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 | |
|---|---|---|---|---|---|---|
|
WBTN
2301
WEBTOON Entertainment Inc. Common Stock
WBTN
$1.94B
| $147K | ﹤0.01% |
16,216
-8,023
| -33% | -$72.8K |
|
2302
TripAdvisor
TRIP
$2.06B
| $147K | ﹤0.01% |
+11,344
| New | +$147K |
|
2303
Sabre
SABR
$698M
| $147K | ﹤0.01% |
46,705
-14,358
| -24% | -$45K |
|
2304
Harmonic Inc
HLIT
$1.13B
| $142K | ﹤0.01% |
14,967
-1,761
| -11% | -$16.7K |
|
2305
Edgewise Therapeutics
EWTX
$1.57B
| $142K | ﹤0.01% |
10,712
+838
| +8% | +$11.1K |
|
2306
Lloyds Banking Group
LYG
$65.9B
| $142K | ﹤0.01% |
33,431
-10,908
| -25% | -$46.2K |
|
|
UNIT
2307
Uniti Group
UNIT
$1.79B
| $141K | ﹤0.01% |
33,161
-2,528
| -7% | -$10.8K |
|
2308
Denali Therapeutics
DNLI
$2.25B
| $141K | ﹤0.01% |
10,048
-47,955
| -83% | -$674K |
|
2309
Owens & Minor
OMI
$416M
| $140K | ﹤0.01% |
15,606
-5,624
| -26% | -$50.4K |
|
|
SRTA
2310
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$327M
| $140K | ﹤0.01% |
34,114
-592
| -2% | -$2.43K |
|
2311
Arcutis Biotherapeutics
ARQT
$2.15B
| $139K | ﹤0.01% |
10,057
-7,701
| -43% | -$107K |
|
2312
Hillman Solutions
HLMN
$1.97B
| $137K | ﹤0.01% |
19,262
-3,537
| -16% | -$25.2K |
|
2313
Stem
STEM
$113M
| $137K | ﹤0.01% |
21,977
-21,687
| -50% | -$135K |
|
2314
Beyond Meat
BYND
$198M
| $136K | ﹤0.01% |
39,623
-2,339
| -6% | -$8.05K |
|
2315
Green Dot
GDOT
$808M
| $135K | ﹤0.01% |
12,529
-52,351
| -81% | -$563K |
|
2316
DHT Holdings
DHT
$1.96B
| $135K | ﹤0.01% |
12,419
-3,246
| -21% | -$35.2K |
|
2317
Sandstorm Gold
SAND
$3.37B
| $134K | ﹤0.01% |
14,316
-107
| -0.7% | -$1K |
|
2318
Universal Electronics
UEIC
$64M
| $134K | ﹤0.01% |
20,676
+2,137
| +12% | +$13.8K |
|
|
TEAD
2319
Teads Holding Co. Common Stock
TEAD
$158M
| $132K | ﹤0.01% |
52,997
+20,217
| +62% | +$50.3K |
|
2320
Ribbon Communications
RBBN
$719M
| $131K | ﹤0.01% |
32,599
-1,507
| -4% | -$6.07K |
|
2321
Ecovyst
ECVT
$1.05B
| $131K | ﹤0.01% |
+15,900
| New | +$131K |
|
2322
Flywire
FLYW
$1.62B
| $130K | ﹤0.01% |
11,414
-2,596
| -19% | -$29.7K |
|
|
EFXT
2323
Enerflex
EFXT
$1.24B
| $129K | ﹤0.01% |
+16,331
| New | +$129K |
|
2324
Array Technologies
ARRY
$1.21B
| $129K | ﹤0.01% |
22,128
-1,700
| -7% | -$9.92K |
|
2325
Enviri
NVRI
$943M
| $128K | ﹤0.01% |
14,753
-1,791
| -11% | -$15.6K |
|