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 |
Berkshire Hathaway Class B
BRK.B
|
$157M |
| 2 |
Cognizant
CTSH
|
$144M |
| 3 |
UnitedHealth
UNH
|
$125M |
| 4 |
Apple
AAPL
|
$124M |
| 5 |
Jackson Financial
JXN
|
$124M |
Top Sells
| 1 |
Pinduoduo
PDD
|
$255M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$207M |
| 3 |
NVIDIA
NVDA
|
$173M |
| 4 |
Aramark
ARMK
|
$170M |
| 5 |
Netflix
NFLX
|
$155M |
Sector Composition
| 1 | Technology | 26.91% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Fiserv
FI
$75.1B
| $114M | 0.12% | 1,009,945 +200,634 | +25% | +$22.6M |
|
152
Arch Capital
ACGL
$34.2B
| $114M | 0.12% | 1,419,944 +1,216,498 | +598% | +$97.3M |
|
153
NVR
NVR
$22.4B
| $113M | 0.12% | 19,020 -2,837 | -13% | -$16.9M |
|
154
HP
HPQ
$26.7B
| $112M | 0.12% | 4,352,558 +2,225,530 | +105% | +$57.3M |
|
155
Agilent Technologies
A
$35.7B
| $111M | 0.12% | 994,488 -273,611 | -22% | -$30.6M |
|
156
Cummins
CMI
$54.9B
| $111M | 0.12% | 484,884 -75,931 | -14% | -$17.4M |
|
157
Yum! Brands
YUM
$40.8B
| $110M | 0.11% | 879,396 +145,464 | +20% | +$18.2M |
|
158
Blackstone
BX
$134B
| $109M | 0.11% | 1,021,069 +335,490 | +49% | +$35.9M |
|
159
Chipotle Mexican Grill
CMG
$56.5B
| $109M | 0.11% | 59,240 -3,927 | -6% | -$7.2M |
|
160
iShares MSCI EAFE ETF
EFA
$66B
| $108M | 0.11% | 1,570,338 -203,175 | -11% | -$14M |
|
161
Royal Bank of Canada
RY
$205B
| $108M | 0.11% | 1,236,222 +267,110 | +28% | +$23.4M |
|
162
Motorola Solutions
MSI
$78.7B
| $108M | 0.11% | 395,314 +7,859 | +2% | +$2.14M |
|
163
First Industrial Realty Trust
FR
$6.97B
| $107M | 0.11% | 2,240,983 +403,887 | +22% | +$19.3M |
|
164
Consolidated Edison
ED
$35.4B
| $107M | 0.11% | 1,247,880 -29,750 | -2% | -$2.54M |
|
165
Analog Devices
ADI
$124B
| $106M | 0.11% | 605,904 -101,688 | -14% | -$17.8M |
|
166
Kimberly-Clark
KMB
$42.8B
| $106M | 0.11% | 876,695 -19,914 | -2% | -$2.41M |
|
167
Lincoln National
LNC
$8.14B
| $106M | 0.11% | 4,279,462 +4,085,637 | +2,108% | +$101M |
|
168
PNC Financial Services
PNC
$81.7B
| $106M | 0.11% | 860,112 +18,092 | +2% | +$2.22M |
|
169
Roper Technologies
ROP
$56.6B
| $105M | 0.11% | 216,971 +38,372 | +21% | +$18.6M |
|
170
Welltower
WELL
$113B
| $105M | 0.11% | 1,280,012 -9,972 | -0.8% | -$816K |
|
171
Target
TGT
$43.6B
| $105M | 0.11% | 945,609 -110,485 | -10% | -$12.2M |
|
172
Toronto Dominion Bank
TD
$128B
| $104M | 0.11% | 1,717,290 -54,859 | -3% | -$3.31M |
|
173
Arista Networks
ANET
$172B
| $103M | 0.11% | 561,957 -79,827 | -12% | -$14.7M |
|
174
Cadence Design Systems
CDNS
$95.5B
| $103M | 0.11% | 439,868 -78,320 | -15% | -$18.4M |
|
175
Ford
F
$46.8B
| $103M | 0.11% | 8,264,881 +1,860,832 | +29% | +$23.1M |
|