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 |
NextEra Energy, Inc.
NEE
|
$103M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$99.4M |
| 3 |
Apple
AAPL
|
$78.3M |
| 4 |
Johnson & Johnson
JNJ
|
$59.5M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
$58.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$323M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$145M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$137M |
| 4 |
Cisco
CSCO
|
$120M |
| 5 |
Applied Materials
AMAT
|
$110M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Consumer Discretionary | 12.8% |
| 3 | Technology | 12.43% |
| 4 | Healthcare | 10.19% |
| 5 | Consumer Staples | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Merck
MRK
$210B
| $225M | 0.52% | 3,816,554 +552,724 | +17% | +$32.5M |
|
27
Home Depot
HD
$405B
| $218M | 0.51% | 1,625,878 -262,646 | -14% | -$35.2M |
|
28
Baidu
BIDU
$32.8B
| $214M | 0.5% | 1,303,329 +106,471 | +9% | +$17.5M |
|
29
Deutsche Bank
DB
$67.7B
| $206M | 0.48% | 11,390,935 -4,917,995 | -30% | -$89.1M |
|
|
30
Cisco
CSCO
$274B
| $206M | 0.48% | 6,816,146 -3,963,893 | -37% | -$120M |
|
31
Berkshire Hathaway Class A
BRK.A
$1.09T
| $204M | 0.48% | 837 -5 | -0.6% | -$1.22M |
|
32
Schlumberger
SLB
$55B
| $202M | 0.47% | 2,405,349 -63,070 | -3% | -$5.29M |
|
33
Altria Group
MO
$113B
| $193M | 0.45% | 2,851,627 +266,129 | +10% | +$18M |
|
34
Energy Transfer Partners
ET
$60.8B
| $189M | 0.44% | 9,764,692 | – | – |
|
35
Citigroup
C
$178B
| $187M | 0.44% | 3,153,755 -120,764 | -4% | -$7.18M |
|
36
Walt Disney
DIS
$213B
| $181M | 0.42% | 1,738,783 -136,929 | -7% | -$14.3M |
|
37
IBM
IBM
$227B
| $180M | 0.42% | 1,086,586 +82,995 | +8% | +$13.8M |
|
38
Philip Morris
PM
$260B
| $165M | 0.39% | 1,806,778 +256,760 | +17% | +$23.5M |
|
|
STJ
39
DELISTED
St Jude Medical
STJ
| $161M | 0.37% | 2,002,936 +650,182 | +48% | +$52.1M |
|
40
Bristol-Myers Squibb
BMY
$96B
| $160M | 0.37% | 2,738,734 +357,136 | +15% | +$20.9M |
|
41
Visa
V
$683B
| $158M | 0.37% | 2,025,614 +228,958 | +13% | +$17.9M |
|
|
42
NextEra Energy, Inc.
NEE
$148B
| $154M | 0.36% | 1,288,673 +863,432 | +203% | +$103M |
|
43
UnitedHealth
UNH
$281B
| $153M | 0.36% | 957,626 +72,770 | +8% | +$11.6M |
|
44
McDonald's
MCD
$224B
| $150M | 0.35% | 1,235,201 -294,280 | -19% | -$35.8M |
|
45
Comcast
CMCSA
$125B
| $150M | 0.35% | 2,173,362 +139,608 | +7% | +$9.64M |
|
46
3M
MMM
$82.8B
| $145M | 0.34% | 813,162 +157,834 | +24% | +$28.2M |
|
47
Qualcomm
QCOM
$173B
| $143M | 0.33% | 2,194,726 -721,707 | -25% | -$47.1M |
|
48
iShares Russell 2000 ETF
IWM
$67B
| $143M | 0.33% | 1,058,677 +350,595 | +50% | +$47.3M |
|
49
General Motors
GM
$55.8B
| $142M | 0.33% | 4,085,540 +142,701 | +4% | +$4.97M |
|
50
iShares Core US Aggregate Bond ETF
AGG
$131B
| $136M | 0.32% | 1,255,651 +40,121 | +3% | +$4.34M |
|