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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Ducommun
DCO
$1.36B
| $299K | ﹤0.01% |
+4,561
| New | +$299K |
|
1977
FIGS
FIGS
$1.19B
| $298K | ﹤0.01% |
43,176
+9,298
| +27% | +$64.2K |
|
|
VSTO
1978
DELISTED
Vista Outdoor Inc.
VSTO
| $298K | ﹤0.01% |
7,602
+267
| +4% | +$10.5K |
|
1979
Horizon Bancorp
HBNC
$842M
| $298K | ﹤0.01% |
19,134
-1,653
| -8% | -$25.8K |
|
1980
Marcus & Millichap
MMI
$1.26B
| $298K | ﹤0.01% |
7,581
+912
| +14% | +$35.8K |
|
1981
Couchbase
BASE
$1.35B
| $298K | ﹤0.01% |
18,940
+3,363
| +22% | +$52.9K |
|
1982
Xerox
XRX
$466M
| $297K | ﹤0.01% |
28,782
-51,147
| -64% | -$528K |
|
1983
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$40.8M
| $297K | ﹤0.01% |
+7,516
| New | +$297K |
|
1984
Red Rock Resorts
RRR
$3.66B
| $296K | ﹤0.01% |
5,414
+32
| +0.6% | +$1.75K |
|
1985
Towne Bank
TOWN
$2.84B
| $296K | ﹤0.01% |
8,894
+959
| +12% | +$31.9K |
|
1986
Atlanta Braves Holdings Series B
BATRK
$2.62B
| $296K | ﹤0.01% |
7,413
+511
| +7% | +$20.4K |
|
1987
First Financial Corporation Common Stock
THFF
$693M
| $295K | ﹤0.01% |
+6,674
| New | +$295K |
|
1988
Gentherm
THRM
$1.07B
| $295K | ﹤0.01% |
6,331
-503
| -7% | -$23.4K |
|
1989
Agilysys
AGYS
$3.03B
| $295K | ﹤0.01% |
2,692
-3,110
| -54% | -$340K |
|
1990
iShares US Medical Devices ETF
IHI
$4.31B
| $294K | ﹤0.01% |
5,000
| – | – |
|
1991
Zillow
ZG
$20B
| $294K | ﹤0.01% |
4,751
-8,499
| -64% | -$526K |
|
1992
Blue Bird Corp
BLBD
$1.82B
| $294K | ﹤0.01% |
+6,151
| New | +$294K |
|
1993
Phinia Inc
PHIN
$2.26B
| $294K | ﹤0.01% |
+6,365
| New | +$294K |
|
1994
Vimeo
VMEO
$1.28B
| $293K | ﹤0.01% |
56,951
-32,576
| -36% | -$167K |
|
1995
Chewy
CHWY
$14.9B
| $293K | ﹤0.01% |
10,003
-114,270
| -92% | -$3.34M |
|
1996
Uranium Energy
UEC
$5.35B
| $292K | ﹤0.01% |
47,653
-108,382
| -69% | -$664K |
|
1997
Group 1 Automotive
GPI
$6.09B
| $292K | ﹤0.01% |
761
-120
| -14% | -$46K |
|
1998
WesBanco
WSBC
$3.07B
| $291K | ﹤0.01% |
+9,714
| New | +$291K |
|
|
PFC
1999
DELISTED
Premier Financial Corp. Common Stock
PFC
| $291K | ﹤0.01% |
12,331
-16,584
| -57% | -$391K |
|
2000
Nelnet
NNI
$4.44B
| $291K | ﹤0.01% |
2,574
-869
| -25% | -$98.1K |
|