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 |
Pinduoduo
PDD
|
+$307M |
| 2 |
Visa
V
|
+$101M |
| 3 |
McDonald's
MCD
|
+$53.9M |
| 4 |
Elevance Health
ELV
|
+$42M |
| 5 |
Gilead Sciences
GILD
|
+$36.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$771M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$701M |
| 3 |
Tesla
TSLA
|
+$395M |
| 4 |
Apple
AAPL
|
+$389M |
| 5 |
Amazon
AMZN
|
+$316M |
Sector Composition
| 1 | Technology | 22.16% |
| 2 | Financials | 15.36% |
| 3 | Consumer Discretionary | 13.39% |
| 4 | Healthcare | 12.97% |
| 5 | Communication Services | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2126
Digi International
DGII
$1.33B
| $230K | ﹤0.01% |
6,650
-2,630
| -28% | -$91K |
|
2127
InterDigital
IDCC
$8.26B
| $230K | ﹤0.01% |
5,626
-2,535
| -31% | -$104K |
|
2128
Mativ Holdings
MATV
$675M
| $230K | ﹤0.01% |
10,373
+1,965
| +23% | +$43.6K |
|
2129
Stantec
STN
$12.7B
| $229K | ﹤0.01% |
5,197
-7,189
| -58% | -$317K |
|
2130
Zillow
ZG
$20.8B
| $229K | ﹤0.01% |
7,803
-5,411
| -41% | -$159K |
|
2131
B&G Foods
BGS
$363M
| $228K | ﹤0.01% |
13,608
-4,379
| -24% | -$73.4K |
|
2132
MarineMax
HZO
$563M
| $228K | ﹤0.01% |
7,588
+929
| +14% | +$27.9K |
|
2133
MRC Global
MRC
$1.25B
| $228K | ﹤0.01% |
31,383
-9,496
| -23% | -$69K |
|
2134
Ultra Clean Holdings
UCTT
$1.15B
| $228K | ﹤0.01% |
8,609
-11,934
| -58% | -$316K |
|
2135
Wabash National
WNC
$472M
| $228K | ﹤0.01% |
14,374
-22,568
| -61% | -$358K |
|
2136
Cerus
CERS
$238M
| $227K | ﹤0.01% |
61,886
+996
| +2% | +$3.65K |
|
2137
Anywhere Real Estate
HOUS
$738M
| $227K | ﹤0.01% |
27,571
-11,675
| -30% | -$96.1K |
|
2138
Vanguard Small-Cap Value ETF
VBR
$31.9B
| $227K | ﹤0.01% |
1,582
+206
| +15% | +$29.6K |
|
2139
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $227K | ﹤0.01% |
1,868
+232
| +14% | +$28.2K |
|
|
CDMO
2140
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $227K | ﹤0.01% |
11,713
-4,622
| -28% | -$89.6K |
|
|
ADAL
2141
DELISTED
Anthemis Digital Acquisitions I Corp Class A Ordinary Shares
ADAL
| $226K | ﹤0.01% |
+22,444
| New | +$226K |
|
2142
Ligand Pharmaceuticals
LGND
$3.28B
| $226K | ﹤0.01% |
4,059
-1,763
| -30% | -$98.2K |
|
2143
South Plains Financial
SPFI
$660M
| $226K | ﹤0.01% |
+8,111
| New | +$226K |
|
2144
Sylvamo
SLVM
$1.78B
| $225K | ﹤0.01% |
6,550
-3,051
| -32% | -$105K |
|
2145
Vanguard Small-Cap Growth ETF
VBK
$20.7B
| $225K | ﹤0.01% |
1,153
+133
| +13% | +$26K |
|
2146
iShares MSCI BIC ETF
BKF
$93.8M
| $224K | ﹤0.01% |
7,000
| – | – |
|
|
BBBY
2147
DELISTED
Bed Bath & Beyond Inc
BBBY
| $223K | ﹤0.01% |
36,212
+8,535
| +31% | +$52.6K |
|
2148
Community Health Systems
CYH
$420M
| $222K | ﹤0.01% |
102,262
-22,113
| -18% | -$48K |
|
2149
Progress Software
PRGS
$1.84B
| $222K | ﹤0.01% |
+5,184
| New | +$222K |
|
2150
Coeur Mining
CDE
$9.79B
| $221K | ﹤0.01% |
63,503
+42,212
| +198% | +$147K |
|