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 |
Meta Platforms (Facebook)
META
|
+$131M |
| 2 |
Elevance Health
ELV
|
+$119M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$102M |
| 4 |
Apple
AAPL
|
+$94.5M |
| 5 |
Cisco
CSCO
|
+$91.5M |
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$192M |
| 2 |
Bank of America
BAC
|
+$146M |
| 3 |
DELL
DELL INC
DELL
|
+$137M |
| 4 |
Exxon Mobil
XOM
|
+$123M |
| 5 |
Zoetis
ZTS
|
+$118M |
Sector Composition
| 1 | Technology | 15.2% |
| 2 | Financials | 14.36% |
| 3 | Healthcare | 11.31% |
| 4 | Industrials | 9.51% |
| 5 | Consumer Staples | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TW
1051
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $798K | ﹤0.01% |
+6,253
| New | +$798K |
|
1052
Hologic
HOLX
$14.8B
| $797K | ﹤0.01% |
35,678
+15,556
| +77% | +$348K |
|
1053
Ecopetrol
EC
$18.8B
| $795K | ﹤0.01% |
20,656
+11,327
| +121% | +$436K |
|
|
IHS
1054
DELISTED
IHS INC CL-A COM STK
IHS
| $795K | ﹤0.01% |
6,652
+1,333
| +25% | +$159K |
|
1055
iShares Short Treasury Bond ETF
SHV
$20.7B
| $793K | ﹤0.01% |
7,194
-472
| -6% | -$52K |
|
1056
Safety Insurance
SAFT
$1.1B
| $789K | ﹤0.01% |
+14,015
| New | +$789K |
|
|
SIR
1057
DELISTED
SELECT INCOME REIT
SIR
| $787K | ﹤0.01% |
66,953
-105
| -0.2% | -$1.23K |
|
1058
Huntsman Corp
HUN
$1.95B
| $780K | ﹤0.01% |
31,716
+10,840
| +52% | +$267K |
|
|
ANR
1059
DELISTED
ALPHA NATURAL RESOURCES INC.
ANR
| $779K | ﹤0.01% |
109,045
-4,802
| -4% | -$34.3K |
|
1060
NCR Voyix
VYX
$1.81B
| $772K | ﹤0.01% |
37,128
-5,063
| -12% | -$105K |
|
1061
iShares MSCI Japan Small-Cap ETF
SCJ
$148M
| $771K | ﹤0.01% |
14,200
-3,000
| -17% | -$163K |
|
1062
Materials Select Sector SPDR Fund
XLB
$5.43B
| $766K | ﹤0.01% |
16,581
-3,420
| -17% | -$158K |
|
1063
iShares US Pharmaceuticals ETF
IHE
$583M
| $765K | ﹤0.01% |
19,485
| – | – |
|
|
BYI
1064
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
| $748K | ﹤0.01% |
9,575
+2,365
| +33% | +$185K |
|
1065
AstraZeneca
AZN
$252B
| $742K | ﹤0.01% |
25,006
-36,084
| -59% | -$1.07M |
|
1066
Direxion Daily Financial Bull 3x Shares
FAS
$2.61B
| $738K | ﹤0.01% |
32,640
| – | – |
|
|
SBNY
1067
DELISTED
Signature Bank
SBNY
| $735K | ﹤0.01% |
6,836
-190
| -3% | -$20.4K |
|
1068
JB Hunt Transport Services
JBHT
$13.8B
| $725K | ﹤0.01% |
9,380
+2,060
| +28% | +$159K |
|
|
FPO
1069
DELISTED
First Potomac Realty Trust
FPO
| $721K | ﹤0.01% |
62,009
-77
| -0.1% | -$895 |
|
1070
iShares Core S&P Small-Cap ETF
IJR
$85.3B
| $720K | ﹤0.01% |
13,190
-3,400
| -20% | -$186K |
|
1071
Gartner
IT
$18.7B
| $717K | ﹤0.01% |
10,089
-272
| -3% | -$19.3K |
|
|
ALX
1072
Alexander's
ALX
$1.2B
| $708K | ﹤0.01% |
2,145
-3
| -0.1% | -$990 |
|
1073
Kirby Corp
KEX
$4.98B
| $705K | ﹤0.01% |
7,102
-157
| -2% | -$15.6K |
|
|
SIVB
1074
DELISTED
SVB Financial Group
SIVB
| $703K | ﹤0.01% |
6,699
-120
| -2% | -$12.6K |
|
1075
Mettler-Toledo International
MTD
$27.1B
| $697K | ﹤0.01% |
+2,872
| New | +$697K |
|