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 |
Amazon
AMZN
|
$1.55B |
| 2 |
NVIDIA
NVDA
|
$399M |
| 3 |
Apple
AAPL
|
$287M |
| 4 |
American Express
AXP
|
$154M |
| 5 |
Microsoft
MSFT
|
$154M |
Top Sells
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Financials | 13.87% |
| 3 | Consumer Discretionary | 13% |
| 4 | Healthcare | 12.81% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Agilent Technologies
A
$35.7B
| $107M | 0.15% | 899,770 -2,423 | -0.3% | -$288K |
|
102
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $106M | 0.15% | 1,169,147 -39,310 | -3% | -$3.57M |
|
103
Intuitive Surgical
ISRG
$170B
| $106M | 0.15% | 525,804 +76,406 | +17% | +$15.4M |
|
104
Colgate-Palmolive
CL
$67.9B
| $105M | 0.15% | 1,315,049 +231,436 | +21% | +$18.5M |
|
105
ServiceNow
NOW
$190B
| $105M | 0.15% | 219,977 +8,225 | +4% | +$3.93M |
|
106
Fastenal
FAST
$57B
| $105M | 0.15% | 2,097,907 -11,002 | -0.5% | -$549K |
|
107
Charles Schwab
SCHW
$174B
| $102M | 0.14% | 1,611,253 +47,667 | +3% | +$3.02M |
|
108
iShares Global REIT ETF
REET
$4B
| $102M | 0.14% | 4,201,861 | – | – |
|
109
Linde
LIN
$224B
| $101M | 0.14% | 354,927 -12,738 | -3% | -$3.64M |
|
110
Infosys
INFY
$69.7B
| $101M | 0.14% | 5,425,413 +439,125 | +9% | +$8.16M |
|
|
DRE
111
DELISTED
Duke Realty Corp.
DRE
| $99.6M | 0.14% | 1,824,540 -154,024 | -8% | -$8.4M |
|
112
PNC Financial Services
PNC
$81.7B
| $99.4M | 0.14% | 629,388 +198,098 | +46% | +$31.3M |
|
113
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $99.1M | 0.14% | 1,345,245 +173,933 | +15% | +$12.8M |
|
114
W.W. Grainger
GWW
$48.5B
| $96.7M | 0.14% | 212,674 +5,296 | +3% | +$2.41M |
|
115
TJX Companies
TJX
$152B
| $95.6M | 0.13% | 1,688,681 +180,721 | +12% | +$10.2M |
|
116
Hershey
HSY
$37.3B
| $95.4M | 0.13% | 439,936 +175,599 | +66% | +$38.1M |
|
117
Realty Income
O
$53.7B
| $94.2M | 0.13% | 1,372,855 +47,757 | +4% | +$3.28M |
|
118
iShares Core MSCI EAFE ETF
IEFA
$150B
| $93.5M | 0.13% | 1,589,203 -131,931 | -8% | -$7.76M |
|
119
Regeneron Pharmaceuticals
REGN
$61.5B
| $93.5M | 0.13% | 157,363 +66,224 | +73% | +$39.4M |
|
120
Vertex Pharmaceuticals
VRTX
$100B
| $93.2M | 0.13% | 330,760 -17,468 | -5% | -$4.92M |
|
121
Kinder Morgan
KMI
$60B
| $92.6M | 0.13% | 5,514,140 -502,177 | -8% | -$8.44M |
|
122
CME Group
CME
$96B
| $91.9M | 0.13% | 447,131 +72,070 | +19% | +$14.8M |
|
123
Deere & Co
DE
$129B
| $91.2M | 0.13% | 303,572 +15,062 | +5% | +$4.53M |
|
124
Zoetis
ZTS
$69.3B
| $90.7M | 0.13% | 524,610 +39,437 | +8% | +$6.82M |
|
125
Lam Research
LRCX
$127B
| $89.7M | 0.13% | 209,654 +30,619 | +17% | +$13.1M |
|