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 |
Apple
AAPL
|
+$564M |
| 2 |
Microsoft
MSFT
|
+$332M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$321M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$262M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$239M |
Top Sells
| 1 |
Alibaba
BABA
|
+$2.51B |
| 2 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
+$108M |
| 3 |
Stellantis
STLA
|
+$93.5M |
| 4 |
General Dynamics
GD
|
+$91.6M |
| 5 |
Advanced Micro Devices
AMD
|
+$88M |
Sector Composition
| 1 | Technology | 21.58% |
| 2 | Consumer Discretionary | 17.41% |
| 3 | Financials | 11.63% |
| 4 | Healthcare | 10.9% |
| 5 | Communication Services | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
ENI
E
$52.3B
| $240K | ﹤0.01% |
11,631
-1,752
| -13% | -$36.2K |
|
2277
Spire
SR
$4.49B
| $237K | ﹤0.01% |
+3,726
| New | +$237K |
|
2278
CarGurus
CARG
$3.58B
| $236K | ﹤0.01% |
7,401
-69,255
| -90% | -$2.21M |
|
2279
Korn Ferry
KFY
$3.79B
| $236K | ﹤0.01% |
5,433
-1,626
| -23% | -$70.6K |
|
|
QUOT
2280
DELISTED
Quotient Technology Inc
QUOT
| $236K | ﹤0.01% |
25,003
+4,474
| +22% | +$42.2K |
|
|
FMTX
2281
DELISTED
Forma Therapeutics Holdings, Inc. Common Stock
FMTX
| $235K | ﹤0.01% |
6,507
+1,542
| +31% | +$55.7K |
|
2282
Athira Pharma
ATHA
$14.2M
| $234K | ﹤0.01% |
+6,852
| New | +$234K |
|
2283
Shift4
FOUR
$6B
| $234K | ﹤0.01% |
+3,128
| New | +$234K |
|
2284
Albertsons Companies
ACI
$10.5B
| $233K | ﹤0.01% |
13,201
-45,131
| -77% | -$797K |
|
2285
Chunghwa Telecom
CHT
$34.8B
| $233K | ﹤0.01% |
6,032
| – | – |
|
|
ONEM
2286
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $233K | ﹤0.01% |
+5,347
| New | +$233K |
|
2287
Emerald Holding
EEX
$980M
| $232K | ﹤0.01% |
43,034
+1,597
| +4% | +$8.61K |
|
2288
Palomar
PLMR
$3.13B
| $232K | ﹤0.01% |
+2,624
| New | +$232K |
|
|
EVBG
2289
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $232K | ﹤0.01% |
1,560
-2,235
| -59% | -$332K |
|
2290
AtriCure
ATRC
$1.74B
| $231K | ﹤0.01% |
+4,145
| New | +$231K |
|
2291
Clearfield
CLFD
$453M
| $231K | ﹤0.01% |
9,409
-5,179
| -36% | -$127K |
|
2292
Lemonade
LMND
$3.88B
| $231K | ﹤0.01% |
+1,867
| New | +$231K |
|
|
AAN
2293
DELISTED
The Aaron's Company, Inc.
AAN
| $230K | ﹤0.01% |
+12,096
| New | +$230K |
|
2294
Seaboard Corp
SEB
$3.78B
| $229K | ﹤0.01% |
75
-32
| -30% | -$97.7K |
|
|
TECX
2295
Tectonic Therapeutic, Inc. Common Stock
TECX
$332M
| $229K | ﹤0.01% |
+1,352
| New | +$229K |
|
2296
iShares Russell 3000 ETF
IWV
$16.9B
| $227K | ﹤0.01% |
+1,015
| New | +$227K |
|
2297
MYR Group
MYRG
$2.73B
| $227K | ﹤0.01% |
3,802
-3,963
| -51% | -$237K |
|
2298
Shoe Carnival
SCVL
$636M
| $227K | ﹤0.01% |
11,448
-398
| -3% | -$7.89K |
|
2299
Orion
OEC
$521M
| $226K | ﹤0.01% |
13,031
-8,238
| -39% | -$143K |
|
2300
Strategic Education
STRA
$1.98B
| $226K | ﹤0.01% |
2,375
-1,042
| -30% | -$99.2K |
|