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
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.11B |
| 2 |
Apple
AAPL
|
+$874M |
| 3 |
JPMorgan Chase
JPM
|
+$683M |
| 4 |
GE Aerospace
GE
|
+$660M |
| 5 |
ExxonMobil
XOM
|
+$598M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.37% |
| 2 | Technology | 12.37% |
| 3 | Healthcare | 9.04% |
| 4 | Industrials | 8.52% |
| 5 | Consumer Staples | 8.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
PepsiCo
PEP
$186B
| $233M | 0.7% |
+2,846,469
| New | +$232M |
|
27
Verizon
VZ
$194B
| $217M | 0.65% |
+4,309,093
| New | +$220M |
|
28
Amgen
AMGN
$203B
| $214M | 0.64% |
+2,169,599
| New | +$225M |
|
29
Caterpillar
CAT
$409B
| $206M | 0.62% |
+2,501,289
| New | +$213M |
|
|
PARA
30
DELISTED
Paramount Global Class B
PARA
| $197M | 0.59% |
+4,034,021
| New | +$184M |
|
31
PUT
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
| $194M | 0.58% |
+6,237,300
| New | +$197M |
|
32
PUT
Philip Morris
PM
$301B
| $186M | 0.56% |
+2,145,575
| New | +$199M |
|
33
Merck
MRK
$324B
| $184M | 0.55% |
+4,135,671
| New | +$185M |
|
|
MON
34
DELISTED
Monsanto Co
MON
| $173M | 0.52% |
+1,751,822
| New | +$183M |
|
35
3M
MMM
$89B
| $163M | 0.49% |
+1,777,629
| New | +$161M |
|
36
Berkshire Hathaway Class B
BRK.B
$1.07T
| $162M | 0.49% |
+1,449,439
| New | +$159M |
|
37
Boeing
BA
$165B
| $161M | 0.49% |
+1,571,868
| New | +$149M |
|
38
Altria Group
MO
$122B
| $160M | 0.48% |
+4,570,451
| New | +$164M |
|
39
Walt Disney
DIS
$165B
| $158M | 0.48% |
+2,506,877
| New | +$158M |
|
40
CALL
Deutsche Bank
DB
$66.3B
| $156M | 0.47% |
+4,378,081
| New | +$166M |
|
41
AbbVie
ABBV
$458B
| $154M | 0.46% |
+3,717,697
| New | +$163M |
|
42
iShares MSCI EAFE ETF
EFA
$76.4B
| $154M | 0.46% |
+2,681,335
| New | +$162M |
|
43
Signet Jewelers
SIG
$3.55B
| $152M | 0.46% |
+2,226,509
| New | +$152M |
|
|
44
CALL
Apple
AAPL
$4.89T
| $152M | 0.46% |
+10,757,600
| New | +$165M |
|
45
Bristol-Myers Squibb
BMY
$127B
| $148M | 0.45% |
+3,303,488
| New | +$143M |
|
|
YHOO
46
DELISTED
Yahoo Inc
YHOO
| $148M | 0.44% |
+5,871,506
| New | +$149M |
|
47
Medtronic
MDT
$107B
| $144M | 0.43% |
+2,800,439
| New | +$138M |
|
48
Occidental Petroleum
OXY
$57B
| $144M | 0.43% |
+1,682,245
| New | +$142M |
|
49
RTX Corp
RTX
$287B
| $142M | 0.43% |
+2,420,231
| New | +$143M |
|
50
Eli Lilly
LLY
$1.07T
| $140M | 0.42% |
+2,839,561
| New | +$155M |
|
Similar funds
HSBC Holdings's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for HSBC Holdings, which disclosed 1,542 positions worth $33.2B. Its ten largest holdings account for 20% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 6,917,474 shares worth $1.11B.
By sector, the portfolio is most concentrated in Financials at 12% of assets, followed by Technology and Healthcare.
- HSBC Holdings's largest Q2 2013 buy was State Street SPDR S&P 500 ETF Trust: 6,917,474 shares worth $1.11B.
- HSBC Holdings's ten largest holdings make up 20% of its $33.2B portfolio in Q2 2013.
- HSBC Holdings disclosed 1,542 positions in Q2 2013, its first 13F filing on record.
Based on HSBC Holdings's 13F filing for Q2 2013, filed 14 Aug 2013.