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 | |
|---|---|---|---|---|---|---|
2176
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.06B
| $213K | ﹤0.01% |
1,727
-1,060
| -38% | -$131K |
|
2177
Hillenbrand
HI
$1.75B
| $213K | ﹤0.01% |
10,589
-853
| -7% | -$17.2K |
|
2178
GSK
GSK
$81.5B
| $213K | ﹤0.01% |
+5,530
| New | +$213K |
|
2179
CONMED
CNMD
$1.63B
| $212K | ﹤0.01% |
+4,087
| New | +$212K |
|
2180
Trupanion
TRUP
$1.86B
| $212K | ﹤0.01% |
+3,848
| New | +$212K |
|
2181
Phinia Inc
PHIN
$2.26B
| $212K | ﹤0.01% |
4,741
-927
| -16% | -$41.4K |
|
2182
BrightView Holdings
BV
$1.31B
| $209K | ﹤0.01% |
12,650
-11,969
| -49% | -$198K |
|
2183
Crinetics Pharmaceuticals
CRNX
$3.3B
| $209K | ﹤0.01% |
7,197
-6,292
| -47% | -$182K |
|
2184
Starwood Property Trust
STWD
$7.6B
| $209K | ﹤0.01% |
10,389
+193
| +2% | +$3.87K |
|
|
FINV
2185
FinVolution Group
FINV
$1.94B
| $208K | ﹤0.01% |
+21,837
| New | +$208K |
|
2186
Albany International
AIN
$1.77B
| $208K | ﹤0.01% |
2,941
-8,297
| -74% | -$586K |
|
2187
AvidXchange
AVDX
$2.06B
| $207K | ﹤0.01% |
21,173
-3,451
| -14% | -$33.8K |
|
2188
Outfront Media
OUT
$3.12B
| $207K | ﹤0.01% |
12,762
-21,162
| -62% | -$343K |
|
2189
Embecta
EMBC
$876M
| $207K | ﹤0.01% |
21,466
+2,039
| +10% | +$19.7K |
|
2190
Medallion Financial
MFIN
$244M
| $207K | ﹤0.01% |
21,483
+3,377
| +19% | +$32.5K |
|
2191
PagerDuty
PD
$1.49B
| $207K | ﹤0.01% |
13,580
-5,348
| -28% | -$81.4K |
|
2192
La-Z-Boy
LZB
$1.43B
| $206K | ﹤0.01% |
5,543
-1,011
| -15% | -$37.6K |
|
2193
QuantumScape
QS
$4.73B
| $205K | ﹤0.01% |
30,519
-17,742
| -37% | -$119K |
|
2194
Helmerich & Payne
HP
$2.07B
| $205K | ﹤0.01% |
13,355
-8,700
| -39% | -$134K |
|
2195
MGIC Investment
MTG
$6.54B
| $205K | ﹤0.01% |
7,361
-120,777
| -94% | -$3.36M |
|
2196
Energizer
ENR
$1.94B
| $205K | ﹤0.01% |
10,128
-1,375
| -12% | -$27.8K |
|
2197
SGHC Ltd
SGHC
$6.57B
| $204K | ﹤0.01% |
18,623
-1,848
| -9% | -$20.3K |
|
2198
iHeartMedia
IHRT
$323M
| $204K | ﹤0.01% |
120,418
-623
| -0.5% | -$1.06K |
|
2199
STRATTEC Security
STRT
$280M
| $204K | ﹤0.01% |
+3,187
| New | +$204K |
|
2200
Trustmark
TRMK
$2.42B
| $204K | ﹤0.01% |
5,534
-6,665
| -55% | -$245K |
|