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 |
Bank of America
BAC
|
$640M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$209M |
| 3 |
Philip Morris
PM
|
$180M |
| 4 |
Apple
AAPL
|
$141M |
| 5 |
Zoetis
ZTS
|
$134M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.01B |
| 2 |
JPMorgan Chase
JPM
|
$336M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$256M |
| 4 |
Procter & Gamble
PG
|
$157M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$139M |
Sector Composition
| 1 | Financials | 14.81% |
| 2 | Technology | 14.09% |
| 3 | Healthcare | 11.25% |
| 4 | Consumer Staples | 9.48% |
| 5 | Industrials | 8.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
HDFC Bank
HDB
$361B
| $6.48M | 0.02% |
420,870
+19,684
| +5% | +$303K |
|
602
Alcoa
AA
$8.24B
| $6.43M | 0.02% |
329,099
-1,587,800
| -83% | -$31M |
|
603
News Corp Class B
NWS
$18.8B
| $6.4M | 0.02% |
+389,446
| New | +$6.4M |
|
604
Sinclair Inc
SBGI
$964M
| $6.36M | 0.02% |
189,617
| – | – |
|
|
SPLS
605
DELISTED
Staples Inc
SPLS
| $6.3M | 0.02% |
430,306
+217,149
| +102% | +$3.18M |
|
606
Verisk Analytics
VRSK
$37.8B
| $6.3M | 0.02% |
96,929
+12,668
| +15% | +$824K |
|
607
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $6.27M | 0.02% |
49,850
-1,903
| -4% | -$239K |
|
608
SPDR S&P Retail ETF
XRT
$441M
| $6.21M | 0.02% |
151,500
-103,940
| -41% | -$4.26M |
|
609
Bunge Global
BG
$16.9B
| $6.21M | 0.02% |
81,698
-33,741
| -29% | -$2.57M |
|
610
Invesco DB Base Metals Fund
DBB
$121M
| $6.21M | 0.02% |
+371,090
| New | +$6.21M |
|
611
HF Sinclair
DINO
$9.56B
| $6.18M | 0.02% |
145,902
-36,210
| -20% | -$1.53M |
|
612
Essex Property Trust
ESS
$17.3B
| $6.17M | 0.02% |
41,759
+20,231
| +94% | +$2.99M |
|
613
Interpublic Group of Companies
IPG
$9.94B
| $6.14M | 0.02% |
357,459
+167,210
| +88% | +$2.87M |
|
|
AIV
614
Aimco
AIV
$1.11B
| $6.13M | 0.02% |
1,647,346
+614,410
| +59% | +$2.29M |
|
615
SPDR Dow Jones International Real Estate ETF
RWX
$304M
| $6.13M | 0.02% |
145,470
+10,480
| +8% | +$442K |
|
616
Equifax
EFX
$30.8B
| $6.03M | 0.02% |
100,666
-8,605
| -8% | -$515K |
|
|
BEAM
617
DELISTED
BEAM INC COM STK (DE)
BEAM
| $6.01M | 0.02% |
92,883
+45,226
| +95% | +$2.92M |
|
618
Masco
MAS
$15.9B
| $5.99M | 0.02% |
320,382
-34,617
| -10% | -$647K |
|
|
FLIR
619
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $5.98M | 0.02% |
190,382
+6,057
| +3% | +$190K |
|
620
CarMax
KMX
$9.11B
| $5.97M | 0.02% |
122,994
+19,679
| +19% | +$955K |
|
|
ALTR
621
DELISTED
ALTERA CORP
ALTR
| $5.96M | 0.02% |
160,434
-287,577
| -64% | -$10.7M |
|
|
SIAL
622
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $5.94M | 0.02% |
69,602
+4,146
| +6% | +$354K |
|
623
iShares MSCI Canada ETF
EWC
$3.24B
| $5.93M | 0.02% |
209,402
-53,168
| -20% | -$1.51M |
|
624
Aon
AON
$79.9B
| $5.93M | 0.02% |
79,613
+6,348
| +9% | +$473K |
|
|
BID
625
DELISTED
Sotheby's
BID
| $5.91M | 0.02% |
120,372
-7,975
| -6% | -$392K |
|