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 | |
|---|---|---|---|---|---|---|
2126
ePlus
PLUS
$1.93B
| $237K | ﹤0.01% |
3,277
-264
| -7% | -$19.1K |
|
2127
Minerals Technologies
MTX
$1.98B
| $237K | ﹤0.01% |
4,304
-812
| -16% | -$44.7K |
|
2128
ChargePoint
CHPT
$235M
| $237K | ﹤0.01% |
16,963
+13,735
| +425% | +$192K |
|
2129
Newell Brands
NWL
$2.54B
| $236K | ﹤0.01% |
43,784
-266,069
| -86% | -$1.44M |
|
2130
Agilon Health
AGL
$468M
| $236K | ﹤0.01% |
101,215
-5,489
| -5% | -$12.8K |
|
2131
Towne Bank
TOWN
$2.84B
| $236K | ﹤0.01% |
6,875
-1,279
| -16% | -$43.8K |
|
2132
Ranger Energy Services
RNGR
$301M
| $235K | ﹤0.01% |
19,436
-2,192
| -10% | -$26.5K |
|
2133
Interparfums
IPAR
$3.47B
| $234K | ﹤0.01% |
+1,784
| New | +$234K |
|
2134
Lemonade
LMND
$3.63B
| $233K | ﹤0.01% |
+5,405
| New | +$233K |
|
2135
SoFi Technologies
SOFI
$30.6B
| $232K | ﹤0.01% |
12,491
-4,614
| -27% | -$85.7K |
|
2136
iShares Global Energy ETF
IXC
$1.85B
| $232K | ﹤0.01% |
5,900
| – | – |
|
2137
Cerence
CRNC
$403M
| $231K | ﹤0.01% |
22,269
+5,071
| +29% | +$52.6K |
|
2138
Franklin Covey
FC
$234M
| $231K | ﹤0.01% |
10,037
-4,674
| -32% | -$108K |
|
2139
WaFd
WAFD
$2.47B
| $231K | ﹤0.01% |
7,827
-1,550
| -17% | -$45.7K |
|
2140
Peabody Energy
BTU
$2.25B
| $231K | ﹤0.01% |
17,128
-798
| -4% | -$10.7K |
|
2141
American Vanguard Corp
AVD
$152M
| $230K | ﹤0.01% |
59,537
-490
| -0.8% | -$1.9K |
|
|
NVEE
2142
DELISTED
NV5 Global
NVEE
| $229K | ﹤0.01% |
9,920
-11,317
| -53% | -$262K |
|
2143
Gambling.com
GAMB
$284M
| $229K | ﹤0.01% |
19,099
+1,265
| +7% | +$15.2K |
|
2144
British American Tobacco
BTI
$123B
| $229K | ﹤0.01% |
+4,875
| New | +$229K |
|
2145
Sylvamo
SLVM
$1.75B
| $229K | ﹤0.01% |
4,541
+145
| +3% | +$7.31K |
|
2146
Vir Biotechnology
VIR
$713M
| $229K | ﹤0.01% |
44,326
+30,077
| +211% | +$155K |
|
2147
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $229K | ﹤0.01% |
8,272
-1,528
| -16% | -$42.2K |
|
2148
Cracker Barrel
CBRL
$1.09B
| $228K | ﹤0.01% |
3,775
-18,327
| -83% | -$1.11M |
|
2149
KB Home
KBH
$4.46B
| $228K | ﹤0.01% |
4,308
+705
| +20% | +$37.3K |
|
2150
OraSure Technologies
OSUR
$238M
| $228K | ﹤0.01% |
76,096
-16,884
| -18% | -$50.6K |
|