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 |
Alphabet (Google) Class A
GOOGL
|
+$511M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
+$285M |
| 3 |
Apple
AAPL
|
+$273M |
| 4 |
Meta Platforms (Facebook)
META
|
+$265M |
| 5 |
Microsoft
MSFT
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$916M |
| 2 |
NVIDIA
NVDA
|
+$768M |
| 3 |
Alibaba
BABA
|
+$275M |
| 4 |
Uber
UBER
|
+$222M |
| 5 |
Adobe
ADBE
|
+$206M |
Sector Composition
| 1 | Technology | 30.92% |
| 2 | Financials | 13.84% |
| 3 | Consumer Discretionary | 11% |
| 4 | Healthcare | 9.89% |
| 5 | Communication Services | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Northwest Bancshares
NWBI
$1.82B
| $178K | ﹤0.01% |
14,789
-4,971
| -25% | -$59.7K |
|
2202
Arhaus
ARHS
$1.59B
| $176K | ﹤0.01% |
+20,372
| New | +$176K |
|
|
KC
2203
Kingsoft Cloud Holdings
KC
$4.56B
| $176K | ﹤0.01% |
+12,351
| New | +$176K |
|
2204
Western New England Bancorp
WNEB
$251M
| $176K | ﹤0.01% |
18,741
-11,155
| -37% | -$105K |
|
2205
MDU Resources
MDU
$3.27B
| $175K | ﹤0.01% |
10,376
-93,155
| -90% | -$1.57M |
|
2206
Fastly
FSLY
$1.24B
| $175K | ﹤0.01% |
27,938
+1,612
| +6% | +$10.1K |
|
2207
Astria Therapeutics
ATXS
$438M
| $174K | ﹤0.01% |
32,808
+13,545
| +70% | +$71.9K |
|
2208
Ardmore Shipping
ASC
$544M
| $173K | ﹤0.01% |
17,263
+1,024
| +6% | +$10.3K |
|
2209
NeoGenomics
NEO
$1.05B
| $173K | ﹤0.01% |
18,769
-10,800
| -37% | -$99.5K |
|
2210
Trevi Therapeutics
TRVI
$997M
| $173K | ﹤0.01% |
27,748
-17,005
| -38% | -$106K |
|
2211
Arrowhead Research
ARWR
$4.11B
| $173K | ﹤0.01% |
+13,850
| New | +$173K |
|
2212
Everspin Technologies
MRAM
$181M
| $173K | ﹤0.01% |
34,122
+11,282
| +49% | +$57.1K |
|
2213
Sabre
SABR
$738M
| $172K | ﹤0.01% |
61,063
+3,637
| +6% | +$10.2K |
|
2214
Wendy's
WEN
$1.83B
| $171K | ﹤0.01% |
+11,723
| New | +$171K |
|
2215
Expensify
EXFY
$181M
| $170K | ﹤0.01% |
55,492
-7,825
| -12% | -$24K |
|
2216
Lloyds Banking Group
LYG
$67.7B
| $170K | ﹤0.01% |
44,339
-6,598
| -13% | -$25.3K |
|
|
BORR
2217
Borr Drilling
BORR
$887M
| $170K | ﹤0.01% |
77,012
+48,474
| +170% | +$107K |
|
2218
8x8 Inc
EGHT
$280M
| $168K | ﹤0.01% |
85,536
+215
| +0.3% | +$422 |
|
2219
Eos Energy Enterprises
EOSE
$2.35B
| $167K | ﹤0.01% |
+44,255
| New | +$167K |
|
2220
Cerus
CERS
$240M
| $167K | ﹤0.01% |
122,659
-137
| -0.1% | -$186 |
|
2221
4D Molecular Therapeutics
FDMT
$318M
| $166K | ﹤0.01% |
52,171
+17,758
| +52% | +$56.6K |
|
2222
DHT Holdings
DHT
$2.09B
| $166K | ﹤0.01% |
15,665
-42
| -0.3% | -$445 |
|
2223
Advantage Solutions
ADV
$623M
| $166K | ﹤0.01% |
110,132
+14,606
| +15% | +$22K |
|
2224
Alphatec Holdings
ATEC
$2.19B
| $166K | ﹤0.01% |
16,352
+575
| +4% | +$5.82K |
|
2225
Talos Energy
TALO
$1.68B
| $165K | ﹤0.01% |
16,752
-5,610
| -25% | -$55.4K |
|