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 |
AABA
Altaba Inc. Common Stock
AABA
|
$212M |
| 2 |
Pinduoduo
PDD
|
$198M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$194M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$138M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$136M |
Top Sells
| 1 |
NetEase
NTES
|
$487M |
| 2 |
Charter Communications
CHTR
|
$336M |
| 3 |
TSMC
TSM
|
$315M |
| 4 |
Meta Platforms (Facebook)
META
|
$265M |
| 5 |
Linde
LIN
|
$245M |
Sector Composition
| 1 | Consumer Discretionary | 18.94% |
| 2 | Technology | 13.86% |
| 3 | Financials | 11.76% |
| 4 | Healthcare | 8.92% |
| 5 | Communication Services | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Southern Company
SO
$101B
| $49M | 0.09% |
886,020
-304,208
| -26% | -$16.8M |
|
177
Healthpeak Properties
DOC
$12.3B
| $48.9M | 0.09% |
1,529,621
+69,917
| +5% | +$2.24M |
|
178
Constellation Brands
STZ
$25.9B
| $48.7M | 0.09% |
247,291
-13,209
| -5% | -$2.6M |
|
179
Progressive
PGR
$145B
| $48M | 0.09% |
601,054
+97,245
| +19% | +$7.77M |
|
180
Intuitive Surgical
ISRG
$158B
| $48M | 0.09% |
91,573
+12,697
| +16% | +$6.66M |
|
181
Deutsche Bank
DB
$67B
| $47.1M | 0.09% |
6,177,907
+317,082
| +5% | +$2.42M |
|
182
Invesco S&P 500 Low Volatility ETF
SPLV
$7.95B
| $47.1M | 0.09% |
855,819
-273,572
| -24% | -$15.1M |
|
183
Fortive
FTV
$15.9B
| $47.1M | 0.09% |
577,438
+168,321
| +41% | +$13.7M |
|
184
Vanguard S&P 500 ETF
VOO
$722B
| $47M | 0.09% |
174,802
+58,466
| +50% | +$15.7M |
|
185
Huntington Bancshares
HBAN
$25.6B
| $46.9M | 0.09% |
3,390,876
+1,342,008
| +65% | +$18.5M |
|
186
Royal Bank of Canada
RY
$205B
| $46.8M | 0.09% |
589,882
-1,245,916
| -68% | -$98.9M |
|
187
Howmet Aerospace
HWM
$70.1B
| $46.6M | 0.09% |
1,803,334
+1,348,770
| +297% | +$34.8M |
|
188
Valero Energy
VLO
$48.2B
| $46.5M | 0.09% |
543,169
-123,757
| -19% | -$10.6M |
|
189
KLA
KLAC
$111B
| $46.3M | 0.09% |
391,744
-6,300
| -2% | -$745K |
|
190
Vertex Pharmaceuticals
VRTX
$101B
| $46.2M | 0.09% |
251,763
+93,849
| +59% | +$17.2M |
|
191
Deere & Co
DE
$126B
| $45.9M | 0.09% |
276,929
-44,744
| -14% | -$7.41M |
|
192
Elevance Health
ELV
$72.4B
| $45.3M | 0.09% |
160,436
-68,490
| -30% | -$19.3M |
|
193
American Water Works
AWK
$27.4B
| $45.1M | 0.09% |
388,392
-57,614
| -13% | -$6.68M |
|
194
Entergy
ETR
$38.9B
| $44.8M | 0.09% |
435,113
+252,090
| +138% | +$25.9M |
|
195
Cognizant
CTSH
$35B
| $44.8M | 0.09% |
706,333
-243,403
| -26% | -$15.4M |
|
196
Xcel Energy
XEL
$42.8B
| $44.7M | 0.08% |
751,033
-209,040
| -22% | -$12.4M |
|
197
Essex Property Trust
ESS
$16.8B
| $44.5M | 0.08% |
152,394
-7,624
| -5% | -$2.23M |
|
198
Wabtec
WAB
$32.6B
| $44.1M | 0.08% |
615,013
+33,359
| +6% | +$2.39M |
|
199
Fiserv
FI
$74.3B
| $44.1M | 0.08% |
483,649
+75,867
| +19% | +$6.92M |
|
200
Ameriprise Financial
AMP
$47.7B
| $44M | 0.08% |
303,225
+29,695
| +11% | +$4.31M |
|