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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
iShares Biotechnology ETF
IBB
$5.77B
| $290K | ﹤0.01% |
1,995
-1,675
| -46% | -$244K |
|
2002
PagerDuty
PD
$1.55B
| $290K | ﹤0.01% |
15,612
-977
| -6% | -$18.2K |
|
2003
CNX Resources
CNX
$4.14B
| $290K | ﹤0.01% |
+8,918
| New | +$290K |
|
2004
St. Joe Company
JOE
$2.91B
| $290K | ﹤0.01% |
4,927
-1,551
| -24% | -$91.2K |
|
2005
PotlatchDeltic
PCH
$3.21B
| $289K | ﹤0.01% |
+6,412
| New | +$289K |
|
2006
Portillo's
PTLO
$442M
| $288K | ﹤0.01% |
21,398
+2,831
| +15% | +$38.1K |
|
2007
Thor Industries
THO
$5.83B
| $287K | ﹤0.01% |
2,616
-24,697
| -90% | -$2.71M |
|
2008
Emergent Biosolutions
EBS
$439M
| $287K | ﹤0.01% |
35,671
-52,008
| -59% | -$419K |
|
2009
Playtika
PLTK
$1.38B
| $287K | ﹤0.01% |
36,231
+4,124
| +13% | +$32.7K |
|
2010
RPC Inc
RES
$1.03B
| $287K | ﹤0.01% |
45,045
-3,694
| -8% | -$23.5K |
|
2011
Helen of Troy
HELE
$567M
| $287K | ﹤0.01% |
+4,609
| New | +$287K |
|
2012
Zumiez
ZUMZ
$356M
| $286K | ﹤0.01% |
13,429
-3,714
| -22% | -$79.2K |
|
2013
Miller Industries
MLR
$454M
| $286K | ﹤0.01% |
+4,695
| New | +$286K |
|
2014
OGE Energy
OGE
$8.85B
| $286K | ﹤0.01% |
+6,980
| New | +$286K |
|
2015
Rocket Companies
RKT
$44.4B
| $286K | ﹤0.01% |
14,914
+15
| +0.1% | +$288 |
|
2016
Cheesecake Factory
CAKE
$2.9B
| $286K | ﹤0.01% |
7,071
+366
| +5% | +$14.8K |
|
2017
Sutro Biopharma
STRO
$77.2M
| $285K | ﹤0.01% |
81,665
+20,807
| +34% | +$72.6K |
|
|
VGR
2018
DELISTED
Vector Group Ltd.
VGR
| $285K | ﹤0.01% |
19,091
-376
| -2% | -$5.61K |
|
|
SVCO
2019
Silvaco Group
SVCO
$154M
| $284K | ﹤0.01% |
+19,244
| New | +$284K |
|
2020
Ciena
CIEN
$18.7B
| $284K | ﹤0.01% |
4,608
-73,172
| -94% | -$4.51M |
|
2021
Security National Financial
SNFCA
$231M
| $283K | ﹤0.01% |
32,259
+3,927
| +14% | +$34.4K |
|
2022
Freshworks
FRSH
$3.76B
| $283K | ﹤0.01% |
24,702
+6,385
| +35% | +$73K |
|
2023
Interparfums
IPAR
$3.47B
| $282K | ﹤0.01% |
2,178
-144
| -6% | -$18.7K |
|
|
PPTA
2024
Perpetua Resources
PPTA
$1.85B
| $281K | ﹤0.01% |
30,026
-8,497
| -22% | -$79.6K |
|
2025
Gray Television
GTN
$579M
| $281K | ﹤0.01% |
52,780
+17,131
| +48% | +$91.3K |
|