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 | |
|---|---|---|---|---|---|---|
2076
Associated Banc-Corp
ASB
$4.34B
| $258K | ﹤0.01% |
10,536
-3,610
| -26% | -$88.3K |
|
2077
Gold Fields
GFI
$33.6B
| $257K | ﹤0.01% |
+11,016
| New | +$257K |
|
2078
Novanta
NOVT
$4.23B
| $257K | ﹤0.01% |
2,003
-744
| -27% | -$95.6K |
|
2079
Freshpet
FRPT
$2.62B
| $256K | ﹤0.01% |
3,757
-18,135
| -83% | -$1.23M |
|
2080
Darling Ingredients
DAR
$5B
| $254K | ﹤0.01% |
6,706
-84,205
| -93% | -$3.19M |
|
2081
CTS Corp
CTS
$1.24B
| $253K | ﹤0.01% |
+5,928
| New | +$253K |
|
2082
Lufax Holding
LU
$2.6B
| $253K | ﹤0.01% |
90,731
-1,568
| -2% | -$4.38K |
|
2083
Commerce Bancshares
CBSH
$7.99B
| $253K | ﹤0.01% |
4,069
-16,942
| -81% | -$1.05M |
|
2084
iShares MSCI Hong Kong ETF
EWH
$739M
| $253K | ﹤0.01% |
12,720
-624
| -5% | -$12.4K |
|
2085
Hagerty
HGTY
$1.26B
| $253K | ﹤0.01% |
24,855
| – | – |
|
2086
JetBlue
JBLU
$1.87B
| $252K | ﹤0.01% |
59,567
+2,233
| +4% | +$9.46K |
|
2087
iShares MSCI Thailand ETF
THD
$236M
| $252K | ﹤0.01% |
+5,000
| New | +$252K |
|
2088
Fabrinet
FN
$13.3B
| $252K | ﹤0.01% |
860
-1,108
| -56% | -$325K |
|
2089
Simmons First National
SFNC
$2.97B
| $252K | ﹤0.01% |
13,191
-13,151
| -50% | -$251K |
|
2090
Harley-Davidson
HOG
$3.73B
| $252K | ﹤0.01% |
10,666
-67,570
| -86% | -$1.59M |
|
2091
Everspin Technologies
MRAM
$157M
| $252K | ﹤0.01% |
40,841
+6,719
| +20% | +$41.4K |
|
2092
WNS Holdings
WNS
$3.25B
| $251K | ﹤0.01% |
3,942
-1,041
| -21% | -$66.4K |
|
2093
Redwire
RDW
$1.25B
| $251K | ﹤0.01% |
+15,208
| New | +$251K |
|
2094
AvePoint
AVPT
$3.39B
| $250K | ﹤0.01% |
12,920
-2,022
| -14% | -$39.2K |
|
2095
InfuSystem Holdings
INFU
$205M
| $250K | ﹤0.01% |
41,904
+14,878
| +55% | +$88.7K |
|
2096
America's Car Mart
CRMT
$286M
| $250K | ﹤0.01% |
+4,435
| New | +$250K |
|
2097
Toyota
TM
$258B
| $250K | ﹤0.01% |
+1,440
| New | +$250K |
|
2098
Nature's Sunshine
NATR
$303M
| $249K | ﹤0.01% |
+17,252
| New | +$249K |
|
2099
OceanFirst Financial
OCFC
$1.04B
| $249K | ﹤0.01% |
14,003
-12,269
| -47% | -$218K |
|
2100
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.74B
| $249K | ﹤0.01% |
1,168
-3,456
| -75% | -$735K |
|