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
|
$949M |
| 2 |
Apple
AAPL
|
$877M |
| 3 |
Microsoft
MSFT
|
$381M |
| 4 |
Equitable Holdings
EQH
|
$242M |
| 5 |
Broadcom
AVGO
|
$228M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$129M |
| 2 |
Citigroup
C
|
$119M |
| 3 |
Crown Holdings
CCK
|
$98.3M |
| 4 |
Elevance Health
ELV
|
$95.2M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$89.7M |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Financials | 13.39% |
| 3 | Healthcare | 11.82% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Communication Services | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Synopsys
SNPS
$112B
| $131M | 0.11% |
255,343
+46,484
| +22% | +$23.9M |
|
152
Cadence Design Systems
CDNS
$95.5B
| $131M | 0.11% |
480,757
+40,889
| +9% | +$11.1M |
|
153
Motorola Solutions
MSI
$78.7B
| $130M | 0.11% |
416,492
+21,178
| +5% | +$6.62M |
|
154
Royal Bank of Canada
RY
$205B
| $130M | 0.11% |
1,284,805
+48,583
| +4% | +$4.92M |
|
155
Illinois Tool Works
ITW
$77.1B
| $130M | 0.11% |
496,191
+90,926
| +22% | +$23.8M |
|
156
Marathon Petroleum
MPC
$54.6B
| $129M | 0.11% |
870,461
+225,280
| +35% | +$33.5M |
|
157
Capital One
COF
$145B
| $128M | 0.11% |
977,997
+244,423
| +33% | +$32M |
|
158
Welltower
WELL
$113B
| $128M | 0.11% |
1,419,408
+139,396
| +11% | +$12.6M |
|
159
RTX Corp
RTX
$212B
| $128M | 0.11% |
1,518,740
-413,950
| -21% | -$34.8M |
|
160
Chubb
CB
$110B
| $127M | 0.11% |
563,671
-121,380
| -18% | -$27.4M |
|
161
Accenture
ACN
$162B
| $127M | 0.11% |
363,307
+101,192
| +39% | +$35.5M |
|
162
Consolidated Edison
ED
$35.4B
| $126M | 0.11% |
1,386,743
+138,863
| +11% | +$12.6M |
|
163
D.R. Horton
DHI
$50.5B
| $125M | 0.11% |
824,994
-39,077
| -5% | -$5.94M |
|
164
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $125M | 0.11% |
1,237,049
-208,930
| -14% | -$21.1M |
|
165
Parker-Hannifin
PH
$96.2B
| $124M | 0.11% |
269,924
+54,649
| +25% | +$25.2M |
|
166
HP
HPQ
$26.7B
| $124M | 0.11% |
4,123,710
-228,848
| -5% | -$6.89M |
|
167
Edwards Lifesciences
EW
$47.8B
| $123M | 0.11% |
1,616,969
+393,297
| +32% | +$30M |
|
168
Valero Energy
VLO
$47.2B
| $123M | 0.11% |
945,852
+135,857
| +17% | +$17.7M |
|
169
Edison International
EIX
$21.6B
| $123M | 0.11% |
1,719,916
+486,808
| +39% | +$34.8M |
|
170
Arista Networks
ANET
$172B
| $123M | 0.11% |
520,905
-41,052
| -7% | -$9.67M |
|
171
Bank of New York Mellon
BK
$74.5B
| $123M | 0.11% |
2,357,476
+93,060
| +4% | +$4.84M |
|
172
Simon Property Group
SPG
$59B
| $122M | 0.11% |
855,227
+86,749
| +11% | +$12.4M |
|
|
DFS
173
DELISTED
Discover Financial Services
DFS
| $119M | 0.1% |
1,055,440
+17,181
| +2% | +$1.93M |
|
174
Kimberly-Clark
KMB
$42.8B
| $119M | 0.1% |
976,119
+99,424
| +11% | +$12.1M |
|
175
iShares Russell 2000 ETF
IWM
$67B
| $118M | 0.1% |
588,614
+22,659
| +4% | +$4.56M |
|