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 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
$418M |
| 2 |
NetEase
NTES
|
$268M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$221M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$143M |
| 5 |
Boeing
BA
|
$124M |
Top Sells
| 1 |
AABA
Altaba Inc. Common Stock
AABA
|
$741M |
| 2 |
Apple
AAPL
|
$232M |
| 3 |
Amazon
AMZN
|
$139M |
| 4 |
AB InBev
BUD
|
$125M |
| 5 |
Meta Platforms (Facebook)
META
|
$115M |
Sector Composition
| 1 | Consumer Discretionary | 17.11% |
| 2 | Technology | 15.89% |
| 3 | Financials | 12.7% |
| 4 | Healthcare | 11.07% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Danaher
DHR
$147B
| $96.1M | 0.15% | 884,130 -8,630 | -1% | -$938K |
|
102
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $94.9M | 0.15% | 2,631,743 -70,605 | -3% | -$2.55M |
|
103
iShares Core S&P 500 ETF
IVV
$662B
| $93.1M | 0.15% | 317,994 +66,906 | +27% | +$19.6M |
|
104
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
| $93M | 0.15% | 1,787,398 +1,145,605 | +179% | +$59.6M |
|
105
Berkshire Hathaway Class A
BRK.A
$1.09T
| $93M | 0.15% | 289 -332 | -53% | -$107M |
|
106
Simon Property Group
SPG
$59B
| $92.8M | 0.15% | 525,261 +185,892 | +55% | +$32.9M |
|
107
CME Group
CME
$96B
| $92.4M | 0.15% | 543,032 -55,594 | -9% | -$9.46M |
|
108
Blackrock
BLK
$175B
| $92.4M | 0.15% | 195,858 +51,789 | +36% | +$24.4M |
|
109
Lowe's Companies
LOW
$145B
| $92.1M | 0.15% | 802,256 +73,438 | +10% | +$8.43M |
|
|
ESRX
110
DELISTED
Express Scripts Holding Company
ESRX
| $91.1M | 0.15% | 958,566 +255,961 | +36% | +$24.3M |
|
111
Mondelez International
MDLZ
$79.5B
| $89.6M | 0.14% | 2,085,936 +87,236 | +4% | +$3.75M |
|
112
Micron Technology
MU
$133B
| $89.5M | 0.14% | 1,978,958 +262,431 | +15% | +$11.9M |
|
113
CVS Health
CVS
$92.8B
| $88.1M | 0.14% | 1,118,967 -21,604 | -2% | -$1.7M |
|
114
Banco Macro
BMA
$3.7B
| $88M | 0.14% | 2,126,551 +1,847,464 | +662% | +$76.4M |
|
115
United Parcel Service
UPS
$74.1B
| $86M | 0.14% | 736,309 +66,597 | +10% | +$7.78M |
|
116
McKesson
MCK
$85.4B
| $85.5M | 0.14% | 644,443 +361,845 | +128% | +$48M |
|
|
AET
117
DELISTED
Aetna Inc
AET
| $83.7M | 0.13% | 412,754 +106,972 | +35% | +$21.7M |
|
118
Qualcomm
QCOM
$173B
| $83.6M | 0.13% | 1,160,283 -323,523 | -22% | -$23.3M |
|
119
NextEra Energy, Inc.
NEE
$148B
| $81.8M | 0.13% | 488,358 +191,452 | +64% | +$32.1M |
|
120
PNC Financial Services
PNC
$81.7B
| $81M | 0.13% | 594,737 +40,541 | +7% | +$5.52M |
|
121
FedEx
FDX
$54.5B
| $80.8M | 0.13% | 335,490 +67,054 | +25% | +$16.1M |
|
122
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $80.7M | 0.13% | 1,558,399 +242,365 | +18% | +$12.5M |
|
123
CSX Corp
CSX
$60.6B
| $80.2M | 0.13% | 1,083,612 +219,570 | +25% | +$16.3M |
|
124
SPDR Gold Trust
GLD
$107B
| $80M | 0.13% | 709,363 +78,507 | +12% | +$8.85M |
|
125
iShares MSCI EAFE ETF
EFA
$66B
| $79.9M | 0.13% | 1,175,120 +366,503 | +45% | +$24.9M |
|