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 | |
|---|---|---|---|---|---|---|
2251
Olema Pharmaceuticals
OLMA
$536M
| $174K | ﹤0.01% |
37,633
+21,935
| +140% | +$102K |
|
2252
Eventbrite
EB
$261M
| $174K | ﹤0.01% |
65,313
-1,957
| -3% | -$5.23K |
|
2253
American Express Global Business Travel
GBTG
$4.2B
| $173K | ﹤0.01% |
27,516
+13,014
| +90% | +$81.9K |
|
2254
AST SpaceMobile
ASTS
$10.1B
| $172K | ﹤0.01% |
3,639
-146,959
| -98% | -$6.93M |
|
2255
Alphatec Holdings
ATEC
$2.27B
| $171K | ﹤0.01% |
15,656
-696
| -4% | -$7.61K |
|
2256
ZimVie
ZIMV
$532M
| $171K | ﹤0.01% |
18,408
+5,069
| +38% | +$47K |
|
2257
Planet Labs
PL
$2.72B
| $171K | ﹤0.01% |
27,608
-3,530
| -11% | -$21.8K |
|
2258
Vestis
VSTS
$537M
| $170K | ﹤0.01% |
29,583
+15,779
| +114% | +$90.9K |
|
2259
DigitalBridge
DBRG
$2.03B
| $170K | ﹤0.01% |
16,641
-24,952
| -60% | -$255K |
|
2260
First Advantage
FA
$2.74B
| $169K | ﹤0.01% |
+10,251
| New | +$169K |
|
2261
MasterBrand
MBC
$1.62B
| $168K | ﹤0.01% |
15,598
-2,154
| -12% | -$23.2K |
|
|
BORR
2262
Borr Drilling
BORR
$884M
| $168K | ﹤0.01% |
90,521
+13,509
| +18% | +$25.1K |
|
|
ARI
2263
Apollo Commercial Real Estate
ARI
$1.53B
| $167K | ﹤0.01% |
17,400
-2,231
| -11% | -$21.4K |
|
2264
Tiziana Life Sciences
TLSA
$203M
| $166K | ﹤0.01% |
105,365
| – | – |
|
2265
Emerald Holding
EEX
$960M
| $166K | ﹤0.01% |
33,685
-6,133
| -15% | -$30.2K |
|
2266
Entravision Communication
EVC
$215M
| $166K | ﹤0.01% |
69,691
-1,088
| -2% | -$2.59K |
|
2267
Bassett Furniture
BSET
$144M
| $166K | ﹤0.01% |
11,211
+775
| +7% | +$11.5K |
|
2268
AngioDynamics
ANGO
$445M
| $165K | ﹤0.01% |
+16,749
| New | +$165K |
|
|
STKL
2269
SunOpta
STKL
$735M
| $165K | ﹤0.01% |
28,354
+9,833
| +53% | +$57.3K |
|
2270
Cerus
CERS
$226M
| $165K | ﹤0.01% |
119,668
-2,991
| -2% | -$4.11K |
|
2271
Accuray
ARAY
$175M
| $164K | ﹤0.01% |
121,247
-1,407
| -1% | -$1.91K |
|
2272
B2Gold
BTG
$5.74B
| $163K | ﹤0.01% |
45,078
+840
| +2% | +$3.04K |
|
|
KLC
2273
KinderCare Learning Companies, Inc.
KLC
$847M
| $162K | ﹤0.01% |
+16,021
| New | +$162K |
|
2274
NovaGold Resources
NG
$2.69B
| $161K | ﹤0.01% |
38,961
+3,635
| +10% | +$15K |
|
2275
Global Water Resources
GWRS
$266M
| $161K | ﹤0.01% |
+15,852
| New | +$161K |
|