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
|
+$515M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$488M |
| 3 |
Zoom
ZM
|
+$441M |
| 4 |
PARA
Paramount Global Class B
PARA
|
+$254M |
| 5 |
DHR.PRA
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
|
+$193M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.32B |
| 2 |
Amazon
AMZN
|
+$938M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$410M |
| 4 |
Micron Technology
MU
|
+$373M |
| 5 |
Microsoft
MSFT
|
+$368M |
Sector Composition
| 1 | Technology | 21.39% |
| 2 | Consumer Discretionary | 13.86% |
| 3 | Financials | 11.88% |
| 4 | Healthcare | 10.54% |
| 5 | Communication Services | 7.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
JFrog
FROG
$5.8B
| $485K | ﹤0.01% |
16,100
-7,169
| -31% | -$216K |
|
|
VCRA
2027
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $482K | ﹤0.01% |
7,514
+2,989
| +66% | +$192K |
|
2028
Grand Canyon Education
LOPE
$5.83B
| $481K | ﹤0.01% |
5,581
-1,151
| -17% | -$99.2K |
|
2029
3D Systems Corporation
DDD
$289M
| $480K | ﹤0.01% |
+22,017
| New | +$480K |
|
2030
ScottsMiracle-Gro
SMG
$3.54B
| $479K | ﹤0.01% |
2,996
-267
| -8% | -$42.7K |
|
2031
Semtech
SMTC
$5.24B
| $478K | ﹤0.01% |
5,371
+2,422
| +82% | +$216K |
|
2032
iShares JPMorgan EM High Yield Bond ETF
EMHY
$502M
| – | – |
0
| – | -$488K |
|
2033
Franklin Covey
FC
$243M
| $474K | ﹤0.01% |
10,311
-1,189
| -10% | -$54.7K |
|
2034
Frontier Communications
FYBR
$9.37B
| $474K | ﹤0.01% |
+16,074
| New | +$474K |
|
2035
iShares MSCI Mexico ETF
EWW
$1.91B
| $472K | ﹤0.01% |
9,313
-2,712
| -23% | -$137K |
|
2036
NETSCOUT
NTCT
$1.84B
| $472K | ﹤0.01% |
+14,246
| New | +$472K |
|
2037
RadNet
RDNT
$5.66B
| $472K | ﹤0.01% |
15,773
+4,700
| +42% | +$141K |
|
|
NTCO
2038
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
| $472K | ﹤0.01% |
50,902
-4,078
| -7% | -$37.8K |
|
2039
Bloomin' Brands
BLMN
$589M
| $471K | ﹤0.01% |
+22,402
| New | +$471K |
|
2040
Alamos Gold
AGI
$13.8B
| $469K | ﹤0.01% |
61,356
+36
| +0.1% | +$275 |
|
2041
Shutterstock
SSTK
$750M
| $469K | ﹤0.01% |
4,236
+1,065
| +34% | +$118K |
|
|
VNE
2042
DELISTED
Veoneer, Inc.
VNE
| $469K | ﹤0.01% |
13,201
-2,346
| -15% | -$83.3K |
|
2043
Brink's
BCO
$4.86B
| $468K | ﹤0.01% |
7,130
+3,289
| +86% | +$216K |
|
|
PRMW
2044
DELISTED
Primo Water Corporation
PRMW
| $468K | ﹤0.01% |
26,678
-364
| -1% | -$6.39K |
|
2045
Bright Horizons
BFAM
$6.46B
| $467K | ﹤0.01% |
3,704
-2,562
| -41% | -$323K |
|
2046
Genpact
G
$7.54B
| $467K | ﹤0.01% |
8,790
+3,712
| +73% | +$197K |
|
2047
Hilltop Holdings
HTH
$2.19B
| $467K | ﹤0.01% |
13,296
+3,005
| +29% | +$106K |
|
2048
Chegg
CHGG
$169M
| $466K | ﹤0.01% |
15,073
+149
| +1% | +$4.61K |
|
2049
Home BancShares
HOMB
$5.75B
| $466K | ﹤0.01% |
18,714
+5,651
| +43% | +$141K |
|
2050
Celsius Holdings
CELH
$14.9B
| $465K | ﹤0.01% |
19,014
+7,788
| +69% | +$190K |
|