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
|
$2.64B |
| 2 |
Apple
AAPL
|
$694M |
| 3 |
Thermo Fisher Scientific
TMO
|
$504M |
| 4 |
Nike
NKE
|
$419M |
| 5 |
Linde
LIN
|
$373M |
Top Sells
| 1 |
Alibaba
BABA
|
$595M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$412M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$393M |
| 4 |
PARA
Paramount Global Class B
PARA
|
$390M |
| 5 |
Amazon
AMZN
|
$360M |
Sector Composition
| 1 | Technology | 22.54% |
| 2 | Consumer Discretionary | 13.48% |
| 3 | Financials | 12.58% |
| 4 | Healthcare | 10.07% |
| 5 | Communication Services | 8.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Viatris
VTRS
$12.2B
| $22.1M | 0.02% |
1,538,919
-126,899
| -8% | -$1.82M |
|
527
Box
BOX
$4.75B
| $22.1M | 0.02% |
+855,770
| New | +$22.1M |
|
528
Monolithic Power Systems
MPWR
$41.5B
| $22.1M | 0.02% |
58,868
+12,073
| +26% | +$4.52M |
|
529
Eastman Chemical
EMN
$7.93B
| $22M | 0.02% |
189,170
-17,401
| -8% | -$2.03M |
|
530
Akamai
AKAM
$11.3B
| $21.8M | 0.02% |
186,544
-5,436
| -3% | -$635K |
|
531
UDR
UDR
$13B
| $21.8M | 0.02% |
442,018
+52,043
| +13% | +$2.56M |
|
532
Snowflake
SNOW
$75.3B
| $21.7M | 0.02% |
89,891
+40,433
| +82% | +$9.78M |
|
533
TE Connectivity
TEL
$61.7B
| $21.7M | 0.02% |
160,423
-58,668
| -27% | -$7.94M |
|
534
Teledyne Technologies
TDY
$25.7B
| $21.5M | 0.02% |
51,436
+11,172
| +28% | +$4.68M |
|
535
Gartner
IT
$18.6B
| $21M | 0.02% |
86,715
+29,638
| +52% | +$7.17M |
|
536
Citizens Financial Group
CFG
$22.3B
| $20.9M | 0.02% |
457,414
-10,881
| -2% | -$498K |
|
537
RH
RH
$4.7B
| $20.9M | 0.02% |
30,696
-2,997
| -9% | -$2.04M |
|
538
Trip.com Group
TCOM
$47.6B
| $20.7M | 0.02% |
584,754
-361,769
| -38% | -$12.8M |
|
539
Vipshop
VIPS
$8.45B
| $20.7M | 0.02% |
1,032,859
-286,171
| -22% | -$5.75M |
|
540
Brown-Forman Class B
BF.B
$13.7B
| $20.7M | 0.02% |
276,192
-26,002
| -9% | -$1.95M |
|
541
Etsy
ETSY
$5.36B
| $20.7M | 0.02% |
101,679
+12,754
| +14% | +$2.6M |
|
542
Halliburton
HAL
$18.8B
| $20.6M | 0.02% |
897,968
-352,664
| -28% | -$8.09M |
|
|
WRK
543
DELISTED
WestRock Company
WRK
| $20.5M | 0.02% |
387,640
-18,596
| -5% | -$984K |
|
544
Trimble
TRMB
$19.2B
| $20.5M | 0.02% |
249,766
-3,534
| -1% | -$290K |
|
545
STAAR Surgical
STAA
$1.38B
| $20.5M | 0.02% |
134,412
+3,193
| +2% | +$487K |
|
546
Darden Restaurants
DRI
$24.5B
| $20.5M | 0.02% |
141,088
-32,208
| -19% | -$4.67M |
|
547
VeriSign
VRSN
$26.2B
| $20.4M | 0.02% |
89,148
-3,847
| -4% | -$879K |
|
548
New Oriental
EDU
$7.98B
| $20.4M | 0.02% |
248,205
-68,467
| -22% | -$5.61M |
|
549
LKQ Corp
LKQ
$8.33B
| $20.3M | 0.02% |
414,340
+128,212
| +45% | +$6.29M |
|
550
Vanguard Small-Cap ETF
VB
$67.2B
| $20.3M | 0.02% |
90,201
-68,414
| -43% | -$15.4M |
|