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 | |
|---|---|---|---|---|---|---|
1751
John Wiley & Sons Class A
WLY
$2.19B
| $533K | ﹤0.01% |
+11,619
| New | +$533K |
|
1752
TriNet
TNET
$3.35B
| $532K | ﹤0.01% |
6,627
-7,376
| -53% | -$592K |
|
1753
Brookfield Infrastructure
BIPC
$4.76B
| $530K | ﹤0.01% |
10,890
+757
| +7% | +$36.8K |
|
|
GTH
1754
DELISTED
Genetron Holdings Limited ADS
GTH
| $530K | ﹤0.01% |
+12,630
| New | +$530K |
|
1755
Atkore
ATKR
$2.06B
| $529K | ﹤0.01% |
12,816
-62,734
| -83% | -$2.59M |
|
1756
Marten Transport
MRTN
$953M
| $529K | ﹤0.01% |
30,946
+8,592
| +38% | +$147K |
|
1757
Primoris Services
PRIM
$6.59B
| $529K | ﹤0.01% |
19,222
-2,766
| -13% | -$76.1K |
|
1758
CBIZ
CBZ
$3.01B
| $528K | ﹤0.01% |
19,798
-867
| -4% | -$23.1K |
|
|
WSR
1759
Whitestone REIT
WSR
$664M
| $528K | ﹤0.01% |
66,753
+3,659
| +6% | +$28.9K |
|
1760
CNA Financial
CNA
$12.9B
| $527K | ﹤0.01% |
+13,655
| New | +$527K |
|
1761
Eletrobras Common Shares
EBR
$19.5B
| $527K | ﹤0.01% |
75,420
+16,473
| +28% | +$115K |
|
1762
iShares MSCI Singapore ETF
EWS
$818M
| $525K | ﹤0.01% |
24,466
-10,646
| -30% | -$228K |
|
1763
ADT
ADT
$7.24B
| $524K | ﹤0.01% |
66,598
-30,209
| -31% | -$238K |
|
1764
Acadia Realty Trust
AKR
$2.64B
| $521K | ﹤0.01% |
36,984
+1,083
| +3% | +$15.3K |
|
1765
Dolby
DLB
$6.85B
| $520K | ﹤0.01% |
5,345
-1,204
| -18% | -$117K |
|
1766
Ovintiv
OVV
$10.8B
| $520K | ﹤0.01% |
36,110
+203
| +0.6% | +$2.92K |
|
1767
AerCap
AER
$21.8B
| $519K | ﹤0.01% |
11,371
-5,314
| -32% | -$243K |
|
1768
Edgewell Personal Care
EPC
$1.01B
| $518K | ﹤0.01% |
+14,887
| New | +$518K |
|
1769
Taylor Morrison
TMHC
$6.88B
| $518K | ﹤0.01% |
19,927
-6,861
| -26% | -$178K |
|
|
EBSB
1770
DELISTED
Meridian Bancorp, Inc.
EBSB
| $518K | ﹤0.01% |
34,783
+6,313
| +22% | +$94K |
|
1771
Clear Channel Outdoor Holdings
CCO
$651M
| $517K | ﹤0.01% |
313,950
+93,751
| +43% | +$154K |
|
|
SVM
1772
Silvercorp Metals
SVM
$1.15B
| $517K | ﹤0.01% |
77,567
-14,234
| -16% | -$94.9K |
|
1773
Futu Holdings
FUTU
$25.9B
| $515K | ﹤0.01% |
11,384
-3,816
| -25% | -$173K |
|
1774
CNX Resources
CNX
$4.25B
| $513K | ﹤0.01% |
47,608
+26,278
| +123% | +$283K |
|
1775
WisdomTree
WT
$2.11B
| $513K | ﹤0.01% |
95,828
-52,152
| -35% | -$279K |
|