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 |
Microsoft
MSFT
|
+$333M |
| 2 |
Amazon
AMZN
|
+$286M |
| 3 |
Apple
AAPL
|
+$244M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$241M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$170M |
Top Sells
| 1 |
Alibaba
BABA
|
+$213M |
| 2 |
AGN
Allergan plc
AGN
|
+$203M |
| 3 |
RTX Corp
RTX
|
+$119M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$113M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$103M |
Sector Composition
| 1 | Consumer Discretionary | 23.28% |
| 2 | Technology | 19.42% |
| 3 | Healthcare | 9.96% |
| 4 | Financials | 9.88% |
| 5 | Communication Services | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Marsh & McLennan
MMC
$100B
| $43M | 0.08% |
400,860
-64,595
| -14% | -$6.94M |
|
202
Valero Energy
VLO
$48.9B
| $43M | 0.08% |
731,685
+34,557
| +5% | +$2.03M |
|
203
Humana
HUM
$37.3B
| $43M | 0.08% |
110,955
-61,470
| -36% | -$23.8M |
|
204
SPDR Gold Trust
GLD
$113B
| $43M | 0.08% |
256,653
+56,843
| +28% | +$9.51M |
|
205
Shopify
SHOP
$190B
| $42.7M | 0.08% |
449,760
+105,710
| +31% | +$10M |
|
206
Norfolk Southern
NSC
$61.8B
| $42.5M | 0.08% |
242,290
-128,183
| -35% | -$22.5M |
|
207
Ball Corp
BALL
$13.9B
| $42.4M | 0.08% |
610,352
+88,749
| +17% | +$6.17M |
|
208
T Rowe Price
TROW
$23.8B
| $42.3M | 0.08% |
342,302
+49,727
| +17% | +$6.14M |
|
209
Aflac
AFL
$56.9B
| $41.9M | 0.08% |
1,163,815
+281,254
| +32% | +$10.1M |
|
210
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $41.8M | 0.08% |
382,833
+41,630
| +12% | +$4.55M |
|
211
Sherwin-Williams
SHW
$93.6B
| $41.5M | 0.08% |
215,283
+20,454
| +10% | +$3.94M |
|
212
Welltower
WELL
$113B
| $41.2M | 0.08% |
795,766
-78,489
| -9% | -$4.06M |
|
213
Mettler-Toledo International
MTD
$27.1B
| $41M | 0.08% |
50,922
+20,162
| +66% | +$16.2M |
|
|
ETFC
214
DELISTED
E*Trade Financial Corporation
ETFC
| $40.5M | 0.08% |
814,604
+610,019
| +298% | +$30.3M |
|
215
Otis Worldwide
OTIS
$34.3B
| $39.8M | 0.08% |
+699,966
| New | +$39.8M |
|
216
PNC Financial Services
PNC
$80.2B
| $39.5M | 0.07% |
375,093
-72,450
| -16% | -$7.62M |
|
217
Global Payments
GPN
$21.2B
| $39.3M | 0.07% |
231,472
+9,645
| +4% | +$1.64M |
|
218
Truist Financial
TFC
$59.3B
| $38.6M | 0.07% |
1,029,021
-137,357
| -12% | -$5.16M |
|
219
Expedia Group
EXPE
$26.9B
| $38.6M | 0.07% |
469,926
+70,397
| +18% | +$5.79M |
|
220
Yum! Brands
YUM
$41.1B
| $38.4M | 0.07% |
441,954
-59,602
| -12% | -$5.18M |
|
221
Lockheed Martin
LMT
$107B
| $38.1M | 0.07% |
104,542
+70,335
| +206% | +$25.7M |
|
222
Zimmer Biomet
ZBH
$20.7B
| $38M | 0.07% |
328,177
-31,274
| -9% | -$3.62M |
|
223
DuPont de Nemours
DD
$32.6B
| $37.7M | 0.07% |
710,189
+37,665
| +6% | +$2M |
|
224
Moody's
MCO
$91B
| $37.1M | 0.07% |
135,001
-10,546
| -7% | -$2.9M |
|
225
Skyworks Solutions
SWKS
$11.2B
| $37.1M | 0.07% |
289,921
+51,950
| +22% | +$6.64M |
|