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 | |
|---|---|---|---|---|---|---|
1726
ON24
ONTF
$230M
| $486K | ﹤0.01% |
88,687
+10,324
| +13% | +$56.6K |
|
|
CWBC
1727
Community West Bancshares
CWBC
$402M
| $485K | ﹤0.01% |
+24,884
| New | +$485K |
|
1728
Colony Bankcorp
CBAN
$297M
| $484K | ﹤0.01% |
29,374
+1,374
| +5% | +$22.6K |
|
|
JKS
1729
JinkoSolar
JKS
$1.22B
| $483K | ﹤0.01% |
22,347
-103,828
| -82% | -$2.24M |
|
1730
Dillards
DDS
$8.88B
| $483K | ﹤0.01% |
1,166
-372
| -24% | -$154K |
|
1731
Joby Aviation
JOBY
$11.7B
| $483K | ﹤0.01% |
44,832
-5,303
| -11% | -$57.1K |
|
|
QXO
1732
QXO Inc
QXO
$14.3B
| $482K | ﹤0.01% |
+22,462
| New | +$482K |
|
1733
Dole
DOLE
$1.28B
| $480K | ﹤0.01% |
34,491
+17,655
| +105% | +$246K |
|
1734
Protolabs
PRLB
$1.17B
| $480K | ﹤0.01% |
+11,991
| New | +$480K |
|
1735
Ooma
OOMA
$345M
| $479K | ﹤0.01% |
37,288
+13,619
| +58% | +$175K |
|
1736
H.B. Fuller
FUL
$3.33B
| $479K | ﹤0.01% |
7,949
-9,698
| -55% | -$584K |
|
1737
MACOM Technology Solutions
MTSI
$9.76B
| $478K | ﹤0.01% |
3,338
-4,574
| -58% | -$655K |
|
1738
PennyMac Financial
PFSI
$6.22B
| $477K | ﹤0.01% |
4,788
-500
| -9% | -$49.8K |
|
1739
SPDR S&P Dividend ETF
SDY
$20.6B
| $475K | ﹤0.01% |
3,500
| – | – |
|
1740
MGP Ingredients
MGPI
$588M
| $474K | ﹤0.01% |
15,913
+7,359
| +86% | +$219K |
|
1741
Tiptree Inc
TIPT
$882M
| $473K | ﹤0.01% |
19,936
-5,475
| -22% | -$130K |
|
1742
Koppers
KOP
$543M
| $469K | ﹤0.01% |
+14,681
| New | +$469K |
|
1743
Macy's
M
$4.67B
| $468K | ﹤0.01% |
40,183
-45,756
| -53% | -$533K |
|
1744
Forum Energy Technologies
FET
$325M
| $468K | ﹤0.01% |
23,631
-1,211
| -5% | -$24K |
|
1745
Topgolf Callaway Brands
MODG
$1.7B
| $466K | ﹤0.01% |
57,742
-965
| -2% | -$7.79K |
|
1746
Huron Consulting
HURN
$2.36B
| $463K | ﹤0.01% |
3,405
+1,367
| +67% | +$186K |
|
|
FL
1747
DELISTED
Foot Locker
FL
| $462K | ﹤0.01% |
18,833
+2,064
| +12% | +$50.6K |
|
1748
Zymeworks
ZYME
$1.15B
| $461K | ﹤0.01% |
+36,497
| New | +$461K |
|
1749
CryoPort
CYRX
$480M
| $460K | ﹤0.01% |
61,249
-1,156
| -2% | -$8.68K |
|
1750
Universal Insurance Holdings
UVE
$696M
| $459K | ﹤0.01% |
16,590
-3,959
| -19% | -$110K |
|