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 |
UnitedHealth
UNH
|
+$850M |
| 2 |
Visa
V
|
+$442M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$313M |
| 4 |
Avis
CAR
|
+$256M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$236M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.92B |
| 2 |
NVIDIA
NVDA
|
+$2.09B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.07B |
| 4 |
Meta Platforms (Facebook)
META
|
+$862M |
| 5 |
Galicia Financial Group
GGAL
|
+$602M |
Sector Composition
| 1 | Technology | 32.39% |
| 2 | Financials | 13.56% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Communication Services | 8.94% |
| 5 | Healthcare | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Cathay General Bancorp
CATY
$3.4B
| $301K | ﹤0.01% |
6,556
-8,655
| -57% | -$397K |
|
1977
Franklin FTSE China ETF
FLCH
$243M
| $300K | ﹤0.01% |
+13,822
| New | +$300K |
|
|
EH
1978
EHang Holdings
EH
$1.16B
| $300K | ﹤0.01% |
+17,073
| New | +$300K |
|
1979
Insperity
NSP
$2.04B
| $300K | ﹤0.01% |
4,995
-4,010
| -45% | -$241K |
|
1980
John Wiley & Sons Class A
WLY
$2.24B
| $300K | ﹤0.01% |
6,725
-710
| -10% | -$31.6K |
|
1981
Warrior Met Coal
HCC
$3.11B
| $300K | ﹤0.01% |
6,479
+464
| +8% | +$21.5K |
|
1982
Semrush
SEMR
$1.13B
| $299K | ﹤0.01% |
+33,284
| New | +$299K |
|
1983
Atmus Filtration Technologies
ATMU
$3.84B
| $298K | ﹤0.01% |
8,155
-7,949
| -49% | -$290K |
|
|
GMS
1984
DELISTED
GMS Inc
GMS
| $298K | ﹤0.01% |
2,736
-6,576
| -71% | -$716K |
|
1985
Lumentum
LITE
$11.5B
| $298K | ﹤0.01% |
+3,130
| New | +$298K |
|
1986
Enerpac Tool Group
EPAC
$2.33B
| $297K | ﹤0.01% |
7,297
-1,441
| -16% | -$58.6K |
|
1987
Installed Building Products
IBP
$7.38B
| $296K | ﹤0.01% |
1,643
+92
| +6% | +$16.6K |
|
|
PWOD
1988
DELISTED
Penns Woods Bancorp
PWOD
| $296K | ﹤0.01% |
9,638
-875
| -8% | -$26.9K |
|
1989
Freshworks
FRSH
$3.76B
| $295K | ﹤0.01% |
19,847
-4,142
| -17% | -$61.6K |
|
1990
Banner Corp
BANR
$2.33B
| $295K | ﹤0.01% |
4,584
-577
| -11% | -$37.1K |
|
1991
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.61B
| – | – |
0
| – | -$289K |
|
1992
Trex
TREX
$6.68B
| $294K | ﹤0.01% |
5,403
+322
| +6% | +$17.5K |
|
1993
Agilysys
AGYS
$3.06B
| $294K | ﹤0.01% |
+2,515
| New | +$294K |
|
1994
GATX Corp
GATX
$6.11B
| $294K | ﹤0.01% |
1,912
-5,206
| -73% | -$800K |
|
1995
Banc of California
BANC
$2.65B
| $293K | ﹤0.01% |
20,797
-156,547
| -88% | -$2.21M |
|
1996
Advance Auto Parts
AAP
$3.73B
| $293K | ﹤0.01% |
6,306
+191
| +3% | +$8.88K |
|
1997
Gorman-Rupp
GRC
$1.15B
| $293K | ﹤0.01% |
+7,909
| New | +$293K |
|
1998
Eastern Bankshares
EBC
$3.46B
| $293K | ﹤0.01% |
19,123
-3,264
| -15% | -$49.9K |
|
1999
NCR Voyix
VYX
$1.8B
| $292K | ﹤0.01% |
24,868
-7,481
| -23% | -$87.9K |
|
2000
WesBanco
WSBC
$3.06B
| $292K | ﹤0.01% |
9,184
-45,249
| -83% | -$1.44M |
|