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 | |
|---|---|---|---|---|---|---|
176
iShares Russell 2000 ETF
IWM
$67B
| $100M | 0.1% |
565,955
+66,650
| +13% | +$11.8M |
|
177
Realty Income
O
$53.7B
| $99.7M | 0.1% |
1,996,768
+202,120
| +11% | +$10.1M |
|
178
Marathon Petroleum
MPC
$54.6B
| $97.6M | 0.1% |
645,181
-378,158
| -37% | -$57.2M |
|
179
Bank of New York Mellon
BK
$74.5B
| $96.7M | 0.1% |
2,264,416
+196,388
| +9% | +$8.39M |
|
180
Centene
CNC
$14.3B
| $96.4M | 0.1% |
1,398,178
-92,577
| -6% | -$6.38M |
|
181
O'Reilly Automotive
ORLY
$88B
| $96.3M | 0.1% |
105,864
-23,358
| -18% | -$21.2M |
|
182
Synopsys
SNPS
$112B
| $96M | 0.1% |
208,859
-49,960
| -19% | -$23M |
|
183
McKesson
MCK
$85.4B
| $94.3M | 0.1% |
216,598
-7,980
| -4% | -$3.47M |
|
184
Freeport-McMoran
FCX
$63.7B
| $93.8M | 0.1% |
2,516,574
+365,678
| +17% | +$13.6M |
|
185
Sherwin-Williams
SHW
$91.2B
| $93.4M | 0.1% |
365,563
+63,327
| +21% | +$16.2M |
|
186
Illinois Tool Works
ITW
$77.1B
| $93.3M | 0.1% |
405,265
-46,706
| -10% | -$10.8M |
|
187
Xcel Energy
XEL
$42.8B
| $93M | 0.1% |
1,627,320
+1,112,510
| +216% | +$63.6M |
|
188
Verisk Analytics
VRSK
$37.5B
| $92.8M | 0.1% |
392,856
+93,082
| +31% | +$22M |
|
189
D.R. Horton
DHI
$50.5B
| $92.8M | 0.1% |
864,071
+266,242
| +45% | +$28.6M |
|
190
Paychex
PAYX
$50.2B
| $92M | 0.1% |
798,091
-26,270
| -3% | -$3.03M |
|
|
191
Berkshire Hathaway Class A
BRK.A
$1.09T
| $91.9M | 0.1% |
173
+24
| +16% | +$12.8M |
|
192
Southern Company
SO
$102B
| $91.6M | 0.1% |
1,415,156
+461,538
| +48% | +$29.9M |
|
193
Manulife Financial
MFC
$52.2B
| $91.5M | 0.1% |
5,005,072
+885,979
| +22% | +$16.2M |
|
194
Cheniere Energy
LNG
$53.1B
| $91.1M | 0.09% |
548,684
-217,787
| -28% | -$36.1M |
|
195
Zscaler
ZS
$43.1B
| $90.1M | 0.09% |
574,127
+144,041
| +33% | +$22.6M |
|
|
DFS
196
DELISTED
Discover Financial Services
DFS
| $89.9M | 0.09% |
1,038,259
+94,952
| +10% | +$8.22M |
|
197
Lennar Class A
LEN
$34.5B
| $89M | 0.09% |
793,183
+41,232
| +5% | +$4.63M |
|
198
iShares Global REIT ETF
REET
$4B
| $89M | 0.09% |
4,201,861
| – | – |
|
199
Duke Energy
DUK
$95.3B
| $88.6M | 0.09% |
1,005,575
+341,142
| +51% | +$30.1M |
|
200
iShares Russell 1000 ETF
IWB
$43.2B
| $88.4M | 0.09% |
376,351
-21,703
| -5% | -$5.1M |
|