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 | |
|---|---|---|---|---|---|---|
301
Principal Financial Group
PFG
$17.9B
| $89.6M | 0.05% |
1,128,560
-48,907
| -4% | -$3.88M |
|
302
Eaton
ETN
$134B
| $89.6M | 0.05% |
250,637
-41,170
| -14% | -$14.7M |
|
303
Shopify
SHOP
$187B
| $89.5M | 0.05% |
774,951
+120,064
| +18% | +$13.9M |
|
304
Yum China
YUMC
$16.3B
| $89.4M | 0.05% |
1,998,241
-109,077
| -5% | -$4.88M |
|
305
Fidelity National Information Services
FIS
$35.9B
| $89.2M | 0.05% |
1,097,149
-59,272
| -5% | -$4.82M |
|
306
Invitation Homes
INVH
$18.5B
| $89.2M | 0.05% |
2,724,290
+38,880
| +1% | +$1.27M |
|
307
Extra Space Storage
EXR
$30.7B
| $88.9M | 0.05% |
603,832
-60,053
| -9% | -$8.84M |
|
308
Oneok
OKE
$45.5B
| $88.2M | 0.05% |
1,080,532
-209,067
| -16% | -$17.1M |
|
309
T Rowe Price
TROW
$23.6B
| $88M | 0.05% |
912,536
-192,445
| -17% | -$18.6M |
|
310
iShares MSCI India ETF
INDA
$9.32B
| $87.9M | 0.05% |
1,578,993
+1,295,222
| +456% | +$72.1M |
|
311
Lennar Class A
LEN
$35.7B
| $87.9M | 0.05% |
794,682
-69,710
| -8% | -$7.71M |
|
312
iShares MSCI ACWI ETF
ACWI
$22.3B
| $87.8M | 0.05% |
682,930
+121,589
| +22% | +$15.6M |
|
313
Fortive
FTV
$16B
| $87.6M | 0.05% |
1,682,826
+742,173
| +79% | +$38.6M |
|
314
Microchip Technology
MCHP
$35B
| $87.1M | 0.05% |
1,237,409
+114,182
| +10% | +$8.04M |
|
315
W.R. Berkley
WRB
$27.5B
| $86.7M | 0.05% |
1,182,145
-83,961
| -7% | -$6.16M |
|
316
Equity Residential
EQR
$25.4B
| $86M | 0.05% |
1,275,932
-197,730
| -13% | -$13.3M |
|
317
Toronto Dominion Bank
TD
$129B
| $85.5M | 0.05% |
1,160,855
+27,324
| +2% | +$2.01M |
|
318
Atmos Energy
ATO
$26.4B
| $85.1M | 0.05% |
552,595
+134,748
| +32% | +$20.8M |
|
319
Trane Technologies
TT
$90.7B
| $84.6M | 0.05% |
193,647
-161,797
| -46% | -$70.7M |
|
320
M&T Bank
MTB
$31.3B
| $83.7M | 0.05% |
431,028
-34,413
| -7% | -$6.68M |
|
321
NetApp
NTAP
$24.4B
| $83.1M | 0.05% |
780,513
-227,070
| -23% | -$24.2M |
|
322
Monster Beverage
MNST
$61.5B
| $83.1M | 0.05% |
1,327,752
-96,146
| -7% | -$6.02M |
|
323
Ross Stores
ROST
$48.6B
| $82.6M | 0.05% |
648,044
-87,778
| -12% | -$11.2M |
|
324
Fair Isaac
FICO
$37.2B
| $82.5M | 0.05% |
45,221
+6,547
| +17% | +$11.9M |
|
325
Corteva
CTVA
$49B
| $82.1M | 0.05% |
1,101,571
-60,277
| -5% | -$4.49M |
|