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 |
Alphabet (Google) Class A
GOOGL
|
+$511M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$285M |
| 3 |
Apple
AAPL
|
+$273M |
| 4 |
Meta Platforms (Facebook)
META
|
+$265M |
| 5 |
Microsoft
MSFT
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$916M |
| 2 |
NVIDIA
NVDA
|
+$768M |
| 3 |
Alibaba
BABA
|
+$275M |
| 4 |
Uber
UBER
|
+$222M |
| 5 |
Adobe
ADBE
|
+$206M |
Sector Composition
| 1 | Technology | 30.92% |
| 2 | Financials | 13.84% |
| 3 | Consumer Discretionary | 11% |
| 4 | Healthcare | 9.89% |
| 5 | Communication Services | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Brown-Forman Class A
BF.A
$13.1B
| $360K | ﹤0.01% |
10,776
-871
| -7% | -$29.1K |
|
1827
SAP
SAP
$295B
| $360K | ﹤0.01% |
1,342
-590
| -31% | -$158K |
|
1828
Addus HomeCare
ADUS
$2B
| $359K | ﹤0.01% |
3,639
-276
| -7% | -$27.2K |
|
1829
Kaiser Aluminum
KALU
$1.25B
| $358K | ﹤0.01% |
5,943
-653
| -10% | -$39.3K |
|
1830
Extreme Networks
EXTR
$2.97B
| $358K | ﹤0.01% |
28,328
-64,677
| -70% | -$817K |
|
1831
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $357K | ﹤0.01% |
2,226
-556
| -20% | -$89.3K |
|
1832
Transcat
TRNS
$671M
| $356K | ﹤0.01% |
4,892
+13
| +0.3% | +$947 |
|
1833
Phreesia
PHR
$1.4B
| $356K | ﹤0.01% |
14,241
+1,177
| +9% | +$29.4K |
|
1834
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
| $356K | ﹤0.01% |
7,080
-497
| -7% | -$25K |
|
|
OPT
1835
DELISTED
Opthea Limited American Depositary Shares
OPT
| $356K | ﹤0.01% |
105,939
-36,576
| -26% | -$123K |
|
1836
Archer Aviation
ACHR
$5.9B
| $354K | ﹤0.01% |
50,016
+11,491
| +30% | +$81.3K |
|
1837
FormFactor
FORM
$2.43B
| $354K | ﹤0.01% |
12,657
-5,856
| -32% | -$164K |
|
1838
DXP Enterprises
DXPE
$1.82B
| $353K | ﹤0.01% |
4,358
+1,849
| +74% | +$150K |
|
1839
AZZ Inc
AZZ
$3.39B
| $353K | ﹤0.01% |
4,220
+113
| +3% | +$9.45K |
|
1840
Anywhere Real Estate
HOUS
$784M
| $352K | ﹤0.01% |
105,780
-64,483
| -38% | -$215K |
|
|
CGAU
1841
Centerra Gold
CGAU
$1.84B
| $351K | ﹤0.01% |
55,268
+2,499
| +5% | +$15.9K |
|
1842
WSFS Financial
WSFS
$3.04B
| $351K | ﹤0.01% |
6,789
-17,364
| -72% | -$898K |
|
1843
Kura Oncology
KURA
$729M
| $351K | ﹤0.01% |
54,491
+11,406
| +26% | +$73.5K |
|
1844
Novanta
NOVT
$4.09B
| $350K | ﹤0.01% |
2,747
+468
| +21% | +$59.7K |
|
1845
Unifirst Corp
UNF
$3.18B
| $349K | ﹤0.01% |
1,986
-2,638
| -57% | -$464K |
|
1846
Altimmune
ALT
$324M
| $349K | ﹤0.01% |
+72,258
| New | +$349K |
|
1847
Security National Financial
SNFCA
$243M
| $349K | ﹤0.01% |
30,153
-2,106
| -7% | -$24.3K |
|
1848
UFP Industries
UFPI
$5.75B
| $348K | ﹤0.01% |
3,245
-22,359
| -87% | -$2.4M |
|
1849
Diamond Hill
DHIL
$382M
| $348K | ﹤0.01% |
2,411
-6
| -0.2% | -$866 |
|
1850
Shutterstock
SSTK
$782M
| $347K | ﹤0.01% |
19,267
+10,228
| +113% | +$184K |
|