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 |
Microsoft
MSFT
|
+$333M |
| 2 |
Amazon
AMZN
|
+$286M |
| 3 |
Apple
AAPL
|
+$244M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$241M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$170M |
Top Sells
| 1 |
Alibaba
BABA
|
+$213M |
| 2 |
AGN
Allergan plc
AGN
|
+$203M |
| 3 |
RTX Corp
RTX
|
+$119M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$113M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$103M |
Sector Composition
| 1 | Consumer Discretionary | 23.28% |
| 2 | Technology | 19.42% |
| 3 | Healthcare | 9.96% |
| 4 | Financials | 9.88% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
CGI
GIB
$20.7B
| $12M | 0.02% |
191,190
+67,819
| +55% | +$4.27M |
|
502
Aramark
ARMK
$10B
| $12M | 0.02% |
738,670
+210,270
| +40% | +$3.43M |
|
503
WIX.com
WIX
$9.13B
| $11.9M | 0.02% |
46,493
+43,307
| +1,359% | +$11.1M |
|
504
Citizens Financial Group
CFG
$22.3B
| $11.9M | 0.02% |
471,652
+128,192
| +37% | +$3.24M |
|
505
Lumen
LUMN
$6.3B
| $11.9M | 0.02% |
1,186,669
-27,238
| -2% | -$273K |
|
|
PARA
506
DELISTED
Paramount Global Class B
PARA
| $11.9M | 0.02% |
509,900
-141,226
| -22% | -$3.29M |
|
507
Quest Diagnostics
DGX
$20.1B
| $11.9M | 0.02% |
104,309
-7,302
| -7% | -$832K |
|
508
Everest Group
EG
$14.3B
| $11.9M | 0.02% |
57,522
+3,069
| +6% | +$633K |
|
509
Leidos
LDOS
$23.1B
| $11.8M | 0.02% |
125,832
+14,801
| +13% | +$1.39M |
|
510
Teleflex
TFX
$5.76B
| $11.8M | 0.02% |
32,324
-1,187
| -4% | -$432K |
|
511
A.O. Smith
AOS
$10.2B
| $11.7M | 0.02% |
248,832
+4,287
| +2% | +$202K |
|
512
Labcorp
LH
$22.7B
| $11.7M | 0.02% |
81,956
-18,114
| -18% | -$2.59M |
|
513
Conagra Brands
CAG
$9.27B
| $11.6M | 0.02% |
330,873
-45,547
| -12% | -$1.6M |
|
514
Jack Henry & Associates
JKHY
$11.6B
| $11.6M | 0.02% |
63,107
-41,887
| -40% | -$7.71M |
|
515
FirstEnergy
FE
$25B
| $11.5M | 0.02% |
297,315
-1,948
| -0.7% | -$75.5K |
|
516
Fortune Brands Innovations
FBIN
$7.05B
| $11.5M | 0.02% |
210,481
-1,618
| -0.8% | -$88.4K |
|
517
Workday
WDAY
$60.5B
| $11.5M | 0.02% |
61,197
+25,646
| +72% | +$4.81M |
|
518
ZTO Express
ZTO
$15.4B
| $11.4M | 0.02% |
311,840
-50,206
| -14% | -$1.84M |
|
519
Veeva Systems
VEEV
$45B
| $11.4M | 0.02% |
48,624
-17,402
| -26% | -$4.08M |
|
520
Uber
UBER
$196B
| $11.4M | 0.02% |
366,710
+114,303
| +45% | +$3.55M |
|
|
HES
521
DELISTED
Hess
HES
| $11.4M | 0.02% |
219,753
-38,848
| -15% | -$2.01M |
|
|
XEC
522
DELISTED
CIMAREX ENERGY CO
XEC
| $11.3M | 0.02% |
412,604
+373,388
| +952% | +$10.3M |
|
523
Darden Restaurants
DRI
$24.7B
| $11.1M | 0.02% |
146,978
-144,869
| -50% | -$11M |
|
|
HDS
524
DELISTED
HD Supply Holdings, Inc.
HDS
| $11.1M | 0.02% |
320,564
+109,289
| +52% | +$3.79M |
|
525
Dover
DOV
$24.1B
| $11M | 0.02% |
114,410
-2,896
| -2% | -$280K |
|