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 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
+$418M |
| 2 |
NetEase
NTES
|
+$268M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$221M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$143M |
| 5 |
Boeing
BA
|
+$124M |
Top Sells
| 1 |
AABA
Altaba Inc. Common Stock
AABA
|
+$741M |
| 2 |
Apple
AAPL
|
+$232M |
| 3 |
Amazon
AMZN
|
+$139M |
| 4 |
AB InBev
BUD
|
+$125M |
| 5 |
Meta Platforms (Facebook)
META
|
+$115M |
Sector Composition
| 1 | Consumer Discretionary | 17.11% |
| 2 | Technology | 15.89% |
| 3 | Financials | 12.7% |
| 4 | Healthcare | 11.07% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Jack in the Box
JACK
$350M
| $250K | ﹤0.01% |
2,987
-1,544
| -34% | -$129K |
|
1752
Spotify
SPOT
$143B
| $250K | ﹤0.01% |
+1,382
| New | +$250K |
|
1753
WEX
WEX
$5.82B
| $249K | ﹤0.01% |
+1,238
| New | +$249K |
|
|
STMP
1754
DELISTED
Stamps.com, Inc.
STMP
| $248K | ﹤0.01% |
1,098
-696
| -39% | -$157K |
|
1755
Global X Lithium & Battery Tech ETF
LIT
$1.14B
| $247K | ﹤0.01% |
7,500
| – | – |
|
1756
Tidewater
TDW
$2.93B
| $245K | ﹤0.01% |
7,855
+7
| +0.1% | +$218 |
|
|
AAT
1757
American Assets Trust
AAT
$1.27B
| $244K | ﹤0.01% |
6,529
+227
| +4% | +$8.48K |
|
1758
M/I Homes
MHO
$4.07B
| $244K | ﹤0.01% |
+10,177
| New | +$244K |
|
1759
UMB Financial
UMBF
$9.16B
| $243K | ﹤0.01% |
3,433
+47
| +1% | +$3.33K |
|
1760
Helen of Troy
HELE
$554M
| $242K | ﹤0.01% |
+1,850
| New | +$242K |
|
1761
Zillow
ZG
$20.4B
| $242K | ﹤0.01% |
+5,481
| New | +$242K |
|
1762
RLI Corp
RLI
$6.14B
| $241K | ﹤0.01% |
6,132
-200
| -3% | -$7.86K |
|
|
MDP
1763
DELISTED
Meredith Corporation
MDP
| $241K | ﹤0.01% |
4,721
+28
| +0.6% | +$1.43K |
|
1764
Littelfuse
LFUS
$6.54B
| $240K | ﹤0.01% |
1,211
-1,369
| -53% | -$271K |
|
1765
Houlihan Lokey
HLI
$14.4B
| $239K | ﹤0.01% |
5,330
-30,935
| -85% | -$1.39M |
|
|
WDR
1766
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $239K | ﹤0.01% |
11,255
-50
| -0.4% | -$1.06K |
|
1767
LCI Industries
LCII
$2.43B
| $238K | ﹤0.01% |
2,878
+10
| +0.3% | +$827 |
|
|
LKM
1768
DELISTED
Link Motion Inc.
LKM
| $238K | ﹤0.01% |
360,506
-198,636
| -36% | -$131K |
|
1769
Peabody Energy
BTU
$2.24B
| $237K | ﹤0.01% |
6,634
-61
| -0.9% | -$2.18K |
|
1770
Southwest Gas
SWX
$5.65B
| $237K | ﹤0.01% |
2,989
+70
| +2% | +$5.55K |
|
|
QTS
1771
DELISTED
QTS REALTY TRUST, INC.
QTS
| $237K | ﹤0.01% |
5,564
+292
| +6% | +$12.4K |
|
|
CMD
1772
DELISTED
Cantel Medical Corporation
CMD
| $237K | ﹤0.01% |
+2,573
| New | +$237K |
|
1773
RB Global
RBA
$21.7B
| $236K | ﹤0.01% |
6,539
-758
| -10% | -$27.4K |
|
1774
Alkermes
ALKS
$4.45B
| $235K | ﹤0.01% |
+5,520
| New | +$235K |
|
1775
Fulton Financial
FULT
$3.54B
| $235K | ﹤0.01% |
14,122
+104
| +0.7% | +$1.73K |
|