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 |
SPDR S&P 500 ETF Trust
SPY
|
+$921M |
| 2 |
NetEase
NTES
|
+$514M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$493M |
| 4 |
Apple
AAPL
|
+$415M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$355M |
Top Sells
| 1 |
AABA
Altaba Inc. Common Stock
AABA
|
+$221M |
| 2 |
Mastercard
MA
|
+$72.9M |
| 3 |
Wells Fargo
WFC
|
+$66.5M |
| 4 |
TWX
Time Warner Inc
TWX
|
+$62.7M |
| 5 |
Leidos
LDOS
|
+$58.7M |
Sector Composition
| 1 | Consumer Discretionary | 15.91% |
| 2 | Technology | 14.62% |
| 3 | Financials | 14.2% |
| 4 | Healthcare | 9.55% |
| 5 | Communication Services | 8.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Vanguard S&P 500 ETF
VOO
$734B
| $43.6M | 0.06% |
177,676
+13,518
| +8% | +$3.32M |
|
277
iShares Russell 1000 Value ETF
IWD
$63.4B
| $43M | 0.06% |
344,004
+4,017
| +1% | +$503K |
|
278
Hewlett Packard
HPE
$32.2B
| $43M | 0.06% |
2,994,577
-169,378
| -5% | -$2.43M |
|
279
iShares US Real Estate ETF
IYR
$3.6B
| $43M | 0.06% |
530,730
+140,130
| +36% | +$11.4M |
|
280
Charles Schwab
SCHW
$167B
| $42.8M | 0.06% |
832,691
+77,819
| +10% | +$4M |
|
281
United Rentals
URI
$60.8B
| $42.5M | 0.06% |
247,216
+140,420
| +131% | +$24.1M |
|
282
Regency Centers
REG
$13.1B
| $42.5M | 0.06% |
613,820
-4,433
| -0.7% | -$307K |
|
283
CubeSmart
CUBE
$9.29B
| $42.3M | 0.06% |
1,461,761
-15,250
| -1% | -$441K |
|
284
Intercontinental Exchange
ICE
$98.6B
| $42.2M | 0.06% |
598,507
+17,873
| +3% | +$1.26M |
|
285
Dominion Energy
D
$50.7B
| $42.2M | 0.06% |
520,050
+61,335
| +13% | +$4.97M |
|
286
Federal Realty Investment Trust
FRT
$8.67B
| $42.1M | 0.06% |
317,270
-22,132
| -7% | -$2.94M |
|
287
Lockheed Martin
LMT
$108B
| $42.1M | 0.06% |
131,231
+69,037
| +111% | +$22.2M |
|
288
NNN REIT
NNN
$8.06B
| $42.1M | 0.06% |
976,249
+46,354
| +5% | +$2M |
|
289
Zimmer Biomet
ZBH
$20.3B
| $41.8M | 0.06% |
356,895
+4,649
| +1% | +$545K |
|
290
iShares MSCI Japan ETF
EWJ
$15.6B
| $41.7M | 0.06% |
695,616
-49,818
| -7% | -$2.99M |
|
291
Equinix
EQIX
$76.4B
| $41.2M | 0.06% |
90,961
-2,623
| -3% | -$1.19M |
|
292
Vanguard FTSE All-World ex-US ETF
VEU
$49.3B
| $41M | 0.06% |
749,999
-416,471
| -36% | -$22.8M |
|
293
Healthpeak Properties
DOC
$12.5B
| $40.9M | 0.06% |
1,569,547
+94,207
| +6% | +$2.46M |
|
294
Yum China
YUMC
$16.2B
| $40.8M | 0.06% |
1,019,785
+43,741
| +4% | +$1.75M |
|
295
PPG Industries
PPG
$24.6B
| $40.7M | 0.06% |
348,226
+59,322
| +21% | +$6.93M |
|
296
Moody's
MCO
$90.8B
| $40.6M | 0.06% |
275,293
+78,507
| +40% | +$11.6M |
|
297
Synchrony
SYF
$27.8B
| $40.6M | 0.06% |
1,051,812
-293,010
| -22% | -$11.3M |
|
298
Crown Castle
CCI
$40.9B
| $40.5M | 0.06% |
365,097
+13,224
| +4% | +$1.47M |
|
299
Alexandria Real Estate Equities
ARE
$14.3B
| $40.5M | 0.06% |
310,328
+55,221
| +22% | +$7.21M |
|
300
T Rowe Price
TROW
$23.4B
| $40.4M | 0.06% |
385,353
-18,297
| -5% | -$1.92M |
|