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
|
$1.75B |
| 2 |
DuPont de Nemours
DD
|
$300M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$197M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$171M |
| 5 |
Humana
HUM
|
$144M |
Top Sells
| 1 |
Apple
AAPL
|
$963M |
| 2 |
Microsoft
MSFT
|
$279M |
| 3 |
T-Mobile US
TMUS
|
$249M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$196M |
| 5 |
Coca-Cola
KO
|
$167M |
Sector Composition
| 1 | Technology | 15.09% |
| 2 | Financials | 13.68% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 8.8% |
| 5 | Energy | 8.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amgen
AMGN
$155B
| $192M | 0.39% |
1,252,502
-249,395
| -17% | -$38.3M |
|
52
Kinder Morgan
KMI
$60B
| $190M | 0.39% |
4,950,460
+1,487,290
| +43% | +$57.1M |
|
53
Starbucks
SBUX
$100B
| $184M | 0.38% |
3,433,030
+1,398,658
| +69% | +$75M |
|
54
Boeing
BA
$177B
| $180M | 0.37% |
1,300,871
-27,699
| -2% | -$3.84M |
|
55
Berkshire Hathaway Class B
BRK.B
$1.09T
| $169M | 0.35% |
1,241,799
-459,986
| -27% | -$62.6M |
|
|
APC
56
DELISTED
Anadarko Petroleum
APC
| $168M | 0.34% |
2,153,953
-349,172
| -14% | -$27.3M |
|
57
Mondelez International
MDLZ
$79.5B
| $167M | 0.34% |
4,061,970
-931,874
| -19% | -$38.3M |
|
|
ETP
58
DELISTED
Energy Transfer Partners L.p.
ETP
| $166M | 0.34% |
3,173,407
+2,229,865
| +236% | +$116M |
|
|
AGN
59
DELISTED
Allergan plc
AGN
| $162M | 0.33% |
533,226
+233,481
| +78% | +$70.9M |
|
60
Bristol-Myers Squibb
BMY
$96B
| $161M | 0.33% |
2,424,295
-624,737
| -20% | -$41.6M |
|
61
Philip Morris
PM
$260B
| $160M | 0.33% |
1,989,979
-1,679,653
| -46% | -$135M |
|
62
CVS Health
CVS
$92.8B
| $158M | 0.32% |
1,506,991
-35,796
| -2% | -$3.75M |
|
63
Goldman Sachs
GS
$226B
| $154M | 0.31% |
738,638
-121,108
| -14% | -$25.3M |
|
64
Halliburton
HAL
$19.4B
| $154M | 0.31% |
3,574,313
+1,617,534
| +83% | +$69.6M |
|
65
General Dynamics
GD
$87.3B
| $153M | 0.31% |
1,080,885
-291,094
| -21% | -$41.2M |
|
66
Schlumberger
SLB
$55B
| $153M | 0.31% |
1,776,796
+236,963
| +15% | +$20.4M |
|
67
RTX Corp
RTX
$212B
| $150M | 0.31% |
1,349,579
-234,574
| -15% | -$26M |
|
68
Biogen
BIIB
$19.4B
| $149M | 0.3% |
369,959
-23,695
| -6% | -$9.56M |
|
|
CELG
69
DELISTED
Celgene Corp
CELG
| $149M | 0.3% |
1,286,459
+99,723
| +8% | +$11.5M |
|
70
eBay
EBAY
$41.4B
| $145M | 0.3% |
2,411,647
+5,101
| +0.2% | +$307K |
|
71
Valero Energy
VLO
$47.2B
| $142M | 0.29% |
2,277,388
+1,027,227
| +82% | +$64.2M |
|
72
Caterpillar
CAT
$196B
| $141M | 0.29% |
1,666,367
+29,480
| +2% | +$2.5M |
|
73
Union Pacific
UNP
$133B
| $139M | 0.28% |
1,457,323
-735,650
| -34% | -$70.2M |
|
74
Ford
F
$46.8B
| $139M | 0.28% |
9,227,152
+3,384,708
| +58% | +$50.9M |
|
75
HCA Healthcare
HCA
$94.5B
| $137M | 0.28% |
1,511,035
+569,254
| +60% | +$51.6M |
|