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 | |
|---|---|---|---|---|---|---|
1876
AutoNation
AN
$8.56B
| $359K | ﹤0.01% |
1,808
-2,132
| -54% | -$424K |
|
1877
Citi Trends
CTRN
$280M
| $359K | ﹤0.01% |
10,608
+280
| +3% | +$9.48K |
|
1878
Ramaco Resources Class A
METC
$1.59B
| $358K | ﹤0.01% |
27,338
+12,921
| +90% | +$169K |
|
1879
HBT Financial
HBT
$818M
| $358K | ﹤0.01% |
14,027
-673
| -5% | -$17.2K |
|
1880
Fulcrum Therapeutics
FULC
$378M
| $357K | ﹤0.01% |
49,536
-25,425
| -34% | -$183K |
|
1881
PAR Technology
PAR
$1.86B
| $356K | ﹤0.01% |
+5,171
| New | +$356K |
|
|
OPT
1882
DELISTED
Opthea Limited American Depositary Shares
OPT
| $356K | ﹤0.01% |
105,939
| – | – |
|
1883
The Bancorp
TBBK
$3.53B
| $355K | ﹤0.01% |
6,239
-11,752
| -65% | -$668K |
|
1884
National Grid
NGG
$70.5B
| $354K | ﹤0.01% |
4,820
-329
| -6% | -$24.2K |
|
1885
FormFactor
FORM
$2.36B
| $354K | ﹤0.01% |
10,205
-2,452
| -19% | -$85K |
|
1886
Vanguard Small-Cap Value ETF
VBR
$32B
| $354K | ﹤0.01% |
1,813
| – | – |
|
1887
Independent Bank
INDB
$3.5B
| $353K | ﹤0.01% |
5,601
-1,013
| -15% | -$63.8K |
|
1888
Noble Corp
NE
$4.85B
| $352K | ﹤0.01% |
13,245
-2,947
| -18% | -$78.4K |
|
1889
AZZ Inc
AZZ
$3.59B
| $352K | ﹤0.01% |
3,716
-504
| -12% | -$47.8K |
|
1890
Relay Therapeutics
RLAY
$710M
| $352K | ﹤0.01% |
104,257
-12,151
| -10% | -$41K |
|
1891
MRC Global
MRC
$1.26B
| $351K | ﹤0.01% |
24,078
-3,630
| -13% | -$52.9K |
|
1892
Lands' End
LE
$467M
| $350K | ﹤0.01% |
32,310
+2,032
| +7% | +$22K |
|
1893
CVB Financial
CVBF
$2.8B
| $350K | ﹤0.01% |
17,616
-26,161
| -60% | -$519K |
|
1894
Allegiant Air
ALGT
$1.19B
| $350K | ﹤0.01% |
+6,333
| New | +$350K |
|
1895
First American
FAF
$6.93B
| $348K | ﹤0.01% |
5,676
-7,133
| -56% | -$438K |
|
1896
Universal Technical Institute
UTI
$1.54B
| $348K | ﹤0.01% |
10,216
+120
| +1% | +$4.09K |
|
1897
Celldex Therapeutics
CLDX
$1.67B
| $347K | ﹤0.01% |
+17,579
| New | +$347K |
|
1898
Blend Labs
BLND
$1.13B
| $347K | ﹤0.01% |
105,238
+40,134
| +62% | +$132K |
|
1899
Central Garden & Pet Class A
CENTA
$2.09B
| $347K | ﹤0.01% |
11,043
-2,699
| -20% | -$84.7K |
|
1900
AGNC Investment
AGNC
$10.8B
| $346K | ﹤0.01% |
37,642
+13,793
| +58% | +$127K |
|