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 | |
|---|---|---|---|---|---|---|
51
Philip Morris
PM
$260B
| $261M | 0.35% |
3,187,771
+1,151,242
| +57% | +$94.1M |
|
52
Linde
LIN
$224B
| $254M | 0.34% |
973,806
+425,121
| +77% | +$111M |
|
53
Honeywell
HON
$139B
| $246M | 0.33% |
1,160,439
+182,278
| +19% | +$38.6M |
|
54
Costco
COST
$418B
| $238M | 0.32% |
634,152
+81,005
| +15% | +$30.4M |
|
55
IBM
IBM
$227B
| $230M | 0.31% |
1,839,731
+198,221
| +12% | +$24.8M |
|
56
Union Pacific
UNP
$133B
| $227M | 0.3% |
1,097,850
+321,691
| +41% | +$66.6M |
|
57
Amgen
AMGN
$155B
| $225M | 0.3% |
983,363
+193,566
| +25% | +$44.3M |
|
58
Oracle
ORCL
$635B
| $224M | 0.3% |
3,466,292
+625,943
| +22% | +$40.4M |
|
59
Danaher
DHR
$147B
| $223M | 0.3% |
1,007,704
+95,056
| +10% | +$21M |
|
60
iShares Russell 2000 ETF
IWM
$67B
| $218M | 0.29% |
1,111,595
+337,791
| +44% | +$66.2M |
|
61
NextEra Energy, Inc.
NEE
$148B
| $211M | 0.28% |
2,759,497
+2,226,106
| +417% | +$170M |
|
62
Citigroup
C
$178B
| $209M | 0.28% |
3,412,112
+194,753
| +6% | +$11.9M |
|
63
Eli Lilly
LLY
$657B
| $204M | 0.27% |
1,212,864
+137,224
| +13% | +$23M |
|
64
Wells Fargo
WFC
$263B
| $201M | 0.27% |
6,700,474
+823,011
| +14% | +$24.6M |
|
65
Boeing
BA
$177B
| $192M | 0.26% |
896,772
-149,314
| -14% | -$32M |
|
66
iShares Russell 1000 ETF
IWB
$43.2B
| $191M | 0.25% |
901,281
-111,158
| -11% | -$23.5M |
|
67
Booking.com
BKNG
$181B
| $190M | 0.25% |
85,595
+3,529
| +4% | +$7.84M |
|
68
New Oriental
EDU
$7.85B
| $189M | 0.25% |
1,018,320
-390,529
| -28% | -$72.5M |
|
69
Invesco QQQ Trust
QQQ
$364B
| $187M | 0.25% |
597,607
+270,077
| +82% | +$84.6M |
|
|
TWTR
70
DELISTED
Twitter, Inc.
TWTR
| $187M | 0.25% |
3,456,436
+2,062,533
| +148% | +$111M |
|
71
Prologis
PLD
$106B
| $180M | 0.24% |
1,823,108
+335,279
| +23% | +$33.2M |
|
72
JD.com
JD
$44.1B
| $179M | 0.24% |
2,037,765
+633,959
| +45% | +$55.7M |
|
73
Starbucks
SBUX
$100B
| $178M | 0.24% |
1,674,876
+355,344
| +27% | +$37.9M |
|
74
Intuit
INTU
$186B
| $173M | 0.23% |
456,891
+44,749
| +11% | +$16.9M |
|
75
3M
MMM
$82.8B
| $171M | 0.23% |
978,627
+180,649
| +23% | +$31.5M |
|