |
10,578
-5,876
| -36% | -$309K |
|
1724
Fox Factory Holding Corp
FOXF
$1.14B
| $556K | ﹤0.01% |
+5,193
| New | +$556K |
|
|
LGF.A
1725
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $556K | ﹤0.01% |
49,295
-6,977
| -12% | -$78.7K |
|