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
|
+$1.32B |
| 2 |
Apple
AAPL
|
+$1.31B |
| 3 |
Amazon
AMZN
|
+$492M |
| 4 |
UnitedHealth
UNH
|
+$489M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$322M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$180M |
| 2 |
iShares MSCI China ETF
MCHI
|
+$137M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$63.3M |
| 4 |
KAHC
KKR Acquisition Holdings I Corp.
KAHC
|
+$45.3M |
| 5 |
Arch Capital
ACGL
|
+$38.9M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Financials | 14.67% |
| 3 | Healthcare | 14.1% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NVEI
1976
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $369K | ﹤0.01% |
14,589
-3,458
| -19% | -$87.5K |
|
1977
OSI Systems
OSIS
$4.04B
| $369K | ﹤0.01% |
+4,628
| New | +$369K |
|
1978
Regenxbio
RGNX
$484M
| $368K | ﹤0.01% |
16,495
+4,276
| +35% | +$95.4K |
|
1979
Pacira BioSciences
PCRX
$1.22B
| $366K | ﹤0.01% |
9,489
+1,474
| +18% | +$56.9K |
|
1980
iShares MSCI Mexico ETF
EWW
$1.89B
| $366K | ﹤0.01% |
7,396
| – | – |
|
|
X
1981
DELISTED
US Steel
X
| $365K | ﹤0.01% |
14,582
-6,887
| -32% | -$172K |
|
1982
Columbus McKinnon
CMCO
$423M
| $364K | ﹤0.01% |
+11,150
| New | +$364K |
|
1983
Openlane
KAR
$3.17B
| $363K | ﹤0.01% |
28,266
+4,412
| +18% | +$56.7K |
|
1984
Shake Shack
SHAK
$4.05B
| $362K | ﹤0.01% |
+8,802
| New | +$362K |
|
1985
Xencor
XNCR
$619M
| $360K | ﹤0.01% |
14,112
+4,598
| +48% | +$117K |
|
1986
AAR Corp
AIR
$2.71B
| $359K | ﹤0.01% |
8,026
+555
| +7% | +$24.9K |
|
1987
Hanesbrands
HBI
$2.23B
| $358K | ﹤0.01% |
56,363
+26,670
| +90% | +$170K |
|
1988
New Fortress Energy
NFE
$376M
| $358K | ﹤0.01% |
+8,566
| New | +$358K |
|
1989
Avanos Medical
AVNS
$564M
| $358K | ﹤0.01% |
13,258
+2,816
| +27% | +$75.9K |
|
1990
Urban Outfitters
URBN
$6.44B
| $358K | ﹤0.01% |
15,257
-11,032
| -42% | -$259K |
|
1991
Elbit Systems
ESLT
$23.5B
| $357K | ﹤0.01% |
2,176
-10,565
| -83% | -$1.73M |
|
|
NVRO
1992
DELISTED
NEVRO CORP.
NVRO
| $357K | ﹤0.01% |
9,041
-213
| -2% | -$8.41K |
|
1993
Bombardier Recreational Products
DOOO
$4.73B
| $356K | ﹤0.01% |
4,673
-11,771
| -72% | -$896K |
|
1994
LiveRamp
RAMP
$1.75B
| $355K | ﹤0.01% |
15,279
-2,378
| -13% | -$55.2K |
|
1995
iShares MSCI India ETF
INDA
$9.4B
| $355K | ﹤0.01% |
8,494
+59
| +0.7% | +$2.46K |
|
1996
Amalgamated Financial
AMAL
$860M
| $354K | ﹤0.01% |
15,324
+2,969
| +24% | +$68.6K |
|
1997
Option Care Health
OPCH
$4.75B
| $354K | ﹤0.01% |
11,760
-29,189
| -71% | -$879K |
|
1998
Adaptive Biotechnologies
ADPT
$2.05B
| $353K | ﹤0.01% |
47,587
-2,510
| -5% | -$18.6K |
|
1999
Alkermes
ALKS
$4.49B
| $353K | ﹤0.01% |
+13,670
| New | +$353K |
|
2000
Ennis
EBF
$468M
| $353K | ﹤0.01% |
15,957
| – | – |
|