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 |
Linde
LIN
|
+$675M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$185M |
| 3 |
iShares Russell 1000 ETF
IWB
|
+$171M |
| 4 |
Charter Communications
CHTR
|
+$160M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$149M |
Top Sells
| 1 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
+$368M |
| 2 |
Microsoft
MSFT
|
+$231M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$201M |
| 4 |
Johnson & Johnson
JNJ
|
+$197M |
| 5 |
NetEase
NTES
|
+$187M |
Sector Composition
| 1 | Consumer Discretionary | 16.66% |
| 2 | Technology | 15.15% |
| 3 | Financials | 11.27% |
| 4 | Communication Services | 9.16% |
| 5 | Healthcare | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Alkermes
ALKS
$4.44B
| – | – |
-5,520
| Closed | -$235K |
|
2052
Ambac
AMBC
$417M
| – | – |
-611,626
| Closed | -$12.5M |
|
2053
AeroVironment
AVAV
$11.7B
| – | – |
-1,903
| Closed | -$213K |
|
2054
Bankunited
BKU
$2.92B
| – | – |
-41,435
| Closed | -$1.47M |
|
2055
BWX Technologies
BWXT
$15.2B
| – | – |
-5,294
| Closed | -$332K |
|
2056
Cable One
CABO
$898M
| – | – |
-361
| Closed | -$319K |
|
2057
Century Communities
CCS
$1.99B
| – | – |
-34,062
| Closed | -$894K |
|
2058
Chegg
CHGG
$175M
| – | – |
-10,351
| Closed | -$294K |
|
2059
Chord Energy
CHRD
$5.96B
| – | – |
-12,980
| Closed | -$184K |
|
2060
Compass Minerals
CMP
$750M
| – | – |
-3,005
| Closed | -$201K |
|
2061
Carvana
CVNA
$50.4B
| – | – |
-5,450
| Closed | -$322K |
|
2062
Gerdau
GGB
$6.23B
| – | – |
-211,996
| Closed | -$708K |
|
2063
Galicia Financial Group
GGAL
$5.2B
| – | – |
-200,266
| Closed | -$5.09M |
|
2064
Globus Medical
GMED
$7.9B
| – | – |
-3,625
| Closed | -$206K |
|
2065
Acushnet Holdings
GOLF
$4.38B
| – | – |
-7,780
| Closed | -$213K |
|
2066
Chart Industries
GTLS
$8.95B
| – | – |
-19,858
| Closed | -$1.55M |
|
2067
HealthEquity
HQY
$7.94B
| – | – |
-29,705
| Closed | -$2.8M |
|
2068
HUB Group
HUBG
$2.2B
| – | – |
-53,784
| Closed | -$1.23M |
|
2069
Hancock Whitney
HWC
$5.37B
| – | – |
-5,670
| Closed | -$270K |
|
2070
Integra LifeSciences
IART
$1.18B
| – | – |
-4,956
| Closed | -$327K |
|
2071
ICL Group
ICL
$8.03B
| – | – |
-11,172
| Closed | -$67K |
|
2072
IGC Pharma
IGC
$38.7M
| – | – |
-59,730
| Closed | -$385K |
|
2073
Insteel Industries
IIIN
$742M
| – | – |
-15,251
| Closed | -$546K |
|
2074
Independent Bank
INDB
$3.49B
| – | – |
-19,451
| Closed | -$1.61M |
|
2075
Amplify Mobile Payments ETF
IPAY
$271M
| – | – |
-6,770
| Closed | -$291K |
|