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 |
Microsoft
MSFT
|
+$1.87B |
| 2 |
Ferrovial SE
FER
|
+$922M |
| 3 |
NVIDIA
NVDA
|
+$585M |
| 4 |
Meta Platforms (Facebook)
META
|
+$513M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$434M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$358M |
| 2 |
Manulife Financial
MFC
|
+$132M |
| 3 |
Royal Bank of Canada
RY
|
+$132M |
| 4 |
Booking.com
BKNG
|
+$132M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$121M |
Sector Composition
| 1 | Technology | 33.23% |
| 2 | Consumer Discretionary | 11.01% |
| 3 | Financials | 10.9% |
| 4 | Healthcare | 10.74% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1951
DigitalBridge
DBRG
$2.03B
| $294K | ﹤0.01% |
21,643
-967
| -4% | -$13.1K |
|
1952
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
| $293K | ﹤0.01% |
5,200
| – | – |
|
1953
NovaGold Resources
NG
$2.69B
| $293K | ﹤0.01% |
82,610
-25,109
| -23% | -$89.1K |
|
1954
Yext
YEXT
$1.04B
| $293K | ﹤0.01% |
54,785
+28,443
| +108% | +$152K |
|
1955
Oscar Health
OSCR
$5.04B
| $293K | ﹤0.01% |
18,205
+286
| +2% | +$4.6K |
|
1956
eXp World Holdings
EXPI
$1.76B
| $292K | ﹤0.01% |
26,222
-36,253
| -58% | -$403K |
|
1957
Renasant Corp
RNST
$3.67B
| $290K | ﹤0.01% |
9,512
-71,595
| -88% | -$2.18M |
|
|
PRFT
1958
DELISTED
Perficient Inc
PRFT
| $290K | ﹤0.01% |
3,880
-374
| -9% | -$27.9K |
|
1959
Energy Transfer Partners
ET
$59.8B
| $290K | ﹤0.01% |
+17,866
| New | +$290K |
|
1960
Couchbase
BASE
$1.35B
| $289K | ﹤0.01% |
15,577
+454
| +3% | +$8.43K |
|
1961
Domo
DOMO
$643M
| $289K | ﹤0.01% |
37,385
+11,674
| +45% | +$90.2K |
|
1962
ADT
ADT
$7.05B
| $288K | ﹤0.01% |
37,892
-1,364
| -3% | -$10.4K |
|
1963
StepStone Group
STEP
$4.81B
| $288K | ﹤0.01% |
6,224
+110
| +2% | +$5.09K |
|
1964
HBT Financial
HBT
$808M
| $287K | ﹤0.01% |
14,605
+541
| +4% | +$10.6K |
|
1965
Grindr
GRND
$2.96B
| $286K | ﹤0.01% |
23,632
+2,050
| +9% | +$24.8K |
|
1966
Biohaven
BHVN
$1.48B
| $286K | ﹤0.01% |
8,291
+480
| +6% | +$16.5K |
|
1967
Woodward
WWD
$14.3B
| $284K | ﹤0.01% |
1,633
-1,548
| -49% | -$270K |
|
1968
PLAYSTUDIOS Inc
MYPS
$120M
| $284K | ﹤0.01% |
139,042
-21,693
| -13% | -$44.4K |
|
|
TEAD
1969
Teads Holding Co. Common Stock
TEAD
$149M
| $284K | ﹤0.01% |
58,737
+6,539
| +13% | +$31.6K |
|
1970
First American
FAF
$6.74B
| $284K | ﹤0.01% |
5,259
-18,396
| -78% | -$992K |
|
1971
Fate Therapeutics
FATE
$115M
| $283K | ﹤0.01% |
88,514
+22,583
| +34% | +$72.3K |
|
1972
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.6B
| – | – |
0
| – | -$488K |
|
1973
ODP
ODP
$611M
| $282K | ﹤0.01% |
+7,176
| New | +$282K |
|
1974
Adtran
ADTN
$828M
| $282K | ﹤0.01% |
53,065
+40,653
| +328% | +$216K |
|
1975
Old Republic International
ORI
$9.92B
| $282K | ﹤0.01% |
+9,120
| New | +$282K |
|