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 |
NextEra Energy, Inc.
NEE
|
+$103M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$99.4M |
| 3 |
Apple
AAPL
|
+$78.3M |
| 4 |
Johnson & Johnson
JNJ
|
+$59.5M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
+$58.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$323M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$145M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$137M |
| 4 |
Cisco
CSCO
|
+$120M |
| 5 |
Applied Materials
AMAT
|
+$110M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Consumer Discretionary | 12.8% |
| 3 | Technology | 12.43% |
| 4 | Healthcare | 10.19% |
| 5 | Consumer Staples | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1876
Veeco
VECO
$1.52B
| $268K | ﹤0.01% |
+9,160
| New | +$268K |
|
1877
Hyster-Yale Materials Handling
HY
$637M
| $267K | ﹤0.01% |
+4,186
| New | +$267K |
|
|
RWT
1878
Redwood Trust
RWT
$801M
| $267K | ﹤0.01% |
+17,538
| New | +$267K |
|
|
AEGN
1879
DELISTED
Aegion Corp
AEGN
| $267K | ﹤0.01% |
+11,242
| New | +$267K |
|
|
NE
1880
DELISTED
Noble Corporation
NE
| $267K | ﹤0.01% |
+45,047
| New | +$267K |
|
|
LBY
1881
DELISTED
Libbey, Inc.
LBY
| $267K | ﹤0.01% |
13,712
+3,702
| +37% | +$72.1K |
|
1882
Methanex
MEOH
$2.97B
| $266K | ﹤0.01% |
6,082
-972
| -14% | -$42.5K |
|
1883
Starwood Property Trust
STWD
$7.6B
| $266K | ﹤0.01% |
12,137
-632
| -5% | -$13.9K |
|
1884
iShares MSCI Europe Financials ETF
EUFN
$4.41B
| $265K | ﹤0.01% |
14,000
-6,000
| -30% | -$114K |
|
|
TARO
1885
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $265K | ﹤0.01% |
2,519
+259
| +11% | +$27.2K |
|
1886
BOK Financial
BOKF
$7.02B
| $264K | ﹤0.01% |
3,176
-723
| -19% | -$60.1K |
|
1887
Etsy
ETSY
$5.73B
| $264K | ﹤0.01% |
+22,459
| New | +$264K |
|
|
MDC
1888
DELISTED
M.D.C. Holdings, Inc.
MDC
| $264K | ﹤0.01% |
+12,945
| New | +$264K |
|
|
CYS
1889
DELISTED
CYS Investments Inc.
CYS
| $264K | ﹤0.01% |
+34,194
| New | +$264K |
|
1890
Photronics
PLAB
$1.32B
| $263K | ﹤0.01% |
23,325
+11,003
| +89% | +$124K |
|
|
AMAG
1891
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $263K | ﹤0.01% |
+7,564
| New | +$263K |
|
|
TIER
1892
DELISTED
TIER REIT, Inc.
TIER
| $263K | ﹤0.01% |
+15,150
| New | +$263K |
|
1893
LPL Financial
LPLA
$27.4B
| $262K | ﹤0.01% |
7,440
-2,700
| -27% | -$95.1K |
|
1894
iShares US Transportation ETF
IYT
$604M
| $261K | ﹤0.01% |
6,400
| – | – |
|
1895
Shenandoah Telecom
SHEN
$728M
| $261K | ﹤0.01% |
+9,558
| New | +$261K |
|
|
EGOV
1896
DELISTED
NIC Inc
EGOV
| $261K | ﹤0.01% |
+10,939
| New | +$261K |
|
|
ARI
1897
Apollo Commercial Real Estate
ARI
$1.53B
| $260K | ﹤0.01% |
+15,612
| New | +$260K |
|
1898
Azenta
AZTA
$1.34B
| $260K | ﹤0.01% |
+15,201
| New | +$260K |
|
1899
Groupon
GRPN
$916M
| $260K | ﹤0.01% |
3,917
-261
| -6% | -$17.3K |
|
|
LHCG
1900
DELISTED
LHC Group LLC
LHCG
| $260K | ﹤0.01% |
+5,682
| New | +$260K |
|