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 | |
|---|---|---|---|---|---|---|
2201
Enhabit
EHAB
$409M
| $203K | ﹤0.01% |
21,327
+3,800
| +22% | +$36.2K |
|
2202
Comstock Resources
CRK
$4.65B
| $203K | ﹤0.01% |
7,198
-5,477
| -43% | -$154K |
|
2203
Quantum Computing Inc
QUBT
$2.46B
| $203K | ﹤0.01% |
+11,198
| New | +$203K |
|
2204
Quanterix
QTRX
$201M
| $203K | ﹤0.01% |
29,949
-1,184
| -4% | -$8.02K |
|
2205
Stock Yards Bancorp
SYBT
$2.28B
| $203K | ﹤0.01% |
2,557
-413
| -14% | -$32.7K |
|
2206
TaskUs
TASK
$1.54B
| $202K | ﹤0.01% |
12,078
-5,164
| -30% | -$86.6K |
|
2207
BigBear.ai
BBAI
$1.75B
| $201K | ﹤0.01% |
28,107
+16,176
| +136% | +$116K |
|
2208
Hexcel
HXL
$4.93B
| $201K | ﹤0.01% |
3,559
-18,293
| -84% | -$1.03M |
|
2209
Arbor Realty Trust
ABR
$2.26B
| $201K | ﹤0.01% |
19,355
-2,817
| -13% | -$29.2K |
|
2210
Ingles Markets
IMKTA
$1.29B
| $201K | ﹤0.01% |
3,173
-9,539
| -75% | -$603K |
|
2211
Skyward Specialty Insurance
SKWD
$1.93B
| $200K | ﹤0.01% |
3,479
-830
| -19% | -$47.8K |
|
2212
Stitch Fix
SFIX
$745M
| $200K | ﹤0.01% |
54,223
+23,458
| +76% | +$86.4K |
|
2213
ClearPoint Neuro
CLPT
$299M
| $199K | ﹤0.01% |
+16,624
| New | +$199K |
|
2214
Viasat
VSAT
$3.91B
| $199K | ﹤0.01% |
13,654
-8,365
| -38% | -$122K |
|
|
NPB
2215
Northpointe Bancshares, Inc.
NPB
$623M
| $199K | ﹤0.01% |
+14,337
| New | +$199K |
|
2216
Travere Therapeutics
TVTX
$2.43B
| $199K | ﹤0.01% |
13,308
-17,429
| -57% | -$260K |
|
|
NREF
2217
NexPoint Real Estate Finance
NREF
$268M
| $198K | ﹤0.01% |
14,241
-1,524
| -10% | -$21.2K |
|
2218
ODP
ODP
$611M
| $198K | ﹤0.01% |
+10,871
| New | +$198K |
|
2219
Western Union
WU
$2.73B
| $197K | ﹤0.01% |
23,430
-3,547
| -13% | -$29.9K |
|
2220
Organon & Co
OGN
$2.67B
| $197K | ﹤0.01% |
20,333
+5,517
| +37% | +$53.5K |
|
|
DHC
2221
Diversified Healthcare Trust
DHC
$1.05B
| $197K | ﹤0.01% |
55,795
+30,321
| +119% | +$107K |
|
2222
KVH Industries
KVHI
$114M
| $196K | ﹤0.01% |
36,289
| – | – |
|
2223
Oportun Financial
OPRT
$283M
| $195K | ﹤0.01% |
26,178
+6,322
| +32% | +$47K |
|
2224
Capitol Federal Financial
CFFN
$840M
| $193K | ﹤0.01% |
31,444
+4,583
| +17% | +$28.2K |
|
2225
Xencor
XNCR
$596M
| $193K | ﹤0.01% |
24,353
+13,030
| +115% | +$103K |
|