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
|
+$1.87B |
| 2 |
Ferrovial SE
FER
|
+$922M |
| 3 |
NVIDIA
NVDA
|
+$585M |
| 4 |
Meta Platforms (Facebook)
META
|
+$513M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$434M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$358M |
| 2 |
Manulife Financial
MFC
|
+$132M |
| 3 |
Royal Bank of Canada
RY
|
+$132M |
| 4 |
Booking.com
BKNG
|
+$132M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$121M |
Sector Composition
| 1 | Technology | 33.23% |
| 2 | Consumer Discretionary | 11.01% |
| 3 | Financials | 10.9% |
| 4 | Healthcare | 10.74% |
| 5 | Communication Services | 9.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Genesco
GCO
$351M
| $274K | ﹤0.01% |
10,940
-510
| -4% | -$12.8K |
|
2002
CNB Financial Corp
CCNE
$760M
| $273K | ﹤0.01% |
13,787
-1,802
| -12% | -$35.7K |
|
2003
Seadrill
SDRL
$1.99B
| $272K | ﹤0.01% |
5,297
-654
| -11% | -$33.6K |
|
2004
Signet Jewelers
SIG
$3.76B
| $272K | ﹤0.01% |
+3,032
| New | +$272K |
|
2005
Veracyte
VCYT
$2.49B
| $271K | ﹤0.01% |
12,693
-297
| -2% | -$6.35K |
|
2006
Amphastar Pharmaceuticals
AMPH
$1.35B
| $271K | ﹤0.01% |
6,718
-711
| -10% | -$28.7K |
|
2007
Frontier Communications
FYBR
$9.33B
| $271K | ﹤0.01% |
10,335
+1,609
| +18% | +$42.2K |
|
2008
Janus International
JBI
$1.39B
| $270K | ﹤0.01% |
21,408
-10,329
| -33% | -$130K |
|
2009
Silvercrest Asset Management
SAMG
$134M
| $270K | ﹤0.01% |
+17,888
| New | +$270K |
|
2010
Atlanta Braves Holdings Series B
BATRK
$2.63B
| $269K | ﹤0.01% |
6,902
+1,561
| +29% | +$60.9K |
|
2011
Washington Trust Bancorp
WASH
$570M
| $269K | ﹤0.01% |
9,910
-4,473
| -31% | -$121K |
|
2012
Fox Factory Holding Corp
FOXF
$1.16B
| $268K | ﹤0.01% |
+5,570
| New | +$268K |
|
2013
iShares Semiconductor ETF
SOXX
$13.9B
| $268K | ﹤0.01% |
1,086
-2,593
| -70% | -$640K |
|
2014
FTI Consulting
FCN
$5.24B
| $267K | ﹤0.01% |
1,241
-10,834
| -90% | -$2.33M |
|
2015
Interparfums
IPAR
$3.53B
| $267K | ﹤0.01% |
2,322
+266
| +13% | +$30.6K |
|
2016
Vanguard S&P 500 Growth ETF
VOOG
$19.8B
| $267K | ﹤0.01% |
800
| – | – |
|
2017
ING
ING
$72.7B
| $266K | ﹤0.01% |
+15,531
| New | +$266K |
|
2018
FRP Holdings
FRPH
$484M
| $266K | ﹤0.01% |
9,272
+694
| +8% | +$19.9K |
|
2019
Chesapeake Utilities
CPK
$2.92B
| $265K | ﹤0.01% |
2,472
+46
| +2% | +$4.93K |
|
2020
Community Trust Bancorp
CTBI
$1.04B
| $264K | ﹤0.01% |
+6,159
| New | +$264K |
|
|
BBUC
2021
Brookfield Business Corp
BBUC
$2.35B
| $263K | ﹤0.01% |
12,717
+3,775
| +42% | +$78.2K |
|
|
BLDP
2022
Ballard Power Systems
BLDP
$595M
| $263K | ﹤0.01% |
116,616
+50,592
| +77% | +$114K |
|
2023
Brookfield Asset Management
BAM
$91B
| $263K | ﹤0.01% |
6,869
-426,937
| -98% | -$16.3M |
|
2024
Organon & Co
OGN
$2.65B
| $263K | ﹤0.01% |
12,700
-47,463
| -79% | -$982K |
|
2025
Expro
XPRO
$1.41B
| $263K | ﹤0.01% |
+11,198
| New | +$263K |
|