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 |
SPDR S&P 500 ETF Trust
SPY
|
$949M |
| 2 |
Apple
AAPL
|
$877M |
| 3 |
Microsoft
MSFT
|
$381M |
| 4 |
Equitable Holdings
EQH
|
$242M |
| 5 |
Broadcom
AVGO
|
$228M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$129M |
| 2 |
Citigroup
C
|
$119M |
| 3 |
Crown Holdings
CCK
|
$98.3M |
| 4 |
Elevance Health
ELV
|
$95.2M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$89.7M |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Financials | 13.39% |
| 3 | Healthcare | 11.82% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Communication Services | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
iShares Russell 1000 Growth ETF
IWF
$117B
| $52.7M | 0.05% |
173,797
+6,694
| +4% | +$2.03M |
|
377
AstraZeneca
AZN
$253B
| $52.6M | 0.05% |
782,860
+94,334
| +14% | +$6.34M |
|
378
Atmos Energy
ATO
$26.7B
| $52.5M | 0.05% |
453,385
-22,643
| -5% | -$2.62M |
|
379
Energy Select Sector SPDR Fund
XLE
$26.7B
| $52.2M | 0.05% |
622,761
+526,864
| +549% | +$44.2M |
|
380
PJT Partners
PJT
$4.38B
| $52.1M | 0.05% |
510,089
+505,712
| +11,554% | +$51.7M |
|
381
Kroger
KR
$44.8B
| $51.8M | 0.05% |
1,133,849
-241,933
| -18% | -$11.1M |
|
382
Essex Property Trust
ESS
$17.3B
| $51.7M | 0.05% |
208,323
+12,760
| +7% | +$3.17M |
|
383
PG&E
PCG
$33.2B
| $51.7M | 0.05% |
2,868,488
+567,929
| +25% | +$10.2M |
|
384
Pembina Pipeline
PBA
$22.1B
| $51.6M | 0.05% |
1,499,749
+382,598
| +34% | +$13.2M |
|
385
CoStar Group
CSGP
$37.9B
| $51.3M | 0.04% |
587,186
+17,387
| +3% | +$1.52M |
|
386
Ball Corp
BALL
$13.9B
| $51M | 0.04% |
886,391
+121,751
| +16% | +$7.01M |
|
387
Mid-America Apartment Communities
MAA
$17B
| $50.4M | 0.04% |
374,462
+1,204
| +0.3% | +$162K |
|
388
Illumina
ILMN
$15.7B
| $50.3M | 0.04% |
371,509
+132,800
| +56% | +$18M |
|
389
Zoom
ZM
$25B
| $50.1M | 0.04% |
695,969
+21,867
| +3% | +$1.57M |
|
390
Corteva
CTVA
$49.1B
| $50.1M | 0.04% |
1,046,324
+174,664
| +20% | +$8.36M |
|
391
Enbridge
ENB
$105B
| $50.1M | 0.04% |
1,389,486
+202,896
| +17% | +$7.31M |
|
392
Estee Lauder
EL
$32.1B
| $49.7M | 0.04% |
339,499
-19,250
| -5% | -$2.82M |
|
393
Align Technology
ALGN
$10.1B
| $49.6M | 0.04% |
180,533
+102,413
| +131% | +$28.2M |
|
394
Raymond James Financial
RJF
$33B
| $49.6M | 0.04% |
444,597
+89,981
| +25% | +$10M |
|
395
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $49.5M | 0.04% |
638,578
+345,906
| +118% | +$26.8M |
|
396
M&T Bank
MTB
$31.2B
| $49.5M | 0.04% |
360,777
+64,076
| +22% | +$8.79M |
|
397
CBRE Group
CBRE
$48.9B
| $49.4M | 0.04% |
530,473
+23,558
| +5% | +$2.19M |
|
398
Douglas Emmett
DEI
$2.83B
| $49.4M | 0.04% |
3,375,431
+249,482
| +8% | +$3.65M |
|
399
Ingersoll Rand
IR
$32.2B
| $48.9M | 0.04% |
631,856
+63,223
| +11% | +$4.89M |
|
400
Fair Isaac
FICO
$36.8B
| $48.9M | 0.04% |
42,026
+7,377
| +21% | +$8.58M |
|