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 |
NVIDIA
NVDA
|
+$755M |
| 2 |
Amazon
AMZN
|
+$629M |
| 3 |
Microsoft
MSFT
|
+$541M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$435M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$426M |
| 2 |
SJR
Shaw Communications Inc.
SJR
|
+$219M |
| 3 |
TSMC
TSM
|
+$149M |
| 4 |
JPMorgan Chase
JPM
|
+$69.2M |
| 5 |
Arch Capital
ACGL
|
+$66.6M |
Sector Composition
| 1 | Technology | 27.33% |
| 2 | Healthcare | 12.69% |
| 3 | Consumer Discretionary | 12.22% |
| 4 | Financials | 11.83% |
| 5 | Communication Services | 7.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
Revolve Group
RVLV
$1.7B
| $309K | ﹤0.01% |
+18,877
| New | +$309K |
|
|
BLDP
1727
Ballard Power Systems
BLDP
$613M
| $309K | ﹤0.01% |
70,865
-61,839
| -47% | -$269K |
|
1728
FirstCash
FCFS
$6.55B
| $307K | ﹤0.01% |
+3,279
| New | +$307K |
|
1729
Federated Hermes
FHI
$4.18B
| $307K | ﹤0.01% |
+8,540
| New | +$307K |
|
1730
ARKO Corp
ARKO
$583M
| $306K | ﹤0.01% |
38,477
+10,900
| +40% | +$86.6K |
|
1731
PJT Partners
PJT
$4.53B
| $305K | ﹤0.01% |
+4,352
| New | +$305K |
|
1732
Winnebago Industries
WGO
$985M
| $304K | ﹤0.01% |
+4,555
| New | +$304K |
|
1733
MYR Group
MYRG
$2.79B
| $304K | ﹤0.01% |
2,201
-676
| -23% | -$93.3K |
|
1734
H&R Block
HRB
$6.98B
| $303K | ﹤0.01% |
9,503
-169,621
| -95% | -$5.41M |
|
1735
National Grid
NGG
$70.4B
| $303K | ﹤0.01% |
4,702
+988
| +27% | +$63.6K |
|
1736
Winmark
WINA
$1.83B
| $302K | ﹤0.01% |
+900
| New | +$302K |
|
1737
Kinsale Capital Group
KNSL
$10.1B
| $301K | ﹤0.01% |
803
-137
| -15% | -$51.4K |
|
1738
CBIZ
CBZ
$3.12B
| $301K | ﹤0.01% |
5,634
| – | – |
|
1739
Cavco Industries
CVCO
$4.39B
| $299K | ﹤0.01% |
1,011
-30
| -3% | -$8.86K |
|
|
BCPC
1740
Balchem Corporation
BCPC
$5.16B
| $298K | ﹤0.01% |
+2,216
| New | +$298K |
|
1741
Delek US
DK
$1.71B
| $296K | ﹤0.01% |
12,412
-24,217
| -66% | -$578K |
|
1742
Wintrust Financial
WTFC
$9.14B
| $295K | ﹤0.01% |
4,062
-14,963
| -79% | -$1.09M |
|
1743
Polaris
PII
$3.39B
| $295K | ﹤0.01% |
+2,433
| New | +$295K |
|
1744
UMB Financial
UMBF
$9.28B
| $295K | ﹤0.01% |
+4,816
| New | +$295K |
|
1745
NI Holdings
NODK
$281M
| $293K | ﹤0.01% |
19,542
+131
| +0.7% | +$1.96K |
|
1746
Meridian
MRBK
$175M
| $292K | ﹤0.01% |
29,690
| – | – |
|
1747
MillerKnoll
MLKN
$1.44B
| $292K | ﹤0.01% |
+19,859
| New | +$292K |
|
1748
Lakeland Financial Corp
LKFN
$1.68B
| $291K | ﹤0.01% |
5,943
+1,380
| +30% | +$67.6K |
|
1749
NMI Holdings
NMIH
$3.13B
| $291K | ﹤0.01% |
11,200
-994
| -8% | -$25.8K |
|
1750
Encompass Health
EHC
$12.7B
| $289K | ﹤0.01% |
4,265
-66,954
| -94% | -$4.53M |
|