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
|
+$949M |
| 2 |
Apple
AAPL
|
+$877M |
| 3 |
Microsoft
MSFT
|
+$381M |
| 4 |
Equitable Holdings
EQH
|
+$242M |
| 5 |
Broadcom
AVGO
|
+$228M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$129M |
| 2 |
Citigroup
C
|
+$119M |
| 3 |
Crown Holdings
CCK
|
+$98.3M |
| 4 |
Elevance Health
ELV
|
+$95.2M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
+$89.7M |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Financials | 13.39% |
| 3 | Healthcare | 11.82% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Communication Services | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Boston Properties
BXP
$12B
| $21M | 0.02% |
297,767
+72,773
| +32% | +$5.13M |
|
602
Veeva Systems
VEEV
$46.3B
| $20.9M | 0.02% |
108,090
+40,381
| +60% | +$7.8M |
|
|
UCB
603
United Community Banks, Inc.
UCB
$4.02B
| $20.9M | 0.02% |
+705,119
| New | +$20.9M |
|
604
VanEck Gold Miners ETF
GDX
$20.1B
| $20.8M | 0.02% |
670,952
+614,813
| +1,095% | +$19.1M |
|
605
United Therapeutics
UTHR
$17.8B
| $20.8M | 0.02% |
94,693
+5,416
| +6% | +$1.19M |
|
606
Teleflex
TFX
$5.75B
| $20.8M | 0.02% |
83,474
+9,599
| +13% | +$2.39M |
|
607
Revvity
RVTY
$10B
| $20.7M | 0.02% |
189,753
+10,497
| +6% | +$1.15M |
|
608
C.H. Robinson
CHRW
$14.9B
| $20.7M | 0.02% |
239,984
+27,610
| +13% | +$2.38M |
|
609
Markel Group
MKL
$24.4B
| $20.7M | 0.02% |
14,558
+1,389
| +11% | +$1.97M |
|
610
Financial Select Sector SPDR Fund
XLF
$54.1B
| $20.7M | 0.02% |
549,655
+17,176
| +3% | +$645K |
|
611
Gaming and Leisure Properties
GLPI
$13.6B
| $20.6M | 0.02% |
418,246
+196,084
| +88% | +$9.68M |
|
|
KRTX
612
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $20.4M | 0.02% |
64,557
+52,557
| +438% | +$16.6M |
|
613
Henry Schein
HSIC
$8.21B
| $20.2M | 0.02% |
267,587
+41,087
| +18% | +$3.11M |
|
614
Bio-Techne
TECH
$8.42B
| $20.2M | 0.02% |
261,370
+93,107
| +55% | +$7.18M |
|
615
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $19.9M | 0.02% |
190,230
-5,089
| -3% | -$532K |
|
616
Brown-Forman Class B
BF.B
$13B
| $19.8M | 0.02% |
346,145
-73,341
| -17% | -$4.19M |
|
617
Nutrien
NTR
$27.9B
| $19.7M | 0.02% |
349,226
+90,567
| +35% | +$5.1M |
|
618
Plains GP Holdings
PAGP
$3.64B
| $19.7M | 0.02% |
1,232,115
+391,773
| +47% | +$6.25M |
|
619
Live Nation Entertainment
LYV
$39.3B
| $19.7M | 0.02% |
209,520
-11,927
| -5% | -$1.12M |
|
620
Aecom
ACM
$16.8B
| $19.6M | 0.02% |
211,734
-219,687
| -51% | -$20.3M |
|
621
Caesars Entertainment
CZR
$5.49B
| $19.4M | 0.02% |
411,286
+121,505
| +42% | +$5.74M |
|
622
Fox Class A
FOXA
$27.8B
| $19.3M | 0.02% |
652,921
+326,254
| +100% | +$9.66M |
|
623
Bunge Global
BG
$16.9B
| $19.3M | 0.02% |
191,827
+22,123
| +13% | +$2.23M |
|
624
Broadstone Net Lease
BNL
$3.51B
| $19.3M | 0.02% |
1,118,178
-234,153
| -17% | -$4.03M |
|
625
Paycom
PAYC
$12.6B
| $19.2M | 0.02% |
92,918
+25,338
| +37% | +$5.24M |
|