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 | |
|---|---|---|---|---|---|---|
2026
Helen of Troy
HELE
$538M
| $258K | ﹤0.01% |
+4,761
| New | +$258K |
|
2027
Arbor Realty Trust
ABR
$2.22B
| $258K | ﹤0.01% |
22,172
+750
| +4% | +$8.72K |
|
2028
Mirum Pharmaceuticals
MIRM
$3.71B
| $257K | ﹤0.01% |
5,693
-811
| -12% | -$36.7K |
|
2029
Magnite
MGNI
$3.29B
| $257K | ﹤0.01% |
22,673
-45,046
| -67% | -$511K |
|
2030
Materion
MTRN
$2.38B
| $257K | ﹤0.01% |
3,152
+108
| +4% | +$8.8K |
|
2031
Adaptive Biotechnologies
ADPT
$1.97B
| $256K | ﹤0.01% |
34,571
-12,705
| -27% | -$94.1K |
|
2032
Universal Technical Institute
UTI
$1.5B
| $256K | ﹤0.01% |
+10,096
| New | +$256K |
|
2033
Sonoco
SON
$4.65B
| $255K | ﹤0.01% |
5,407
-11,882
| -69% | -$561K |
|
2034
La-Z-Boy
LZB
$1.4B
| $255K | ﹤0.01% |
6,554
-3,882
| -37% | -$151K |
|
2035
Affiliated Managers Group
AMG
$6.67B
| $255K | ﹤0.01% |
1,518
-2,137
| -58% | -$359K |
|
2036
Tarsus Pharmaceuticals
TARS
$2.14B
| $255K | ﹤0.01% |
5,088
+154
| +3% | +$7.7K |
|
2037
Transmedics
TMDX
$4.06B
| $254K | ﹤0.01% |
3,804
-83,694
| -96% | -$5.6M |
|
2038
Dynavax Technologies
DVAX
$1.14B
| $254K | ﹤0.01% |
19,560
+607
| +3% | +$7.88K |
|
2039
Hamilton Lane
HLNE
$6.48B
| $253K | ﹤0.01% |
1,723
-10,355
| -86% | -$1.52M |
|
2040
Affirm
AFRM
$29.3B
| $253K | ﹤0.01% |
5,582
-15,246
| -73% | -$691K |
|
2041
BayCom
BCML
$326M
| $253K | ﹤0.01% |
+9,825
| New | +$253K |
|
2042
NewMarket
NEU
$7.67B
| $251K | ﹤0.01% |
449
-374
| -45% | -$209K |
|
2043
Rocket Companies
RKT
$43.7B
| $251K | ﹤0.01% |
20,804
-124,681
| -86% | -$1.5M |
|
2044
VanEck Junior Gold Miners ETF
GDXJ
$7.44B
| $251K | ﹤0.01% |
4,428
-40,862
| -90% | -$2.32M |
|
2045
Seacoast Banking Corp of Florida
SBCF
$2.67B
| $250K | ﹤0.01% |
9,800
-10,557
| -52% | -$270K |
|
2046
REV Group
REVG
$2.91B
| $249K | ﹤0.01% |
7,914
+629
| +9% | +$19.8K |
|
2047
Northwest Natural Holdings
NWN
$1.7B
| $248K | ﹤0.01% |
5,842
+157
| +3% | +$6.68K |
|
2048
Elanco Animal Health
ELAN
$9.26B
| $248K | ﹤0.01% |
23,648
-87,750
| -79% | -$921K |
|
2049
iShares Global Energy ETF
IXC
$1.87B
| $248K | ﹤0.01% |
5,900
| – | – |
|
2050
MGP Ingredients
MGPI
$592M
| $248K | ﹤0.01% |
+8,554
| New | +$248K |
|