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 |
Microsoft
MSFT
|
+$1.32B |
| 2 |
Apple
AAPL
|
+$1.31B |
| 3 |
Amazon
AMZN
|
+$492M |
| 4 |
UnitedHealth
UNH
|
+$489M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$322M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$180M |
| 2 |
iShares MSCI China ETF
MCHI
|
+$137M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$63.3M |
| 4 |
KAHC
KKR Acquisition Holdings I Corp.
KAHC
|
+$45.3M |
| 5 |
Arch Capital
ACGL
|
+$38.9M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Financials | 14.67% |
| 3 | Healthcare | 14.1% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2176
U-Haul Holding Co
UHAL
$10.8B
| $257K | ﹤0.01% |
4,299
-122,981
| -97% | -$7.35M |
|
|
CHS
2177
DELISTED
Chicos FAS, Inc.
CHS
| $257K | ﹤0.01% |
52,485
+12,412
| +31% | +$60.7K |
|
2178
Lithia Motors
LAD
$8.64B
| $256K | ﹤0.01% |
+1,253
| New | +$256K |
|
2179
NI Holdings
NODK
$275M
| $256K | ﹤0.01% |
19,033
| – | – |
|
2180
Denali Therapeutics
DNLI
$2.14B
| $256K | ﹤0.01% |
9,349
+1,675
| +22% | +$45.8K |
|
2181
EchoStar
SATS
$23B
| $253K | ﹤0.01% |
+15,214
| New | +$253K |
|
2182
Ardagh Metal Packaging
AMBP
$2.1B
| $253K | ﹤0.01% |
52,643
+38,624
| +276% | +$186K |
|
2183
Vanguard Mid-Cap Value ETF
VOE
$18.7B
| $253K | ﹤0.01% |
1,868
| – | – |
|
2184
Marqeta
MQ
$2.64B
| $253K | ﹤0.01% |
+42,028
| New | +$253K |
|
2185
Myriad Genetics
MYGN
$642M
| $253K | ﹤0.01% |
17,914
+5,076
| +40% | +$71.6K |
|
|
PFC
2186
DELISTED
Premier Financial Corp. Common Stock
PFC
| $253K | ﹤0.01% |
9,368
-1,879
| -17% | -$50.7K |
|
2187
Columbia Sportswear
COLM
$3.01B
| $252K | ﹤0.01% |
+2,875
| New | +$252K |
|
2188
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $251K | ﹤0.01% |
1,582
| – | – |
|
|
BHR
2189
Braemar Hotels & Resorts
BHR
$199M
| $250K | ﹤0.01% |
61,215
+1,408
| +2% | +$5.76K |
|
2190
A10 Networks
ATEN
$1.26B
| $250K | ﹤0.01% |
15,147
+2,590
| +21% | +$42.8K |
|
2191
CNX Resources
CNX
$4.14B
| $250K | ﹤0.01% |
+14,889
| New | +$250K |
|
2192
Sleep Number
SNBR
$211M
| $250K | ﹤0.01% |
+9,655
| New | +$250K |
|
2193
Pilgrim's Pride
PPC
$10.3B
| $250K | ﹤0.01% |
10,537
-15,443
| -59% | -$366K |
|
|
SLCA
2194
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $250K | ﹤0.01% |
20,271
+4,149
| +26% | +$51.2K |
|
2195
Encompass Health
EHC
$12.6B
| $250K | ﹤0.01% |
+4,175
| New | +$250K |
|
|
NXGN
2196
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $250K | ﹤0.01% |
13,309
-15,601
| -54% | -$293K |
|
2197
Hawkins
HWKN
$3.56B
| $249K | ﹤0.01% |
+6,410
| New | +$249K |
|
2198
EXL Service
EXLS
$6.9B
| $249K | ﹤0.01% |
7,340
-29,145
| -80% | -$988K |
|
2199
Travere Therapeutics
TVTX
$2.43B
| $248K | ﹤0.01% |
+11,921
| New | +$248K |
|
2200
Mativ Holdings
MATV
$666M
| $248K | ﹤0.01% |
11,879
+1,506
| +15% | +$31.4K |
|