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 | |
|---|---|---|---|---|---|---|
651
Ferrari
RACE
$85.4B
| $6.32M | 0.01% |
36,985
-13,593
| -27% | -$2.32M |
|
|
CZZ
652
DELISTED
Cosan Limited
CZZ
| $6.31M | 0.01% |
419,000
+73,692
| +21% | +$1.11M |
|
|
ATNX
653
DELISTED
Athenex, Inc. Common Stock
ATNX
| $6.31M | 0.01% |
22,914
-8,104
| -26% | -$2.23M |
|
654
Zoom
ZM
$25.4B
| $6.28M | 0.01% |
24,777
+16,632
| +204% | +$4.22M |
|
|
DM
655
DELISTED
Desktop Metal, Inc.
DM
| $6.27M | 0.01% |
+60,000
| New | +$6.27M |
|
656
Ralph Lauren
RL
$19.2B
| $6.25M | 0.01% |
86,237
-31,529
| -27% | -$2.29M |
|
|
SGI
657
Somnigroup International Inc.
SGI
$18.1B
| $6.22M | 0.01% |
345,936
+316,256
| +1,066% | +$5.69M |
|
|
VMW
658
DELISTED
VMware, Inc
VMW
| $6.2M | 0.01% |
40,032
-28,259
| -41% | -$4.38M |
|
659
Medical Properties Trust
MPW
$2.77B
| $6.19M | 0.01% |
329,422
+29,149
| +10% | +$548K |
|
660
Interpublic Group of Companies
IPG
$9.78B
| $6.19M | 0.01% |
360,824
-18,760
| -5% | -$322K |
|
661
The Mosaic Company
MOS
$10.7B
| $6.15M | 0.01% |
491,657
+66,820
| +16% | +$836K |
|
662
NRG Energy
NRG
$30.5B
| $6.14M | 0.01% |
188,528
+8,955
| +5% | +$292K |
|
663
iShares MSCI Pacific ex Japan ETF
EPP
$1.87B
| $6.12M | 0.01% |
154,000
-986
| -0.6% | -$39.2K |
|
664
Gartner
IT
$18.3B
| $6.11M | 0.01% |
50,358
-7,453
| -13% | -$904K |
|
665
iShares MSCI South Korea ETF
EWY
$5.47B
| $6.08M | 0.01% |
106,489
-34,030
| -24% | -$1.94M |
|
666
Bath & Body Works
BBWI
$5.75B
| $6.04M | 0.01% |
498,881
-231,153
| -32% | -$2.8M |
|
|
JNPR
667
DELISTED
Juniper Networks
JNPR
| $6.02M | 0.01% |
263,100
-55,884
| -18% | -$1.28M |
|
|
TCO
668
DELISTED
Taubman Centers Inc.
TCO
| $5.95M | 0.01% |
157,625
-357,869
| -69% | -$13.5M |
|
669
Markel Group
MKL
$24.8B
| $5.95M | 0.01% |
6,443
-20,443
| -76% | -$18.9M |
|
670
Lincoln National
LNC
$7.99B
| $5.92M | 0.01% |
160,846
+14,011
| +10% | +$516K |
|
671
NorthWestern Energy
NWE
$3.51B
| $5.82M | 0.01% |
106,698
-914
| -0.8% | -$49.8K |
|
672
SK Telecom
SKM
$8.37B
| $5.78M | 0.01% |
181,605
-4,112
| -2% | -$131K |
|
673
Telus
TU
$24.4B
| $5.74M | 0.01% |
342,007
-32,602
| -9% | -$547K |
|
674
Booz Allen Hamilton
BAH
$12.8B
| $5.72M | 0.01% |
73,552
+6,988
| +10% | +$544K |
|
675
APA Corp
APA
$8.22B
| $5.68M | 0.01% |
420,471
-35,160
| -8% | -$475K |
|