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
|
+$270M |
| 2 |
Cognizant
CTSH
|
+$109M |
| 3 |
McDonald's
MCD
|
+$82.2M |
| 4 |
Arch Capital
ACGL
|
+$64.3M |
| 5 |
Goldman Sachs
GS
|
+$62.9M |
Top Sells
| 1 |
Apple
AAPL
|
+$596M |
| 2 |
Alibaba
BABA
|
+$483M |
| 3 |
Amazon
AMZN
|
+$448M |
| 4 |
Tesla
TSLA
|
+$315M |
| 5 |
Meta Platforms (Facebook)
META
|
+$278M |
Sector Composition
| 1 | Technology | 24.99% |
| 2 | Financials | 13.62% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Discretionary | 11.72% |
| 5 | Communication Services | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Host Hotels & Resorts
HST
$12.1B
| $28.7M | 0.03% |
1,741,715
+210,334
| +14% | +$3.46M |
|
477
Clorox
CLX
$15.1B
| $28.6M | 0.03% |
181,101
-36,854
| -17% | -$5.83M |
|
478
Markel Group
MKL
$24.4B
| $28.6M | 0.03% |
22,406
-440
| -2% | -$562K |
|
479
SPDR Gold Trust
GLD
$115B
| $28.5M | 0.03% |
155,765
+62,133
| +66% | +$11.4M |
|
480
Zebra Technologies
ZBRA
$15.6B
| $28.5M | 0.03% |
89,612
-10,935
| -11% | -$3.48M |
|
481
WaFd
WAFD
$2.47B
| $28.4M | 0.03% |
948,860
+940,156
| +10,801% | +$28.1M |
|
482
SBA Communications
SBAC
$20.6B
| $28.1M | 0.03% |
107,724
-30,924
| -22% | -$8.06M |
|
483
Entergy
ETR
$39.4B
| $28M | 0.03% |
521,216
+8,978
| +2% | +$482K |
|
484
Universal Health Services
UHS
$11.8B
| $27.8M | 0.03% |
219,753
+80,054
| +57% | +$10.1M |
|
485
Eaton
ETN
$142B
| $27.8M | 0.03% |
162,626
-218,187
| -57% | -$37.3M |
|
486
KE Holdings
BEKE
$23.5B
| $27.7M | 0.03% |
1,472,084
+302,964
| +26% | +$5.71M |
|
487
Green Plains
GPRE
$642M
| $27.5M | 0.03% |
889,232
-16,245
| -2% | -$502K |
|
488
Coterra Energy
CTRA
$18.5B
| $27.4M | 0.03% |
1,116,082
-353,046
| -24% | -$8.66M |
|
489
MarketAxess Holdings
MKTX
$6.87B
| $27.3M | 0.03% |
69,843
+10,192
| +17% | +$3.98M |
|
490
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $27.2M | 0.03% |
660,102
-709,573
| -52% | -$29.2M |
|
491
Open Text
OTEX
$8.9B
| $27M | 0.03% |
699,293
+33,979
| +5% | +$1.31M |
|
492
DaVita
DVA
$9.55B
| $26.8M | 0.03% |
330,275
-6,145
| -2% | -$498K |
|
493
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.58B
| $26.8M | 0.03% |
908,221
-368,904
| -29% | -$10.9M |
|
494
Pebblebrook Hotel Trust
PEB
$1.36B
| $26.7M | 0.03% |
1,918,557
+1,867,924
| +3,689% | +$26M |
|
495
Western Union
WU
$2.74B
| $26.7M | 0.03% |
2,398,838
+13,807
| +0.6% | +$154K |
|
496
Molson Coors Class B
TAP
$9.64B
| $26.4M | 0.03% |
510,325
+169,379
| +50% | +$8.76M |
|
497
iShares Core MSCI Total International Stock ETF
IXUS
$48.7B
| $26.3M | 0.03% |
424,465
-10,840
| -2% | -$672K |
|
498
Qorvo
QRVO
$8.13B
| $25.8M | 0.03% |
254,477
-69,974
| -22% | -$7.1M |
|
499
Broadstone Net Lease
BNL
$3.52B
| $25.6M | 0.03% |
1,507,159
+126,118
| +9% | +$2.15M |
|
500
CrowdStrike
CRWD
$107B
| $24.8M | 0.03% |
181,126
-36,521
| -17% | -$5.01M |
|