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 |
UnitedHealth
UNH
|
+$850M |
| 2 |
Visa
V
|
+$442M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$313M |
| 4 |
Avis
CAR
|
+$256M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$236M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.92B |
| 2 |
NVIDIA
NVDA
|
+$2.09B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.07B |
| 4 |
Meta Platforms (Facebook)
META
|
+$862M |
| 5 |
Galicia Financial Group
GGAL
|
+$602M |
Sector Composition
| 1 | Technology | 32.39% |
| 2 | Financials | 13.56% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Communication Services | 8.94% |
| 5 | Healthcare | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
TXO Partners LP
TXO
$750M
| $380K | ﹤0.01% |
+25,369
| New | +$380K |
|
1852
Karat Packaging
KRT
$497M
| $379K | ﹤0.01% |
13,731
+3,999
| +41% | +$110K |
|
1853
AGCO
AGCO
$8.15B
| $379K | ﹤0.01% |
3,677
-313
| -8% | -$32.3K |
|
1854
Amicus Therapeutics
FOLD
$2.47B
| $377K | ﹤0.01% |
65,044
+14,588
| +29% | +$84.5K |
|
1855
EchoStar
SATS
$22.2B
| $377K | ﹤0.01% |
13,528
+2,119
| +19% | +$59K |
|
1856
Ducommun
DCO
$1.39B
| $376K | ﹤0.01% |
4,538
-2,454
| -35% | -$203K |
|
1857
Vanguard Small-Cap Growth ETF
VBK
$20.7B
| $373K | ﹤0.01% |
1,348
| – | – |
|
1858
Personalis
PSNL
$541M
| $373K | ﹤0.01% |
54,553
+15,447
| +40% | +$106K |
|
1859
Intapp
INTA
$3.73B
| $371K | ﹤0.01% |
7,253
-748
| -9% | -$38.3K |
|
1860
Grocery Outlet
GO
$1.75B
| $371K | ﹤0.01% |
29,478
-10,819
| -27% | -$136K |
|
1861
Avnet
AVT
$4.52B
| $370K | ﹤0.01% |
6,971
-78,543
| -92% | -$4.17M |
|
1862
Mercantile Bank Corp
MBWM
$785M
| $370K | ﹤0.01% |
7,911
-2,197
| -22% | -$103K |
|
1863
Peoples Bancorp
PEBO
$1.09B
| $369K | ﹤0.01% |
12,050
+1,996
| +20% | +$61.2K |
|
1864
Mercury Systems
MRCY
$4.38B
| $369K | ﹤0.01% |
+6,857
| New | +$369K |
|
1865
NETGEAR
NTGR
$842M
| $368K | ﹤0.01% |
12,729
-31,540
| -71% | -$911K |
|
1866
Maximus
MMS
$5.08B
| $368K | ﹤0.01% |
5,235
-12,284
| -70% | -$862K |
|
1867
Vanguard Mid-Cap Value ETF
VOE
$19B
| $366K | ﹤0.01% |
2,226
| – | – |
|
1868
LCI Industries
LCII
$2.52B
| $364K | ﹤0.01% |
3,982
-10,595
| -73% | -$969K |
|
1869
First Financial Bancorp
FFBC
$2.48B
| $364K | ﹤0.01% |
14,932
-3,903
| -21% | -$95.1K |
|
1870
iShares MSCI Netherlands ETF
EWN
$259M
| $364K | ﹤0.01% |
6,675
-557
| -8% | -$30.4K |
|
1871
C3.ai
AI
$2.26B
| $364K | ﹤0.01% |
14,711
-12,490
| -46% | -$309K |
|
1872
Hawkins
HWKN
$3.69B
| $363K | ﹤0.01% |
2,549
-427
| -14% | -$60.9K |
|
1873
Pinnacle Financial Partners
PNFP
$7.59B
| $363K | ﹤0.01% |
3,293
-455
| -12% | -$50.2K |
|
|
SSBK
1874
DELISTED
Southern States Bancshares
SSBK
| $363K | ﹤0.01% |
+9,968
| New | +$363K |
|
1875
Amkor Technology
AMKR
$6.27B
| $361K | ﹤0.01% |
17,211
-16
| -0.1% | -$336 |
|