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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CBL
2201
CBL Properties
CBL
$1.01B
| $212K | ﹤0.01% |
+8,356
| New | +$212K |
|
2202
Triumph Financial, Inc.
TFIN
$1.35B
| $212K | ﹤0.01% |
2,653
+140
| +6% | +$11.2K |
|
2203
Jamf
JAMF
$1.4B
| $211K | ﹤0.01% |
12,093
+902
| +8% | +$15.8K |
|
2204
First Hawaiian
FHB
$3.21B
| $211K | ﹤0.01% |
+9,109
| New | +$211K |
|
|
WSR
2205
Whitestone REIT
WSR
$670M
| $211K | ﹤0.01% |
+15,654
| New | +$211K |
|
2206
Dolby
DLB
$6.91B
| $211K | ﹤0.01% |
+2,758
| New | +$211K |
|
2207
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$395M
| $210K | ﹤0.01% |
5,456
-5,506
| -50% | -$212K |
|
2208
Federated Hermes
FHI
$4.2B
| $210K | ﹤0.01% |
5,701
-16,866
| -75% | -$620K |
|
2209
Lindsay Corp
LNN
$1.53B
| $209K | ﹤0.01% |
1,677
+46
| +3% | +$5.74K |
|
|
LAND
2210
Gladstone Land Corp
LAND
$322M
| $209K | ﹤0.01% |
+15,040
| New | +$209K |
|
2211
MidWestOne Financial Group
MOFG
$609M
| $209K | ﹤0.01% |
7,277
-7,559
| -51% | -$217K |
|
2212
Core & Main
CNM
$9.43B
| $209K | ﹤0.01% |
4,705
-261
| -5% | -$11.6K |
|
2213
REV Group
REVG
$3.12B
| $209K | ﹤0.01% |
+7,525
| New | +$209K |
|
2214
Ryan Specialty Holdings
RYAN
$6.62B
| $209K | ﹤0.01% |
3,140
-503
| -14% | -$33.4K |
|
2215
Akero Therapeutics
AKRO
$3.59B
| $208K | ﹤0.01% |
+7,265
| New | +$208K |
|
2216
Hain Celestial
HAIN
$191M
| $207K | ﹤0.01% |
23,854
-9,023
| -27% | -$78.5K |
|
|
X
2217
DELISTED
US Steel
X
| $207K | ﹤0.01% |
5,872
-198,349
| -97% | -$7M |
|
2218
Artisan Partners
APAM
$3.32B
| $207K | ﹤0.01% |
4,798
-948
| -16% | -$40.9K |
|
2219
PACS Group
PACS
$1.49B
| $207K | ﹤0.01% |
+5,261
| New | +$207K |
|
2220
Alamos Gold
AGI
$13.8B
| $206K | ﹤0.01% |
+10,398
| New | +$206K |
|
2221
BWX Technologies
BWXT
$15.5B
| $206K | ﹤0.01% |
1,884
-3,131
| -62% | -$342K |
|
2222
Lakeland Financial Corp
LKFN
$1.68B
| $206K | ﹤0.01% |
+3,134
| New | +$206K |
|
2223
Alpha and Omega Semiconductor
AOSL
$875M
| $205K | ﹤0.01% |
+5,559
| New | +$205K |
|
2224
Aaon
AAON
$6.72B
| $205K | ﹤0.01% |
+1,902
| New | +$205K |
|
2225
Federal Agricultural Mortgage
AGM
$2.16B
| $205K | ﹤0.01% |
+1,101
| New | +$205K |
|