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 |
SPDR S&P 500 ETF Trust
SPY
|
$2.2B |
| 2 |
Amazon
AMZN
|
$529M |
| 3 |
Apple
AAPL
|
$408M |
| 4 |
Tesla
TSLA
|
$379M |
| 5 |
PARA
Paramount Global Class B
PARA
|
$344M |
Top Sells
| 1 |
Pinduoduo
PDD
|
$1.31B |
| 2 |
Alibaba
BABA
|
$405M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$155M |
| 4 |
Comcast
CMCSA
|
$132M |
| 5 |
Invesco QQQ Trust
QQQ
|
$118M |
Sector Composition
| 1 | Technology | 22.11% |
| 2 | Consumer Discretionary | 14.38% |
| 3 | Financials | 12.05% |
| 4 | Healthcare | 10.23% |
| 5 | Communication Services | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Caterpillar
CAT
$196B
| $185M | 0.22% | 794,967 +35,323 | +5% | +$8.21M |
|
77
iShares Russell 1000 ETF
IWB
$43.2B
| $179M | 0.21% | 800,241 -101,040 | -11% | -$22.6M |
|
78
Starbucks
SBUX
$100B
| $178M | 0.21% | 1,619,190 -55,686 | -3% | -$6.12M |
|
79
GE Aerospace
GE
$292B
| $177M | 0.21% | 13,398,266 -1,366,750 | -9% | -$18.1M |
|
80
Costco
COST
$418B
| $177M | 0.21% | 500,780 -133,372 | -21% | -$47M |
|
81
Intuit
INTU
$186B
| $176M | 0.21% | 461,280 +4,389 | +1% | +$1.67M |
|
82
iShares Russell 2000 ETF
IWM
$67B
| $174M | 0.21% | 789,037 -322,558 | -29% | -$71.3M |
|
83
Lockheed Martin
LMT
$106B
| $173M | 0.2% | 469,181 +334,034 | +247% | +$123M |
|
|
84
Pinduoduo
PDD
$171B
| $169M | 0.2% | 1,259,021 -9,760,722 | -89% | -$1.31B |
|
85
Gilead Sciences
GILD
$140B
| $166M | 0.2% | 2,556,105 -236,575 | -8% | -$15.4M |
|
86
American Express
AXP
$231B
| $166M | 0.2% | 1,166,443 +2,712 | +0.2% | +$386K |
|
87
Target
TGT
$43.6B
| $164M | 0.19% | 825,771 +56,983 | +7% | +$11.3M |
|
88
Morgan Stanley
MS
$240B
| $164M | 0.19% | 2,092,662 +39,358 | +2% | +$3.08M |
|
89
NextEra Energy, Inc.
NEE
$148B
| $163M | 0.19% | 2,169,397 -590,100 | -21% | -$44.4M |
|
90
JD.com
JD
$44.1B
| $159M | 0.19% | 1,890,911 -146,854 | -7% | -$12.4M |
|
91
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $159M | 0.19% | 1,448,961 -86,576 | -6% | -$9.5M |
|
92
American Tower
AMT
$95.5B
| $156M | 0.18% | 652,623 +6,355 | +1% | +$1.52M |
|
93
General Motors
GM
$55.8B
| $146M | 0.17% | 2,532,697 -124,557 | -5% | -$7.2M |
|
94
Diageo
DEO
$62.1B
| $145M | 0.17% | +879,649 | New | +$145M |
|
95
iShares Core MSCI EAFE ETF
IEFA
$150B
| $143M | 0.17% | 1,986,547 -129,255 | -6% | -$9.31M |
|
96
Equinix
EQIX
$76.9B
| $142M | 0.17% | 208,833 +64,768 | +45% | +$44.1M |
|
97
Public Storage
PSA
$51.7B
| $141M | 0.17% | 567,983 +9,389 | +2% | +$2.32M |
|
98
US Bancorp
USB
$76B
| $141M | 0.17% | 2,523,455 +630,273 | +33% | +$35.1M |
|
99
Zoetis
ZTS
$69.3B
| $139M | 0.16% | 878,957 +121,212 | +16% | +$19.1M |
|
100
Altria Group
MO
$113B
| $139M | 0.16% | 2,704,254 -170,998 | -6% | -$8.76M |
|