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 | |
|---|---|---|---|---|---|---|
76
Lowe's Companies
LOW
$145B
| $170M | 0.23% |
1,062,814
+293,533
| +38% | +$47.1M |
|
77
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $167M | 0.22% |
1,535,537
-75,442
| -5% | -$8.22M |
|
78
BP
BP
$90.8B
| $165M | 0.22% |
7,996,969
+7,797,660
| +3,912% | +$161M |
|
79
Gilead Sciences
GILD
$140B
| $161M | 0.21% |
2,792,680
+489,609
| +21% | +$28.2M |
|
|
XYZ
80
Block, Inc.
XYZ
$48.5B
| $159M | 0.21% |
731,078
+59,369
| +9% | +$12.9M |
|
81
GE Aerospace
GE
$292B
| $159M | 0.21% |
14,765,016
+234,412
| +2% | +$2.52M |
|
82
FedEx
FDX
$54.5B
| $155M | 0.21% |
598,681
+37,825
| +7% | +$9.82M |
|
83
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $153M | 0.2% |
1,753,588
+524,876
| +43% | +$45.8M |
|
84
Baidu
BIDU
$32.8B
| $152M | 0.2% |
704,558
-23,481
| -3% | -$5.07M |
|
85
Goldman Sachs
GS
$226B
| $152M | 0.2% |
579,784
-27,475
| -5% | -$7.19M |
|
86
Micron Technology
MU
$133B
| $150M | 0.2% |
2,018,384
-287,969
| -12% | -$21.4M |
|
87
iShares Core MSCI EAFE ETF
IEFA
$150B
| $146M | 0.19% |
2,115,802
-121,736
| -5% | -$8.41M |
|
88
American Tower
AMT
$95.5B
| $144M | 0.19% |
646,268
+136,300
| +27% | +$30.3M |
|
89
American Express
AXP
$231B
| $140M | 0.19% |
1,163,731
+89,564
| +8% | +$10.8M |
|
90
Morgan Stanley
MS
$240B
| $140M | 0.19% |
2,053,304
+750,264
| +58% | +$51.1M |
|
91
Deere & Co
DE
$129B
| $139M | 0.18% |
517,596
+147,815
| +40% | +$39.6M |
|
92
ServiceNow
NOW
$190B
| $138M | 0.18% |
252,020
+60,524
| +32% | +$33.2M |
|
93
Caterpillar
CAT
$196B
| $138M | 0.18% |
759,644
+64,445
| +9% | +$11.7M |
|
94
United Parcel Service
UPS
$74.1B
| $136M | 0.18% |
813,675
+49,036
| +6% | +$8.21M |
|
95
CVS Health
CVS
$92.8B
| $136M | 0.18% |
1,996,491
+301,424
| +18% | +$20.5M |
|
96
Target
TGT
$43.6B
| $135M | 0.18% |
768,788
+52,112
| +7% | +$9.15M |
|
97
Schlumberger
SLB
$55B
| $133M | 0.18% |
6,119,913
+2,245,769
| +58% | +$49M |
|
98
Public Storage
PSA
$51.7B
| $128M | 0.17% |
558,594
+80,028
| +17% | +$18.4M |
|
99
Fidelity National Information Services
FIS
$36.5B
| $127M | 0.17% |
905,267
+34,938
| +4% | +$4.9M |
|
100
Zoetis
ZTS
$69.3B
| $125M | 0.17% |
757,745
+240,878
| +47% | +$39.6M |
|