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 |
Microsoft
MSFT
|
+$333M |
| 2 |
Amazon
AMZN
|
+$286M |
| 3 |
Apple
AAPL
|
+$244M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$241M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$170M |
Top Sells
| 1 |
Alibaba
BABA
|
+$213M |
| 2 |
AGN
Allergan plc
AGN
|
+$203M |
| 3 |
RTX Corp
RTX
|
+$119M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$113M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$103M |
Sector Composition
| 1 | Consumer Discretionary | 23.28% |
| 2 | Technology | 19.42% |
| 3 | Healthcare | 9.96% |
| 4 | Financials | 9.88% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Oportun Financial
OPRT
$283M
| $155K | ﹤0.01% |
+11,503
| New | +$155K |
|
|
FOE
2052
DELISTED
Ferro Corporation
FOE
| $155K | ﹤0.01% |
+13,013
| New | +$155K |
|
|
DSL
2053
DoubleLine Income Solutions Fund
DSL
$1.44B
| $154K | ﹤0.01% |
10,000
| – | – |
|
2054
Openlane
KAR
$3.12B
| $154K | ﹤0.01% |
11,159
-30,588
| -73% | -$422K |
|
|
BORR
2055
Borr Drilling
BORR
$884M
| $152K | ﹤0.01% |
67,991
+42,510
| +167% | +$95K |
|
2056
Kite Realty
KRG
$4.97B
| $152K | ﹤0.01% |
13,171
-10,101
| -43% | -$117K |
|
|
CDR
2057
DELISTED
Cedar Realty Trust, Inc
CDR
| $152K | ﹤0.01% |
23,316
-956
| -4% | -$6.23K |
|
2058
Pampa Energía
PAM
$3.38B
| $150K | ﹤0.01% |
14,262
-32,599
| -70% | -$343K |
|
2059
Ribbon Communications
RBBN
$699M
| $149K | ﹤0.01% |
+37,934
| New | +$149K |
|
2060
Gencor Industries
GENC
$225M
| $148K | ﹤0.01% |
+11,676
| New | +$148K |
|
|
PMBC
2061
DELISTED
Pacific Mercantile Bancorp
PMBC
| $148K | ﹤0.01% |
40,490
+13
| +0% | +$48 |
|
|
BRT
2062
BRT Apartments
BRT
$290M
| $147K | ﹤0.01% |
13,593
+15
| +0.1% | +$162 |
|
2063
Pacific Biosciences
PACB
$366M
| $147K | ﹤0.01% |
42,672
+16,837
| +65% | +$58K |
|
|
BVH
2064
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $147K | ﹤0.01% |
11,521
-3,302
| -22% | -$42.1K |
|
|
BMY.RT
2065
DELISTED
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
| $147K | ﹤0.01% |
41,200
-26,579
| -39% | -$94.8K |
|
2066
The RealReal
REAL
$1.02B
| $145K | ﹤0.01% |
11,338
-5,707
| -33% | -$73K |
|
|
TUP
2067
DELISTED
Tupperware Brands Corporation
TUP
| $145K | ﹤0.01% |
30,490
-45,080
| -60% | -$214K |
|
|
TRIL
2068
DELISTED
Trillium Therapeutics Inc.
TRIL
| $145K | ﹤0.01% |
+17,973
| New | +$145K |
|
2069
Peabody Energy
BTU
$2.25B
| $142K | ﹤0.01% |
49,244
+10,794
| +28% | +$31.1K |
|
2070
Richmond Mutual Bancorp
RMBI
$140M
| $142K | ﹤0.01% |
+12,589
| New | +$142K |
|
2071
TIM SA
TIMB
$10B
| $142K | ﹤0.01% |
+10,939
| New | +$142K |
|
|
ERF
2072
DELISTED
Enerplus Corporation
ERF
| $142K | ﹤0.01% |
50,039
-8,035
| -14% | -$22.8K |
|
2073
Vital Energy
VTLE
$647M
| $141K | ﹤0.01% |
10,191
-430
| -4% | -$5.95K |
|
|
PRTY
2074
DELISTED
Party City Holdco Inc.
PRTY
| $141K | ﹤0.01% |
94,911
-133,383
| -58% | -$198K |
|
2075
Archrock
AROC
$4.35B
| $140K | ﹤0.01% |
21,548
-17,298
| -45% | -$112K |
|