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
|
+$2.2B |
| 2 |
Alibaba
BABA
|
+$1.91B |
| 3 |
Amazon
AMZN
|
+$815M |
| 4 |
AstraZeneca
AZN
|
+$266M |
| 5 |
Micron Technology
MU
|
+$245M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$530M |
| 2 |
JPMorgan Chase
JPM
|
+$248M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$210M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$182M |
| 5 |
Booking.com
BKNG
|
+$170M |
Sector Composition
| 1 | Technology | 21.75% |
| 2 | Consumer Discretionary | 15.41% |
| 3 | Financials | 12.51% |
| 4 | Healthcare | 10.33% |
| 5 | Communication Services | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Neogen
NEOG
$1.25B
| $355K | ﹤0.01% |
8,162
-2,905
| -26% | -$126K |
|
2002
Cerence
CRNC
$426M
| $354K | ﹤0.01% |
3,679
-2,870
| -44% | -$276K |
|
|
NTUS
2003
DELISTED
Natus Medical Inc
NTUS
| $354K | ﹤0.01% |
13,966
-1,611
| -10% | -$40.8K |
|
2004
Coca-Cola Consolidated
COKE
$10.5B
| $353K | ﹤0.01% |
8,840
-740
| -8% | -$29.6K |
|
2005
Hexcel
HXL
$4.93B
| $352K | ﹤0.01% |
5,912
-3,534
| -37% | -$210K |
|
2006
SpartanNash
SPTN
$900M
| $352K | ﹤0.01% |
16,020
-500
| -3% | -$11K |
|
2007
Axos Financial
AX
$5.19B
| $349K | ﹤0.01% |
6,707
-614
| -8% | -$32K |
|
2008
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.45B
| $349K | ﹤0.01% |
6,483
+1,794
| +38% | +$96.6K |
|
|
LTC
2009
LTC Properties
LTC
$1.68B
| $347K | ﹤0.01% |
10,919
+234
| +2% | +$7.44K |
|
2010
Celsius Holdings
CELH
$14.9B
| $345K | ﹤0.01% |
11,226
-11,712
| -51% | -$360K |
|
2011
Protolabs
PRLB
$1.17B
| $345K | ﹤0.01% |
5,133
+1,177
| +30% | +$79.1K |
|
|
MNR
2012
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $344K | ﹤0.01% |
18,401
+679
| +4% | +$12.7K |
|
2013
Papa John's
PZZA
$1.63B
| $343K | ﹤0.01% |
2,687
-444
| -14% | -$56.7K |
|
|
NATI
2014
DELISTED
National Instruments Corp
NATI
| $343K | ﹤0.01% |
8,714
-8,745
| -50% | -$344K |
|
2015
EchoStar
SATS
$22.2B
| $342K | ﹤0.01% |
13,380
+259
| +2% | +$6.62K |
|
2016
ACI Worldwide
ACIW
$5.17B
| $341K | ﹤0.01% |
11,007
-4,330
| -28% | -$134K |
|
2017
nCino
NCNO
$3.47B
| $341K | ﹤0.01% |
4,799
+968
| +25% | +$68.8K |
|
2018
Yelp
YELP
$1.97B
| $341K | ﹤0.01% |
9,095
+855
| +10% | +$32.1K |
|
2019
Associated Banc-Corp
ASB
$4.36B
| $340K | ﹤0.01% |
+15,766
| New | +$340K |
|
2020
Hilltop Holdings
HTH
$2.19B
| $340K | ﹤0.01% |
+10,291
| New | +$340K |
|
2021
iShares MSCI BIC ETF
BKF
$94.1M
| $337K | ﹤0.01% |
7,000
| – | – |
|
2022
Choice Hotels
CHH
$5.2B
| $337K | ﹤0.01% |
2,652
+821
| +45% | +$104K |
|
2023
Coty
COTY
$3.6B
| $336K | ﹤0.01% |
43,396
-1,883
| -4% | -$14.6K |
|
2024
Elbit Systems
ESLT
$23.4B
| $336K | ﹤0.01% |
2,311
| – | – |
|
2025
MYR Group
MYRG
$2.77B
| $336K | ﹤0.01% |
3,334
+436
| +15% | +$43.9K |
|