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 | |
|---|---|---|---|---|---|---|
|
MOMO
1926
Hello Group
MOMO
$1.2B
| $329K | ﹤0.01% |
38,864
+27,125
| +231% | +$230K |
|
1927
Kelly Services Class A
KELYA
$487M
| $329K | ﹤0.01% |
28,339
-5,060
| -15% | -$58.8K |
|
1928
Altimmune
ALT
$326M
| $329K | ﹤0.01% |
85,468
+13,210
| +18% | +$50.8K |
|
|
CGAU
1929
Centerra Gold
CGAU
$1.86B
| $328K | ﹤0.01% |
45,786
-9,482
| -17% | -$67.9K |
|
1930
Franklin FTSE United Kingdom ETF
FLGB
$861M
| $327K | ﹤0.01% |
+10,662
| New | +$327K |
|
1931
Graphic Packaging
GPK
$6.24B
| $326K | ﹤0.01% |
15,485
+791
| +5% | +$16.7K |
|
1932
Genworth Financial
GNW
$3.62B
| $325K | ﹤0.01% |
41,547
-234,923
| -85% | -$1.84M |
|
1933
Energy Fuels
UUUU
$2.89B
| $325K | ﹤0.01% |
56,938
+16,023
| +39% | +$91.3K |
|
1934
FB Financial Corp
FBK
$2.87B
| $324K | ﹤0.01% |
7,091
+1,324
| +23% | +$60.6K |
|
1935
Meridian
MRBK
$175M
| $324K | ﹤0.01% |
25,166
-6,733
| -21% | -$86.6K |
|
1936
Grid Dynamics Holdings
GDYN
$657M
| $323K | ﹤0.01% |
27,760
-2,258
| -8% | -$26.3K |
|
1937
European Wax Center
EWCZ
$170M
| $323K | ﹤0.01% |
57,284
+20,775
| +57% | +$117K |
|
1938
Valley National Bancorp
VLY
$6.03B
| $322K | ﹤0.01% |
35,923
-45,312
| -56% | -$406K |
|
1939
Powell Industries
POWL
$3.53B
| $322K | ﹤0.01% |
+1,503
| New | +$322K |
|
1940
Information Services Group
III
$253M
| $321K | ﹤0.01% |
68,971
-705
| -1% | -$3.28K |
|
1941
Brink's
BCO
$4.9B
| $321K | ﹤0.01% |
3,595
-5,533
| -61% | -$493K |
|
1942
WillScot Mobile Mini Holdings
WSC
$4.29B
| $320K | ﹤0.01% |
11,676
+3,827
| +49% | +$105K |
|
1943
AAR Corp
AIR
$2.71B
| $320K | ﹤0.01% |
4,631
-559
| -11% | -$38.6K |
|
1944
New Fortress Energy
NFE
$387M
| $320K | ﹤0.01% |
+103,009
| New | +$320K |
|
1945
Vanda Pharmaceuticals
VNDA
$272M
| $319K | ﹤0.01% |
66,554
+9,960
| +18% | +$47.8K |
|
1946
Unifirst Corp
UNF
$3.27B
| $319K | ﹤0.01% |
1,706
-280
| -14% | -$52.3K |
|
1947
Kymera Therapeutics
KYMR
$3.3B
| $318K | ﹤0.01% |
7,194
-11,353
| -61% | -$503K |
|
1948
ACV Auctions
ACVA
$1.78B
| $318K | ﹤0.01% |
19,508
+2,342
| +14% | +$38.2K |
|
1949
Carpenter Technology
CRS
$12.1B
| $318K | ﹤0.01% |
1,150
-7,844
| -87% | -$2.17M |
|
1950
Wendy's
WEN
$1.88B
| $318K | ﹤0.01% |
27,776
+16,053
| +137% | +$184K |
|