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 | |
|---|---|---|---|---|---|---|
1926
Vanguard FTSE Developed Markets ETF
VEA
$175B
| $352K | ﹤0.01% |
9,669
-9,881
| -51% | -$360K |
|
1927
ProPetro Holding
PUMP
$506M
| $351K | ﹤0.01% |
43,447
+10,376
| +31% | +$83.8K |
|
1928
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3B
| $350K | ﹤0.01% |
5,964
-137,476
| -96% | -$8.07M |
|
1929
Park National Corp
PRK
$2.75B
| $349K | ﹤0.01% |
2,742
-1,193
| -30% | -$152K |
|
1930
iShares MSCI India ETF
INDA
$9.4B
| $344K | ﹤0.01% |
8,435
-65,423
| -89% | -$2.67M |
|
|
ALLK
1931
DELISTED
Allakos
ALLK
| $342K | ﹤0.01% |
55,813
| – | – |
|
1932
Sonos
SONO
$1.83B
| $342K | ﹤0.01% |
+24,131
| New | +$342K |
|
1933
Itron
ITRI
$5.51B
| $341K | ﹤0.01% |
7,973
-12,271
| -61% | -$525K |
|
1934
Manitowoc
MTW
$363M
| $341K | ﹤0.01% |
42,851
-14,050
| -25% | -$112K |
|
1935
GCM Grosvenor
GCMG
$684M
| $339K | ﹤0.01% |
42,901
+2,884
| +7% | +$22.8K |
|
1936
Floor & Decor
FND
$9.74B
| $337K | ﹤0.01% |
+4,758
| New | +$337K |
|
|
DO
1937
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $337K | ﹤0.01% |
48,911
-28,213
| -37% | -$194K |
|
1938
LGI Homes
LGIH
$1.45B
| $336K | ﹤0.01% |
4,084
-5,485
| -57% | -$451K |
|
1939
Surgery Partners
SGRY
$2.83B
| $335K | ﹤0.01% |
+13,918
| New | +$335K |
|
1940
LyondellBasell Industries
LYB
$17.8B
| $334K | ﹤0.01% |
4,437
+1,579
| +55% | +$119K |
|
1941
Northwest Natural Holdings
NWN
$1.73B
| $332K | ﹤0.01% |
7,623
-9,101
| -54% | -$396K |
|
1942
Northwest Bancshares
NWBI
$1.86B
| $331K | ﹤0.01% |
24,107
-168,880
| -88% | -$2.32M |
|
1943
E.W. Scripps
SSP
$257M
| $331K | ﹤0.01% |
28,774
+11,534
| +67% | +$133K |
|
1944
Vimeo
VMEO
$1.28B
| $331K | ﹤0.01% |
81,076
+22,660
| +39% | +$92.5K |
|
1945
Carriage Services
CSV
$671M
| $330K | ﹤0.01% |
10,015
-511
| -5% | -$16.8K |
|
|
PLYM
1946
Plymouth Industrial REIT
PLYM
$983M
| $330K | ﹤0.01% |
19,679
-22,578
| -53% | -$379K |
|
1947
Stride
LRN
$7.03B
| $329K | ﹤0.01% |
+7,708
| New | +$329K |
|
1948
LiveRamp
RAMP
$1.77B
| $328K | ﹤0.01% |
17,657
-1,585
| -8% | -$29.4K |
|
1949
Regenxbio
RGNX
$479M
| $328K | ﹤0.01% |
12,219
+3,813
| +45% | +$102K |
|
1950
iShares MSCI Mexico ETF
EWW
$1.91B
| $327K | ﹤0.01% |
7,396
+203
| +3% | +$8.98K |
|