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 |
Apple
AAPL
|
+$564M |
| 2 |
Microsoft
MSFT
|
+$332M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$321M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$262M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$239M |
Top Sells
| 1 |
Alibaba
BABA
|
+$2.51B |
| 2 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
+$108M |
| 3 |
Stellantis
STLA
|
+$93.5M |
| 4 |
General Dynamics
GD
|
+$91.6M |
| 5 |
Advanced Micro Devices
AMD
|
+$88M |
Sector Composition
| 1 | Technology | 21.58% |
| 2 | Consumer Discretionary | 17.41% |
| 3 | Financials | 11.63% |
| 4 | Healthcare | 10.9% |
| 5 | Communication Services | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Interface
TILE
$1.66B
| $321K | ﹤0.01% |
+30,953
| New | +$321K |
|
2102
Adient
ADNT
$1.95B
| $319K | ﹤0.01% |
+9,113
| New | +$319K |
|
2103
FTI Consulting
FCN
$5.32B
| $319K | ﹤0.01% |
+2,879
| New | +$319K |
|
2104
Gray Television
GTN
$598M
| $319K | ﹤0.01% |
+17,876
| New | +$319K |
|
2105
Northwest Bancshares
NWBI
$1.83B
| $319K | ﹤0.01% |
+25,093
| New | +$319K |
|
2106
InMode
INMD
$937M
| $318K | ﹤0.01% |
13,326
+2,278
| +21% | +$54.4K |
|
2107
Tiptree Inc
TIPT
$956M
| $317K | ﹤0.01% |
62,943
+25,431
| +68% | +$128K |
|
2108
Designer Brands
DBI
$225M
| $316K | ﹤0.01% |
41,211
+17,536
| +74% | +$134K |
|
2109
Encore Capital Group
ECPG
$1.02B
| $316K | ﹤0.01% |
+8,162
| New | +$316K |
|
2110
Universal Insurance Holdings
UVE
$719M
| $316K | ﹤0.01% |
+21,124
| New | +$316K |
|
2111
Insmed
INSM
$30.8B
| $315K | ﹤0.01% |
+9,422
| New | +$315K |
|
2112
Mercury Insurance
MCY
$4.4B
| $315K | ﹤0.01% |
6,059
+382
| +7% | +$19.9K |
|
2113
Topgolf Callaway Brands
MODG
$1.76B
| $315K | ﹤0.01% |
+13,095
| New | +$315K |
|
2114
Virtus Investment Partners
VRTS
$1.34B
| $315K | ﹤0.01% |
1,460
-2,264
| -61% | -$488K |
|
2115
HealthStream
HSTM
$855M
| $314K | ﹤0.01% |
14,478
+2,971
| +26% | +$64.4K |
|
2116
LGI Homes
LGIH
$1.39B
| $314K | ﹤0.01% |
2,938
-2,025
| -41% | -$216K |
|
2117
Saic
SAIC
$4.9B
| $314K | ﹤0.01% |
3,317
-1,820
| -35% | -$172K |
|
2118
Yeti Holdings
YETI
$2.88B
| $313K | ﹤0.01% |
4,531
-7,140
| -61% | -$493K |
|
|
RUBY
2119
DELISTED
Rubius Therapeutics, Inc
RUBY
| $313K | ﹤0.01% |
41,457
+23,260
| +128% | +$176K |
|
2120
Korro Bio
KRRO
$289M
| $312K | ﹤0.01% |
+176
| New | +$312K |
|
|
KBAL
2121
DELISTED
Kimball International
KBAL
| $312K | ﹤0.01% |
26,126
+6,253
| +31% | +$74.7K |
|
2122
Western Midstream Partners
WES
$14.6B
| $311K | ﹤0.01% |
22,457
+2,803
| +14% | +$38.8K |
|
2123
Viavi Solutions
VIAV
$2.69B
| $310K | ﹤0.01% |
20,708
+5,480
| +36% | +$82K |
|
2124
Simpson Manufacturing
SSD
$7.86B
| $309K | ﹤0.01% |
3,318
-5,074
| -60% | -$473K |
|
2125
FuelCell Energy
FCEL
$222M
| $308K | ﹤0.01% |
+902
| New | +$308K |
|