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 | |
|---|---|---|---|---|---|---|
2251
NuScale Power
SMR
$4.83B
| $149K | ﹤0.01% |
10,490
-42,991
| -80% | -$609K |
|
2252
RPC Inc
RES
$1.02B
| $149K | ﹤0.01% |
27,210
-13,625
| -33% | -$74.4K |
|
2253
Indivior
INDV
$2.91B
| $148K | ﹤0.01% |
15,823
-1,745
| -10% | -$16.3K |
|
|
PMT
2254
PennyMac Mortgage Investment
PMT
$1.07B
| $148K | ﹤0.01% |
10,046
-66
| -0.7% | -$970 |
|
2255
InfuSystem Holdings
INFU
$203M
| $147K | ﹤0.01% |
+27,026
| New | +$147K |
|
2256
AdaptHealth
AHCO
$1.23B
| $147K | ﹤0.01% |
13,597
-38,643
| -74% | -$417K |
|
2257
Jamf
JAMF
$1.5B
| $146K | ﹤0.01% |
12,004
+572
| +5% | +$6.94K |
|
2258
European Wax Center
EWCZ
$178M
| $146K | ﹤0.01% |
36,509
-893
| -2% | -$3.56K |
|
|
OLO
2259
DELISTED
Olo Inc
OLO
| $146K | ﹤0.01% |
24,274
-18,853
| -44% | -$113K |
|
2260
INmune Bio
INMB
$52.6M
| $145K | ﹤0.01% |
19,385
-5,826
| -23% | -$43.5K |
|
2261
MaxCyte
MXCT
$160M
| $144K | ﹤0.01% |
53,556
+4,765
| +10% | +$12.8K |
|
2262
Caledonia Mining Corp
CMCL
$603M
| $144K | ﹤0.01% |
11,801
+114
| +1% | +$1.39K |
|
2263
ZimVie
ZIMV
$533M
| $144K | ﹤0.01% |
+13,339
| New | +$144K |
|
2264
Arvinas
ARVN
$572M
| $143K | ﹤0.01% |
20,259
+1,039
| +5% | +$7.35K |
|
2265
Eventbrite
EB
$275M
| $143K | ﹤0.01% |
67,270
+14,091
| +26% | +$29.9K |
|
2266
Unisys
UIS
$292M
| $142K | ﹤0.01% |
30,901
-3,340
| -10% | -$15.4K |
|
|
RDFN
2267
DELISTED
Redfin
RDFN
| $142K | ﹤0.01% |
15,717
-177,880
| -92% | -$1.61M |
|
2268
Omeros
OMER
$285M
| $142K | ﹤0.01% |
+17,138
| New | +$142K |
|
2269
Ocular Therapeutix
OCUL
$2.18B
| $141K | ﹤0.01% |
19,573
+1,472
| +8% | +$10.6K |
|
2270
Hope Bancorp
HOPE
$1.4B
| $140K | ﹤0.01% |
13,404
-30,788
| -70% | -$322K |
|
|
VERV
2271
DELISTED
Verve Therapeutics
VERV
| $139K | ﹤0.01% |
+29,010
| New | +$139K |
|
2272
Enovix
ENVX
$2.02B
| $138K | ﹤0.01% |
21,806
-59
| -0.3% | -$373 |
|
2273
Vestis
VSTS
$554M
| $137K | ﹤0.01% |
+13,804
| New | +$137K |
|
2274
Nkarta
NKTX
$139M
| $137K | ﹤0.01% |
73,805
-40
| -0.1% | -$74 |
|
2275
Personalis
PSNL
$521M
| $137K | ﹤0.01% |
39,106
-1,812
| -4% | -$6.33K |
|