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
|
+$270M |
| 2 |
Cognizant
CTSH
|
+$109M |
| 3 |
McDonald's
MCD
|
+$82.2M |
| 4 |
Arch Capital
ACGL
|
+$64.3M |
| 5 |
Goldman Sachs
GS
|
+$62.9M |
Top Sells
| 1 |
Apple
AAPL
|
+$596M |
| 2 |
Alibaba
BABA
|
+$483M |
| 3 |
Amazon
AMZN
|
+$448M |
| 4 |
Tesla
TSLA
|
+$315M |
| 5 |
Meta Platforms (Facebook)
META
|
+$278M |
Sector Composition
| 1 | Technology | 24.99% |
| 2 | Financials | 13.62% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 11.72% |
| 5 | Communication Services | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Embraer
ERJ
$10.8B
| $196K | ﹤0.01% |
+11,957
| New | +$196K |
|
1977
Cerus
CERS
$240M
| $196K | ﹤0.01% |
66,577
+1,204
| +2% | +$3.54K |
|
1978
Velocity Financial
VEL
$728M
| $195K | ﹤0.01% |
21,640
+7,318
| +51% | +$65.9K |
|
1979
Marqeta
MQ
$2.67B
| $193K | ﹤0.01% |
43,368
+1,340
| +3% | +$5.96K |
|
1980
SIGA Technologies
SIGA
$639M
| $192K | ﹤0.01% |
+33,270
| New | +$192K |
|
1981
Steelcase
SCS
$1.94B
| $188K | ﹤0.01% |
22,517
+9,814
| +77% | +$82.1K |
|
1982
Sportsman's Warehouse
SPWH
$118M
| $188K | ﹤0.01% |
22,430
| – | – |
|
|
HTZWW
1983
Hertz Global Holdings Warrants
HTZWW
$283M
| $186K | ﹤0.01% |
20,979
| – | – |
|
1984
Coty
COTY
$3.62B
| $186K | ﹤0.01% |
15,412
+222
| +1% | +$2.68K |
|
1985
AMC Entertainment Holdings
AMC
$1.46B
| $184K | ﹤0.01% |
3,718
-1,067
| -22% | -$52.8K |
|
1986
Lloyds Banking Group
LYG
$66.8B
| $184K | ﹤0.01% |
+79,097
| New | +$184K |
|
1987
ADT
ADT
$7.22B
| $183K | ﹤0.01% |
25,331
+351
| +1% | +$2.54K |
|
1988
MRC Global
MRC
$1.25B
| $179K | ﹤0.01% |
18,561
-6,018
| -24% | -$58.1K |
|
1989
Lincoln Educational Services
LINC
$617M
| $177K | ﹤0.01% |
31,287
| – | – |
|
1990
Kodiak Sciences
KOD
$521M
| $176K | ﹤0.01% |
28,745
+1,266
| +5% | +$7.77K |
|
1991
Advantage Solutions
ADV
$626M
| $176K | ﹤0.01% |
111,621
-40,436
| -27% | -$63.9K |
|
1992
Relay Therapeutics
RLAY
$698M
| $175K | ﹤0.01% |
10,553
-1,576
| -13% | -$26.2K |
|
1993
Sally Beauty Holdings
SBH
$1.51B
| $175K | ﹤0.01% |
11,221
-22,989
| -67% | -$358K |
|
|
MDRX
1994
DELISTED
Veradigm Inc. Common Stock
MDRX
| $172K | ﹤0.01% |
13,268
-45,863
| -78% | -$596K |
|
1995
Designer Brands
DBI
$227M
| $171K | ﹤0.01% |
19,726
-15,670
| -44% | -$136K |
|
|
ACCD
1996
DELISTED
Accolade, Inc. Common Stock
ACCD
| $171K | ﹤0.01% |
11,795
+673
| +6% | +$9.74K |
|
1997
CarParts.com
PRTS
$46.2M
| $171K | ﹤0.01% |
31,860
+807
| +3% | +$4.32K |
|
1998
Archrock
AROC
$4.33B
| $169K | ﹤0.01% |
17,406
-32,107
| -65% | -$311K |
|
1999
Colony Bankcorp
CBAN
$302M
| $169K | ﹤0.01% |
16,757
+1,456
| +10% | +$14.7K |
|
2000
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $166K | ﹤0.01% |
23,578
+2,539
| +12% | +$17.9K |
|