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 |
Meta Platforms (Facebook)
META
|
+$131M |
| 2 |
Elevance Health
ELV
|
+$119M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$102M |
| 4 |
Apple
AAPL
|
+$94.5M |
| 5 |
Cisco
CSCO
|
+$91.5M |
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$192M |
| 2 |
Bank of America
BAC
|
+$146M |
| 3 |
DELL
DELL INC
DELL
|
+$137M |
| 4 |
Exxon Mobil
XOM
|
+$123M |
| 5 |
Zoetis
ZTS
|
+$118M |
Sector Composition
| 1 | Technology | 15.2% |
| 2 | Financials | 14.36% |
| 3 | Healthcare | 11.31% |
| 4 | Industrials | 9.51% |
| 5 | Consumer Staples | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BPO
576
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
| $7.24M | 0.02% |
376,534
+83,047
| +28% | +$1.6M |
|
577
Akamai
AKAM
$11.2B
| $7.24M | 0.02% |
153,524
-9,495
| -6% | -$448K |
|
578
Newell Brands
NWL
$2.61B
| $7.15M | 0.02% |
220,540
-34,626
| -14% | -$1.12M |
|
579
VeriSign
VRSN
$26.7B
| $7.13M | 0.02% |
119,470
+35,542
| +42% | +$2.12M |
|
580
COPT Defense Properties
CDP
$3.44B
| $7.05M | 0.02% |
297,469
+16,357
| +6% | +$387K |
|
581
Ameren
AEE
$26.8B
| $7.04M | 0.02% |
194,616
-87,296
| -31% | -$3.16M |
|
582
Invesco Global Listed Private Equity ETF
PSP
$326M
| $7.03M | 0.02% |
116,195
+13,272
| +13% | +$803K |
|
|
SVC
583
Service Properties Trust
SVC
$476M
| $6.99M | 0.02% |
260,391
+10,381
| +4% | +$279K |
|
|
LPT
584
DELISTED
Liberty Property Trust
LPT
| $6.91M | 0.02% |
204,140
+5,988
| +3% | +$203K |
|
585
Extra Space Storage
EXR
$30.8B
| $6.9M | 0.02% |
163,758
+10,543
| +7% | +$444K |
|
586
Crown Holdings
CCK
$11B
| $6.89M | 0.02% |
154,547
+46,887
| +44% | +$2.09M |
|
587
Nasdaq
NDAQ
$54.4B
| $6.84M | 0.02% |
515,472
+2,376
| +0.5% | +$31.5K |
|
588
Southwest Airlines
LUV
$16.3B
| $6.83M | 0.02% |
362,520
-4,255
| -1% | -$80.2K |
|
589
SPDR S&P Retail ETF
XRT
$438M
| $6.79M | 0.02% |
154,080
+2,580
| +2% | +$114K |
|
590
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
| $6.78M | 0.02% |
145,055
-3,532
| -2% | -$165K |
|
591
HF Sinclair
DINO
$9.81B
| $6.76M | 0.02% |
137,176
-8,726
| -6% | -$430K |
|
592
UDR
UDR
$12.9B
| $6.75M | 0.02% |
288,963
+5,691
| +2% | +$133K |
|
|
AGN
593
DELISTED
Allergan plc
AGN
| $6.75M | 0.02% |
40,148
-67,868
| -63% | -$11.4M |
|
594
United Therapeutics
UTHR
$18.3B
| $6.73M | 0.02% |
59,518
-68,768
| -54% | -$7.78M |
|
595
iShares Russell 2000 Growth ETF
IWO
$12.6B
| $6.73M | 0.02% |
49,637
-213
| -0.4% | -$28.9K |
|
|
SINA
596
DELISTED
Sina Corp
SINA
| $6.7M | 0.02% |
79,474
-115,143
| -59% | -$9.7M |
|
|
LNKD
597
DELISTED
LinkedIn Corporation
LNKD
| $6.69M | 0.02% |
30,999
+8,630
| +39% | +$1.86M |
|
598
Equifax
EFX
$31B
| $6.68M | 0.02% |
96,634
-4,032
| -4% | -$279K |
|
599
Annaly Capital Management
NLY
$14.3B
| $6.65M | 0.02% |
166,748
-19,229
| -10% | -$767K |
|
600
Cincinnati Financial
CINF
$24B
| $6.56M | 0.02% |
125,309
+36,308
| +41% | +$1.9M |
|