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 |
Alphabet (Google) Class A
GOOGL
|
+$511M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$285M |
| 3 |
Apple
AAPL
|
+$273M |
| 4 |
Meta Platforms (Facebook)
META
|
+$265M |
| 5 |
Microsoft
MSFT
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$916M |
| 2 |
NVIDIA
NVDA
|
+$768M |
| 3 |
Alibaba
BABA
|
+$275M |
| 4 |
Uber
UBER
|
+$222M |
| 5 |
Adobe
ADBE
|
+$206M |
Sector Composition
| 1 | Technology | 30.92% |
| 2 | Financials | 13.84% |
| 3 | Consumer Discretionary | 11% |
| 4 | Healthcare | 9.89% |
| 5 | Communication Services | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Kiniksa Pharmaceuticals
KNSA
$2.65B
| $280K | ﹤0.01% |
12,676
-436
| -3% | -$9.63K |
|
1977
Towne Bank
TOWN
$2.77B
| $279K | ﹤0.01% |
8,154
-23
| -0.3% | -$788 |
|
1978
Global Ship Lease
GSL
$1.14B
| $279K | ﹤0.01% |
+12,209
| New | +$279K |
|
1979
Nelnet
NNI
$4.5B
| $279K | ﹤0.01% |
2,516
+72
| +3% | +$7.99K |
|
1980
Ziff Davis
ZD
$1.57B
| $279K | ﹤0.01% |
7,447
+468
| +7% | +$17.5K |
|
1981
Brady Corp
BRC
$3.79B
| $278K | ﹤0.01% |
3,938
-8,387
| -68% | -$592K |
|
1982
Hillenbrand
HI
$1.74B
| $278K | ﹤0.01% |
11,442
+318
| +3% | +$7.72K |
|
|
ENFN
1983
DELISTED
Enfusion, Inc.
ENFN
| $278K | ﹤0.01% |
+25,007
| New | +$278K |
|
1984
Kohl's
KSS
$1.87B
| $277K | ﹤0.01% |
33,862
-66,105
| -66% | -$541K |
|
1985
JetBlue
JBLU
$1.84B
| $276K | ﹤0.01% |
57,334
+1,881
| +3% | +$9.05K |
|
1986
First Merchants
FRME
$2.28B
| $275K | ﹤0.01% |
6,766
-1,679
| -20% | -$68.1K |
|
1987
Lufax Holding
LU
$2.57B
| $274K | ﹤0.01% |
92,299
-100,559
| -52% | -$299K |
|
1988
HealthEquity
HQY
$7.89B
| $273K | ﹤0.01% |
3,089
+395
| +15% | +$34.9K |
|
1989
Meritage Homes
MTH
$5.43B
| $272K | ﹤0.01% |
3,854
-54,874
| -93% | -$3.87M |
|
1990
Information Services Group
III
$257M
| $271K | ﹤0.01% |
69,676
+25,751
| +59% | +$100K |
|
1991
Kennametal
KMT
$1.58B
| $271K | ﹤0.01% |
12,769
-51,909
| -80% | -$1.1M |
|
1992
iShares S&P 100 ETF
OEF
$22.7B
| $271K | ﹤0.01% |
1,000
-1,000
| -50% | -$271K |
|
1993
Arcutis Biotherapeutics
ARQT
$2.03B
| $271K | ﹤0.01% |
17,758
+207
| +1% | +$3.16K |
|
1994
AMC Entertainment Holdings
AMC
$1.49B
| $271K | ﹤0.01% |
93,877
+10,984
| +13% | +$31.7K |
|
1995
WideOpenWest
WOW
$444M
| $270K | ﹤0.01% |
54,343
-17,940
| -25% | -$89.2K |
|
1996
Tandem Diabetes Care
TNDM
$840M
| $270K | ﹤0.01% |
14,144
-13,635
| -49% | -$260K |
|
1997
Newmark Group
NMRK
$3.33B
| $269K | ﹤0.01% |
22,227
-41
| -0.2% | -$496 |
|
1998
Planet Fitness
PLNT
$8.46B
| $268K | ﹤0.01% |
2,776
-155
| -5% | -$15K |
|
1999
Transocean
RIG
$3.27B
| $268K | ﹤0.01% |
84,690
-227
| -0.3% | -$718 |
|
2000
Myriad Genetics
MYGN
$698M
| $268K | ﹤0.01% |
30,524
+310
| +1% | +$2.72K |
|