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 | |
|---|---|---|---|---|---|---|
1726
ACI Worldwide
ACIW
$5.18B
| $555K | ﹤0.01% |
14,440
+5,763
| +66% | +$222K |
|
1727
Frontline
FRO
$5.17B
| $555K | ﹤0.01% |
87,622
+30,609
| +54% | +$194K |
|
|
BEAT
1728
DELISTED
BioTelemetry, Inc.
BEAT
| $554K | ﹤0.01% |
+7,700
| New | +$554K |
|
1729
iShares MSCI Japan Small-Cap ETF
SCJ
$149M
| $553K | ﹤0.01% |
7,000
| – | – |
|
1730
Grand Canyon Education
LOPE
$5.89B
| $552K | ﹤0.01% |
5,943
-481
| -7% | -$44.7K |
|
|
NOVA
1731
DELISTED
Sunnova Energy
NOVA
| $551K | ﹤0.01% |
+12,102
| New | +$551K |
|
1732
RLI Corp
RLI
$6.14B
| $549K | ﹤0.01% |
+10,600
| New | +$549K |
|
1733
Kinsale Capital Group
KNSL
$10.1B
| $548K | ﹤0.01% |
2,722
+963
| +55% | +$194K |
|
1734
White Mountains Insurance
WTM
$4.54B
| $548K | ﹤0.01% |
545
-417
| -43% | -$419K |
|
1735
AAR Corp
AIR
$2.67B
| $547K | ﹤0.01% |
+14,979
| New | +$547K |
|
1736
Marcus & Millichap
MMI
$1.26B
| $546K | ﹤0.01% |
14,658
-20,352
| -58% | -$758K |
|
1737
Herc Holdings
HRI
$4.2B
| $544K | ﹤0.01% |
8,181
-3,660
| -31% | -$243K |
|
|
EPAY
1738
DELISTED
Bottomline Technologies Inc
EPAY
| $544K | ﹤0.01% |
10,334
+4,751
| +85% | +$250K |
|
1739
Tactile Systems Technology
TCMD
$301M
| $543K | ﹤0.01% |
12,072
+369
| +3% | +$16.6K |
|
1740
Trustmark
TRMK
$2.43B
| $543K | ﹤0.01% |
19,966
+1,275
| +7% | +$34.7K |
|
1741
Bruker
BRKR
$4.69B
| $542K | ﹤0.01% |
10,083
-421
| -4% | -$22.6K |
|
1742
Ollie's Bargain Outlet
OLLI
$8.06B
| $541K | ﹤0.01% |
6,540
-1,221
| -16% | -$101K |
|
|
TUP
1743
DELISTED
Tupperware Brands Corporation
TUP
| $541K | ﹤0.01% |
+16,633
| New | +$541K |
|
1744
Clearway Energy Class C
CWEN
$3.39B
| $540K | ﹤0.01% |
+17,020
| New | +$540K |
|
1745
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $539K | ﹤0.01% |
10,316
| – | – |
|
1746
Protolabs
PRLB
$1.18B
| $538K | ﹤0.01% |
+3,512
| New | +$538K |
|
1747
UFP Industries
UFPI
$5.78B
| $538K | ﹤0.01% |
9,637
+2,442
| +34% | +$136K |
|
1748
Shutterstock
SSTK
$742M
| $537K | ﹤0.01% |
+7,538
| New | +$537K |
|
1749
Global Net Lease
GNL
$1.81B
| $535K | ﹤0.01% |
31,320
+11,257
| +56% | +$192K |
|
1750
Personalis
PSNL
$519M
| $535K | ﹤0.01% |
14,469
-9,210
| -39% | -$341K |
|