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
|
+$755M |
| 2 |
Amazon
AMZN
|
+$629M |
| 3 |
Microsoft
MSFT
|
+$541M |
| 4 |
Apple
AAPL
|
+$511M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$435M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$426M |
| 2 |
SJR
Shaw Communications Inc.
SJR
|
+$219M |
| 3 |
TSMC
TSM
|
+$149M |
| 4 |
JPMorgan Chase
JPM
|
+$69.2M |
| 5 |
Arch Capital
ACGL
|
+$66.6M |
Sector Composition
| 1 | Technology | 27.33% |
| 2 | Healthcare | 12.69% |
| 3 | Consumer Discretionary | 12.22% |
| 4 | Financials | 11.83% |
| 5 | Communication Services | 7.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
Lloyds Banking Group
LYG
$66.4B
| $177K | ﹤0.01% |
80,333
+1,236
| +2% | +$2.72K |
|
1927
NeoGenomics
NEO
$966M
| $177K | ﹤0.01% |
+10,982
| New | +$177K |
|
1928
Concrete Pumping Holdings
BBCP
$366M
| $174K | ﹤0.01% |
21,642
-2,396
| -10% | -$19.3K |
|
1929
First Majestic Silver
AG
$4.61B
| $174K | ﹤0.01% |
30,837
-13,087
| -30% | -$73.7K |
|
1930
Clarivate
CLVT
$2.85B
| $173K | ﹤0.01% |
18,354
+3,770
| +26% | +$35.5K |
|
1931
Playtika
PLTK
$1.39B
| $171K | ﹤0.01% |
+14,781
| New | +$171K |
|
|
UMH
1932
UMH Properties
UMH
$1.28B
| $171K | ﹤0.01% |
+10,746
| New | +$171K |
|
1933
Adaptive Biotechnologies
ADPT
$1.89B
| $170K | ﹤0.01% |
25,222
-22,605
| -47% | -$153K |
|
1934
Fate Therapeutics
FATE
$115M
| $169K | ﹤0.01% |
35,353
-7,055
| -17% | -$33.7K |
|
1935
Duluth Holdings
DLTH
$135M
| $168K | ﹤0.01% |
26,378
+4,354
| +20% | +$27.6K |
|
1936
Banco Bilbao Vizcaya Argentaria
BBVA
$109B
| $166K | ﹤0.01% |
21,578
-2,000
| -8% | -$15.4K |
|
|
ACCD
1937
DELISTED
Accolade, Inc. Common Stock
ACCD
| $165K | ﹤0.01% |
11,795
| – | – |
|
1938
Vital Farms
VITL
$2.1B
| $165K | ﹤0.01% |
13,811
| – | – |
|
1939
Gambling.com
GAMB
$284M
| $162K | ﹤0.01% |
15,758
+5,672
| +56% | +$58.3K |
|
1940
CarParts.com
PRTS
$47.5M
| $161K | ﹤0.01% |
38,097
+6,237
| +20% | +$26.4K |
|
1941
Colony Bankcorp
CBAN
$297M
| $161K | ﹤0.01% |
16,757
| – | – |
|
1942
Caesarstone
CSTE
$50.5M
| $161K | ﹤0.01% |
30,293
| – | – |
|
1943
Cerus
CERS
$226M
| $161K | ﹤0.01% |
64,621
-1,956
| -3% | -$4.86K |
|
1944
Western New England Bancorp
WNEB
$248M
| $158K | ﹤0.01% |
26,998
| – | – |
|
1945
Axogen
AXGN
$739M
| $157K | ﹤0.01% |
17,298
+800
| +5% | +$7.28K |
|
1946
Opendoor
OPEN
$4.31B
| $157K | ﹤0.01% |
38,540
-38,792
| -50% | -$158K |
|
1947
ZIM Integrated Shipping Services
ZIM
$1.59B
| $156K | ﹤0.01% |
+12,502
| New | +$156K |
|
1948
Relay Therapeutics
RLAY
$700M
| $153K | ﹤0.01% |
12,160
+1,607
| +15% | +$20.2K |
|
|
CMLS
1949
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $152K | ﹤0.01% |
37,413
+8,623
| +30% | +$35.1K |
|
1950
Coeur Mining
CDE
$9.6B
| $151K | ﹤0.01% |
53,337
-1,160
| -2% | -$3.29K |
|