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 |
Apple
AAPL
|
+$564M |
| 2 |
Microsoft
MSFT
|
+$332M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$321M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$262M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$239M |
Top Sells
| 1 |
Alibaba
BABA
|
+$2.51B |
| 2 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
+$108M |
| 3 |
Stellantis
STLA
|
+$93.5M |
| 4 |
General Dynamics
GD
|
+$91.6M |
| 5 |
Advanced Micro Devices
AMD
|
+$88M |
Sector Composition
| 1 | Technology | 21.58% |
| 2 | Consumer Discretionary | 17.41% |
| 3 | Financials | 11.63% |
| 4 | Healthcare | 10.9% |
| 5 | Communication Services | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Fortive
FTV
$16B
| $37.7M | 0.05% |
536,233
-71,840
| -12% | -$5.05M |
|
327
American International
AIG
$43.6B
| $37.6M | 0.05% |
996,245
-217,724
| -18% | -$8.21M |
|
328
C.H. Robinson
CHRW
$14.9B
| $37.5M | 0.05% |
400,065
+104,672
| +35% | +$9.82M |
|
329
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $37.4M | 0.05% |
322,986
-204,523
| -39% | -$23.7M |
|
330
Microchip Technology
MCHP
$34.9B
| $37.2M | 0.05% |
542,208
+79,448
| +17% | +$5.44M |
|
331
Xylem
XYL
$33.3B
| $37.1M | 0.05% |
365,933
+82,993
| +29% | +$8.41M |
|
|
CTXS
332
DELISTED
Citrix Systems Inc
CTXS
| $36.8M | 0.05% |
283,807
+60,836
| +27% | +$7.89M |
|
333
McKesson
MCK
$87.2B
| $36.7M | 0.05% |
211,589
+21,316
| +11% | +$3.7M |
|
334
Southwest Airlines
LUV
$16.2B
| $36.5M | 0.05% |
785,572
+95,341
| +14% | +$4.42M |
|
335
D.R. Horton
DHI
$52.9B
| $36.2M | 0.05% |
521,820
+205,581
| +65% | +$14.2M |
|
336
Howmet Aerospace
HWM
$71.9B
| $36.2M | 0.05% |
1,268,755
+60,147
| +5% | +$1.71M |
|
337
iShares Russell 1000 Value ETF
IWD
$63.4B
| $36.2M | 0.05% |
264,397
-32,260
| -11% | -$4.41M |
|
338
Occidental Petroleum
OXY
$45B
| $36M | 0.05% |
2,063,967
+992,199
| +93% | +$17.3M |
|
339
Snap
SNAP
$12.3B
| $36M | 0.05% |
719,588
+225,561
| +46% | +$11.3M |
|
340
Hormel Foods
HRL
$14B
| $35.7M | 0.05% |
766,676
+31,848
| +4% | +$1.48M |
|
341
Stanley Black & Decker
SWK
$11.9B
| $35.6M | 0.05% |
199,886
+31,276
| +19% | +$5.57M |
|
342
Lyft
LYFT
$7.51B
| $35.5M | 0.05% |
711,444
-67,402
| -9% | -$3.37M |
|
343
Regency Centers
REG
$13.2B
| $35.5M | 0.05% |
779,428
+23,578
| +3% | +$1.07M |
|
344
Hartford Financial Services
HIG
$36.9B
| $35.2M | 0.05% |
725,880
+126,565
| +21% | +$6.13M |
|
345
Archer Daniels Midland
ADM
$29.9B
| $35.1M | 0.05% |
700,245
+229,661
| +49% | +$11.5M |
|
346
iShares MSCI Germany ETF
EWG
$2.4B
| $35M | 0.05% |
1,101,774
+284,923
| +35% | +$9.05M |
|
347
Evergy
EVRG
$16.4B
| $34.6M | 0.05% |
630,261
+404,913
| +180% | +$22.3M |
|
348
iShares MSCI Japan ETF
EWJ
$15.6B
| $34.6M | 0.05% |
512,966
+264,803
| +107% | +$17.9M |
|
349
Digital Realty Trust
DLR
$55B
| $34.6M | 0.05% |
249,292
+30,192
| +14% | +$4.19M |
|
350
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$514M
| $34.5M | 0.05% |
525,059
+167,031
| +47% | +$11M |
|