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
|
$2.1B |
| 2 |
Amazon
AMZN
|
$711M |
| 3 |
Tesla
TSLA
|
$431M |
| 4 |
Blackrock
BLK
|
$133M |
| 5 |
Microsoft
MSFT
|
$107M |
Top Sells
| 1 |
Alibaba
BABA
|
$1.66B |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$235M |
| 3 |
Pinduoduo
PDD
|
$132M |
| 4 |
Tencent Music
TME
|
$106M |
| 5 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
$73.6M |
Sector Composition
| 1 | Consumer Discretionary | 23.16% |
| 2 | Technology | 21.09% |
| 3 | Healthcare | 10.16% |
| 4 | Financials | 10.09% |
| 5 | Communication Services | 7.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Welltower
WELL
$112B
| $44.8M | 0.07% |
808,007
+12,241
| +2% | +$679K |
|
227
Ventas
VTR
$30.7B
| $44.8M | 0.07% |
1,048,513
-133,732
| -11% | -$5.71M |
|
228
Regeneron Pharmaceuticals
REGN
$61B
| $44.7M | 0.07% |
78,611
+3,255
| +4% | +$1.85M |
|
229
CrowdStrike
CRWD
$104B
| $43.1M | 0.07% |
314,028
+276,345
| +733% | +$37.9M |
|
230
Yum! Brands
YUM
$40.3B
| $42.7M | 0.07% |
465,356
+23,402
| +5% | +$2.15M |
|
231
Valero Energy
VLO
$47.5B
| $42M | 0.07% |
962,357
+230,672
| +32% | +$10.1M |
|
232
Xcel Energy
XEL
$42.4B
| $41.9M | 0.07% |
605,912
+42,429
| +8% | +$2.93M |
|
233
iShares MSCI EAFE ETF
EFA
$65.1B
| $41.7M | 0.07% |
654,917
-170,228
| -21% | -$10.8M |
|
234
Waters Corp
WAT
$17.6B
| $41.7M | 0.07% |
212,858
+22,553
| +12% | +$4.41M |
|
235
Roper Technologies
ROP
$55.7B
| $41.5M | 0.07% |
103,897
+21,648
| +26% | +$8.65M |
|
236
NetEase
NTES
$85.8B
| $41.4M | 0.07% |
91,143
+27,876
| +44% | +$12.7M |
|
237
Deutsche Bank
DB
$66.6B
| $41.2M | 0.07% |
4,890,417
+1,758,587
| +56% | +$14.8M |
|
|
WBA
238
DELISTED
Walgreens Boots Alliance
WBA
| $40.9M | 0.07% |
1,140,613
+93,532
| +9% | +$3.36M |
|
239
Synopsys
SNPS
$109B
| $40.5M | 0.06% |
189,055
+34,022
| +22% | +$7.29M |
|
240
Wabtec
WAB
$32.8B
| $40.2M | 0.06% |
647,168
+43,417
| +7% | +$2.7M |
|
241
Aflac
AFL
$56.3B
| $40.1M | 0.06% |
1,098,504
-65,311
| -6% | -$2.39M |
|
242
Cintas
CTAS
$83B
| $40.1M | 0.06% |
120,356
+9,116
| +8% | +$3.03M |
|
243
DuPont de Nemours
DD
$31.6B
| $40M | 0.06% |
718,920
+8,731
| +1% | +$486K |
|
244
Alexandria Real Estate Equities
ARE
$13.8B
| $39.7M | 0.06% |
245,737
+17,470
| +8% | +$2.82M |
|
245
Essex Property Trust
ESS
$16.8B
| $39.5M | 0.06% |
195,918
+38,511
| +24% | +$7.76M |
|
246
Ross Stores
ROST
$49.4B
| $39.4M | 0.06% |
424,020
-6,960
| -2% | -$647K |
|
247
Skyworks Solutions
SWKS
$10.8B
| $39.4M | 0.06% |
270,876
-19,045
| -7% | -$2.77M |
|
248
Autodesk
ADSK
$67.9B
| $39.1M | 0.06% |
167,855
+27,162
| +19% | +$6.33M |
|
249
Carrier Global
CARR
$53.5B
| $39M | 0.06% |
1,271,350
+234,896
| +23% | +$7.2M |
|
250
Dow Inc
DOW
$17.2B
| $38.9M | 0.06% |
824,658
+104,905
| +15% | +$4.95M |
|