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
|
+$1.51B |
| 2 |
AABA
Altaba Inc. Common Stock
AABA
|
+$688M |
| 3 |
Apple
AAPL
|
+$215M |
| 4 |
Deutsche Bank
DB
|
+$190M |
| 5 |
MetLife
MET
|
+$135M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$386M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$379M |
| 3 |
General Motors
GM
|
+$184M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$89.5M |
| 5 |
PNC Financial Services
PNC
|
+$85.3M |
Sector Composition
| 1 | Consumer Discretionary | 16.68% |
| 2 | Financials | 14.45% |
| 3 | Technology | 14.24% |
| 4 | Healthcare | 9.18% |
| 5 | Communication Services | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Edwards Lifesciences
EW
$46.9B
| $27.7M | 0.05% |
703,806
+128,154
| +22% | +$5.05M |
|
327
Fifth Third Bancorp
FITB
$30.1B
| $27.7M | 0.05% |
1,066,111
+52,502
| +5% | +$1.36M |
|
328
Unum
UNM
$12.5B
| $27.6M | 0.05% |
590,910
-103,827
| -15% | -$4.84M |
|
329
Bank of Montreal
BMO
$90.6B
| $27.4M | 0.05% |
374,103
-65,683
| -15% | -$4.82M |
|
330
Sherwin-Williams
SHW
$90.1B
| $27.3M | 0.05% |
233,775
-11,925
| -5% | -$1.4M |
|
|
WR
331
DELISTED
Westar Energy Inc
WR
| $27.3M | 0.05% |
514,127
-115,004
| -18% | -$6.1M |
|
|
WFM
332
DELISTED
Whole Foods Market Inc
WFM
| $27.1M | 0.05% |
643,077
+209,883
| +48% | +$8.84M |
|
|
BCR
333
DELISTED
CR Bard Inc.
BCR
| $27.1M | 0.05% |
85,588
-16,967
| -17% | -$5.36M |
|
334
Akamai
AKAM
$11.2B
| $27M | 0.05% |
541,952
+399,717
| +281% | +$19.9M |
|
335
Dr. Reddy's Laboratories
RDY
$12.1B
| $26.9M | 0.05% |
3,192,950
-323,930
| -9% | -$2.73M |
|
336
Hartford Financial Services
HIG
$36.8B
| $26.9M | 0.05% |
511,558
+109,066
| +27% | +$5.73M |
|
337
Amdocs
DOX
$9.43B
| $26.8M | 0.05% |
416,014
-68,000
| -14% | -$4.38M |
|
338
Devon Energy
DVN
$21.8B
| $26.8M | 0.05% |
838,209
+508,241
| +154% | +$16.2M |
|
339
Cardinal Health
CAH
$36B
| $26.8M | 0.05% |
343,795
+22,044
| +7% | +$1.72M |
|
340
Tyson Foods
TSN
$19.9B
| $26.7M | 0.05% |
426,903
+25,551
| +6% | +$1.6M |
|
341
iShares MSCI World ETF
URTH
$5.66B
| $26.4M | 0.05% |
329,000
| – | – |
|
342
Dollar Tree
DLTR
$19.6B
| $26.3M | 0.05% |
376,545
+166,443
| +79% | +$11.6M |
|
343
Moody's
MCO
$91.1B
| $26.2M | 0.05% |
215,573
+6,877
| +3% | +$837K |
|
344
Newell Brands
NWL
$2.61B
| $25.9M | 0.05% |
483,754
+62,551
| +15% | +$3.35M |
|
345
WisdomTree Japan Hedged Equity Fund
DXJ
$3.81B
| $25.9M | 0.05% |
497,385
-775
| -0.2% | -$40.3K |
|
346
United Airlines
UAL
$34.2B
| $25.8M | 0.05% |
343,375
-120,396
| -26% | -$9.06M |
|
347
M&T Bank
MTB
$31.2B
| $25.7M | 0.05% |
158,686
+17,916
| +13% | +$2.9M |
|
348
Stanley Black & Decker
SWK
$11.9B
| $25.6M | 0.05% |
182,144
+20,510
| +13% | +$2.89M |
|
349
Yum! Brands
YUM
$40.5B
| $25.6M | 0.05% |
347,046
+84,653
| +32% | +$6.24M |
|
350
BCE
BCE
$22.6B
| $25.5M | 0.05% |
566,488
-13,947
| -2% | -$628K |
|