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 |
Amazon
AMZN
|
+$450M |
| 2 |
NVIDIA
NVDA
|
+$399M |
| 3 |
Apple
AAPL
|
+$287M |
| 4 |
American Express
AXP
|
+$154M |
| 5 |
Microsoft
MSFT
|
+$154M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$559M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$201M |
| 3 |
DHR.PRA
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
|
+$200M |
| 4 |
Tesla
TSLA
|
+$144M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$139M |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Financials | 13.87% |
| 3 | Consumer Discretionary | 13% |
| 4 | Healthcare | 12.81% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
PennyMac Financial
PFSI
$6.44B
| $709K | ﹤0.01% |
16,111
+11,417
| +243% | +$502K |
|
1752
MaxCyte
MXCT
$155M
| $708K | ﹤0.01% |
152,859
+1,918
| +1% | +$8.88K |
|
1753
Real Estate Select Sector SPDR Fund
XLRE
$7.81B
| $707K | ﹤0.01% |
17,192
-254
| -1% | -$10.4K |
|
1754
iShares Europe ETF
IEV
$2.34B
| $706K | ﹤0.01% |
16,541
-865
| -5% | -$36.9K |
|
|
MDRX
1755
DELISTED
Veradigm Inc. Common Stock
MDRX
| $706K | ﹤0.01% |
47,224
-18,048
| -28% | -$270K |
|
1756
AtriCure
ATRC
$1.74B
| $705K | ﹤0.01% |
17,325
+7,710
| +80% | +$314K |
|
1757
Emcor
EME
$28.2B
| $703K | ﹤0.01% |
6,837
-20,937
| -75% | -$2.15M |
|
1758
Global Net Lease
GNL
$1.81B
| $703K | ﹤0.01% |
49,526
-2,037
| -4% | -$28.9K |
|
|
MZTI
1759
The Marzetti Company Common Stock
MZTI
$5.04B
| $703K | ﹤0.01% |
5,456
-844
| -13% | -$109K |
|
1760
Sprouts Farmers Market
SFM
$13.3B
| $703K | ﹤0.01% |
+27,735
| New | +$703K |
|
1761
Tanger
SKT
$3.86B
| $700K | ﹤0.01% |
49,111
-2,269
| -4% | -$32.3K |
|
|
AD
1762
Array Digital Infrastructure, Inc.
AD
$4.41B
| $700K | ﹤0.01% |
24,136
-259
| -1% | -$7.51K |
|
|
BSJN
1763
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
| – | – |
0
| – | -$748K |
|
1764
NETSCOUT
NTCT
$1.8B
| $699K | ﹤0.01% |
20,541
-2,140
| -9% | -$72.8K |
|
1765
Banco Macro
BMA
$2.8B
| $696K | ﹤0.01% |
61,211
-18,452
| -23% | -$210K |
|
1766
CyberArk
CYBR
$23.5B
| $694K | ﹤0.01% |
5,330
+7
| +0.1% | +$911 |
|
1767
Innospec
IOSP
$2.05B
| $692K | ﹤0.01% |
7,232
-2,695
| -27% | -$258K |
|
1768
Kulicke & Soffa
KLIC
$2.01B
| $691K | ﹤0.01% |
15,859
-2,448
| -13% | -$107K |
|
1769
Federal Signal
FSS
$7.64B
| $690K | ﹤0.01% |
19,452
-13,062
| -40% | -$463K |
|
1770
8x8 Inc
EGHT
$286M
| $689K | ﹤0.01% |
134,051
+4,503
| +3% | +$23.1K |
|
1771
Wingstop
WING
$7.43B
| $689K | ﹤0.01% |
9,137
+5,186
| +131% | +$391K |
|
1772
Sabra Healthcare REIT
SBRA
$4.57B
| $685K | ﹤0.01% |
48,916
-18,807
| -28% | -$263K |
|
1773
Gentherm
THRM
$1.06B
| $681K | ﹤0.01% |
11,043
-919
| -8% | -$56.7K |
|
1774
DiamondRock Hospitality
DRH
$1.71B
| $680K | ﹤0.01% |
82,081
+16,982
| +26% | +$141K |
|
1775
SSR Mining
SSRM
$4.54B
| $680K | ﹤0.01% |
40,646
+21,729
| +115% | +$364K |
|