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 |
Alphabet (Google) Class A
GOOGL
|
+$511M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$285M |
| 3 |
Apple
AAPL
|
+$273M |
| 4 |
Meta Platforms (Facebook)
META
|
+$265M |
| 5 |
Microsoft
MSFT
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$916M |
| 2 |
NVIDIA
NVDA
|
+$768M |
| 3 |
Alibaba
BABA
|
+$275M |
| 4 |
Uber
UBER
|
+$222M |
| 5 |
Adobe
ADBE
|
+$206M |
Sector Composition
| 1 | Technology | 30.92% |
| 2 | Financials | 13.84% |
| 3 | Consumer Discretionary | 11% |
| 4 | Healthcare | 9.89% |
| 5 | Communication Services | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
WaFd
WAFD
$2.44B
| $268K | ﹤0.01% |
9,377
+1,608
| +21% | +$45.9K |
|
2002
Treehouse Foods
THS
$877M
| $268K | ﹤0.01% |
9,814
+790
| +9% | +$21.6K |
|
2003
Vanguard S&P 500 Growth ETF
VOOG
$20.2B
| $268K | ﹤0.01% |
800
| – | – |
|
|
TEN
2004
Tsakos Energy Navigation Ltd.
TEN
$691M
| $267K | ﹤0.01% |
+15,638
| New | +$267K |
|
2005
Vanguard Information Technology ETF
VGT
$104B
| $267K | ﹤0.01% |
+499
| New | +$267K |
|
2006
FB Financial Corp
FBK
$2.82B
| $266K | ﹤0.01% |
5,767
-312
| -5% | -$14.4K |
|
2007
Installed Building Products
IBP
$7.15B
| $266K | ﹤0.01% |
1,551
-6,661
| -81% | -$1.14M |
|
2008
BancFirst
BANF
$4.3B
| $265K | ﹤0.01% |
2,419
+101
| +4% | +$11.1K |
|
2009
Edgewell Personal Care
EPC
$988M
| $264K | ﹤0.01% |
8,549
-10,012
| -54% | -$310K |
|
2010
Altice USA
ATUS
$1.12B
| $263K | ﹤0.01% |
99,025
+10,139
| +11% | +$27K |
|
2011
Karat Packaging
KRT
$485M
| $263K | ﹤0.01% |
9,732
+1,823
| +23% | +$49.2K |
|
2012
Insteel Industries
IIIN
$747M
| $262K | ﹤0.01% |
9,943
-156,863
| -94% | -$4.13M |
|
2013
American Vanguard Corp
AVD
$158M
| $262K | ﹤0.01% |
60,027
+6,119
| +11% | +$26.7K |
|
2014
WK Kellogg Co
KLG
$1.99B
| $261K | ﹤0.01% |
13,269
-50
| -0.4% | -$983 |
|
2015
GigaCloud Technology
GCT
$1.15B
| $261K | ﹤0.01% |
18,028
-1,690
| -9% | -$24.5K |
|
2016
International Bancshares
IBOC
$4.28B
| $261K | ﹤0.01% |
4,132
-14,638
| -78% | -$924K |
|
2017
Comstock Resources
CRK
$5B
| $260K | ﹤0.01% |
12,675
-28
| -0.2% | -$574 |
|
2018
Center Bancorp
CNOB
$1.26B
| $259K | ﹤0.01% |
10,666
-9,801
| -48% | -$238K |
|
2019
Vanda Pharmaceuticals
VNDA
$264M
| $259K | ﹤0.01% |
56,594
+8,545
| +18% | +$39.1K |
|
2020
Asana
ASAN
$3.22B
| $259K | ﹤0.01% |
17,972
-118,475
| -87% | -$1.71M |
|
2021
Kulicke & Soffa
KLIC
$2.14B
| $259K | ﹤0.01% |
7,985
-24,128
| -75% | -$782K |
|
2022
Procore
PCOR
$10.8B
| $259K | ﹤0.01% |
3,911
-36,485
| -90% | -$2.41M |
|
2023
LivaNova
LIVN
$3B
| $258K | ﹤0.01% |
6,666
+790
| +13% | +$30.6K |
|
2024
United Microelectronic
UMC
$17.2B
| $258K | ﹤0.01% |
35,713
-1,385
| -4% | -$10K |
|
2025
SPDR Euro Stoxx 50 ETF
FEZ
$4.63B
| $258K | ﹤0.01% |
4,742
| – | – |
|