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 | 8.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Vanguard Total World Stock ETF
VT
$51.8B
| $538K | ﹤0.01% |
+9,695
| New | +$538K |
|
|
WDR
1127
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $535K | ﹤0.01% |
10,382
+4,751
| +84% | +$245K |
|
1128
American Axle
AXL
$706M
| $534K | ﹤0.01% |
27,100
-19,000
| -41% | -$374K |
|
1129
JB Hunt Transport Services
JBHT
$13.9B
| $534K | ﹤0.01% |
7,320
+5,885
| +410% | +$429K |
|
1130
Enovis
ENOV
$1.84B
| $531K | ﹤0.01% |
5,463
+781
| +17% | +$75.9K |
|
|
INVX
1131
Innovex International, Inc.
INVX
$1.16B
| $527K | ﹤0.01% |
4,599
+2,032
| +79% | +$233K |
|
1132
Broadcom
AVGO
$1.58T
| $524K | ﹤0.01% |
121,530
+21,270
| +21% | +$91.7K |
|
|
MNK
1133
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $522K | ﹤0.01% |
+11,861
| New | +$522K |
|
1134
Bruker
BRKR
$4.68B
| $521K | ﹤0.01% |
25,212
-7,788
| -24% | -$161K |
|
|
BYI
1135
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
| $519K | ﹤0.01% |
7,210
+896
| +14% | +$64.5K |
|
1136
Nordson
NDSN
$12.6B
| $515K | ﹤0.01% |
6,980
-162
| -2% | -$12K |
|
|
GTY
1137
Getty Realty Corp
GTY
$1.63B
| $514K | ﹤0.01% |
26,814
+13,057
| +95% | +$250K |
|
1138
NVR
NVR
$23.5B
| $513K | ﹤0.01% |
+555
| New | +$513K |
|
1139
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.85B
| $511K | ﹤0.01% |
1,925
| – | – |
|
|
STRZA
1140
DELISTED
Starz - Series A
STRZA
| $507K | ﹤0.01% |
+18,042
| New | +$507K |
|
1141
Donaldson
DCI
$9.44B
| $504K | ﹤0.01% |
13,206
+3,837
| +41% | +$146K |
|
|
CVD
1142
DELISTED
COVANCE INC.
CVD
| $504K | ﹤0.01% |
5,829
+960
| +20% | +$83K |
|
|
RSE
1143
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
| $497K | ﹤0.01% |
24,138
+11,751
| +95% | +$242K |
|
1144
iShares Global Infrastructure ETF
IGF
$7.99B
| $495K | ﹤0.01% |
13,080
| – | – |
|
|
UBA
1145
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $493K | ﹤0.01% |
24,806
+12,074
| +95% | +$240K |
|
|
CNL
1146
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $490K | ﹤0.01% |
10,934
+3,662
| +50% | +$164K |
|
|
AIRM
1147
DELISTED
Air Methods Corp
AIRM
| $489K | ﹤0.01% |
+11,519
| New | +$489K |
|
1148
Brown & Brown
BRO
$31.3B
| $488K | ﹤0.01% |
+30,308
| New | +$488K |
|
1149
iShares Russell 3000 ETF
IWV
$16.7B
| $487K | ﹤0.01% |
4,820
| – | – |
|
1150
ProShares Ultra Silver
AGQ
$894M
| $486K | ﹤0.01% |
6,055
+1,500
| +33% | +$120K |
|