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 |
NVIDIA
NVDA
|
+$721M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$377M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$368M |
| 4 |
Amazon
AMZN
|
+$255M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$213M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.22B |
| 2 |
Microsoft
MSFT
|
+$505M |
| 3 |
Lam Research
LRCX
|
+$368M |
| 4 |
Meta Platforms (Facebook)
META
|
+$364M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$264M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 11.89% |
| 3 | Consumer Discretionary | 11.64% |
| 4 | Healthcare | 10.32% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Labcorp
LH
$23.1B
| $39.5M | 0.02% |
176,872
-25,724
| -13% | -$5.74M |
|
502
iShares 7-10 Year Treasury Bond ETF
IEF
$36.1B
| $39.4M | 0.02% |
339,636
-158,409
| -32% | -$18.4M |
|
503
iQIYI
IQ
$2.69B
| $39.2M | 0.02% |
13,565,949
+616,243
| +5% | +$1.78M |
|
504
Molina Healthcare
MOH
$9.84B
| $38.8M | 0.02% |
112,671
-588
| -0.5% | -$203K |
|
505
MarketAxess Holdings
MKTX
$7.03B
| $38.4M | 0.02% |
150,074
+8,802
| +6% | +$2.25M |
|
506
Vodafone
VOD
$28.6B
| $37.9M | 0.02% |
3,778,656
+751,943
| +25% | +$7.54M |
|
507
Pinnacle West Capital
PNW
$10.4B
| $37.5M | 0.02% |
423,042
-120,843
| -22% | -$10.7M |
|
508
Ameren
AEE
$26.8B
| $37.3M | 0.02% |
426,312
-70,025
| -14% | -$6.12M |
|
509
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.01B
| $37.2M | 0.02% |
884,944
-30,565
| -3% | -$1.28M |
|
510
Gen Digital
GEN
$18.1B
| $37.2M | 0.02% |
1,354,893
-642,176
| -32% | -$17.6M |
|
511
CF Industries
CF
$13.7B
| $37.1M | 0.02% |
432,727
-5,479
| -1% | -$470K |
|
512
Insulet
PODD
$24.8B
| $37M | 0.02% |
159,309
+34,658
| +28% | +$8.05M |
|
513
LPL Financial
LPLA
$27.2B
| $36.7M | 0.02% |
157,789
-4,041
| -2% | -$940K |
|
514
CRH
CRH
$74.3B
| $36.7M | 0.02% |
401,096
-70,858
| -15% | -$6.48M |
|
515
Trade Desk
TTD
$25.6B
| $36.4M | 0.02% |
332,385
+19,397
| +6% | +$2.12M |
|
516
McCormick & Company Non-Voting
MKC
$18.7B
| $35.9M | 0.02% |
436,131
+34,967
| +9% | +$2.88M |
|
517
Interpublic Group of Companies
IPG
$9.74B
| $35.7M | 0.02% |
1,130,798
+91,171
| +9% | +$2.88M |
|
518
Interactive Brokers
IBKR
$27.7B
| $35.6M | 0.02% |
1,024,320
+184,440
| +22% | +$6.42M |
|
519
iShares Core MSCI Emerging Markets ETF
IEMG
$104B
| $35.6M | 0.02% |
619,856
-94,370
| -13% | -$5.42M |
|
520
Logitech
LOGI
$15.9B
| $35.6M | 0.02% |
398,134
+275,208
| +224% | +$24.6M |
|
521
Wheaton Precious Metals
WPM
$47.5B
| $35.5M | 0.02% |
585,532
+521,750
| +818% | +$31.7M |
|
522
Federal Realty Investment Trust
FRT
$8.66B
| $35.5M | 0.02% |
309,291
+107,666
| +53% | +$12.4M |
|
523
Northern Trust
NTRS
$24.6B
| $35.4M | 0.02% |
393,337
+5,411
| +1% | +$487K |
|
524
Warner Bros
WBD
$30.4B
| $35.3M | 0.02% |
4,285,887
-511,287
| -11% | -$4.21M |
|
525
Snowflake
SNOW
$76.4B
| $35.3M | 0.02% |
306,950
-129,632
| -30% | -$14.9M |
|