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
|
+$911M |
| 2 |
Galicia Financial Group
GGAL
|
+$714M |
| 3 |
TSMC
TSM
|
+$364M |
| 4 |
Lam Research
LRCX
|
+$285M |
| 5 |
Tesla
TSLA
|
+$222M |
Top Sells
| 1 |
Flutter Entertainment
FLUT
|
+$1.38B |
| 2 |
Microsoft
MSFT
|
+$895M |
| 3 |
Apple
AAPL
|
+$735M |
| 4 |
Amazon
AMZN
|
+$567M |
| 5 |
Meta Platforms (Facebook)
META
|
+$435M |
Sector Composition
| 1 | Technology | 33.91% |
| 2 | Financials | 12.82% |
| 3 | Consumer Discretionary | 11.38% |
| 4 | Healthcare | 8.99% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
StoneX
SNEX
$5.02B
| $348K | ﹤0.01% |
5,346
-791
| -13% | -$51.4K |
|
2002
Artivion
AORT
$1.94B
| $348K | ﹤0.01% |
12,067
-17,017
| -59% | -$490K |
|
2003
Ooma
OOMA
$345M
| $347K | ﹤0.01% |
24,601
-8,326
| -25% | -$117K |
|
2004
Alpha Metallurgical Resources
AMR
$1.85B
| $347K | ﹤0.01% |
1,720
-101
| -6% | -$20.4K |
|
2005
Starwood Property Trust
STWD
$7.6B
| $346K | ﹤0.01% |
18,242
-20,029
| -52% | -$379K |
|
2006
Zumiez
ZUMZ
$356M
| $345K | ﹤0.01% |
18,397
+4,968
| +37% | +$93.3K |
|
2007
Agilysys
AGYS
$3.03B
| $345K | ﹤0.01% |
2,621
-71
| -3% | -$9.36K |
|
|
JWN
2008
DELISTED
Nordstrom
JWN
| $345K | ﹤0.01% |
14,290
+100
| +0.7% | +$2.42K |
|
2009
First Commonwealth Financial
FCF
$1.84B
| $345K | ﹤0.01% |
20,420
+5,329
| +35% | +$90.1K |
|
2010
Simmons First National
SFNC
$2.97B
| $344K | ﹤0.01% |
15,419
-10,534
| -41% | -$235K |
|
2011
Hillenbrand
HI
$1.81B
| $344K | ﹤0.01% |
11,124
-485
| -4% | -$15K |
|
2012
Scansource
SCSC
$948M
| $343K | ﹤0.01% |
+7,218
| New | +$343K |
|
2013
Marcus & Millichap
MMI
$1.26B
| $342K | ﹤0.01% |
8,957
+1,376
| +18% | +$52.5K |
|
2014
PC Connection
CNXN
$1.6B
| $341K | ﹤0.01% |
4,968
+1,252
| +34% | +$86K |
|
2015
Legacy Housing
LEGH
$646M
| $341K | ﹤0.01% |
+13,805
| New | +$341K |
|
2016
Bilibili
BILI
$10.1B
| $340K | ﹤0.01% |
18,721
-53,494
| -74% | -$971K |
|
2017
First Merchants
FRME
$2.32B
| $337K | ﹤0.01% |
8,445
+1,065
| +14% | +$42.5K |
|
2018
Regional Management Corp
RM
$412M
| $337K | ﹤0.01% |
9,816
+689
| +8% | +$23.7K |
|
2019
Barrett Business Services
BBSI
$1.18B
| $337K | ﹤0.01% |
7,738
-1,555
| -17% | -$67.6K |
|
2020
Willdan Group
WLDN
$1.55B
| $336K | ﹤0.01% |
+8,813
| New | +$336K |
|
2021
AZZ Inc
AZZ
$3.46B
| $336K | ﹤0.01% |
4,107
-103
| -2% | -$8.42K |
|
2022
Rigetti Computing
RGTI
$5.41B
| $334K | ﹤0.01% |
20,154
+2,222
| +12% | +$36.9K |
|
2023
Phreesia
PHR
$1.53B
| $333K | ﹤0.01% |
13,064
+3,493
| +36% | +$89.1K |
|
2024
AST SpaceMobile
ASTS
$10.3B
| $333K | ﹤0.01% |
15,582
-1,353
| -8% | -$28.9K |
|
2025
Berry Corp
BRY
$251M
| $333K | ﹤0.01% |
81,140
+21,359
| +36% | +$87.7K |
|