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 |
UnitedHealth
UNH
|
+$850M |
| 2 |
Visa
V
|
+$442M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$313M |
| 4 |
Avis
CAR
|
+$256M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$236M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.92B |
| 2 |
NVIDIA
NVDA
|
+$2.09B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.07B |
| 4 |
Meta Platforms (Facebook)
META
|
+$862M |
| 5 |
Galicia Financial Group
GGAL
|
+$602M |
Sector Composition
| 1 | Technology | 32.39% |
| 2 | Financials | 13.56% |
| 3 | Consumer Discretionary | 11.19% |
| 4 | Communication Services | 8.94% |
| 5 | Healthcare | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
BridgeBio Pharma
BBIO
$10.1B
| $271K | ﹤0.01% |
6,292
-9,999
| -61% | -$431K |
|
2052
iShares MSCI Philippines ETF
EPHE
$104M
| $271K | ﹤0.01% |
10,000
-6,676
| -40% | -$181K |
|
2053
Northern Oil and Gas
NOG
$2.51B
| $271K | ﹤0.01% |
9,524
-2,467
| -21% | -$70.2K |
|
2054
Littelfuse
LFUS
$6.72B
| $271K | ﹤0.01% |
1,194
+55
| +5% | +$12.5K |
|
2055
Nelnet
NNI
$4.51B
| $269K | ﹤0.01% |
2,228
-288
| -11% | -$34.8K |
|
2056
Western Alliance Bancorporation
WAL
$9.89B
| $269K | ﹤0.01% |
3,451
-280
| -8% | -$21.8K |
|
2057
Plumas Bancorp
PLBC
$317M
| $269K | ﹤0.01% |
+6,016
| New | +$269K |
|
2058
QuidelOrtho
QDEL
$2.03B
| $268K | ﹤0.01% |
+9,203
| New | +$268K |
|
2059
NBT Bancorp
NBTB
$2.29B
| $268K | ﹤0.01% |
6,434
-389
| -6% | -$16.2K |
|
2060
Kimball Electronics
KE
$742M
| $268K | ﹤0.01% |
+13,929
| New | +$268K |
|
2061
El Pollo Loco
LOCO
$313M
| $268K | ﹤0.01% |
24,356
+1,622
| +7% | +$17.8K |
|
2062
Concrete Pumping Holdings
BBCP
$368M
| $267K | ﹤0.01% |
42,846
-510
| -1% | -$3.18K |
|
2063
Chesapeake Utilities
CPK
$2.95B
| $267K | ﹤0.01% |
2,224
+653
| +42% | +$78.4K |
|
2064
PureCycle Technologies
PCT
$2.4B
| $267K | ﹤0.01% |
19,353
-385
| -2% | -$5.31K |
|
2065
Ziff Davis
ZD
$1.54B
| $265K | ﹤0.01% |
8,784
+1,337
| +18% | +$40.3K |
|
2066
NewMarket
NEU
$7.98B
| $264K | ﹤0.01% |
381
-68
| -15% | -$47.1K |
|
|
PPBI
2067
DELISTED
Pacific Premier Bancorp
PPBI
| $264K | ﹤0.01% |
12,463
-16,426
| -57% | -$348K |
|
2068
California Water Service
CWT
$2.76B
| $263K | ﹤0.01% |
5,817
-11,145
| -66% | -$504K |
|
2069
Tidewater
TDW
$2.94B
| $261K | ﹤0.01% |
5,597
-415,684
| -99% | -$19.4M |
|
2070
Inogen
INGN
$231M
| $261K | ﹤0.01% |
36,793
+5,380
| +17% | +$38.1K |
|
2071
Dave Inc
DAVE
$3.04B
| $260K | ﹤0.01% |
+941
| New | +$260K |
|
2072
Hancock Whitney
HWC
$5.38B
| $259K | ﹤0.01% |
4,500
-2,915
| -39% | -$168K |
|
2073
Diageo
DEO
$57.6B
| $259K | ﹤0.01% |
2,578
+284
| +12% | +$28.6K |
|
2074
CRISPR Therapeutics
CRSP
$5.08B
| $259K | ﹤0.01% |
+5,281
| New | +$259K |
|
|
ZH
2075
Zhihu
ZH
$455M
| $259K | ﹤0.01% |
65,139
+35,681
| +121% | +$142K |
|