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 |
Microsoft
MSFT
|
+$333M |
| 2 |
Amazon
AMZN
|
+$286M |
| 3 |
Apple
AAPL
|
+$244M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$241M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$170M |
Top Sells
| 1 |
Alibaba
BABA
|
+$213M |
| 2 |
AGN
Allergan plc
AGN
|
+$203M |
| 3 |
RTX Corp
RTX
|
+$119M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$113M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$103M |
Sector Composition
| 1 | Consumer Discretionary | 23.28% |
| 2 | Technology | 19.42% |
| 3 | Healthcare | 9.96% |
| 4 | Financials | 9.88% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Tractor Supply
TSCO
$31B
| $24M | 0.05% |
911,700
+151,375
| +20% | +$3.99M |
|
327
Marathon Petroleum
MPC
$55.1B
| $24M | 0.05% |
641,231
+31,852
| +5% | +$1.19M |
|
328
Western Union
WU
$2.74B
| $23.8M | 0.05% |
1,098,698
+448,364
| +69% | +$9.69M |
|
329
Twilio
TWLO
$16.2B
| $23.7M | 0.05% |
108,133
-192,736
| -64% | -$42.3M |
|
330
AutoZone
AZO
$71B
| $23.7M | 0.05% |
20,997
-1,756
| -8% | -$1.98M |
|
331
Synchrony
SYF
$28B
| $23.1M | 0.04% |
1,042,331
+59,197
| +6% | +$1.31M |
|
332
DTE Energy
DTE
$28B
| $23.1M | 0.04% |
252,188
-87,140
| -26% | -$7.97M |
|
333
Carrier Global
CARR
$54.8B
| $23M | 0.04% |
+1,036,454
| New | +$23M |
|
334
Marriott International Class A Common Stock
MAR
$71.7B
| $23M | 0.04% |
267,886
+22,695
| +9% | +$1.95M |
|
335
Microchip Technology
MCHP
$35B
| $23M | 0.04% |
435,882
-12,062
| -3% | -$635K |
|
336
Amphenol
APH
$146B
| $22.9M | 0.04% |
956,988
-163,804
| -15% | -$3.92M |
|
337
Halliburton
HAL
$19.1B
| $22.8M | 0.04% |
1,757,945
+121,218
| +7% | +$1.57M |
|
338
ResMed
RMD
$39.4B
| $22.8M | 0.04% |
118,785
-5,484
| -4% | -$1.05M |
|
339
D.R. Horton
DHI
$52.1B
| $22.7M | 0.04% |
409,848
-211,620
| -34% | -$11.7M |
|
340
Rockwell Automation
ROK
$38.4B
| $22.7M | 0.04% |
106,561
-8,231
| -7% | -$1.75M |
|
341
Petrobras
PBR
$81.9B
| $22.6M | 0.04% |
2,734,620
-1,566,049
| -36% | -$13M |
|
342
Invitation Homes
INVH
$18.5B
| $22.5M | 0.04% |
817,546
+147,612
| +22% | +$4.06M |
|
343
MSCI
MSCI
$43.6B
| $22.5M | 0.04% |
67,301
-1,674
| -2% | -$559K |
|
344
Lyft
LYFT
$7.91B
| $22.2M | 0.04% |
671,955
+623,014
| +1,273% | +$20.6M |
|
345
Grifois
GRFS
$6.7B
| $22.2M | 0.04% |
1,214,609
-3,698
| -0.3% | -$67.5K |
|
346
United States Oil Fund
USO
$931M
| $22M | 0.04% |
785,296
+641,726
| +447% | +$18M |
|
347
Vanguard FTSE Europe ETF
VGK
$26.9B
| $22M | 0.04% |
436,408
-15,055
| -3% | -$758K |
|
348
American Water Works
AWK
$27B
| $21.9M | 0.04% |
170,454
+783
| +0.5% | +$101K |
|
349
Packaging Corp of America
PKG
$19.2B
| $21.8M | 0.04% |
218,354
+101,615
| +87% | +$10.1M |
|
350
Public Service Enterprise Group
PEG
$40.5B
| $21.8M | 0.04% |
443,265
-68,205
| -13% | -$3.35M |
|