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 |
Microsoft
MSFT
|
+$1.32B |
| 2 |
Apple
AAPL
|
+$1.31B |
| 3 |
Amazon
AMZN
|
+$492M |
| 4 |
UnitedHealth
UNH
|
+$489M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$322M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$180M |
| 2 |
iShares MSCI China ETF
MCHI
|
+$137M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$63.3M |
| 4 |
KAHC
KKR Acquisition Holdings I Corp.
KAHC
|
+$45.3M |
| 5 |
Arch Capital
ACGL
|
+$38.9M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Financials | 14.67% |
| 3 | Healthcare | 14.1% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1801
Alerus Financial
ALRS
$579M
| $564K | ﹤0.01% |
24,058
-1,431
| -6% | -$33.5K |
|
1802
GlobalFoundries
GFS
$17.9B
| $563K | ﹤0.01% |
+10,562
| New | +$563K |
|
1803
Upstart Holdings
UPST
$5.98B
| $563K | ﹤0.01% |
42,954
-1,884
| -4% | -$24.7K |
|
1804
Spotify
SPOT
$142B
| $562K | ﹤0.01% |
7,208
+3
| +0% | +$234 |
|
1805
Enpro
NPO
$4.77B
| $557K | ﹤0.01% |
5,104
+488
| +11% | +$53.3K |
|
1806
Viavi Solutions
VIAV
$2.74B
| $557K | ﹤0.01% |
53,542
+32,596
| +156% | +$339K |
|
1807
Varex Imaging
VREX
$477M
| $553K | ﹤0.01% |
27,268
-5,797
| -18% | -$118K |
|
|
DLCA
1808
DELISTED
Deep Lake Capital Acquisition Corp. Class A Ordinary Shares
DLCA
| $552K | ﹤0.01% |
+54,664
| New | +$552K |
|
1809
MSC Industrial Direct
MSM
$5.14B
| $551K | ﹤0.01% |
6,771
-6,972
| -51% | -$567K |
|
|
BBBY
1810
Bed Bath & Beyond, Inc.
BBBY
$607M
| $551K | ﹤0.01% |
28,772
+10,117
| +54% | +$194K |
|
1811
Enova International
ENVA
$2.94B
| $550K | ﹤0.01% |
14,255
+2,161
| +18% | +$83.4K |
|
1812
Walker & Dunlop
WD
$2.97B
| $549K | ﹤0.01% |
6,981
+962
| +16% | +$75.6K |
|
|
CHCT
1813
Community Healthcare Trust
CHCT
$446M
| $548K | ﹤0.01% |
15,279
-114
| -0.7% | -$4.09K |
|
|
SWAV
1814
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $547K | ﹤0.01% |
+2,686
| New | +$547K |
|
1815
Wayfair
W
$11.7B
| $543K | ﹤0.01% |
16,719
-12,425
| -43% | -$403K |
|
|
GAP
1816
The Gap, Inc.
GAP
$8.99B
| $541K | ﹤0.01% |
48,029
+12,778
| +36% | +$144K |
|
1817
Chord Energy
CHRD
$6B
| $541K | ﹤0.01% |
+3,978
| New | +$541K |
|
1818
First Business Financial Services
FBIZ
$437M
| $540K | ﹤0.01% |
14,764
| – | – |
|
1819
Fomento Económico Mexicano
FMX
$31.4B
| $540K | ﹤0.01% |
6,870
+919
| +15% | +$72.2K |
|
|
AIFU
1820
AIFU Inc. Class A Ordinary Share
AIFU
$85.8M
| $539K | ﹤0.01% |
3,590
-101
| -3% | -$15.2K |
|
1821
Horizon Bancorp
HBNC
$842M
| $536K | ﹤0.01% |
35,388
-10,440
| -23% | -$158K |
|
1822
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3B
| $535K | ﹤0.01% |
8,249
+2,285
| +38% | +$148K |
|
1823
Ethan Allen Interiors
ETD
$753M
| $534K | ﹤0.01% |
20,261
-2,994
| -13% | -$79K |
|
|
ARNC
1824
DELISTED
Arconic Corporation
ARNC
| $534K | ﹤0.01% |
+25,338
| New | +$534K |
|
1825
Cavco Industries
CVCO
$4.39B
| $533K | ﹤0.01% |
2,359
+335
| +17% | +$75.7K |
|