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
|
$1.32B |
| 2 |
Apple
AAPL
|
$1.31B |
| 3 |
Amazon
AMZN
|
$492M |
| 4 |
UnitedHealth
UNH
|
$489M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$322M |
Top Sells
| 1 |
Pinduoduo
PDD
|
$180M |
| 2 |
iShares MSCI China ETF
MCHI
|
$137M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$63.3M |
| 4 |
KAHC
KKR Acquisition Holdings I Corp.
KAHC
|
$45.3M |
| 5 |
Arch Capital
ACGL
|
$38.9M |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Financials | 14.67% |
| 3 | Healthcare | 14.1% |
| 4 | Consumer Discretionary | 11.41% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.53B
| $34.5M | 0.04% |
1,277,125
+531,452
| +71% | +$14.3M |
|
427
Federal Realty Investment Trust
FRT
$8.86B
| $34.4M | 0.04% |
340,756
-18,593
| -5% | -$1.88M |
|
|
AAC
428
DELISTED
Ares Acquisition Corporation
AAC
| $34.3M | 0.04% |
3,402,717
+40,262
| +1% | +$406K |
|
429
Albemarle
ALB
$9.6B
| $34.1M | 0.04% |
157,731
+63,143
| +67% | +$13.6M |
|
430
iShares Floating Rate Bond ETF
FLOT
$9.12B
| $34.1M | 0.04% |
676,805
+82,700
| +14% | +$4.16M |
|
|
FRC
431
DELISTED
First Republic Bank
FRC
| $34M | 0.04% |
279,490
+84,576
| +43% | +$10.3M |
|
432
Franco-Nevada
FNV
$37.3B
| $33.8M | 0.04% |
247,935
+157,744
| +175% | +$21.5M |
|
|
CNH
433
CNH Industrial
CNH
$14.3B
| $33.8M | 0.04% |
2,117,731
-746,642
| -26% | -$11.9M |
|
434
Agnico Eagle Mines
AEM
$76.3B
| $33.8M | 0.04% |
650,365
+283,077
| +77% | +$14.7M |
|
435
Huazhu Hotels Group
HTHT
$11.5B
| $33.6M | 0.04% |
791,819
+518,944
| +190% | +$22M |
|
436
American Water Works
AWK
$28B
| $32.9M | 0.04% |
215,889
+72,086
| +50% | +$11M |
|
437
Western Union
WU
$2.86B
| $32.8M | 0.04% |
2,385,031
+635,865
| +36% | +$8.76M |
|
438
Southwest Airlines
LUV
$16.5B
| $32.7M | 0.04% |
978,747
+250,071
| +34% | +$8.36M |
|
439
IDEX
IEX
$12.4B
| $32.5M | 0.04% |
142,545
+74,412
| +109% | +$17M |
|
440
Loews
L
$20B
| $32.4M | 0.04% |
556,641
+229,907
| +70% | +$13.4M |
|
441
Howmet Aerospace
HWM
$71.8B
| $32.3M | 0.04% |
821,474
+445,049
| +118% | +$17.5M |
|
442
Lennar Class A
LEN
$36.7B
| $32.3M | 0.04% |
368,916
+101,780
| +38% | +$8.91M |
|
443
F5
FFIV
$18.1B
| $32.1M | 0.04% |
224,255
+113,194
| +102% | +$16.2M |
|
444
Viatris
VTRS
$12.2B
| $32M | 0.04% |
2,888,997
+1,396,781
| +94% | +$15.5M |
|
445
Uber
UBER
$190B
| $31.9M | 0.04% |
1,300,599
+453,295
| +53% | +$11.1M |
|
446
W.P. Carey
WPC
$14.9B
| $31.7M | 0.04% |
413,968
+89,243
| +27% | +$6.83M |
|
447
NRG Energy
NRG
$28.6B
| $31.7M | 0.04% |
994,295
+413,311
| +71% | +$13.2M |
|
448
Omnicom Group
OMC
$15.4B
| $31.1M | 0.04% |
381,800
-3,196
| -0.8% | -$260K |
|
449
Ameren
AEE
$27.2B
| $31.1M | 0.04% |
349,690
+138,910
| +66% | +$12.3M |
|
450
Twilio
TWLO
$16.7B
| $31.1M | 0.04% |
642,828
-236,390
| -27% | -$11.4M |
|