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 | |
|---|---|---|---|---|---|---|
351
Douglas Emmett
DEI
$2.75B
| $21.6M | 0.04% |
705,431
+27,818
| +4% | +$853K |
|
352
Qiagen
QGEN
$9.98B
| $21.6M | 0.04% |
476,207
-648,824
| -58% | -$29.5M |
|
353
Southwest Airlines
LUV
$16.3B
| $21.6M | 0.04% |
631,829
+43,836
| +7% | +$1.5M |
|
|
B
354
Barrick Mining Corporation
B
$50.3B
| $21.3M | 0.04% |
791,769
-511,826
| -39% | -$13.8M |
|
355
Accenture
ACN
$151B
| $21.2M | 0.04% |
98,940
-25,389
| -20% | -$5.45M |
|
356
Xylem
XYL
$33.5B
| $21M | 0.04% |
323,962
+13,746
| +4% | +$893K |
|
357
Kimco Realty
KIM
$15.1B
| $20.9M | 0.04% |
1,628,876
-190,696
| -10% | -$2.45M |
|
358
Stanley Black & Decker
SWK
$11.9B
| $20.9M | 0.04% |
149,969
-25,572
| -15% | -$3.56M |
|
359
Sysco
SYY
$38.3B
| $20.9M | 0.04% |
382,323
-195,216
| -34% | -$10.7M |
|
360
Hartford Financial Services
HIG
$36.9B
| $20.7M | 0.04% |
537,348
-89,172
| -14% | -$3.44M |
|
361
Akamai
AKAM
$11B
| $20.7M | 0.04% |
193,040
+28,764
| +18% | +$3.08M |
|
|
DFS
362
DELISTED
Discover Financial Services
DFS
| $20.6M | 0.04% |
410,772
-128,585
| -24% | -$6.44M |
|
363
Healthcare Realty
HR
$6.44B
| $20.5M | 0.04% |
774,287
-42,126
| -5% | -$1.12M |
|
364
Suncor Energy
SU
$51.3B
| $20.5M | 0.04% |
1,217,245
+444,074
| +57% | +$7.49M |
|
365
Magna International
MGA
$12.9B
| $20.4M | 0.04% |
458,046
+302,196
| +194% | +$13.5M |
|
366
Federal Realty Investment Trust
FRT
$8.67B
| $20.3M | 0.04% |
238,554
+897
| +0.4% | +$76.4K |
|
367
Royal Caribbean
RCL
$92.8B
| $20.2M | 0.04% |
402,408
+62,056
| +18% | +$3.12M |
|
368
iShares MSCI Japan ETF
EWJ
$15.6B
| $20.1M | 0.04% |
366,508
-53,808
| -13% | -$2.96M |
|
369
Factset
FDS
$13.7B
| $19.9M | 0.04% |
60,648
+24,361
| +67% | +$8M |
|
370
First Trust Capital Strength ETF
FTCS
$8.4B
| $19.8M | 0.04% |
339,424
-162,081
| -32% | -$9.47M |
|
371
lululemon athletica
LULU
$19.4B
| $19.7M | 0.04% |
63,168
+6,617
| +12% | +$2.06M |
|
372
PPG Industries
PPG
$24.6B
| $19.7M | 0.04% |
185,717
-63,731
| -26% | -$6.76M |
|
373
Sempra
SRE
$53.5B
| $19.7M | 0.04% |
335,400
+10,284
| +3% | +$603K |
|
374
Lennar Class B
LEN.B
$33.8B
| $19.6M | 0.04% |
+448,196
| New | +$19.6M |
|
375
Eversource Energy
ES
$23.8B
| $19.6M | 0.04% |
234,888
+29,296
| +14% | +$2.44M |
|