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 | |
|---|---|---|---|---|---|---|
1851
Coursera
COUR
$1.78B
| $594K | ﹤0.01% |
41,891
+1,216
| +3% | +$17.2K |
|
1852
HNI Corp
HNI
$2.09B
| $594K | ﹤0.01% |
17,194
+2,221
| +15% | +$76.7K |
|
|
IMAB
1853
I-MAB
IMAB
$325M
| $594K | ﹤0.01% |
53,835
-83,275
| -61% | -$919K |
|
|
TCN
1854
DELISTED
Tricon Residential Inc.
TCN
| $592K | ﹤0.01% |
58,842
+3,273
| +6% | +$32.9K |
|
1855
Five Below
FIVE
$7.81B
| $590K | ﹤0.01% |
5,166
-1,142
| -18% | -$130K |
|
1856
Houlihan Lokey
HLI
$14.4B
| $589K | ﹤0.01% |
7,400
-7,112
| -49% | -$566K |
|
1857
SpartanNash
SPTN
$897M
| $589K | ﹤0.01% |
19,339
+5,811
| +43% | +$177K |
|
1858
Adient
ADNT
$1.97B
| $587K | ﹤0.01% |
+19,646
| New | +$587K |
|
1859
ZIM Integrated Shipping Services
ZIM
$1.65B
| $587K | ﹤0.01% |
12,261
+7,175
| +141% | +$344K |
|
1860
Alerus Financial
ALRS
$573M
| $586K | ﹤0.01% |
24,447
| – | – |
|
1861
WisdomTree Japan Hedged Equity Fund
DXJ
$3.82B
| $586K | ﹤0.01% |
9,349
| – | – |
|
1862
MGP Ingredients
MGPI
$597M
| $585K | ﹤0.01% |
5,876
-352
| -6% | -$35K |
|
|
VSTO
1863
DELISTED
Vista Outdoor Inc.
VSTO
| $584K | ﹤0.01% |
20,898
+9,101
| +77% | +$254K |
|
1864
Evertec
EVTC
$2.15B
| $583K | ﹤0.01% |
15,843
-1,820
| -10% | -$67K |
|
1865
Viavi Solutions
VIAV
$2.68B
| $583K | ﹤0.01% |
44,036
-10,141
| -19% | -$134K |
|
1866
Atkore
ATKR
$2.07B
| $581K | ﹤0.01% |
6,871
+731
| +12% | +$61.8K |
|
1867
AstraZeneca
AZN
$247B
| $581K | ﹤0.01% |
8,787
-1,542,791
| -99% | -$102M |
|
|
OSH
1868
DELISTED
Oak Street Health, Inc.
OSH
| $581K | ﹤0.01% |
35,364
-11,995
| -25% | -$197K |
|
1869
Appian
APPN
$2.29B
| $580K | ﹤0.01% |
12,110
+3,155
| +35% | +$151K |
|
|
ENLC
1870
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $580K | ﹤0.01% |
67,714
+36,874
| +120% | +$316K |
|
1871
Central Garden & Pet Class A
CENTA
$2.05B
| $578K | ﹤0.01% |
18,148
-355
| -2% | -$11.3K |
|
1872
Nova
NVMI
$8.66B
| $576K | ﹤0.01% |
6,496
+1,192
| +22% | +$106K |
|
1873
National Health Investors
NHI
$3.75B
| $574K | ﹤0.01% |
9,453
+439
| +5% | +$26.7K |
|
1874
Strategic Education
STRA
$1.99B
| $574K | ﹤0.01% |
8,105
+655
| +9% | +$46.4K |
|
1875
Builders FirstSource
BLDR
$15.8B
| $571K | ﹤0.01% |
10,640
-9,046
| -46% | -$485K |
|