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 |
Berkshire Hathaway Class B
BRK.B
|
+$157M |
| 2 |
Cognizant
CTSH
|
+$144M |
| 3 |
UnitedHealth
UNH
|
+$125M |
| 4 |
Apple
AAPL
|
+$124M |
| 5 |
Jackson Financial
JXN
|
+$124M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$255M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$207M |
| 3 |
NVIDIA
NVDA
|
+$173M |
| 4 |
Aramark
ARMK
|
+$170M |
| 5 |
Netflix
NFLX
|
+$155M |
Sector Composition
| 1 | Technology | 26.91% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Haleon
HLN
$43.6B
| $122K | ﹤0.01% |
+14,588
| New | +$122K |
|
2027
Alto Ingredients
ALTO
$88.2M
| $121K | ﹤0.01% |
27,401
| – | – |
|
2028
Ginkgo Bioworks
DNA
$637M
| $121K | ﹤0.01% |
1,660
+347
| +26% | +$25.3K |
|
|
NB
2029
NioCorp Developments
NB
$308M
| $120K | ﹤0.01% |
+26,456
| New | +$120K |
|
2030
American Vanguard Corp
AVD
$163M
| $119K | ﹤0.01% |
+11,217
| New | +$119K |
|
2031
Trinseo
TSE
$86.3M
| $119K | ﹤0.01% |
+14,474
| New | +$119K |
|
|
PPTA
2032
Perpetua Resources
PPTA
$1.94B
| $118K | ﹤0.01% |
36,395
+11,807
| +48% | +$38.4K |
|
2033
Information Services Group
III
$253M
| $116K | ﹤0.01% |
26,777
+9,840
| +58% | +$42.8K |
|
|
PSTX
2034
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $116K | ﹤0.01% |
+48,937
| New | +$116K |
|
2035
Enanta Pharmaceuticals
ENTA
$190M
| $115K | ﹤0.01% |
+10,386
| New | +$115K |
|
2036
Aegon
AEG
$12B
| $115K | ﹤0.01% |
24,000
| – | – |
|
|
FLG
2037
Flagstar Financial, Inc.
FLG
$5.35B
| $114K | ﹤0.01% |
+3,364
| New | +$114K |
|
2038
QuinStreet
QNST
$936M
| $113K | ﹤0.01% |
+12,374
| New | +$113K |
|
2039
CoreCivic
CXW
$2.1B
| $112K | ﹤0.01% |
10,010
-10,803
| -52% | -$121K |
|
2040
Novavax
NVAX
$1.29B
| $108K | ﹤0.01% |
14,761
-4,100
| -22% | -$29.9K |
|
2041
Clarivate
CLVT
$3.01B
| $107K | ﹤0.01% |
15,935
-2,419
| -13% | -$16.2K |
|
|
CFB
2042
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $106K | ﹤0.01% |
+10,425
| New | +$106K |
|
|
BCOV
2043
DELISTED
Brightcove, Inc.
BCOV
| $104K | ﹤0.01% |
31,211
+1,306
| +4% | +$4.35K |
|
2044
MaxCyte
MXCT
$150M
| $101K | ﹤0.01% |
32,581
-7,773
| -19% | -$24.2K |
|
|
PLM
2045
DELISTED
PolyMet Mining Corp.
PLM
| $101K | ﹤0.01% |
48,545
+4,005
| +9% | +$8.35K |
|
2046
Luminar Technologies
LAZR
$118M
| $101K | ﹤0.01% |
1,516
-37,530
| -96% | -$2.5M |
|
2047
Oscar Health
OSCR
$5.18B
| $101K | ﹤0.01% |
+18,390
| New | +$101K |
|
2048
El Pollo Loco
LOCO
$315M
| $100K | ﹤0.01% |
11,218
-1,300
| -10% | -$11.6K |
|
|
WIW
2049
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$545M
| $99.1K | ﹤0.01% |
12,036
| – | – |
|
2050
Accuray
ARAY
$175M
| $99K | ﹤0.01% |
+36,666
| New | +$99K |
|