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 |
Alphabet (Google) Class A
GOOGL
|
+$515M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$488M |
| 3 |
Zoom
ZM
|
+$441M |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$254M |
| 5 |
DHR.PRA
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.32B |
| 2 |
Amazon
AMZN
|
+$938M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$410M |
| 4 |
Micron Technology
MU
|
+$373M |
| 5 |
Microsoft
MSFT
|
+$368M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Consumer Discretionary | 13.86% |
| 3 | Financials | 11.88% |
| 4 | Healthcare | 10.54% |
| 5 | Communication Services | 7.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
Herc Holdings
HRI
$4.29B
| $582K | ﹤0.01% |
3,734
+2,216
| +146% | +$345K |
|
1927
AMC Networks
AMCX
$346M
| $581K | ﹤0.01% |
16,731
+10,999
| +192% | +$382K |
|
1928
Kinsale Capital Group
KNSL
$10.2B
| $580K | ﹤0.01% |
2,416
+588
| +32% | +$141K |
|
1929
Urban Edge Properties
UE
$2.67B
| $579K | ﹤0.01% |
30,368
+5,256
| +21% | +$100K |
|
1930
Haverty Furniture Companies
HVT
$390M
| $577K | ﹤0.01% |
18,753
+3,160
| +20% | +$97.2K |
|
1931
Mueller Industries
MLI
$10.9B
| $577K | ﹤0.01% |
19,526
+5,742
| +42% | +$170K |
|
1932
TEGNA Inc
TGNA
$3.38B
| $576K | ﹤0.01% |
30,964
+8,356
| +37% | +$155K |
|
1933
Janus Henderson
JHG
$7.08B
| $575K | ﹤0.01% |
13,673
+2,761
| +25% | +$116K |
|
|
TUP
1934
DELISTED
Tupperware Brands Corporation
TUP
| $573K | ﹤0.01% |
+37,662
| New | +$573K |
|
1935
Premier
PINC
$2.21B
| $571K | ﹤0.01% |
13,840
+129
| +0.9% | +$5.32K |
|
|
LBAI
1936
DELISTED
Lakeland Bancorp Inc
LBAI
| $571K | ﹤0.01% |
30,133
+8,838
| +42% | +$167K |
|
1937
iShares MSCI Sweden ETF
EWD
$327M
| $570K | ﹤0.01% |
12,307
-1,788
| -13% | -$82.8K |
|
1938
Erie Indemnity
ERIE
$17.7B
| $569K | ﹤0.01% |
2,940
-3,624
| -55% | -$701K |
|
1939
Saic
SAIC
$4.9B
| $567K | ﹤0.01% |
6,772
+4,022
| +146% | +$337K |
|
1940
ServisFirst Bancshares
SFBS
$4.63B
| $567K | ﹤0.01% |
6,654
+370
| +6% | +$31.5K |
|
1941
Maximus
MMS
$5.08B
| $565K | ﹤0.01% |
7,099
-6,381
| -47% | -$508K |
|
1942
World Kinect Corp
WKC
$1.44B
| $565K | ﹤0.01% |
21,354
+1,426
| +7% | +$37.7K |
|
1943
Albany International
AIN
$1.78B
| $564K | ﹤0.01% |
6,369
+1,504
| +31% | +$133K |
|
1944
B2Gold
BTG
$5.89B
| $562K | ﹤0.01% |
143,147
-1,839,334
| -93% | -$7.22M |
|
|
WW
1945
DELISTED
WW International
WW
| $562K | ﹤0.01% |
34,381
+1,787
| +5% | +$29.2K |
|
|
BSJO
1946
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
| – | – |
0
| – | – |
|
1947
Alkermes
ALKS
$4.57B
| $557K | ﹤0.01% |
23,813
+3,576
| +18% | +$83.6K |
|
1948
Badger Meter
BMI
$5.34B
| $557K | ﹤0.01% |
5,242
+1,436
| +38% | +$153K |
|
|
ARI
1949
Apollo Commercial Real Estate
ARI
$1.53B
| $556K | ﹤0.01% |
42,394
+25,055
| +145% | +$329K |
|
1950
Winnebago Industries
WGO
$988M
| $556K | ﹤0.01% |
7,436
+3,417
| +85% | +$255K |
|