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 |
Alibaba
BABA
|
+$274M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$108M |
| 3 |
AbbVie
ABBV
|
+$96.8M |
| 4 |
AGN
Allergan plc
AGN
|
+$91.7M |
| 5 |
FirstEnergy
FE
|
+$73.7M |
Top Sells
| 1 |
FDC
First Data Corporation
FDC
|
+$237M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$212M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$153M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$151M |
| 5 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$142M |
Sector Composition
| 1 | Consumer Discretionary | 20.52% |
| 2 | Technology | 14.2% |
| 3 | Financials | 11.57% |
| 4 | Healthcare | 9.6% |
| 5 | Communication Services | 7.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Charles Schwab
SCHW
$170B
| $30.9M | 0.06% |
738,753
-236,482
| -24% | -$9.89M |
|
277
Darden Restaurants
DRI
$24.6B
| $30.7M | 0.06% |
259,669
+16,925
| +7% | +$2M |
|
278
Entergy
ETR
$38.8B
| $30.2M | 0.06% |
515,422
-354,804
| -41% | -$20.8M |
|
279
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.59B
| $30M | 0.06% |
1,002,732
-915,969
| -48% | -$27.4M |
|
280
Sherwin-Williams
SHW
$93.6B
| $29.8M | 0.06% |
162,462
-11,682
| -7% | -$2.14M |
|
281
Moody's
MCO
$91B
| $29.6M | 0.06% |
144,559
-116,856
| -45% | -$23.9M |
|
282
Aflac
AFL
$56.9B
| $29.6M | 0.06% |
565,539
-31,199
| -5% | -$1.63M |
|
283
Bank of Montreal
BMO
$90.9B
| $29.6M | 0.06% |
302,887
-29,117
| -9% | -$2.84M |
|
284
Plains All American Pipeline
PAA
$12.1B
| $29.5M | 0.06% |
1,421,900
-1,589,600
| -53% | -$33M |
|
285
Douglas Emmett
DEI
$2.77B
| $29.3M | 0.05% |
683,492
+24,617
| +4% | +$1.05M |
|
286
BCE
BCE
$22.7B
| $29M | 0.05% |
453,020
-36,035
| -7% | -$2.31M |
|
287
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $29M | 0.05% |
107,568
-3,084
| -3% | -$830K |
|
288
Edwards Lifesciences
EW
$47.1B
| $28.9M | 0.05% |
394,860
-4,536
| -1% | -$332K |
|
289
Fortive
FTV
$16.2B
| $28.9M | 0.05% |
502,878
-187,160
| -27% | -$10.7M |
|
290
Huntington Bancshares
HBAN
$25.9B
| $28.7M | 0.05% |
2,010,266
-1,380,610
| -41% | -$19.7M |
|
291
Brookfield
BN
$99.7B
| $28.7M | 0.05% |
761,585
+331,115
| +77% | +$12.5M |
|
292
Weibo
WB
$2.82B
| $28.6M | 0.05% |
639,462
-68,410
| -10% | -$3.06M |
|
293
Agilent Technologies
A
$36.3B
| $28.4M | 0.05% |
370,512
-5,053
| -1% | -$387K |
|
294
Carnival Corp
CCL
$42.8B
| $28.4M | 0.05% |
649,279
+54,240
| +9% | +$2.37M |
|
295
L3Harris
LHX
$51.2B
| $28.3M | 0.05% |
135,832
+44,385
| +49% | +$9.26M |
|
296
Alliant Energy
LNT
$16.5B
| $28.3M | 0.05% |
524,176
+388,709
| +287% | +$21M |
|
297
DXC Technology
DXC
$2.62B
| $28.1M | 0.05% |
951,813
+646,404
| +212% | +$19.1M |
|
298
Microchip Technology
MCHP
$35.2B
| $28M | 0.05% |
602,462
+12,302
| +2% | +$571K |
|
299
Oneok
OKE
$44.9B
| $28M | 0.05% |
379,394
+112,141
| +42% | +$8.26M |
|
300
Masco
MAS
$15.9B
| $27.7M | 0.05% |
663,932
-599,449
| -47% | -$25M |
|