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 | |
|---|---|---|---|---|---|---|
2051
Arcturus Therapeutics
ARCT
$486M
| $248K | ﹤0.01% |
23,160
-2,208
| -9% | -$23.6K |
|
2052
Reservoir Media
RSVR
$509M
| $248K | ﹤0.01% |
34,089
+10,076
| +42% | +$73.3K |
|
2053
Superior Group of Companies
SGC
$182M
| $247K | ﹤0.01% |
+22,233
| New | +$247K |
|
2054
Quaker Houghton
KWR
$2.45B
| $246K | ﹤0.01% |
1,993
-215
| -10% | -$26.6K |
|
2055
Embecta
EMBC
$885M
| $246K | ﹤0.01% |
19,427
-64,090
| -77% | -$812K |
|
2056
Dole
DOLE
$1.3B
| $246K | ﹤0.01% |
+16,836
| New | +$246K |
|
2057
ATI
ATI
$11B
| $246K | ﹤0.01% |
4,722
-19,186
| -80% | -$998K |
|
2058
Hawaiian Electric Industries
HE
$2.11B
| $245K | ﹤0.01% |
22,258
-42,218
| -65% | -$465K |
|
2059
Sunrun
RUN
$3.77B
| $245K | ﹤0.01% |
42,390
-26,164
| -38% | -$151K |
|
2060
MKS Inc. Common Stock
MKSI
$8.08B
| $245K | ﹤0.01% |
3,052
-1,672
| -35% | -$134K |
|
2061
Knowles
KN
$1.92B
| $244K | ﹤0.01% |
16,095
+1,415
| +10% | +$21.5K |
|
2062
Simulations Plus
SLP
$312M
| $244K | ﹤0.01% |
10,109
-11,034
| -52% | -$267K |
|
|
NREF
2063
NexPoint Real Estate Finance
NREF
$249M
| $244K | ﹤0.01% |
15,765
+636
| +4% | +$9.83K |
|
2064
Columbia Banking Systems
COLB
$7.74B
| $243K | ﹤0.01% |
9,769
-10,722
| -52% | -$267K |
|
2065
Mativ Holdings
MATV
$678M
| $242K | ﹤0.01% |
38,828
+14,734
| +61% | +$91.9K |
|
|
DNB
2066
DELISTED
Dun & Bradstreet
DNB
| $242K | ﹤0.01% |
+27,096
| New | +$242K |
|
2067
Biohaven
BHVN
$1.53B
| $242K | ﹤0.01% |
10,321
-40
| -0.4% | -$937 |
|
2068
ACV Auctions
ACVA
$1.75B
| $242K | ﹤0.01% |
17,166
-46
| -0.3% | -$648 |
|
2069
PagSeguro Digital
PAGS
$3.14B
| $242K | ﹤0.01% |
31,676
-2,346
| -7% | -$17.9K |
|
2070
ArcBest
ARCB
$1.65B
| $242K | ﹤0.01% |
3,479
+121
| +4% | +$8.4K |
|
2071
Avis
CAR
$5.49B
| $241K | ﹤0.01% |
3,181
-31,769
| -91% | -$2.41M |
|
2072
Phinia Inc
PHIN
$2.27B
| $241K | ﹤0.01% |
5,668
-13
| -0.2% | -$553 |
|
2073
Peabody Energy
BTU
$2.52B
| $240K | ﹤0.01% |
17,926
+262
| +1% | +$3.51K |
|
2074
Diageo
DEO
$55.8B
| $240K | ﹤0.01% |
2,294
-99,684
| -98% | -$10.4M |
|
2075
Advance Auto Parts
AAP
$3.74B
| $240K | ﹤0.01% |
6,115
-2,505
| -29% | -$98.2K |
|