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 |
NextEra Energy, Inc.
NEE
|
+$103M |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$99.4M |
| 3 |
Apple
AAPL
|
+$78.3M |
| 4 |
Johnson & Johnson
JNJ
|
+$59.5M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
+$58.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$323M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$145M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$137M |
| 4 |
Cisco
CSCO
|
+$120M |
| 5 |
Applied Materials
AMAT
|
+$110M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Consumer Discretionary | 12.8% |
| 3 | Technology | 12.43% |
| 4 | Healthcare | 10.19% |
| 5 | Consumer Staples | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Real Estate Select Sector SPDR Fund
XLRE
$7.73B
| $3.81M | 0.01% |
124,543
+42,441
| +52% | +$1.3M |
|
752
UGI
UGI
$7.35B
| $3.76M | 0.01% |
81,515
+23,445
| +40% | +$1.08M |
|
753
Packaging Corp of America
PKG
$19.2B
| $3.75M | 0.01% |
44,206
-8,877
| -17% | -$753K |
|
|
CHK
754
DELISTED
Chesapeake Energy Corporation
CHK
| $3.73M | 0.01% |
2,656
-232
| -8% | -$326K |
|
755
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$394M
| $3.71M | 0.01% |
86,500
+52,000
| +151% | +$2.23M |
|
|
EVHC
756
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $3.68M | 0.01% |
58,181
+41,184
| +242% | +$2.61M |
|
757
Genpact
G
$7.47B
| $3.67M | 0.01% |
150,668
+5,654
| +4% | +$138K |
|
758
iShares MSCI Canada ETF
EWC
$3.24B
| $3.64M | 0.01% |
139,337
-24,678
| -15% | -$645K |
|
759
iShares MSCI Thailand ETF
THD
$232M
| $3.61M | 0.01% |
50,000
| – | – |
|
|
SIVB
760
DELISTED
SVB Financial Group
SIVB
| $3.57M | 0.01% |
20,793
+15,845
| +320% | +$2.72M |
|
761
Polaris
PII
$3.27B
| $3.56M | 0.01% |
43,215
-1,964
| -4% | -$162K |
|
762
Pentair
PNR
$18B
| $3.56M | 0.01% |
94,462
+35,938
| +61% | +$1.35M |
|
|
TGI
763
DELISTED
Triumph Group
TGI
| $3.55M | 0.01% |
+134,041
| New | +$3.55M |
|
764
MillerKnoll
MLKN
$1.38B
| $3.55M | 0.01% |
+103,786
| New | +$3.55M |
|
|
CDK
765
DELISTED
CDK Global, Inc.
CDK
| $3.55M | 0.01% |
59,403
-13,145
| -18% | -$785K |
|
|
CHL
766
DELISTED
China Mobile Limited
CHL
| $3.53M | 0.01% |
67,339
-40,273
| -37% | -$2.11M |
|
|
VRN
767
DELISTED
Veren
VRN
| $3.52M | 0.01% |
260,448
+21,335
| +9% | +$289K |
|
|
AGN
768
DELISTED
Allergan plc
AGN
| $3.51M | 0.01% |
16,691
-14,614
| -47% | -$3.07M |
|
769
Telefônica Brasil
VIV
$19.7B
| $3.5M | 0.01% |
261,636
-206,498
| -44% | -$2.76M |
|
770
Synaptics
SYNA
$2.67B
| $3.49M | 0.01% |
+65,183
| New | +$3.49M |
|
771
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $3.48M | 0.01% |
93,317
+26,287
| +39% | +$979K |
|
772
iShares MSCI Sweden ETF
EWD
$325M
| $3.47M | 0.01% |
120,845
-2,008
| -2% | -$57.7K |
|
|
NSH
773
DELISTED
NuStar GP Holdings LLC
NSH
| $3.46M | 0.01% |
119,563
-305
| -0.3% | -$8.81K |
|
|
SJR
774
DELISTED
Shaw Communications Inc.
SJR
| $3.45M | 0.01% |
172,320
+23,428
| +16% | +$469K |
|
775
Assured Guaranty
AGO
$3.89B
| $3.45M | 0.01% |
91,323
+79,314
| +660% | +$2.99M |
|