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 | |
|---|---|---|---|---|---|---|
251
Humana
HUM
$37B
| $120M | 0.07% |
376,934
-58,084
| -13% | -$18.5M |
|
252
NetApp
NTAP
$23.7B
| $120M | 0.07% |
973,096
-62,616
| -6% | -$7.72M |
|
253
iShares Russell 1000 ETF
IWB
$43.4B
| $120M | 0.07% |
381,730
-31,132
| -8% | -$9.79M |
|
254
Citizens Financial Group
CFG
$22.3B
| $119M | 0.07% |
2,903,544
+139,454
| +5% | +$5.73M |
|
255
Equity Residential
EQR
$25.5B
| $118M | 0.07% |
1,580,893
+252,852
| +19% | +$18.8M |
|
256
Carrier Global
CARR
$55.8B
| $117M | 0.07% |
1,457,398
-39,906
| -3% | -$3.21M |
|
257
TSMC
TSM
$1.26T
| $117M | 0.07% |
604,554
-914,234
| -60% | -$177M |
|
258
Ventas
VTR
$30.9B
| $117M | 0.07% |
1,821,202
+594,848
| +49% | +$38.2M |
|
259
Aflac
AFL
$57.2B
| $116M | 0.07% |
1,042,727
+107,782
| +12% | +$12M |
|
260
Truist Financial
TFC
$60B
| $116M | 0.07% |
2,717,408
-269,433
| -9% | -$11.5M |
|
261
Veralto
VLTO
$26.2B
| $116M | 0.07% |
1,037,213
+154,803
| +18% | +$17.3M |
|
262
GE Vernova
GEV
$158B
| $115M | 0.07% |
452,580
-33,480
| -7% | -$8.51M |
|
263
Alexandria Real Estate Equities
ARE
$14.5B
| $113M | 0.07% |
948,566
+471,345
| +99% | +$56M |
|
264
iShares Global REIT ETF
REET
$4B
| $112M | 0.07% |
4,201,021
| – | – |
|
265
FedEx
FDX
$53.7B
| $112M | 0.07% |
409,003
-1,894
| -0.5% | -$519K |
|
266
Oneok
OKE
$45.7B
| $111M | 0.06% |
1,223,301
-432,980
| -26% | -$39.4M |
|
267
Yum! Brands
YUM
$40.1B
| $111M | 0.06% |
793,692
-80,796
| -9% | -$11.3M |
|
268
Republic Services
RSG
$71.7B
| $111M | 0.06% |
551,926
-5,713
| -1% | -$1.15M |
|
269
Berkshire Hathaway Class A
BRK.A
$1.08T
| $110M | 0.06% |
160
-43
| -21% | -$29.7M |
|
270
eBay
EBAY
$42.3B
| $110M | 0.06% |
1,696,172
-271,066
| -14% | -$17.6M |
|
271
iShares Core US Aggregate Bond ETF
AGG
$131B
| $110M | 0.06% |
1,084,232
-451,903
| -29% | -$45.8M |
|
272
MSCI
MSCI
$42.9B
| $108M | 0.06% |
186,417
-45,499
| -20% | -$26.5M |
|
273
Weyerhaeuser
WY
$18.9B
| $107M | 0.06% |
3,155,401
-116,041
| -4% | -$3.93M |
|
274
iShares US Utilities ETF
IDU
$1.63B
| $106M | 0.06% |
+1,038,674
| New | +$106M |
|
275
Fortinet
FTNT
$60.4B
| $105M | 0.06% |
1,359,248
-205,219
| -13% | -$15.9M |
|