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 |
Meta Platforms (Facebook)
META
|
+$282M |
| 2 |
Advanced Micro Devices
AMD
|
+$192M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$165M |
| 4 |
TSMC
TSM
|
+$158M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$144M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.96B |
| 2 |
Amazon
AMZN
|
+$684M |
| 3 |
Apple
AAPL
|
+$560M |
| 4 |
AstraZeneca
AZN
|
+$462M |
| 5 |
Procter & Gamble
PG
|
+$454M |
Sector Composition
| 1 | Technology | 23.32% |
| 2 | Consumer Discretionary | 13.51% |
| 3 | Financials | 12.84% |
| 4 | Healthcare | 11.74% |
| 5 | Communication Services | 8.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Maximus
MMS
$5.08B
| $551K | ﹤0.01% |
7,222
+123
| +2% | +$9.38K |
|
2002
New Jersey Resources
NJR
$4.76B
| $551K | ﹤0.01% |
11,960
+91
| +0.8% | +$4.19K |
|
2003
CNO Financial Group
CNO
$3.83B
| $550K | ﹤0.01% |
21,683
-5,334
| -20% | -$135K |
|
2004
3D Systems Corporation
DDD
$289M
| $550K | ﹤0.01% |
32,861
+10,844
| +49% | +$181K |
|
2005
Supernus Pharmaceuticals
SUPN
$2.62B
| $550K | ﹤0.01% |
+16,991
| New | +$550K |
|
2006
TIM SA
TIMB
$10.1B
| $550K | ﹤0.01% |
37,951
-1,520
| -4% | -$22K |
|
2007
Wabash National
WNC
$472M
| $550K | ﹤0.01% |
36,465
+22,609
| +163% | +$341K |
|
|
IAA
2008
DELISTED
IAA, Inc. Common Stock
IAA
| $550K | ﹤0.01% |
14,188
-6,865
| -33% | -$266K |
|
|
CVET
2009
DELISTED
Covetrus, Inc. Common Stock
CVET
| $550K | ﹤0.01% |
32,210
+11,806
| +58% | +$202K |
|
2010
Sabesp
SBS
$16.1B
| $549K | ﹤0.01% |
55,869
-6,708
| -11% | -$65.9K |
|
|
ARI
2011
Apollo Commercial Real Estate
ARI
$1.53B
| $547K | ﹤0.01% |
39,273
-3,121
| -7% | -$43.5K |
|
2012
La-Z-Boy
LZB
$1.44B
| $546K | ﹤0.01% |
20,668
-16,680
| -45% | -$441K |
|
2013
Appian
APPN
$2.33B
| $545K | ﹤0.01% |
8,955
+62
| +0.7% | +$3.77K |
|
2014
Midland States Bancorp
MSBI
$392M
| $545K | ﹤0.01% |
18,702
+1,018
| +6% | +$29.7K |
|
|
BHVN
2015
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $545K | ﹤0.01% |
4,557
-2,278
| -33% | -$272K |
|
2016
Harley-Davidson
HOG
$3.73B
| $543K | ﹤0.01% |
13,641
-42,780
| -76% | -$1.7M |
|
2017
Kinsale Capital Group
KNSL
$10.2B
| $543K | ﹤0.01% |
2,355
-61
| -3% | -$14.1K |
|
2018
VanEck Steel ETF
SLX
$83M
| – | – |
0
| – | -$426K |
|
|
AIFU
2019
AIFU Inc. Class A Ordinary Share
AIFU
$85.8M
| $543K | ﹤0.01% |
3,691
+101
| +3% | +$14.9K |
|
|
LTHM
2020
DELISTED
Livent Corporation
LTHM
| $543K | ﹤0.01% |
+20,412
| New | +$543K |
|
2021
Columbia Sportswear
COLM
$3.05B
| $541K | ﹤0.01% |
5,917
-5,180
| -47% | -$474K |
|
|
MSP
2022
DELISTED
Datto Holding Corp.
MSP
| $541K | ﹤0.01% |
20,267
-3,395
| -14% | -$90.6K |
|
2023
ESCO Technologies
ESE
$5.43B
| $539K | ﹤0.01% |
7,640
+2,970
| +64% | +$210K |
|
2024
MGP Ingredients
MGPI
$603M
| $539K | ﹤0.01% |
+6,228
| New | +$539K |
|
2025
Meritage Homes
MTH
$5.77B
| $539K | ﹤0.01% |
13,470
-26,198
| -66% | -$1.05M |
|