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
|
+$511M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$285M |
| 3 |
Apple
AAPL
|
+$273M |
| 4 |
Meta Platforms (Facebook)
META
|
+$265M |
| 5 |
Microsoft
MSFT
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$916M |
| 2 |
NVIDIA
NVDA
|
+$768M |
| 3 |
Alibaba
BABA
|
+$275M |
| 4 |
Uber
UBER
|
+$222M |
| 5 |
Adobe
ADBE
|
+$206M |
Sector Composition
| 1 | Technology | 30.92% |
| 2 | Financials | 13.84% |
| 3 | Consumer Discretionary | 11% |
| 4 | Healthcare | 9.89% |
| 5 | Communication Services | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
WNS Holdings
WNS
$3.25B
| $303K | ﹤0.01% |
4,983
-5,565
| -53% | -$339K |
|
1927
Teleflex
TFX
$5.56B
| $303K | ﹤0.01% |
2,201
-119,809
| -98% | -$16.5M |
|
|
HTO
1928
H2O America Common Stock
HTO
$1.7B
| $303K | ﹤0.01% |
5,466
+187
| +4% | +$10.4K |
|
1929
TTEC Holdings
TTEC
$174M
| $303K | ﹤0.01% |
91,500
+29,940
| +49% | +$99.2K |
|
1930
First Internet Bancorp
INBK
$208M
| $302K | ﹤0.01% |
11,579
+758
| +7% | +$19.8K |
|
1931
Helix Energy Solutions
HLX
$936M
| $302K | ﹤0.01% |
35,932
+16,486
| +85% | +$138K |
|
1932
Hertz
HTZ
$1.9B
| $301K | ﹤0.01% |
76,358
+6,444
| +9% | +$25.4K |
|
1933
Joby Aviation
JOBY
$12.3B
| $300K | ﹤0.01% |
50,135
-136
| -0.3% | -$815 |
|
1934
Relay Therapeutics
RLAY
$712M
| $300K | ﹤0.01% |
116,408
+4,639
| +4% | +$12K |
|
1935
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$48.5M
| $299K | ﹤0.01% |
+7,768
| New | +$299K |
|
1936
CareDx
CDNA
$755M
| $299K | ﹤0.01% |
17,029
-102
| -0.6% | -$1.79K |
|
1937
Atlanta Braves Holdings Series B
BATRK
$2.61B
| $299K | ﹤0.01% |
7,477
+198
| +3% | +$7.91K |
|
1938
Peoples Bancorp
PEBO
$1.06B
| $299K | ﹤0.01% |
+10,054
| New | +$299K |
|
1939
Chewy
CHWY
$15.8B
| $298K | ﹤0.01% |
+9,248
| New | +$298K |
|
1940
Leonardo DRS
DRS
$11.1B
| $298K | ﹤0.01% |
9,191
+357
| +4% | +$11.6K |
|
1941
Halozyme
HALO
$8.87B
| $297K | ﹤0.01% |
4,654
-4,961
| -52% | -$316K |
|
1942
Artisan Partners
APAM
$3.17B
| $296K | ﹤0.01% |
7,598
-143,132
| -95% | -$5.58M |
|
|
PWOD
1943
DELISTED
Penns Woods Bancorp
PWOD
| $296K | ﹤0.01% |
10,513
| – | – |
|
1944
MiMedx Group
MDXG
$1.03B
| $295K | ﹤0.01% |
39,468
+9,756
| +33% | +$73K |
|
1945
Surgery Partners
SGRY
$2.76B
| $295K | ﹤0.01% |
12,385
-14,797
| -54% | -$353K |
|
1946
Trex
TREX
$6.25B
| $295K | ﹤0.01% |
5,081
+390
| +8% | +$22.6K |
|
1947
SiriusXM
SIRI
$7.84B
| $295K | ﹤0.01% |
13,104
-38,355
| -75% | -$862K |
|
|
TRTX
1948
TPG RE Finance Trust
TRTX
$729M
| $294K | ﹤0.01% |
36,341
-18,779
| -34% | -$152K |
|
1949
Sylvamo
SLVM
$1.85B
| $293K | ﹤0.01% |
4,396
-3,427
| -44% | -$229K |
|
1950
NBT Bancorp
NBTB
$2.21B
| $293K | ﹤0.01% |
6,823
-10,090
| -60% | -$434K |
|