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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
MGP Ingredients
MGPI
$588M
| $281K | ﹤0.01% |
+3,389
| New | +$281K |
|
2027
Mirion Technologies
MIR
$4.92B
| $281K | ﹤0.01% |
25,104
+2,455
| +11% | +$27.5K |
|
2028
The GEO Group
GEO
$3.26B
| $281K | ﹤0.01% |
21,457
-289
| -1% | -$3.78K |
|
2029
Compass
COMP
$4.96B
| $281K | ﹤0.01% |
45,333
-53,215
| -54% | -$329K |
|
2030
Energy Fuels
UUUU
$2.89B
| $281K | ﹤0.01% |
51,196
-5,078
| -9% | -$27.8K |
|
2031
PC Connection
CNXN
$1.6B
| $280K | ﹤0.01% |
3,716
-2,010
| -35% | -$152K |
|
2032
Stoneridge
SRI
$229M
| $280K | ﹤0.01% |
25,068
+1,493
| +6% | +$16.6K |
|
2033
Embecta
EMBC
$876M
| $279K | ﹤0.01% |
19,749
-1,307
| -6% | -$18.5K |
|
2034
Knowles
KN
$1.85B
| $279K | ﹤0.01% |
15,463
+974
| +7% | +$17.6K |
|
2035
Home BancShares
HOMB
$5.82B
| $279K | ﹤0.01% |
+10,249
| New | +$279K |
|
2036
UFP Technologies
UFPT
$1.55B
| $279K | ﹤0.01% |
867
+66
| +8% | +$21.2K |
|
|
TEAD
2037
Teads Holding Co. Common Stock
TEAD
$149M
| $278K | ﹤0.01% |
56,720
-2,017
| -3% | -$9.88K |
|
2038
Krystal Biotech
KRYS
$3.98B
| $278K | ﹤0.01% |
+1,531
| New | +$278K |
|
2039
La-Z-Boy
LZB
$1.43B
| $278K | ﹤0.01% |
6,464
-2,495
| -28% | -$107K |
|
2040
First Merchants
FRME
$2.32B
| $277K | ﹤0.01% |
7,380
+306
| +4% | +$11.5K |
|
2041
United States Lime & Minerals
USLM
$3.56B
| $277K | ﹤0.01% |
2,889
+89
| +3% | +$8.53K |
|
2042
Nuvation Bio
NUVB
$1.15B
| $277K | ﹤0.01% |
117,353
-15,955
| -12% | -$37.6K |
|
2043
Universal Corp
UVV
$1.38B
| $276K | ﹤0.01% |
5,197
+913
| +21% | +$48.6K |
|
2044
Vanguard S&P 500 Growth ETF
VOOG
$19.8B
| $276K | ﹤0.01% |
800
| – | – |
|
2045
Stem
STEM
$111M
| $275K | ﹤0.01% |
41,405
-10,566
| -20% | -$70.1K |
|
2046
First Internet Bancorp
INBK
$209M
| $274K | ﹤0.01% |
+7,957
| New | +$274K |
|
2047
Chart Industries
GTLS
$8.95B
| $274K | ﹤0.01% |
2,202
-6,173
| -74% | -$768K |
|
2048
Cogent Communications
CCOI
$1.74B
| $274K | ﹤0.01% |
3,621
-7,363
| -67% | -$557K |
|
2049
Cadre Holdings
CDRE
$1.28B
| $273K | ﹤0.01% |
+7,258
| New | +$273K |
|
2050
Hagerty
HGTY
$1.24B
| $273K | ﹤0.01% |
26,755
-443
| -2% | -$4.53K |
|