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 | |
|---|---|---|---|---|---|---|
376
Masco
MAS
$15.4B
| $31.1M | 0.04% |
567,409
+168,093
| +42% | +$9.21M |
|
377
Clorox
CLX
$15.4B
| $31.1M | 0.04% |
154,224
+18,273
| +13% | +$3.68M |
|
378
Marriott International Class A Common Stock
MAR
$71.7B
| $31.1M | 0.04% |
236,657
+9,081
| +4% | +$1.19M |
|
379
Eversource Energy
ES
$23.7B
| $31M | 0.04% |
361,716
+114,593
| +46% | +$9.83M |
|
380
Weyerhaeuser
WY
$18.2B
| $31M | 0.04% |
927,485
+143,883
| +18% | +$4.81M |
|
381
DexCom
DXCM
$30.7B
| $31M | 0.04% |
338,696
+66,132
| +24% | +$6.05M |
|
382
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.42B
| $30.9M | 0.04% |
145,729
+11,327
| +8% | +$2.4M |
|
383
Tyler Technologies
TYL
$24.2B
| $30.8M | 0.04% |
70,833
+6,446
| +10% | +$2.8M |
|
384
Huntington Ingalls Industries
HII
$10.5B
| $30.7M | 0.04% |
180,670
+25,589
| +17% | +$4.35M |
|
385
FirstEnergy
FE
$25B
| $30.5M | 0.04% |
1,009,531
+600,901
| +147% | +$18.2M |
|
386
Keysight
KEYS
$29.1B
| $30.4M | 0.04% |
231,066
+65,731
| +40% | +$8.65M |
|
387
Cousins Properties
CUZ
$4.81B
| $30.4M | 0.04% |
902,998
+80,260
| +10% | +$2.7M |
|
388
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $30.3M | 0.04% |
350,526
-42,015
| -11% | -$3.63M |
|
389
Genuine Parts
GPC
$19.3B
| $30.2M | 0.04% |
303,004
+49,216
| +19% | +$4.9M |
|
390
Zoom
ZM
$25.6B
| $30.2M | 0.04% |
88,718
+33,625
| +61% | +$11.4M |
|
391
DTE Energy
DTE
$28B
| $29.6M | 0.04% |
289,608
+7,345
| +3% | +$752K |
|
392
Halliburton
HAL
$18.5B
| $29.6M | 0.04% |
1,559,775
+13,536
| +0.9% | +$257K |
|
393
Corteva
CTVA
$49.2B
| $29.4M | 0.04% |
761,302
+86,945
| +13% | +$3.36M |
|
394
DocuSign
DOCU
$16B
| $29.4M | 0.04% |
132,070
+39,479
| +43% | +$8.79M |
|
395
Copart
CPRT
$46.5B
| $29.4M | 0.04% |
926,576
-364,740
| -28% | -$11.6M |
|
396
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.57B
| $29.2M | 0.04% |
959,500
+23,339
| +2% | +$711K |
|
397
Viatris
VTRS
$12.2B
| $29.2M | 0.04% |
1,577,168
+1,365,678
| +646% | +$25.3M |
|
398
Eaton
ETN
$136B
| $29M | 0.04% |
241,683
+65,168
| +37% | +$7.81M |
|
399
Western Digital
WDC
$32.8B
| $28.9M | 0.04% |
712,606
+107,119
| +18% | +$4.35M |
|
400
IAC Inc
IAC
$2.88B
| $28.8M | 0.04% |
279,312
+128,463
| +85% | +$13.3M |
|