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 |
Pinduoduo
PDD
|
+$307M |
| 2 |
Visa
V
|
+$101M |
| 3 |
McDonald's
MCD
|
+$53.9M |
| 4 |
Elevance Health
ELV
|
+$42M |
| 5 |
Gilead Sciences
GILD
|
+$36.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$771M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$701M |
| 3 |
Tesla
TSLA
|
+$395M |
| 4 |
Apple
AAPL
|
+$389M |
| 5 |
Amazon
AMZN
|
+$316M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 15.36% |
| 3 | Consumer Discretionary | 13.39% |
| 4 | Healthcare | 12.97% |
| 5 | Communication Services | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Meridian
MRBK
$175M
| $431K | ﹤0.01% |
29,690
+874
| +3% | +$12.7K |
|
1827
Buckle
BKE
$3.15B
| $430K | ﹤0.01% |
13,273
-13,185
| -50% | -$427K |
|
1828
Cavco Industries
CVCO
$4.39B
| $430K | ﹤0.01% |
2,024
-751
| -27% | -$160K |
|
1829
Kulicke & Soffa
KLIC
$2.03B
| $430K | ﹤0.01% |
11,043
-4,816
| -30% | -$188K |
|
1830
Quaker Houghton
KWR
$2.47B
| $430K | ﹤0.01% |
2,897
-660
| -19% | -$98K |
|
1831
On Holding
ONON
$14.1B
| $429K | ﹤0.01% |
26,284
-52,899
| -67% | -$863K |
|
1832
United Natural Foods
UNFI
$1.8B
| $428K | ﹤0.01% |
12,294
-4,457
| -27% | -$155K |
|
1833
DNOW Inc
DNOW
$1.65B
| $425K | ﹤0.01% |
42,414
+13,130
| +45% | +$132K |
|
|
WIRE
1834
DELISTED
Encore Wire Corp
WIRE
| $425K | ﹤0.01% |
3,631
-4,143
| -53% | -$485K |
|
1835
Gold Fields
GFI
$34B
| $423K | ﹤0.01% |
52,305
+25,000
| +92% | +$202K |
|
1836
Gentherm
THRM
$1.1B
| $422K | ﹤0.01% |
8,356
-2,687
| -24% | -$136K |
|
1837
ArcelorMittal
MT
$26.7B
| $421K | ﹤0.01% |
+20,931
| New | +$421K |
|
1838
Commercial Metals
CMC
$6.63B
| $420K | ﹤0.01% |
11,654
+2,681
| +30% | +$96.6K |
|
1839
Dole
DOLE
$1.33B
| $420K | ﹤0.01% |
57,652
| – | – |
|
1840
HealthStream
HSTM
$866M
| $420K | ﹤0.01% |
19,503
-1,920
| -9% | -$41.3K |
|
1841
Stem
STEM
$122M
| $419K | ﹤0.01% |
1,555
-3,243
| -68% | -$874K |
|
1842
CureVac
CVAC
$1.21B
| $418K | ﹤0.01% |
52,961
-29,923
| -36% | -$236K |
|
1843
Ryan Specialty Holdings
RYAN
$6.62B
| $417K | ﹤0.01% |
10,200
-410
| -4% | -$16.8K |
|
|
IBTX
1844
DELISTED
Independent Bank Group, Inc.
IBTX
| $417K | ﹤0.01% |
6,727
-4,847
| -42% | -$300K |
|
1845
ARK Web x.0 ETF
ARKW
$2.43B
| $414K | ﹤0.01% |
8,880
-18,100
| -67% | -$844K |
|
1846
iShares MSCI Denmark ETF
EDEN
$186M
| $414K | ﹤0.01% |
5,574
-8,450
| -60% | -$628K |
|
|
ESMT
1847
DELISTED
EngageSmart, Inc.
ESMT
| $414K | ﹤0.01% |
19,707
+7,023
| +55% | +$148K |
|
1848
Palomar
PLMR
$3.18B
| $413K | ﹤0.01% |
4,805
-1,613
| -25% | -$139K |
|
1849
Douglas Dynamics
PLOW
$765M
| $413K | ﹤0.01% |
14,534
+236
| +2% | +$6.71K |
|
1850
Global E Online
GLBE
$6.22B
| $412K | ﹤0.01% |
+15,100
| New | +$412K |
|