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 |
SPDR S&P 500 ETF Trust
SPY
|
+$437M |
| 2 |
NXP Semiconductors
NXPI
|
+$368M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$199M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$188M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$171M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$439M |
| 2 |
Alibaba
BABA
|
+$424M |
| 3 |
NetEase
NTES
|
+$419M |
| 4 |
Apple
AAPL
|
+$365M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$343M |
Sector Composition
| 1 | Technology | 16.52% |
| 2 | Consumer Discretionary | 16.41% |
| 3 | Financials | 12.98% |
| 4 | Healthcare | 9.38% |
| 5 | Communication Services | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NSM
1751
DELISTED
Nationstar Mortgage Holdings
NSM
| $253K | ﹤0.01% |
14,050
+1,078
| +8% | +$19.4K |
|
|
KEM
1752
DELISTED
KEMET Corporation
KEM
| $253K | ﹤0.01% |
13,982
-7,893
| -36% | -$143K |
|
1753
Titan International
TWI
$552M
| $252K | ﹤0.01% |
19,966
+44
| +0.2% | +$555 |
|
1754
iShares US Pharmaceuticals ETF
IHE
$578M
| $251K | ﹤0.01% |
5,094
| – | – |
|
1755
Ingersoll Rand
IR
$31.3B
| $251K | ﹤0.01% |
8,163
-1,468
| -15% | -$45.1K |
|
1756
National Presto Industries
NPK
$802M
| $250K | ﹤0.01% |
2,661
+1
| +0% | +$94 |
|
|
BID
1757
DELISTED
Sotheby's
BID
| $248K | ﹤0.01% |
4,833
+24
| +0.5% | +$1.23K |
|
1758
Chart Industries
GTLS
$8.95B
| $247K | ﹤0.01% |
4,175
-151
| -3% | -$8.93K |
|
1759
CBIZ
CBZ
$3.01B
| $246K | ﹤0.01% |
13,460
-815
| -6% | -$14.9K |
|
|
CIM
1760
Chimera Investment
CIM
$1.15B
| $246K | ﹤0.01% |
4,700
+391
| +9% | +$20.5K |
|
|
EXPR
1761
DELISTED
Express, Inc.
EXPR
| $246K | ﹤0.01% |
1,721
-70
| -4% | -$10K |
|
1762
Invesco MSCI Sustainable Future ETF
ERTH
$143M
| $245K | ﹤0.01% |
5,700
| – | – |
|
|
MODV
1763
DELISTED
ModivCare
MODV
| $245K | ﹤0.01% |
3,536
-637
| -15% | -$44.1K |
|
1764
DexCom
DXCM
$29.9B
| $244K | ﹤0.01% |
13,160
-10,132
| -43% | -$188K |
|
1765
Oxford Industries
OXM
$704M
| $244K | ﹤0.01% |
3,268
+8
| +0.2% | +$597 |
|
1766
Four Corners Property Trust
FCPT
$2.66B
| $243K | ﹤0.01% |
10,504
+352
| +3% | +$8.14K |
|
1767
Manitowoc
MTW
$362M
| $243K | ﹤0.01% |
8,559
+18
| +0.2% | +$511 |
|
1768
Sinclair Inc
SBGI
$972M
| $243K | ﹤0.01% |
7,742
+36
| +0.5% | +$1.13K |
|
1769
Belden
BDC
$5.21B
| $242K | ﹤0.01% |
3,505
+25
| +0.7% | +$1.73K |
|
|
MGLN
1770
DELISTED
Magellan Health Services, Inc.
MGLN
| $242K | ﹤0.01% |
2,259
-294
| -12% | -$31.5K |
|
|
DYN
1771
DELISTED
Dynegy, Inc.
DYN
| $242K | ﹤0.01% |
17,882
-1,723
| -9% | -$23.3K |
|
1772
Buckle
BKE
$3.04B
| $241K | ﹤0.01% |
10,890
-2,000
| -16% | -$44.3K |
|
1773
MarineMax
HZO
$556M
| $241K | ﹤0.01% |
+12,354
| New | +$241K |
|
1774
Morningstar
MORN
$10.8B
| $240K | ﹤0.01% |
2,511
-208
| -8% | -$19.9K |
|
|
STAY
1775
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $240K | ﹤0.01% |
12,100
+1,169
| +11% | +$23.2K |
|