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
|
$1.24B |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$193M |
| 3 |
Invesco QQQ Trust
QQQ
|
$184M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$172M |
| 5 |
Microsoft
MSFT
|
$111M |
Top Sells
| 1 |
Alibaba
BABA
|
$315M |
| 2 |
AABA
Altaba Inc. Common Stock
AABA
|
$153M |
| 3 |
AbbVie
ABBV
|
$144M |
| 4 |
BPL
Buckeye Partners, L.P.
BPL
|
$105M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$102M |
Sector Composition
| 1 | Consumer Discretionary | 20.4% |
| 2 | Technology | 14.51% |
| 3 | Financials | 11.58% |
| 4 | Healthcare | 9.63% |
| 5 | Communication Services | 7.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walt Disney
DIS
$213B
| $281M | 0.49% | 1,925,725 +235,325 | +14% | +$34.3M |
|
27
Chevron
CVX
$324B
| $265M | 0.46% | 2,206,691 +147,899 | +7% | +$17.8M |
|
28
New Oriental
EDU
$7.85B
| $250M | 0.43% | 2,062,176 -124,648 | -6% | -$15.1M |
|
|
29
Invesco QQQ Trust
QQQ
$364B
| $243M | 0.42% | 1,147,573 +866,572 | +308% | +$184M |
|
30
Mastercard
MA
$538B
| $243M | 0.42% | 805,924 +70,458 | +10% | +$21.2M |
|
31
Coca-Cola
KO
$297B
| $239M | 0.42% | 4,356,253 +58,545 | +1% | +$3.21M |
|
32
Walmart
WMT
$774B
| $235M | 0.41% | 1,998,289 +107,276 | +6% | +$12.6M |
|
33
Wells Fargo
WFC
$263B
| $231M | 0.4% | 4,328,044 +989,663 | +30% | +$52.7M |
|
34
NextEra Energy, Inc.
NEE
$148B
| $225M | 0.39% | 932,102 +301,832 | +48% | +$72.9M |
|
35
Linde
LIN
$224B
| $218M | 0.38% | 1,016,772 +247,651 | +32% | +$53M |
|
36
iShares Russell 1000 ETF
IWB
$43.2B
| $213M | 0.37% | 1,192,977 +2,970 | +0.2% | +$530K |
|
37
Comcast
CMCSA
$125B
| $208M | 0.36% | 4,624,192 +753,493 | +19% | +$33.9M |
|
|
38
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $202M | 0.35% | 1,579,767 +1,510,318 | +2,175% | +$193M |
|
39
NVIDIA
NVDA
$4.24T
| $201M | 0.35% | 848,419 -166,675 | -16% | -$39.6M |
|
40
GE Aerospace
GE
$292B
| $198M | 0.34% | 17,873,330 +1,638,134 | +10% | +$18.2M |
|
41
Citigroup
C
$178B
| $196M | 0.34% | 2,463,146 +53,670 | +2% | +$4.27M |
|
42
Nike
NKE
$114B
| $194M | 0.34% | 1,909,169 +354,419 | +23% | +$36M |
|
|
INFO
43
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $192M | 0.33% | 2,546,748 +42,010 | +2% | +$3.17M |
|
|
AGN
44
DELISTED
Allergan plc
AGN
| $188M | 0.33% | 987,007 +418,682 | +74% | +$79.6M |
|
45
McDonald's
MCD
$224B
| $181M | 0.32% | 901,699 -30,807 | -3% | -$6.2M |
|
46
iShares Russell 2000 ETF
IWM
$67B
| $181M | 0.31% | 1,088,157 -271,391 | -20% | -$45M |
|
47
Adobe
ADBE
$151B
| $179M | 0.31% | 539,329 +105,002 | +24% | +$34.9M |
|
48
Philip Morris
PM
$260B
| $177M | 0.31% | 2,057,555 -62,038 | -3% | -$5.34M |
|
49
Thermo Fisher Scientific
TMO
$186B
| $176M | 0.31% | 538,359 +72,365 | +16% | +$23.6M |
|
50
Boeing
BA
$177B
| $173M | 0.3% | 532,720 -45,016 | -8% | -$14.7M |
|