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 | |
|---|---|---|---|---|---|---|
226
Quanta Services
PWR
$55.4B
| $131M | 0.08% |
346,759
-62,711
| -15% | -$23.8M |
|
227
Kimberly-Clark
KMB
$42.6B
| $131M | 0.08% |
1,017,775
-175,088
| -15% | -$22.6M |
|
228
Yum! Brands
YUM
$40.1B
| $130M | 0.08% |
879,254
+64,358
| +8% | +$9.52M |
|
229
Truist Financial
TFC
$59.3B
| $130M | 0.08% |
3,014,050
+260,202
| +9% | +$11.2M |
|
230
Snap-on
SNA
$16.8B
| $128M | 0.08% |
413,054
+49,305
| +14% | +$15.3M |
|
231
D.R. Horton
DHI
$50.7B
| $127M | 0.08% |
988,782
-78,723
| -7% | -$10.1M |
|
232
Scotiabank
BNS
$77.2B
| $126M | 0.08% |
2,281,324
+976,795
| +75% | +$54.1M |
|
233
Hilton Worldwide
HLT
$64.3B
| $126M | 0.08% |
474,502
-43,288
| -8% | -$11.5M |
|
234
Ametek
AME
$42.4B
| $126M | 0.08% |
698,047
+91,234
| +15% | +$16.5M |
|
235
Strategy Inc Common Stock Class A
MSTR
$96.6B
| $125M | 0.07% |
308,556
+60,695
| +24% | +$24.5M |
|
236
Air Products & Chemicals
APD
$64.8B
| $125M | 0.07% |
441,328
-25,612
| -5% | -$7.23M |
|
237
Freeport-McMoran
FCX
$64B
| $123M | 0.07% |
2,823,966
-303,062
| -10% | -$13.2M |
|
238
iShares Russell 1000 ETF
IWB
$42.6B
| $122M | 0.07% |
360,044
-15,656
| -4% | -$5.32M |
|
239
Mercado Libre
MELI
$120B
| $122M | 0.07% |
46,821
-13,892
| -23% | -$36.3M |
|
240
Phillips 66
PSX
$53.7B
| $122M | 0.07% |
1,021,121
-438,350
| -30% | -$52.4M |
|
241
Clorox
CLX
$14.6B
| $122M | 0.07% |
1,014,836
-70,825
| -7% | -$8.49M |
|
242
iShares MSCI EAFE ETF
EFA
$65.1B
| $121M | 0.07% |
1,353,566
+165,943
| +14% | +$14.8M |
|
243
HP
HPQ
$26.4B
| $121M | 0.07% |
4,926,323
+569,048
| +13% | +$13.9M |
|
244
Aflac
AFL
$56.3B
| $120M | 0.07% |
1,143,345
-16,079
| -1% | -$1.69M |
|
245
Idexx Laboratories
IDXX
$50.9B
| $120M | 0.07% |
224,150
-123,463
| -36% | -$66.2M |
|
246
Marriott International Class A Common Stock
MAR
$71.1B
| $120M | 0.07% |
439,660
-57,769
| -12% | -$15.8M |
|
247
Sun Life Financial
SLF
$32.4B
| $120M | 0.07% |
1,800,087
+133,442
| +8% | +$8.89M |
|
248
Cencora
COR
$57.2B
| $120M | 0.07% |
399,446
+33,383
| +9% | +$10M |
|
249
Apollo Global Management
APO
$76.5B
| $119M | 0.07% |
842,391
+237,180
| +39% | +$33.6M |
|
250
Dominion Energy
D
$50.5B
| $119M | 0.07% |
2,115,058
+89,334
| +4% | +$5.04M |
|