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 |
Alibaba
BABA
|
+$274M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$108M |
| 3 |
AbbVie
ABBV
|
+$96.8M |
| 4 |
AGN
Allergan plc
AGN
|
+$91.7M |
| 5 |
FirstEnergy
FE
|
+$73.7M |
Top Sells
| 1 |
FDC
First Data Corporation
FDC
|
+$237M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$212M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$153M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$151M |
| 5 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$142M |
Sector Composition
| 1 | Consumer Discretionary | 20.52% |
| 2 | Technology | 14.2% |
| 3 | Financials | 11.57% |
| 4 | Healthcare | 9.6% |
| 5 | Communication Services | 7.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
BGC Group
BGC
$4.82B
| $522K | ﹤0.01% |
95,002
+938
| +1% | +$5.15K |
|
|
PDM
1752
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $518K | ﹤0.01% |
24,769
-1,931
| -7% | -$40.4K |
|
1753
ANI Pharmaceuticals
ANIP
$2.12B
| $517K | ﹤0.01% |
+7,094
| New | +$517K |
|
|
EXPR
1754
DELISTED
Express, Inc.
EXPR
| $516K | ﹤0.01% |
7,497
+140
| +2% | +$9.64K |
|
1755
Urban Edge Properties
UE
$2.66B
| $514K | ﹤0.01% |
26,031
+6,295
| +32% | +$124K |
|
1756
Viavi Solutions
VIAV
$2.69B
| $514K | ﹤0.01% |
36,688
+8,662
| +31% | +$121K |
|
1757
iShares JPMorgan EM High Yield Bond ETF
EMHY
$501M
| $511K | ﹤0.01% |
11,000
| – | – |
|
1758
iShares Latin America 40 ETF
ILF
$1.81B
| $511K | ﹤0.01% |
16,180
| – | – |
|
1759
SPDR S&P Health Care Services ETF
XHS
$76.1M
| $509K | ﹤0.01% |
8,170
| – | – |
|
|
KRTX
1760
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $509K | ﹤0.01% |
+31,168
| New | +$509K |
|
1761
Chemours
CC
$2.51B
| $507K | ﹤0.01% |
33,926
-11,186
| -25% | -$167K |
|
1762
Pegasystems
PEGA
$9.93B
| $507K | ﹤0.01% |
+14,904
| New | +$507K |
|
|
RDS.B
1763
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $506K | ﹤0.01% |
8,440
-404
| -5% | -$24.2K |
|
1764
Wolverine World Wide
WWW
$2.48B
| $505K | ﹤0.01% |
17,870
-514
| -3% | -$14.5K |
|
1765
Eagle Materials
EXP
$7.57B
| $504K | ﹤0.01% |
5,601
-13,007
| -70% | -$1.17M |
|
1766
World Kinect Corp
WKC
$1.41B
| $503K | ﹤0.01% |
12,592
+1,261
| +11% | +$50.4K |
|
1767
Scholastic
SCHL
$691M
| $502K | ﹤0.01% |
13,296
+1,319
| +11% | +$49.8K |
|
1768
Nu Skin
NUS
$596M
| $501K | ﹤0.01% |
11,777
+2,114
| +22% | +$89.9K |
|
|
USLV
1769
DELISTED
VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER
USLV
| $501K | ﹤0.01% |
6,000
| – | – |
|
1770
Artisan Partners
APAM
$3.27B
| $500K | ﹤0.01% |
17,683
-44,430
| -72% | -$1.26M |
|
1771
National Health Investors
NHI
$3.72B
| $499K | ﹤0.01% |
6,065
-3,493
| -37% | -$287K |
|
1772
BlackLine
BL
$3.36B
| $498K | ﹤0.01% |
+10,421
| New | +$498K |
|
|
LTC
1773
LTC Properties
LTC
$1.67B
| $497K | ﹤0.01% |
9,720
+1,828
| +23% | +$93.5K |
|
1774
SM Energy
SM
$3.07B
| $497K | ﹤0.01% |
51,288
+34,147
| +199% | +$331K |
|
1775
Genie Energy
GNE
$404M
| $496K | ﹤0.01% |
66,496
| – | – |
|