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
|
+$2.64B |
| 2 |
Apple
AAPL
|
+$694M |
| 3 |
Thermo Fisher Scientific
TMO
|
+$504M |
| 4 |
Nike
NKE
|
+$419M |
| 5 |
Linde
LIN
|
+$373M |
Top Sells
| 1 |
Alibaba
BABA
|
+$595M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$412M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$393M |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$390M |
| 5 |
Amazon
AMZN
|
+$360M |
Sector Composition
| 1 | Technology | 22.54% |
| 2 | Consumer Discretionary | 13.48% |
| 3 | Financials | 12.58% |
| 4 | Healthcare | 10.07% |
| 5 | Communication Services | 8.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CTO
1976
CTO Realty Growth
CTO
$561M
| $366K | ﹤0.01% |
20,496
| – | – |
|
1977
OGE Energy
OGE
$8.85B
| $366K | ﹤0.01% |
10,927
-40,911
| -79% | -$1.37M |
|
1978
United Natural Foods
UNFI
$1.72B
| $366K | ﹤0.01% |
9,898
+1,770
| +22% | +$65.5K |
|
|
TEN
1979
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $366K | ﹤0.01% |
18,913
-47,023
| -71% | -$910K |
|
1980
Pacific Biosciences
PACB
$366M
| $364K | ﹤0.01% |
+10,395
| New | +$364K |
|
1981
WaFd
WAFD
$2.47B
| $364K | ﹤0.01% |
+11,458
| New | +$364K |
|
1982
Topgolf Callaway Brands
MODG
$1.7B
| $363K | ﹤0.01% |
+10,797
| New | +$363K |
|
1983
Meridian
MRBK
$176M
| $362K | ﹤0.01% |
27,610
+2
| +0% | +$26 |
|
1984
MillerKnoll
MLKN
$1.38B
| $360K | ﹤0.01% |
7,665
+2,578
| +51% | +$121K |
|
1985
Itron
ITRI
$5.41B
| $359K | ﹤0.01% |
3,600
-8,324
| -70% | -$830K |
|
1986
Sunstone Hotel Investors
SHO
$1.76B
| $359K | ﹤0.01% |
28,910
-7,334
| -20% | -$91.1K |
|
|
RTL
1987
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $359K | ﹤0.01% |
42,372
+29,107
| +219% | +$247K |
|
1988
Treehouse Foods
THS
$886M
| $358K | ﹤0.01% |
8,030
-708
| -8% | -$31.6K |
|
1989
TIM SA
TIMB
$10B
| $356K | ﹤0.01% |
30,893
+2,949
| +11% | +$34K |
|
1990
Colliers International
CIGI
$8.4B
| $355K | ﹤0.01% |
3,164
-898
| -22% | -$101K |
|
1991
Champion Homes, Inc.
SKY
$4.19B
| $354K | ﹤0.01% |
+6,588
| New | +$354K |
|
1992
Shutterstock
SSTK
$715M
| $353K | ﹤0.01% |
+3,570
| New | +$353K |
|
1993
Ingles Markets
IMKTA
$1.29B
| $352K | ﹤0.01% |
6,042
-660
| -10% | -$38.5K |
|
1994
Boot Barn
BOOT
$5.61B
| $350K | ﹤0.01% |
+4,190
| New | +$350K |
|
1995
ESCO Technologies
ESE
$5.3B
| $350K | ﹤0.01% |
3,752
+1,641
| +78% | +$153K |
|
1996
AAR Corp
AIR
$2.66B
| $349K | ﹤0.01% |
9,024
-112
| -1% | -$4.33K |
|
1997
Freshpet
FRPT
$2.61B
| $349K | ﹤0.01% |
+2,131
| New | +$349K |
|
1998
Upstart Holdings
UPST
$6.01B
| $349K | ﹤0.01% |
+2,652
| New | +$349K |
|
1999
American Axle
AXL
$704M
| $348K | ﹤0.01% |
33,549
-8,694
| -21% | -$90.2K |
|
2000
GoodRx Holdings
GDRX
$1.43B
| $348K | ﹤0.01% |
9,609
-6,890
| -42% | -$250K |
|