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 | |
|---|---|---|---|---|---|---|
576
Brown-Forman Class B
BF.B
$13B
| $8.85M | 0.02% |
138,952
-38,719
| -22% | -$2.46M |
|
577
Fox Class A
FOXA
$28.7B
| $8.73M | 0.02% |
325,625
-153,392
| -32% | -$4.11M |
|
578
Waste Connections
WCN
$45.8B
| $8.72M | 0.02% |
92,970
+8,294
| +10% | +$778K |
|
|
LOTZ
579
DELISTED
CarLotz, Inc. Class A Common Stock
LOTZ
| $8.71M | 0.02% |
+850,000
| New | +$8.71M |
|
580
BCE
BCE
$22.7B
| $8.61M | 0.02% |
206,036
-65,338
| -24% | -$2.73M |
|
|
CXO
581
DELISTED
CONCHO RESOURCES INC.
CXO
| $8.58M | 0.02% |
166,526
+34,375
| +26% | +$1.77M |
|
582
Idacorp
IDA
$6.79B
| $8.43M | 0.02% |
96,492
+18,593
| +24% | +$1.62M |
|
583
Cincinnati Financial
CINF
$24.5B
| $8.4M | 0.02% |
131,180
+27,745
| +27% | +$1.78M |
|
584
CarMax
KMX
$9.19B
| $8.34M | 0.02% |
93,143
+10,149
| +12% | +$909K |
|
585
Okta
OKTA
$16.2B
| $8.27M | 0.02% |
41,312
+17,013
| +70% | +$3.41M |
|
586
Avery Dennison
AVY
$13.1B
| $8.21M | 0.02% |
71,948
-6,888
| -9% | -$786K |
|
587
Canadian Pacific Kansas City
CP
$69.5B
| $8.16M | 0.02% |
159,845
-375
| -0.2% | -$19.2K |
|
|
AUY
588
DELISTED
Yamana Gold, Inc.
AUY
| $8.13M | 0.02% |
1,488,213
+518,360
| +53% | +$2.83M |
|
589
Qorvo
QRVO
$8.12B
| $8.08M | 0.02% |
73,123
-7,576
| -9% | -$837K |
|
590
Mohawk Industries
MHK
$8.68B
| $8.04M | 0.02% |
79,020
-14,619
| -16% | -$1.49M |
|
591
Advance Auto Parts
AAP
$3.73B
| $8.01M | 0.02% |
56,236
+5,177
| +10% | +$737K |
|
592
AB InBev
BUD
$115B
| $7.98M | 0.02% |
161,892
+7,749
| +5% | +$382K |
|
593
Liberty Broadband Class C
LBRDK
$8.72B
| $7.92M | 0.02% |
63,871
+21,289
| +50% | +$2.64M |
|
594
Tyler Technologies
TYL
$24B
| $7.9M | 0.02% |
22,763
+17,573
| +339% | +$6.1M |
|
595
iShares MSCI Hong Kong ETF
EWH
$741M
| $7.88M | 0.02% |
368,782
+26,012
| +8% | +$556K |
|
596
AES
AES
$9.15B
| $7.81M | 0.01% |
538,874
-80,705
| -13% | -$1.17M |
|
597
FMC
FMC
$4.77B
| $7.68M | 0.01% |
77,051
+3,171
| +4% | +$316K |
|
598
Evergy
EVRG
$16.6B
| $7.67M | 0.01% |
129,373
-25,170
| -16% | -$1.49M |
|
599
Reinsurance Group of America
RGA
$12.9B
| $7.66M | 0.01% |
97,708
+24,354
| +33% | +$1.91M |
|
600
Jones Lang LaSalle
JLL
$14.9B
| $7.65M | 0.01% |
73,930
-5,531
| -7% | -$572K |
|