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 | |
|---|---|---|---|---|---|---|
1976
Kennedy-Wilson Holdings
KW
$1.24B
| $377K | ﹤0.01% |
17,946
-52,565
| -75% | -$1.1M |
|
|
SFUN
1977
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
| $376K | ﹤0.01% |
61,605
| – | – |
|
1978
CVB Financial
CVBF
$2.77B
| $374K | ﹤0.01% |
18,200
+5,372
| +42% | +$110K |
|
1979
KBR
KBR
$6.4B
| $372K | ﹤0.01% |
9,451
-9,335
| -50% | -$367K |
|
1980
ZIM Integrated Shipping Services
ZIM
$1.65B
| $370K | ﹤0.01% |
+7,378
| New | +$370K |
|
1981
Brookfield Infrastructure
BIPC
$4.75B
| $367K | ﹤0.01% |
9,194
-90
| -1% | -$3.59K |
|
|
CTO
1982
CTO Realty Growth
CTO
$550M
| $367K | ﹤0.01% |
20,496
| – | – |
|
|
MDP
1983
DELISTED
Meredith Corporation
MDP
| $366K | ﹤0.01% |
6,552
-4,807
| -42% | -$269K |
|
1984
Occidental Petroleum Corporation Warrants to Purchase Common Stock
OXY.WS
$22.8B
| $365K | ﹤0.01% |
30,978
-33
| -0.1% | -$389 |
|
1985
BBVA Argentina
BBAR
$1.84B
| $364K | ﹤0.01% |
92,040
-1,121
| -1% | -$4.43K |
|
1986
Energy Transfer Partners
ET
$60B
| $364K | ﹤0.01% |
38,223
+16,084
| +73% | +$153K |
|
|
GTM
1987
ZoomInfo Technologies
GTM
$3.69B
| $364K | ﹤0.01% |
+5,913
| New | +$364K |
|
|
CSR
1988
Centerspace
CSR
$978M
| $363K | ﹤0.01% |
3,783
+228
| +6% | +$21.9K |
|
1989
Installed Building Products
IBP
$7.21B
| $363K | ﹤0.01% |
3,340
-267
| -7% | -$29K |
|
1990
Amkor Technology
AMKR
$6.28B
| $362K | ﹤0.01% |
14,320
+5,311
| +59% | +$134K |
|
1991
Evertec
EVTC
$2.15B
| $362K | ﹤0.01% |
7,815
-896
| -10% | -$41.5K |
|
1992
Forward Air
FWRD
$908M
| $361K | ﹤0.01% |
4,288
-3,719
| -46% | -$313K |
|
1993
Amplify Online Retail ETF
IBUY
$159M
| $361K | ﹤0.01% |
3,300
-1,700
| -34% | -$186K |
|
1994
Vermilion Energy
VET
$1.14B
| $361K | ﹤0.01% |
36,763
+1,480
| +4% | +$14.5K |
|
1995
Pebblebrook Hotel Trust
PEB
$1.4B
| $360K | ﹤0.01% |
16,040
-2,646
| -14% | -$59.4K |
|
1996
Zumiez
ZUMZ
$347M
| $360K | ﹤0.01% |
+8,934
| New | +$360K |
|
1997
Shutterstock
SSTK
$749M
| $359K | ﹤0.01% |
3,171
-399
| -11% | -$45.2K |
|
|
CADE
1998
DELISTED
Cadence Bancorporation
CADE
| $358K | ﹤0.01% |
16,201
-34,307
| -68% | -$758K |
|
1999
Steelcase
SCS
$1.94B
| $357K | ﹤0.01% |
27,906
+9,407
| +51% | +$120K |
|
2000
National Health Investors
NHI
$3.76B
| $356K | ﹤0.01% |
6,641
+904
| +16% | +$48.5K |
|