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 |
Microsoft
MSFT
|
+$1.53B |
| 2 |
Apple
AAPL
|
+$1.24B |
| 3 |
NVIDIA
NVDA
|
+$1.17B |
| 4 |
Flutter Entertainment
FLUT
|
+$1.11B |
| 5 |
Amazon
AMZN
|
+$859M |
Top Sells
| 1 |
Cognizant
CTSH
|
+$298M |
| 2 |
Stellantis
STLA
|
+$156M |
| 3 |
Bank of America
BAC
|
+$143M |
| 4 |
Dollar Tree
DLTR
|
+$110M |
| 5 |
iShares Global Energy ETF
IXC
|
+$85.5M |
Sector Composition
| 1 | Technology | 29.95% |
| 2 | Financials | 12.5% |
| 3 | Healthcare | 11.46% |
| 4 | Consumer Discretionary | 11.39% |
| 5 | Communication Services | 8.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SWI
2001
DELISTED
SolarWinds Corporation Common Stock
SWI
| $323K | ﹤0.01% |
25,594
+7,952
| +45% | +$100K |
|
2002
NovaGold Resources
NG
$2.84B
| $323K | ﹤0.01% |
107,719
+33,815
| +46% | +$101K |
|
2003
Kiniksa Pharmaceuticals
KNSA
$2.68B
| $323K | ﹤0.01% |
+16,356
| New | +$323K |
|
2004
Constellium
CSTM
$2.09B
| $322K | ﹤0.01% |
+14,580
| New | +$322K |
|
2005
Genesco
GCO
$365M
| $322K | ﹤0.01% |
11,450
+266
| +2% | +$7.49K |
|
2006
Crinetics Pharmaceuticals
CRNX
$3.18B
| $322K | ﹤0.01% |
+6,876
| New | +$322K |
|
2007
Koppers
KOP
$543M
| $322K | ﹤0.01% |
5,829
+63
| +1% | +$3.48K |
|
2008
The GEO Group
GEO
$3.26B
| $321K | ﹤0.01% |
+22,729
| New | +$321K |
|
2009
Arvinas
ARVN
$575M
| $319K | ﹤0.01% |
+7,727
| New | +$319K |
|
2010
MGE Energy Inc
MGEE
$3.05B
| $319K | ﹤0.01% |
+4,047
| New | +$319K |
|
2011
Glacier Bancorp
GBCI
$5.8B
| $318K | ﹤0.01% |
7,898
+3,050
| +63% | +$123K |
|
2012
CNB Financial Corp
CCNE
$762M
| $318K | ﹤0.01% |
15,589
+3,120
| +25% | +$63.6K |
|
2013
Array Technologies
ARRY
$1.2B
| $317K | ﹤0.01% |
21,278
-2,968
| -12% | -$44.2K |
|
|
CHUY
2014
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $317K | ﹤0.01% |
+9,388
| New | +$317K |
|
2015
Compass
COMP
$4.96B
| $316K | ﹤0.01% |
87,742
+52,881
| +152% | +$190K |
|
2016
Annexon
ANNX
$252M
| $316K | ﹤0.01% |
44,018
+7,612
| +21% | +$54.6K |
|
2017
Carpenter Technology
CRS
$12.1B
| $315K | ﹤0.01% |
4,406
-1,136
| -20% | -$81.1K |
|
2018
Core Laboratories
CLB
$577M
| $314K | ﹤0.01% |
+18,371
| New | +$314K |
|
2019
Privia Health
PRVA
$2.78B
| $314K | ﹤0.01% |
+16,020
| New | +$314K |
|
2020
Warby Parker
WRBY
$3.36B
| $314K | ﹤0.01% |
23,045
+2,637
| +13% | +$35.9K |
|
2021
Editas Medicine
EDIT
$244M
| $313K | ﹤0.01% |
42,233
+10,696
| +34% | +$79.4K |
|
2022
Sutro Biopharma
STRO
$77.2M
| $313K | ﹤0.01% |
55,454
+3,055
| +6% | +$17.3K |
|
2023
Remitly
RELY
$3.89B
| $313K | ﹤0.01% |
+15,078
| New | +$313K |
|
|
ESSA
2024
DELISTED
ESSA Bancorp
ESSA
| $311K | ﹤0.01% |
17,082
+1,447
| +9% | +$26.4K |
|
|
EQC
2025
DELISTED
Equity Commonwealth
EQC
| $311K | ﹤0.01% |
+16,479
| New | +$311K |
|