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 | |
|---|---|---|---|---|---|---|
1951
Huron Consulting
HURN
$2.45B
| $292K | ﹤0.01% |
2,038
-2,510
| -55% | -$360K |
|
1952
Horace Mann Educators
HMN
$1.86B
| $292K | ﹤0.01% |
6,816
-27,062
| -80% | -$1.16M |
|
1953
Jazz Pharmaceuticals
JAZZ
$7.68B
| $292K | ﹤0.01% |
2,378
-493
| -17% | -$60.5K |
|
1954
Greene County Bancorp
GCBC
$400M
| $292K | ﹤0.01% |
+12,229
| New | +$292K |
|
1955
EchoStar
SATS
$20.1B
| $291K | ﹤0.01% |
11,409
-18,941
| -62% | -$484K |
|
1956
Sterling Infrastructure
STRL
$9.72B
| $291K | ﹤0.01% |
2,573
-6,234
| -71% | -$705K |
|
1957
Viemed Healthcare
VMD
$259M
| $291K | ﹤0.01% |
39,443
+26,018
| +194% | +$192K |
|
1958
AAR Corp
AIR
$2.72B
| $291K | ﹤0.01% |
5,190
+160
| +3% | +$8.97K |
|
1959
Forestar Group
FOR
$1.37B
| $291K | ﹤0.01% |
13,833
-883
| -6% | -$18.6K |
|
1960
Alpha Metallurgical Resources
AMR
$2.06B
| $290K | ﹤0.01% |
2,363
+643
| +37% | +$79K |
|
1961
Arlo Technologies
ARLO
$1.88B
| $290K | ﹤0.01% |
29,667
+17,197
| +138% | +$168K |
|
1962
CarGurus
CARG
$3.6B
| $290K | ﹤0.01% |
10,063
-13,105
| -57% | -$378K |
|
1963
Manitowoc
MTW
$356M
| $289K | ﹤0.01% |
33,639
+4,444
| +15% | +$38.2K |
|
1964
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.85B
| – | – |
0
| – | -$284K |
|
1965
Hudbay
HBM
$5.4B
| $288K | ﹤0.01% |
38,126
+26,066
| +216% | +$197K |
|
1966
Cushman & Wakefield
CWK
$3.84B
| $287K | ﹤0.01% |
28,352
-700
| -2% | -$7.08K |
|
1967
Western Alliance Bancorporation
WAL
$9.64B
| $287K | ﹤0.01% |
3,731
+511
| +16% | +$39.3K |
|
1968
Old National Bancorp
ONB
$8.54B
| $287K | ﹤0.01% |
13,538
-8,886
| -40% | -$188K |
|
1969
Dyne Therapeutics
DYN
$1.85B
| $286K | ﹤0.01% |
28,396
+15,042
| +113% | +$152K |
|
1970
Western Union
WU
$2.65B
| $285K | ﹤0.01% |
26,977
-952
| -3% | -$10.1K |
|
1971
Beam Therapeutics
BEAM
$2.32B
| $285K | ﹤0.01% |
15,338
-11,176
| -42% | -$208K |
|
1972
Viavi Solutions
VIAV
$2.72B
| $284K | ﹤0.01% |
25,544
-68
| -0.3% | -$755 |
|
1973
Warrior Met Coal
HCC
$3.28B
| $282K | ﹤0.01% |
6,015
-791
| -12% | -$37.1K |
|
1974
Zumiez
ZUMZ
$342M
| $281K | ﹤0.01% |
18,984
+587
| +3% | +$8.69K |
|
1975
Steven Madden
SHOO
$2.29B
| $280K | ﹤0.01% |
10,602
-11,088
| -51% | -$293K |
|