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 |
Bank of America
BAC
|
+$640M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$209M |
| 3 |
Philip Morris
PM
|
+$180M |
| 4 |
Apple
AAPL
|
+$141M |
| 5 |
Zoetis
ZTS
|
+$134M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.01B |
| 2 |
JPMorgan Chase
JPM
|
+$336M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$256M |
| 4 |
Procter & Gamble
PG
|
+$157M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$139M |
Sector Composition
| 1 | Financials | 14.81% |
| 2 | Technology | 14.09% |
| 3 | Healthcare | 11.25% |
| 4 | Consumer Staples | 9.48% |
| 5 | Industrials | 8.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
AutoNation
AN
$8.48B
| $2.68M | 0.01% |
51,412
+36,871
| +254% | +$1.92M |
|
802
iShares MSCI Sweden ETF
EWD
$326M
| $2.67M | 0.01% |
77,888
+1,500
| +2% | +$51.4K |
|
803
Viavi Solutions
VIAV
$2.61B
| $2.66M | 0.01% |
318,346
-453,358
| -59% | -$3.79M |
|
|
JCP
804
DELISTED
J.C. Penney Company, Inc.
JCP
| $2.65M | 0.01% |
300,704
+34,299
| +13% | +$303K |
|
805
iShares Latin America 40 ETF
ILF
$1.77B
| $2.61M | 0.01% |
68,127
-12,469
| -15% | -$477K |
|
|
NFX
806
DELISTED
Newfield Exploration
NFX
| $2.59M | 0.01% |
94,726
+68,280
| +258% | +$1.87M |
|
|
POM
807
DELISTED
PEPCO HOLDINGS, INC.
POM
| $2.57M | 0.01% |
139,452
+15,824
| +13% | +$292K |
|
808
VanEck Oil Services ETF
OIH
$838M
| $2.56M | 0.01% |
2,719
+38
| +1% | +$35.8K |
|
|
HCBK
809
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $2.56M | 0.01% |
282,612
+63,315
| +29% | +$573K |
|
|
FL
810
DELISTED
Foot Locker
FL
| $2.55M | 0.01% |
74,866
-28,804
| -28% | -$982K |
|
811
CubeSmart
CUBE
$9.29B
| $2.55M | 0.01% |
142,791
+70,531
| +98% | +$1.26M |
|
|
WIN
812
DELISTED
Windstream Holdings Inc
WIN
| $2.53M | 0.01% |
40,454
+23,203
| +135% | +$1.45M |
|
813
Advance Auto Parts
AAP
$3.57B
| $2.53M | 0.01% |
30,550
+1,997
| +7% | +$165K |
|
|
AENZ
814
DELISTED
Aenza S.A.A. American Depositary Shares (each representing fifteen (15) Common Shares)
AENZ
| $2.52M | 0.01% |
+42,086
| New | +$2.52M |
|
|
LSI
815
DELISTED
Life Storage, Inc.
LSI
| $2.51M | 0.01% |
49,790
+48,881
| +5,377% | +$2.47M |
|
|
GAS
816
DELISTED
AGL RESOURCES INC (HOLDING CO)
GAS
| $2.5M | 0.01% |
54,396
+5,506
| +11% | +$253K |
|
817
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $2.5M | 0.01% |
29,562
+13,065
| +79% | +$1.1M |
|
818
Ulta Beauty
ULTA
$23B
| $2.49M | 0.01% |
20,837
-2,291
| -10% | -$274K |
|
819
Marvell Technology
MRVL
$57.6B
| $2.49M | 0.01% |
216,050
-159,112
| -42% | -$1.83M |
|
820
Arch Capital
ACGL
$33.4B
| $2.46M | 0.01% |
136,572
+14,274
| +12% | +$258K |
|
821
EPR Properties
EPR
$4.21B
| $2.46M | 0.01% |
50,438
+23,888
| +90% | +$1.16M |
|
822
First Solar
FSLR
$21.8B
| $2.46M | 0.01% |
61,039
-48,179
| -44% | -$1.94M |
|
823
Broadridge
BR
$29.6B
| $2.44M | 0.01% |
77,311
-62,039
| -45% | -$1.96M |
|
|
DCT
824
DELISTED
DCT Industrial Trust Inc.
DCT
| $2.4M | 0.01% |
83,583
+44,070
| +112% | +$1.27M |
|
825
Adams Diversified Equity Fund
ADX
$2.62B
| $2.4M | 0.01% |
193,571
| – | – |
|