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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DQ
1876
Daqo New Energy
DQ
$1.73B
| $345K | ﹤0.01% |
16,937
-3,536
| -17% | -$72K |
|
1877
Kiniksa Pharmaceuticals
KNSA
$2.75B
| $345K | ﹤0.01% |
+13,666
| New | +$345K |
|
1878
Chesapeake Utilities
CPK
$2.95B
| $344K | ﹤0.01% |
2,796
+324
| +13% | +$39.9K |
|
1879
John Wiley & Sons Class A
WLY
$2.19B
| $344K | ﹤0.01% |
7,092
+277
| +4% | +$13.4K |
|
1880
Pinnacle Financial Partners
PNFP
$7.55B
| $344K | ﹤0.01% |
3,522
-1,296
| -27% | -$127K |
|
1881
Perrigo
PRGO
$3.06B
| $344K | ﹤0.01% |
+13,147
| New | +$344K |
|
1882
Douglas Dynamics
PLOW
$752M
| $343K | ﹤0.01% |
+12,533
| New | +$343K |
|
1883
American Superconductor
AMSC
$2.54B
| $343K | ﹤0.01% |
14,442
+998
| +7% | +$23.7K |
|
1884
AAR Corp
AIR
$2.67B
| $343K | ﹤0.01% |
5,246
+479
| +10% | +$31.3K |
|
1885
Openlane
KAR
$3.07B
| $343K | ﹤0.01% |
20,378
+1,499
| +8% | +$25.2K |
|
1886
ProAssurance
PRA
$1.22B
| $341K | ﹤0.01% |
+22,744
| New | +$341K |
|
1887
Ryerson Holding
RYI
$723M
| $340K | ﹤0.01% |
17,082
+1,438
| +9% | +$28.6K |
|
1888
Owens & Minor
OMI
$412M
| $340K | ﹤0.01% |
21,602
+963
| +5% | +$15.1K |
|
|
TSVT
1889
DELISTED
2seventy bio
TSVT
| $338K | ﹤0.01% |
69,910
+1,321
| +2% | +$6.39K |
|
1890
Seadrill
SDRL
$2.04B
| $338K | ﹤0.01% |
8,532
+3,235
| +61% | +$128K |
|
1891
Madrigal Pharmaceuticals
MDGL
$9.63B
| $338K | ﹤0.01% |
1,576
+6
| +0.4% | +$1.29K |
|
1892
Coastal Financial
CCB
$1.65B
| $338K | ﹤0.01% |
6,178
-1,607
| -21% | -$87.8K |
|
|
SQSP
1893
DELISTED
Squarespace, Inc.
SQSP
| $337K | ﹤0.01% |
7,254
+835
| +13% | +$38.8K |
|
1894
iRhythm Technologies
IRTC
$5.78B
| $337K | ﹤0.01% |
4,523
+211
| +5% | +$15.7K |
|
1895
Revolve Group
RVLV
$1.59B
| $336K | ﹤0.01% |
13,490
-3,070
| -19% | -$76.4K |
|
1896
Lincoln Educational Services
LINC
$622M
| $336K | ﹤0.01% |
27,961
-6,547
| -19% | -$78.6K |
|
|
ITOS
1897
DELISTED
iTeos Therapeutics
ITOS
| $335K | ﹤0.01% |
33,118
+20,541
| +163% | +$208K |
|
1898
Helix Energy Solutions
HLX
$914M
| $335K | ﹤0.01% |
30,250
+13,983
| +86% | +$155K |
|
1899
StoneX
SNEX
$5.04B
| $334K | ﹤0.01% |
6,137
+573
| +10% | +$31.2K |
|
1900
Accel Entertainment
ACEL
$938M
| $334K | ﹤0.01% |
28,825
-18,379
| -39% | -$213K |
|