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 |
Amazon
AMZN
|
+$450M |
| 2 |
NVIDIA
NVDA
|
+$399M |
| 3 |
Apple
AAPL
|
+$287M |
| 4 |
American Express
AXP
|
+$154M |
| 5 |
Microsoft
MSFT
|
+$154M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$559M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$201M |
| 3 |
DHR.PRA
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
|
+$200M |
| 4 |
Tesla
TSLA
|
+$144M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$139M |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Financials | 13.87% |
| 3 | Consumer Discretionary | 13% |
| 4 | Healthcare | 12.81% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2301
StoneCo
STNE
$4.71B
| $262K | ﹤0.01% |
33,450
-10,081
| -23% | -$79K |
|
2302
Clean Energy Fuels
CLNE
$561M
| $260K | ﹤0.01% |
58,055
+2,168
| +4% | +$9.71K |
|
2303
Better Home & Finance Holding
BETR
$367M
| $259K | ﹤0.01% |
530
| – | – |
|
|
BHR
2304
Braemar Hotels & Resorts
BHR
$199M
| $259K | ﹤0.01% |
59,807
-4,112
| -6% | -$17.8K |
|
2305
iShares MSCI BIC ETF
BKF
$92.5M
| $259K | ﹤0.01% |
7,000
| – | – |
|
2306
Radian Group
RDN
$4.73B
| $259K | ﹤0.01% |
13,093
-4,477
| -25% | -$88.6K |
|
2307
Third Coast Bancshares
TCBX
$546M
| $259K | ﹤0.01% |
12,112
| – | – |
|
|
PFC
2308
DELISTED
Premier Financial Corp. Common Stock
PFC
| $259K | ﹤0.01% |
10,137
-114
| -1% | -$2.91K |
|
2309
Fate Therapeutics
FATE
$115M
| $258K | ﹤0.01% |
10,474
+2,133
| +26% | +$52.5K |
|
2310
Gannett
GCI
$601M
| $258K | ﹤0.01% |
89,170
+19,595
| +28% | +$56.7K |
|
2311
Sociedad Química y Minera de Chile
SQM
$12B
| $258K | ﹤0.01% |
3,086
-439
| -12% | -$36.7K |
|
2312
ACI Worldwide
ACIW
$5.17B
| $256K | ﹤0.01% |
9,947
-3,627
| -27% | -$93.3K |
|
|
SAFE
2313
DELISTED
Safehold Inc.
SAFE
| $256K | ﹤0.01% |
7,220
+154
| +2% | +$5.46K |
|
2314
Dime Community Bancshares
DCOM
$1.34B
| $255K | ﹤0.01% |
8,599
-894
| -9% | -$26.5K |
|
2315
AdvanSix
ASIX
$554M
| $254K | ﹤0.01% |
7,610
-883
| -10% | -$29.5K |
|
2316
Banc of California
BANC
$2.65B
| $254K | ﹤0.01% |
14,377
-1,562
| -10% | -$27.6K |
|
2317
BancFirst
BANF
$4.46B
| $254K | ﹤0.01% |
2,652
-2,781
| -51% | -$266K |
|
|
INVX
2318
Innovex International, Inc.
INVX
$1.15B
| $254K | ﹤0.01% |
9,919
-399
| -4% | -$10.2K |
|
2319
Mister Car Wash
MCW
$1.77B
| $253K | ﹤0.01% |
22,977
+9,719
| +73% | +$107K |
|
2320
Agilysys
AGYS
$3.03B
| $252K | ﹤0.01% |
5,405
-615
| -10% | -$28.7K |
|
2321
ARK Genomic Revolution ETF
ARKG
$1.01B
| $252K | ﹤0.01% |
8,000
-2
| -0% | -$63 |
|
2322
Cardlytics
CDLX
$49.8M
| $252K | ﹤0.01% |
11,422
+6,273
| +122% | +$138K |
|
2323
DigitalBridge
DBRG
$2.03B
| $252K | ﹤0.01% |
12,979
-17,156
| -57% | -$333K |
|
2324
LyondellBasell Industries
LYB
$17.5B
| $252K | ﹤0.01% |
2,858
+346
| +14% | +$30.5K |
|
2325
Bank7 Corp
BSVN
$460M
| $251K | ﹤0.01% |
11,172
| – | – |
|