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 | |
|---|---|---|---|---|---|---|
|
MOGU
801
MOGU Inc
MOGU
$37.7M
| $3.19M | 0.01% |
147,619
| – | – |
|
802
SPDR S&P Homebuilders ETF
XHB
$1.96B
| $3.18M | 0.01% |
72,522
-16,627
| -19% | -$730K |
|
|
AIV
803
Aimco
AIV
$1.07B
| $3.17M | 0.01% |
631,780
-259,968
| -29% | -$1.3M |
|
804
Open Text
OTEX
$8.93B
| $3.16M | 0.01% |
74,385
-17,416
| -19% | -$740K |
|
805
Lennox International
LII
$19.9B
| $3.15M | 0.01% |
13,522
+4,434
| +49% | +$1.03M |
|
806
MongoDB
MDB
$27B
| $3.14M | 0.01% |
13,850
+988
| +8% | +$224K |
|
807
Beyond Meat
BYND
$199M
| $3.11M | 0.01% |
23,187
-7,674
| -25% | -$1.03M |
|
808
Aptiv
APTV
$18.2B
| $3.1M | 0.01% |
39,823
-4,764
| -11% | -$371K |
|
809
Trade Desk
TTD
$22.1B
| $3.1M | 0.01% |
76,320
+24,380
| +47% | +$991K |
|
|
CDK
810
DELISTED
CDK Global, Inc.
CDK
| $3.09M | 0.01% |
74,534
+703
| +1% | +$29.1K |
|
811
Imperial Oil
IMO
$46.6B
| $3.08M | 0.01% |
191,992
-18,001
| -9% | -$289K |
|
812
HDFC Bank
HDB
$180B
| $3.07M | 0.01% |
67,609
-140,962
| -68% | -$6.41M |
|
813
SPDR S&P Dividend ETF
SDY
$20.6B
| $3.07M | 0.01% |
33,638
-8,300
| -20% | -$757K |
|
|
PBCT
814
DELISTED
People's United Financial Inc
PBCT
| $3.07M | 0.01% |
265,045
-61,467
| -19% | -$711K |
|
815
Teladoc Health
TDOC
$1.37B
| $3.05M | 0.01% |
+15,996
| New | +$3.05M |
|
|
UCB
816
United Community Banks, Inc.
UCB
$3.95B
| $3.05M | 0.01% |
151,449
-19,759
| -12% | -$398K |
|
817
Monolithic Power Systems
MPWR
$40.2B
| $3.03M | 0.01% |
12,800
-1,886
| -13% | -$447K |
|
818
Masimo
MASI
$7.94B
| $3.03M | 0.01% |
13,271
+4,560
| +52% | +$1.04M |
|
819
Exact Sciences
EXAS
$10.6B
| $3.03M | 0.01% |
34,794
-25,093
| -42% | -$2.18M |
|
820
Utilities Select Sector SPDR Fund
XLU
$21.1B
| $3.02M | 0.01% |
53,435
-15,925
| -23% | -$899K |
|
821
Hamilton Lane
HLNE
$6.55B
| $3.01M | 0.01% |
44,690
+27,418
| +159% | +$1.85M |
|
|
NBL
822
DELISTED
Noble Energy, Inc.
NBL
| $3M | 0.01% |
335,275
-17,910
| -5% | -$160K |
|
823
iShares S&P 500 Value ETF
IVE
$41.3B
| $2.99M | 0.01% |
27,650
+5,800
| +27% | +$628K |
|
824
Trimble
TRMB
$19.1B
| $2.99M | 0.01% |
69,144
-69,442
| -50% | -$3M |
|
825
Willis Towers Watson
WTW
$33.2B
| $2.98M | 0.01% |
15,142
-4,039
| -21% | -$795K |
|