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
|
+$2.15B |
| 2 |
Apple
AAPL
|
+$294M |
| 3 |
Microsoft
MSFT
|
+$204M |
| 4 |
JPMorgan Chase
JPM
|
+$177M |
| 5 |
Home Depot
HD
|
+$160M |
Top Sells
| 1 |
STJ
St Jude Medical
STJ
|
+$161M |
| 2 |
MetLife
MET
|
+$138M |
| 3 |
NextEra Energy, Inc.
NEE
|
+$110M |
| 4 |
SE
Spectra Energy Corp Wi
SE
|
+$63.6M |
| 5 |
Schlumberger
SLB
|
+$59.4M |
Sector Composition
| 1 | Financials | 15.32% |
| 2 | Consumer Discretionary | 13.32% |
| 3 | Technology | 12.66% |
| 4 | Healthcare | 9.09% |
| 5 | Communication Services | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Veeva Systems
VEEV
$45.3B
| $538K | ﹤0.01% |
10,476
| – | – |
|
1202
West Pharmaceutical
WST
$18.2B
| $536K | ﹤0.01% |
6,553
+154
| +2% | +$12.6K |
|
1203
Commerce Bancshares
CBSH
$7.95B
| $535K | ﹤0.01% |
14,074
-761
| -5% | -$28.9K |
|
1204
Evogene
EVGN
$11.1M
| $535K | ﹤0.01% |
10,000
| – | – |
|
1205
iShares Global Consumer Staples ETF
KXI
$860M
| $533K | ﹤0.01% |
10,734
-9,150
| -46% | -$454K |
|
1206
Tyler Technologies
TYL
$23.6B
| $533K | ﹤0.01% |
3,450
+426
| +14% | +$65.8K |
|
|
RRD
1207
DELISTED
RR Donnelley & Sons Co.
RRD
| $531K | ﹤0.01% |
43,831
-522
| -1% | -$6.32K |
|
1208
Brunswick
BC
$4.26B
| $530K | ﹤0.01% |
8,653
-272
| -3% | -$16.7K |
|
|
GOGL
1209
DELISTED
Golden Ocean Group
GOGL
| $530K | ﹤0.01% |
+69,328
| New | +$530K |
|
|
AKAO
1210
DELISTED
Achaogen, Inc.
AKAO
| $529K | ﹤0.01% |
+20,968
| New | +$529K |
|
|
JOY
1211
DELISTED
Joy Global Inc
JOY
| $527K | ﹤0.01% |
18,666
-16,150
| -46% | -$456K |
|
1212
Bright Horizons
BFAM
$6.45B
| $523K | ﹤0.01% |
7,206
-7,292
| -50% | -$529K |
|
|
PDLI
1213
DELISTED
PDL BioPharma, Inc.
PDLI
| $520K | ﹤0.01% |
223,634
-27,057
| -11% | -$62.9K |
|
1214
Park Hotels & Resorts
PK
$2.39B
| $518K | ﹤0.01% |
+20,202
| New | +$518K |
|
|
AWH
1215
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $518K | ﹤0.01% |
+9,755
| New | +$518K |
|
1216
WPP
WPP
$5.86B
| $515K | ﹤0.01% |
+4,710
| New | +$515K |
|
1217
Kilroy Realty
KRC
$5.11B
| $513K | ﹤0.01% |
7,117
-1,211
| -15% | -$87.3K |
|
1218
SPDR S&P Homebuilders ETF
XHB
$1.92B
| $513K | ﹤0.01% |
13,778
+3,778
| +38% | +$141K |
|
1219
iShares MSCI EAFE Growth ETF
EFG
$13.5B
| $511K | ﹤0.01% |
7,354
+754
| +11% | +$52.4K |
|
1220
Shinhan Financial Group
SHG
$24B
| $511K | ﹤0.01% |
12,217
+1,419
| +13% | +$59.4K |
|
|
MIK
1221
DELISTED
Michaels Stores, Inc
MIK
| $507K | ﹤0.01% |
22,632
+308
| +1% | +$6.9K |
|
1222
Maximus
MMS
$5.05B
| $504K | ﹤0.01% |
8,097
-9,212
| -53% | -$573K |
|
1223
Bloomin' Brands
BLMN
$577M
| $503K | ﹤0.01% |
25,456
-17,062
| -40% | -$337K |
|
1224
Trinity Industries
TRN
$2.28B
| $501K | ﹤0.01% |
26,184
+490
| +2% | +$9.38K |
|
1225
iShares Expanded Tech-Software Sector ETF
IGV
$10.2B
| $500K | ﹤0.01% |
19,750
-24,500
| -55% | -$620K |
|