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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2301
Amplitude
AMPL
$1.51B
| $168K | ﹤0.01% |
+18,870
| New | +$168K |
|
2302
Design Therapeutics
DSGN
$355M
| $168K | ﹤0.01% |
31,287
-13,183
| -30% | -$70.8K |
|
2303
Enhabit
EHAB
$406M
| $167K | ﹤0.01% |
+21,533
| New | +$167K |
|
|
PSTX
2304
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $166K | ﹤0.01% |
58,530
+1,914
| +3% | +$5.44K |
|
2305
Enanta Pharmaceuticals
ENTA
$182M
| $166K | ﹤0.01% |
16,535
-1,551
| -9% | -$15.6K |
|
2306
Nkarta
NKTX
$145M
| $165K | ﹤0.01% |
+36,412
| New | +$165K |
|
2307
CommScope
COMM
$3.66B
| $165K | ﹤0.01% |
26,770
+3,100
| +13% | +$19.1K |
|
2308
Recursion Pharmaceuticals
RXRX
$2.16B
| $164K | ﹤0.01% |
24,517
-3,455
| -12% | -$23.2K |
|
|
MFA
2309
MFA Financial
MFA
$1.05B
| $164K | ﹤0.01% |
12,942
+1,376
| +12% | +$17.5K |
|
2310
Archer Aviation
ACHR
$5.51B
| $162K | ﹤0.01% |
53,426
+27,454
| +106% | +$83.1K |
|
2311
Haleon
HLN
$44.2B
| $161K | ﹤0.01% |
15,175
-20,701
| -58% | -$219K |
|
2312
Luxfer Holdings
LXFR
$362M
| $159K | ﹤0.01% |
12,429
+2,029
| +20% | +$26K |
|
2313
Gambling.com
GAMB
$288M
| $158K | ﹤0.01% |
15,608
+1,669
| +12% | +$16.9K |
|
2314
Dynavax Technologies
DVAX
$1.14B
| $158K | ﹤0.01% |
14,094
-3,634
| -20% | -$40.7K |
|
2315
Foghorn Therapeutics
FHTX
$304M
| $158K | ﹤0.01% |
16,667
+798
| +5% | +$7.55K |
|
|
PMT
2316
PennyMac Mortgage Investment
PMT
$1.08B
| $158K | ﹤0.01% |
+10,986
| New | +$158K |
|
2317
Lantronix
LTRX
$186M
| $157K | ﹤0.01% |
38,174
+2,021
| +6% | +$8.33K |
|
2318
AdaptHealth
AHCO
$1.27B
| $157K | ﹤0.01% |
14,056
+3,231
| +30% | +$36.1K |
|
2319
Standard BioTools
LAB
$508M
| $157K | ﹤0.01% |
82,610
+33,609
| +69% | +$63.7K |
|
|
PTVE
2320
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $156K | ﹤0.01% |
13,610
-17,208
| -56% | -$198K |
|
|
RC
2321
Ready Capital
RC
$697M
| $156K | ﹤0.01% |
20,431
+2,322
| +13% | +$17.7K |
|
2322
Entravision Communication
EVC
$212M
| $155K | ﹤0.01% |
74,005
-32,836
| -31% | -$69K |
|
2323
Adeia
ADEA
$1.68B
| $155K | ﹤0.01% |
13,148
+1,053
| +9% | +$12.4K |
|
|
QIPT
2324
Quipt Home Medical
QIPT
$115M
| $155K | ﹤0.01% |
53,049
+527
| +1% | +$1.54K |
|
|
THRD
2325
DELISTED
Third Harmonic Bio
THRD
| $154K | ﹤0.01% |
11,189
-68
| -0.6% | -$938 |
|