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
|
+$911M |
| 2 |
Galicia Financial Group
GGAL
|
+$714M |
| 3 |
TSMC
TSM
|
+$364M |
| 4 |
Lam Research
LRCX
|
+$285M |
| 5 |
Tesla
TSLA
|
+$222M |
Top Sells
| 1 |
Flutter Entertainment
FLUT
|
+$1.38B |
| 2 |
Microsoft
MSFT
|
+$895M |
| 3 |
Apple
AAPL
|
+$735M |
| 4 |
Amazon
AMZN
|
+$567M |
| 5 |
Meta Platforms (Facebook)
META
|
+$435M |
Sector Composition
| 1 | Technology | 33.91% |
| 2 | Financials | 12.82% |
| 3 | Consumer Discretionary | 11.38% |
| 4 | Healthcare | 8.99% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Peloton Interactive
PTON
$3.12B
| $363K | ﹤0.01% |
40,970
-54,513
| -57% | -$483K |
|
1977
OGE Energy
OGE
$8.85B
| $363K | ﹤0.01% |
8,812
+1,832
| +26% | +$75.5K |
|
1978
Enact Holdings
ACT
$5.71B
| $363K | ﹤0.01% |
+11,168
| New | +$363K |
|
1979
Great Southern Bancorp
GSBC
$715M
| $361K | ﹤0.01% |
+6,003
| New | +$361K |
|
1980
LeMaitre Vascular
LMAT
$2.13B
| $358K | ﹤0.01% |
3,861
+1,170
| +43% | +$109K |
|
1981
Stepan Co
SCL
$1.09B
| $358K | ﹤0.01% |
5,533
-696
| -11% | -$45.1K |
|
1982
Minerals Technologies
MTX
$1.98B
| $358K | ﹤0.01% |
4,685
-4,836
| -51% | -$369K |
|
1983
Gentherm
THRM
$1.07B
| $357K | ﹤0.01% |
8,985
+2,654
| +42% | +$106K |
|
1984
Arrow Financial
AROW
$479M
| $357K | ﹤0.01% |
+12,410
| New | +$357K |
|
1985
Coastal Financial
CCB
$1.69B
| $355K | ﹤0.01% |
4,250
-1,928
| -31% | -$161K |
|
|
ENLC
1986
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $355K | ﹤0.01% |
25,070
+8,231
| +49% | +$116K |
|
1987
Fulcrum Therapeutics
FULC
$378M
| $355K | ﹤0.01% |
75,959
+26,944
| +55% | +$126K |
|
|
ITOS
1988
DELISTED
iTeos Therapeutics
ITOS
| $355K | ﹤0.01% |
47,406
+14,288
| +43% | +$107K |
|
1989
NerdWallet
NRDS
$788M
| $354K | ﹤0.01% |
+26,881
| New | +$354K |
|
1990
Jazz Pharmaceuticals
JAZZ
$7.79B
| $354K | ﹤0.01% |
2,871
+605
| +27% | +$74.6K |
|
1991
Equinox Gold
EQX
$8.58B
| $354K | ﹤0.01% |
70,748
| – | – |
|
|
ESSA
1992
DELISTED
ESSA Bancorp
ESSA
| $354K | ﹤0.01% |
18,318
+144
| +0.8% | +$2.78K |
|
1993
WideOpenWest
WOW
$440M
| $353K | ﹤0.01% |
72,283
+1,734
| +2% | +$8.47K |
|
1994
Lands' End
LE
$454M
| $353K | ﹤0.01% |
26,676
+1,191
| +5% | +$15.8K |
|
|
B
1995
DELISTED
Barnes Group Inc.
B
| $353K | ﹤0.01% |
7,460
-489
| -6% | -$23.1K |
|
1996
Hawkins
HWKN
$3.56B
| $352K | ﹤0.01% |
2,871
-338
| -11% | -$41.5K |
|
1997
York Water
YORW
$440M
| $349K | ﹤0.01% |
+10,666
| New | +$349K |
|
1998
MVB Financial
MVBF
$305M
| $348K | ﹤0.01% |
+17,038
| New | +$348K |
|
1999
Novanta
NOVT
$4.14B
| $348K | ﹤0.01% |
2,279
-167
| -7% | -$25.5K |
|
2000
TaskUs
TASK
$1.56B
| $348K | ﹤0.01% |
20,551
-4,241
| -17% | -$71.8K |
|