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 |
Apple
AAPL
|
+$564M |
| 2 |
Microsoft
MSFT
|
+$332M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$321M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$262M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$239M |
Top Sells
| 1 |
Alibaba
BABA
|
+$2.51B |
| 2 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
+$108M |
| 3 |
Stellantis
STLA
|
+$93.5M |
| 4 |
General Dynamics
GD
|
+$91.6M |
| 5 |
Advanced Micro Devices
AMD
|
+$88M |
Sector Composition
| 1 | Technology | 21.58% |
| 2 | Consumer Discretionary | 17.41% |
| 3 | Financials | 11.63% |
| 4 | Healthcare | 10.9% |
| 5 | Communication Services | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Alliant Energy
LNT
$16.4B
| $13M | 0.02% |
255,734
+79,797
| +45% | +$4.07M |
|
602
Teladoc Health
TDOC
$1.32B
| $12.9M | 0.02% |
64,810
+43,308
| +201% | +$8.64M |
|
603
Wheaton Precious Metals
WPM
$47.9B
| $12.9M | 0.02% |
307,425
-34,501
| -10% | -$1.45M |
|
604
Whirlpool
WHR
$5.24B
| $12.9M | 0.02% |
70,820
-1,640
| -2% | -$298K |
|
605
Sunrun
RUN
$3.74B
| $12.8M | 0.02% |
+184,927
| New | +$12.8M |
|
606
Live Nation Entertainment
LYV
$39.6B
| $12.7M | 0.02% |
171,955
+47,896
| +39% | +$3.54M |
|
607
SPDR S&P MidCap 400 ETF Trust
MDY
$23.8B
| $12.7M | 0.02% |
30,276
-15,312
| -34% | -$6.43M |
|
608
A.O. Smith
AOS
$10.2B
| $12.7M | 0.02% |
232,258
-270,101
| -54% | -$14.8M |
|
609
iShares Russell 2000 Value ETF
IWN
$11.8B
| $12.4M | 0.02% |
94,192
+207
| +0.2% | +$27.3K |
|
610
Johnson Controls International
JCI
$70.5B
| $12.4M | 0.02% |
267,495
+183,321
| +218% | +$8.48M |
|
611
Albemarle
ALB
$8.63B
| $12.3M | 0.02% |
83,118
+11,987
| +17% | +$1.78M |
|
|
ABMD
612
DELISTED
Abiomed Inc
ABMD
| $12.3M | 0.02% |
38,233
+13,287
| +53% | +$4.28M |
|
613
Bank of Montreal
BMO
$90.5B
| $12.3M | 0.02% |
161,514
-13,292
| -8% | -$1.01M |
|
614
Universal Health Services
UHS
$11.8B
| $12.3M | 0.02% |
89,788
-6,724
| -7% | -$919K |
|
615
Vanguard Real Estate ETF
VNQ
$34.4B
| $12.2M | 0.02% |
143,757
-78,449
| -35% | -$6.66M |
|
616
Pool Corp
POOL
$11.9B
| $12.2M | 0.02% |
32,996
+26,290
| +392% | +$9.69M |
|
617
W.P. Carey
WPC
$14.8B
| $12.1M | 0.02% |
175,525
+11,864
| +7% | +$815K |
|
618
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $12M | 0.02% |
130,267
-23,032
| -15% | -$2.12M |
|
619
Lumen
LUMN
$6.3B
| $12M | 0.02% |
1,229,828
-265,475
| -18% | -$2.58M |
|
620
CarMax
KMX
$8.88B
| $11.9M | 0.02% |
125,623
+14,071
| +13% | +$1.33M |
|
621
Alaska Air
ALK
$7.22B
| $11.8M | 0.02% |
225,733
+10,513
| +5% | +$551K |
|
|
FFAI
622
Faraday Future Intelligent Electric Inc. Common Stock
FFAI
$245M
| $11.8M | 0.02% |
124
-6
| -5% | -$571K |
|
|
CXO
623
DELISTED
CONCHO RESOURCES INC.
CXO
| $11.7M | 0.02% |
200,781
+31,118
| +18% | +$1.81M |
|
624
iShares MSCI World ETF
URTH
$5.67B
| $11.6M | 0.02% |
103,400
+16,000
| +18% | +$1.8M |
|
625
Arista Networks
ANET
$189B
| $11.5M | 0.02% |
634,880
-252,784
| -28% | -$4.57M |
|