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
|
$949M |
| 2 |
Apple
AAPL
|
$877M |
| 3 |
Microsoft
MSFT
|
$381M |
| 4 |
Equitable Holdings
EQH
|
$242M |
| 5 |
Broadcom
AVGO
|
$228M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$129M |
| 2 |
Citigroup
C
|
$119M |
| 3 |
Crown Holdings
CCK
|
$98.3M |
| 4 |
Elevance Health
ELV
|
$95.2M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$89.7M |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Financials | 13.39% |
| 3 | Healthcare | 11.82% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Communication Services | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
OBE
2026
Obsidian Energy
OBE
$392M
| $185K | ﹤0.01% |
+26,900
| New | +$185K |
|
2027
NeoGenomics
NEO
$1.02B
| $185K | ﹤0.01% |
11,386
+233
| +2% | +$3.78K |
|
|
LTHM
2028
DELISTED
Livent Corporation
LTHM
| $184K | ﹤0.01% |
10,238
-9,180
| -47% | -$165K |
|
2029
Utz Brands
UTZ
$1.17B
| $181K | ﹤0.01% |
11,232
-3,952
| -26% | -$63.7K |
|
2030
Orthofix Medical
OFIX
$581M
| $179K | ﹤0.01% |
+13,131
| New | +$179K |
|
|
SRTA
2031
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$327M
| $179K | ﹤0.01% |
50,473
+23,814
| +89% | +$84.3K |
|
2032
PagSeguro Digital
PAGS
$2.78B
| $178K | ﹤0.01% |
+14,267
| New | +$178K |
|
2033
WisdomTree
WT
$2B
| $178K | ﹤0.01% |
25,470
-6,826
| -21% | -$47.7K |
|
|
NREF
2034
NexPoint Real Estate Finance
NREF
$270M
| $178K | ﹤0.01% |
11,120
| – | – |
|
2035
Antero Midstream
AM
$8.66B
| $178K | ﹤0.01% |
14,189
-15,665
| -52% | -$196K |
|
2036
Cambium Networks
CMBM
$18.6M
| $178K | ﹤0.01% |
+28,223
| New | +$178K |
|
2037
iShares MSCI Hong Kong ETF
EWH
$719M
| $177K | ﹤0.01% |
10,181
-10,168
| -50% | -$177K |
|
2038
Upland Software
UPLD
$67.6M
| $177K | ﹤0.01% |
41,368
| – | – |
|
2039
DigitalBridge
DBRG
$2.08B
| $177K | ﹤0.01% |
+10,020
| New | +$177K |
|
2040
Adaptive Biotechnologies
ADPT
$1.91B
| $175K | ﹤0.01% |
35,744
-1,295
| -3% | -$6.33K |
|
2041
First Foundation Inc
FFWM
$493M
| $172K | ﹤0.01% |
25,031
-1,121
| -4% | -$7.71K |
|
2042
Maxeon Solar Technologies
MAXN
$64.7M
| $172K | ﹤0.01% |
+239
| New | +$172K |
|
2043
Annexon
ANNX
$243M
| $171K | ﹤0.01% |
36,406
+17,144
| +89% | +$80.7K |
|
2044
C4 Therapeutics
CCCC
$193M
| $171K | ﹤0.01% |
30,200
-2,453
| -8% | -$13.9K |
|
|
QVCGA
2045
QVC Group, Inc. Series A Common Stock
QVCGA
$79M
| $170K | ﹤0.01% |
3,890
+627
| +19% | +$27.4K |
|
2046
Avidity Biosciences
RNA
$6.18B
| $169K | ﹤0.01% |
18,625
+5,767
| +45% | +$52.4K |
|
2047
Alamos Gold
AGI
$13.8B
| $169K | ﹤0.01% |
12,580
+762
| +6% | +$10.2K |
|
|
LSEA
2048
DELISTED
Landsea Homes
LSEA
| $168K | ﹤0.01% |
12,640
+1,978
| +19% | +$26.2K |
|
|
QIPT
2049
Quipt Home Medical
QIPT
$112M
| $167K | ﹤0.01% |
32,698
| – | – |
|
2050
Bally's
BALY
$482M
| $165K | ﹤0.01% |
+11,715
| New | +$165K |
|