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
|
+$1.87B |
| 2 |
Ferrovial SE
FER
|
+$922M |
| 3 |
NVIDIA
NVDA
|
+$585M |
| 4 |
Meta Platforms (Facebook)
META
|
+$513M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$434M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$358M |
| 2 |
Manulife Financial
MFC
|
+$132M |
| 3 |
Royal Bank of Canada
RY
|
+$132M |
| 4 |
Booking.com
BKNG
|
+$132M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$121M |
Sector Composition
| 1 | Technology | 33.23% |
| 2 | Consumer Discretionary | 11.01% |
| 3 | Financials | 10.9% |
| 4 | Healthcare | 10.74% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Progress Software
PRGS
$1.83B
| $342K | ﹤0.01% |
6,272
-78
| -1% | -$4.25K |
|
|
PDCO
1852
DELISTED
Patterson Companies, Inc.
PDCO
| $341K | ﹤0.01% |
14,184
+828
| +6% | +$19.9K |
|
1853
Community Health Systems
CYH
$409M
| $341K | ﹤0.01% |
102,070
-13,496
| -12% | -$45.1K |
|
1854
Energy Fuels
UUUU
$2.91B
| $341K | ﹤0.01% |
56,274
-23,889
| -30% | -$145K |
|
1855
Rogers Corp
ROG
$1.44B
| $339K | ﹤0.01% |
2,797
+371
| +15% | +$44.9K |
|
1856
Shoe Carnival
SCVL
$653M
| $338K | ﹤0.01% |
9,293
+1,634
| +21% | +$59.4K |
|
1857
ATN International
ATNI
$235M
| $337K | ﹤0.01% |
14,763
+6,628
| +81% | +$151K |
|
1858
Gentherm
THRM
$1.07B
| $337K | ﹤0.01% |
6,834
+229
| +3% | +$11.3K |
|
1859
Diebold Nixdorf
DBD
$2.18B
| $337K | ﹤0.01% |
+8,745
| New | +$337K |
|
1860
Vimeo
VMEO
$1.28B
| $336K | ﹤0.01% |
89,527
+2,180
| +2% | +$8.19K |
|
|
UCB
1861
United Community Banks, Inc.
UCB
$3.95B
| $336K | ﹤0.01% |
13,071
-111,652
| -90% | -$2.87M |
|
1862
Invesco China Technology ETF
CQQQ
$1.43B
| $335K | ﹤0.01% |
+10,000
| New | +$335K |
|
1863
Savers
SVV
$1.97B
| $335K | ﹤0.01% |
27,879
+1,749
| +7% | +$21K |
|
1864
American Public Education
APEI
$596M
| $334K | ﹤0.01% |
18,362
-5,532
| -23% | -$101K |
|
1865
Ubiquiti
UI
$35.3B
| $333K | ﹤0.01% |
2,293
-1,688
| -42% | -$245K |
|
1866
Floor & Decor
FND
$9.16B
| $333K | ﹤0.01% |
3,350
-97
| -3% | -$9.65K |
|
1867
Zumiez
ZUMZ
$356M
| $333K | ﹤0.01% |
17,143
-5,646
| -25% | -$110K |
|
1868
Peabody Energy
BTU
$2.25B
| $333K | ﹤0.01% |
14,994
+255
| +2% | +$5.66K |
|
1869
Center Bancorp
CNOB
$1.25B
| $332K | ﹤0.01% |
17,938
+1,131
| +7% | +$21K |
|
1870
La-Z-Boy
LZB
$1.43B
| $332K | ﹤0.01% |
8,959
+2,794
| +45% | +$104K |
|
1871
Beam Therapeutics
BEAM
$2.01B
| $332K | ﹤0.01% |
+14,341
| New | +$332K |
|
1872
MDU Resources
MDU
$3.36B
| $331K | ﹤0.01% |
+23,723
| New | +$331K |
|
1873
Mercantile Bank Corp
MBWM
$777M
| $330K | ﹤0.01% |
8,308
-211
| -2% | -$8.39K |
|
1874
Enerpac Tool Group
EPAC
$2.28B
| $330K | ﹤0.01% |
8,639
-937
| -10% | -$35.8K |
|
1875
MidWestOne Financial Group
MOFG
$609M
| $329K | ﹤0.01% |
+14,836
| New | +$329K |
|