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 |
AABA
Altaba Inc. Common Stock
AABA
|
$529M |
| 2 |
Meta Platforms (Facebook)
META
|
$169M |
| 3 |
AB InBev
BUD
|
$141M |
| 4 |
US Bancorp
USB
|
$86.8M |
| 5 |
TAL Education Group
TAL
|
$79.2M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.43B |
| 2 |
NXP Semiconductors
NXPI
|
$771M |
| 3 |
Alibaba
BABA
|
$536M |
| 4 |
Microsoft
MSFT
|
$405M |
| 5 |
Apple
AAPL
|
$403M |
Sector Composition
| 1 | Consumer Discretionary | 18.79% |
| 2 | Technology | 17.69% |
| 3 | Financials | 12.79% |
| 4 | Healthcare | 9.24% |
| 5 | Communication Services | 8.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Procter & Gamble
PG
$368B
| $243M | 0.43% | 3,110,600 -918,551 | -23% | -$71.7M |
|
27
Merck
MRK
$210B
| $241M | 0.43% | 3,963,074 -1,193,700 | -23% | -$72.5M |
|
28
GE Aerospace
GE
$292B
| $233M | 0.41% | 17,127,009 -5,318,334 | -24% | -$72.4M |
|
29
Walmart
WMT
$774B
| $226M | 0.4% | 2,635,916 -375,002 | -12% | -$32.1M |
|
30
Verizon
VZ
$186B
| $226M | 0.4% | 4,487,565 -2,997,789 | -40% | -$151M |
|
|
31
SPDR S&P 500 ETF Trust
SPY
$658B
| $224M | 0.4% | 826,636 -12,636,505 | -94% | -$3.43B |
|
32
Adobe
ADBE
$151B
| $219M | 0.39% | 898,174 -16,407 | -2% | -$4M |
|
33
Bristol-Myers Squibb
BMY
$96B
| $213M | 0.38% | 3,857,040 -1,325,761 | -26% | -$73.4M |
|
34
Berkshire Hathaway Class B
BRK.B
$1.09T
| $212M | 0.38% | 1,135,350 -1,072,097 | -49% | -$200M |
|
35
Visa
V
$683B
| $208M | 0.37% | 1,571,019 -152,162 | -9% | -$20.2M |
|
36
Wells Fargo
WFC
$263B
| $208M | 0.37% | 3,750,019 -3,560,865 | -49% | -$197M |
|
|
37
US Bancorp
USB
$76B
| $206M | 0.37% | 4,125,360 +1,735,375 | +73% | +$86.8M |
|
38
General Motors
GM
$55.8B
| $194M | 0.35% | 4,923,446 +1,897,668 | +63% | +$74.8M |
|
39
Philip Morris
PM
$260B
| $192M | 0.34% | 2,379,141 -23,542 | -1% | -$1.9M |
|
40
Coca-Cola
KO
$297B
| $189M | 0.34% | 4,314,501 -1,900,430 | -31% | -$83.3M |
|
41
AbbVie
ABBV
$372B
| $187M | 0.33% | 2,014,871 -1,603,100 | -44% | -$149M |
|
42
DuPont de Nemours
DD
$32.2B
| $186M | 0.33% | 2,816,489 -763,810 | -21% | -$50.4M |
|
43
iShares Russell 1000 ETF
IWB
$43.2B
| $184M | 0.33% | 1,212,830 -1,015,985 | -46% | -$154M |
|
44
McDonald's
MCD
$224B
| $184M | 0.33% | 1,175,302 -331,908 | -22% | -$52M |
|
45
iShares Core US Aggregate Bond ETF
AGG
$131B
| $180M | 0.32% | 1,696,479 -1,884,923 | -53% | -$200M |
|
46
Gilead Sciences
GILD
$140B
| $177M | 0.32% | 2,503,414 -608,822 | -20% | -$43.1M |
|
|
47
Berkshire Hathaway Class A
BRK.A
$1.09T
| $175M | 0.31% | 621 -50 | -7% | -$14.1M |
|
48
iShares Core MSCI EAFE ETF
IEFA
$150B
| $173M | 0.31% | 2,722,935 -2,532,289 | -48% | -$160M |
|
49
iShares Russell 2000 ETF
IWM
$67B
| $167M | 0.3% | 1,021,580 -74,517 | -7% | -$12.2M |
|
50
IBM
IBM
$227B
| $165M | 0.29% | 1,178,418 -359,405 | -23% | -$50.2M |
|