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 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.2B |
| 2 |
Alibaba
BABA
|
+$1.91B |
| 3 |
Amazon
AMZN
|
+$815M |
| 4 |
AstraZeneca
AZN
|
+$266M |
| 5 |
Micron Technology
MU
|
+$245M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$530M |
| 2 |
JPMorgan Chase
JPM
|
+$248M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$210M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$182M |
| 5 |
Booking.com
BKNG
|
+$170M |
Sector Composition
| 1 | Technology | 21.75% |
| 2 | Consumer Discretionary | 15.41% |
| 3 | Financials | 12.51% |
| 4 | Healthcare | 10.33% |
| 5 | Communication Services | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1951
Global X US Infrastructure Development ETF
PAVE
$9.45B
| $389K | ﹤0.01% |
15,300
-4,700
| -24% | -$119K |
|
1952
AtriCure
ATRC
$1.81B
| $388K | ﹤0.01% |
5,555
-306
| -5% | -$21.4K |
|
1953
SPX Corp
SPXC
$9.26B
| $388K | ﹤0.01% |
7,191
+522
| +8% | +$28.2K |
|
|
QVCGA
1954
QVC Group, Inc. Series A Common Stock
QVCGA
$91.6M
| $388K | ﹤0.01% |
759
+330
| +77% | +$169K |
|
|
AEL
1955
DELISTED
American Equity Investment Life Holding Company
AEL
| $388K | ﹤0.01% |
13,108
-12,913
| -50% | -$382K |
|
1956
Medifast
MED
$152M
| $387K | ﹤0.01% |
1,988
+351
| +21% | +$68.3K |
|
1957
Warner Music
WMG
$17.6B
| $387K | ﹤0.01% |
+9,305
| New | +$387K |
|
|
VBIV
1958
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
| $386K | ﹤0.01% |
4,141
-55
| -1% | -$5.13K |
|
1959
Douglas Dynamics
PLOW
$758M
| $385K | ﹤0.01% |
10,503
+2,822
| +37% | +$103K |
|
1960
Colliers International
CIGI
$8.46B
| $384K | ﹤0.01% |
3,009
-155
| -5% | -$19.8K |
|
1961
Brinker International
EAT
$6.91B
| $384K | ﹤0.01% |
7,766
+710
| +10% | +$35.1K |
|
1962
Astrana Health
ASTH
$1.39B
| $384K | ﹤0.01% |
+4,218
| New | +$384K |
|
1963
Calix
CALX
$4.02B
| $383K | ﹤0.01% |
+7,818
| New | +$383K |
|
1964
SPDR S&P Bank ETF
KBE
$1.56B
| $383K | ﹤0.01% |
+7,199
| New | +$383K |
|
1965
Vicor
VICR
$2.28B
| $383K | ﹤0.01% |
2,837
-311
| -10% | -$42K |
|
|
BPMC
1966
DELISTED
Blueprint Medicines
BPMC
| $382K | ﹤0.01% |
3,701
-2,478
| -40% | -$256K |
|
1967
HNI Corp
HNI
$2.08B
| $382K | ﹤0.01% |
10,264
-2,896
| -22% | -$108K |
|
1968
Western Midstream Partners
WES
$14.7B
| $382K | ﹤0.01% |
18,043
| – | – |
|
1969
First Western Financial
MYFW
$227M
| $381K | ﹤0.01% |
13,281
| – | – |
|
1970
Tetra Tech
TTEK
$9.48B
| $381K | ﹤0.01% |
12,635
-3,140
| -20% | -$94.7K |
|
1971
Albany International
AIN
$1.73B
| $379K | ﹤0.01% |
4,865
-347
| -7% | -$27K |
|
1972
Alarm.com
ALRM
$2.8B
| $379K | ﹤0.01% |
+4,786
| New | +$379K |
|
1973
Shift4
FOUR
$6.03B
| $378K | ﹤0.01% |
4,849
-295
| -6% | -$23K |
|
|
LBAI
1974
DELISTED
Lakeland Bancorp Inc
LBAI
| $378K | ﹤0.01% |
21,295
-4,653
| -18% | -$82.6K |
|
1975
FormFactor
FORM
$2.35B
| $377K | ﹤0.01% |
9,981
-3,803
| -28% | -$144K |
|