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 |
Pinduoduo
PDD
|
+$307M |
| 2 |
Visa
V
|
+$101M |
| 3 |
McDonald's
MCD
|
+$53.9M |
| 4 |
Elevance Health
ELV
|
+$42M |
| 5 |
Gilead Sciences
GILD
|
+$36.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$771M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$701M |
| 3 |
Tesla
TSLA
|
+$395M |
| 4 |
Apple
AAPL
|
+$389M |
| 5 |
Amazon
AMZN
|
+$316M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 15.36% |
| 3 | Consumer Discretionary | 13.39% |
| 4 | Healthcare | 12.97% |
| 5 | Communication Services | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Euronet Worldwide
EEFT
$3.62B
| $369K | ﹤0.01% |
+4,807
| New | +$369K |
|
1902
Nexstar Media Group
NXST
$6.25B
| $369K | ﹤0.01% |
2,201
-7,580
| -77% | -$1.27M |
|
1903
ESCO Technologies
ESE
$5.43B
| $368K | ﹤0.01% |
4,903
-1,949
| -28% | -$146K |
|
1904
ACI Worldwide
ACIW
$5.22B
| $366K | ﹤0.01% |
17,134
+7,187
| +72% | +$154K |
|
1905
Adaptive Biotechnologies
ADPT
$2.05B
| $366K | ﹤0.01% |
50,097
+4,822
| +11% | +$35.2K |
|
1906
Duolingo
DUOL
$14.2B
| $363K | ﹤0.01% |
3,759
-6,952
| -65% | -$671K |
|
1907
Lemonade
LMND
$3.73B
| $363K | ﹤0.01% |
16,753
-13,596
| -45% | -$295K |
|
1908
Comstock Resources
CRK
$4.69B
| $362K | ﹤0.01% |
20,737
-11,181
| -35% | -$195K |
|
|
LADR
1909
Ladder Capital
LADR
$1.5B
| $361K | ﹤0.01% |
+40,071
| New | +$361K |
|
1910
Enova International
ENVA
$2.94B
| $360K | ﹤0.01% |
12,094
+1,503
| +14% | +$44.7K |
|
1911
SPDR S&P Bank ETF
KBE
$1.56B
| $360K | ﹤0.01% |
8,036
-300
| -4% | -$13.4K |
|
1912
Wolfspeed
WOLF
$294M
| $360K | ﹤0.01% |
3,442
-32,641
| -90% | -$3.41M |
|
|
RTL
1913
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $360K | ﹤0.01% |
61,362
+14,266
| +30% | +$83.7K |
|
1914
Cabot Corp
CBT
$4.33B
| $360K | ﹤0.01% |
5,569
-10,930
| -66% | -$707K |
|
|
UHT
1915
Universal Health Realty Income Trust
UHT
$583M
| $359K | ﹤0.01% |
8,336
+2,184
| +36% | +$94.1K |
|
1916
Telephone and Data Systems
TDS
$4.53B
| $358K | ﹤0.01% |
25,275
-48,086
| -66% | -$681K |
|
1917
First Majestic Silver
AG
$5.08B
| $357K | ﹤0.01% |
46,653
-38,081
| -45% | -$291K |
|
|
BLDP
1918
Ballard Power Systems
BLDP
$616M
| $357K | ﹤0.01% |
57,818
+7,241
| +14% | +$44.7K |
|
1919
StoneX
SNEX
$5.14B
| $357K | ﹤0.01% |
9,509
-1,521
| -14% | -$57.1K |
|
|
AIMC
1920
DELISTED
Altra Industrial Motion Corp.
AIMC
| $355K | ﹤0.01% |
10,305
-10,252
| -50% | -$353K |
|
|
PZN
1921
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $355K | ﹤0.01% |
+37,328
| New | +$355K |
|
1922
Ameris Bancorp
ABCB
$5.12B
| $354K | ﹤0.01% |
7,894
-48,203
| -86% | -$2.16M |
|
|
MOMO
1923
Hello Group
MOMO
$1.2B
| $353K | ﹤0.01% |
76,049
-44,020
| -37% | -$204K |
|
1924
Astec Industries
ASTE
$1.09B
| $352K | ﹤0.01% |
11,149
-5,173
| -32% | -$163K |
|
1925
CSG Systems International
CSGS
$1.89B
| $352K | ﹤0.01% |
6,562
-2,419
| -27% | -$130K |
|