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 |
Meta Platforms (Facebook)
META
|
$131M |
| 2 |
Elevance Health
ELV
|
$119M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$102M |
| 4 |
Apple
AAPL
|
$94.5M |
| 5 |
Cisco
CSCO
|
$91.5M |
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$192M |
| 2 |
Bank of America
BAC
|
$146M |
| 3 |
DELL
DELL INC
DELL
|
$137M |
| 4 |
Exxon Mobil
XOM
|
$123M |
| 5 |
Zoetis
ZTS
|
$118M |
Sector Composition
| 1 | Technology | 15.2% |
| 2 | Financials | 14.36% |
| 3 | Healthcare | 11.31% |
| 4 | Industrials | 9.52% |
| 5 | Consumer Staples | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $1.4B | 3.64% | 2,494,853 +168,596 | +7% | +$94.5M |
|
2
GE Aerospace
GE
$292B
| $717M | 1.87% | 25,587,888 -2,685,138 | -9% | -$75.2M |
|
3
Microsoft
MSFT
$3.77T
| $695M | 1.81% | 18,585,783 +2,079,600 | +13% | +$77.8M |
|
|
4
Bank of America
BAC
$376B
| $680M | 1.77% | 43,692,936 -9,404,127 | -18% | -$146M |
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $640M | 1.67% | 571,247 +65,717 | +13% | +$73.6M |
|
|
6
Exxon Mobil
XOM
$487B
| $554M | 1.44% | 5,479,972 -1,212,162 | -18% | -$123M |
|
7
Coca-Cola
KO
$297B
| $403M | 1.05% | 9,767,819 -851,417 | -8% | -$35.2M |
|
8
Procter & Gamble
PG
$368B
| $400M | 1.04% | 4,909,832 +819,453 | +20% | +$66.7M |
|
9
Qualcomm
QCOM
$173B
| $398M | 1.04% | 5,366,276 +428,647 | +9% | +$31.8M |
|
10
Johnson & Johnson
JNJ
$427B
| $379M | 0.99% | 4,134,272 +434,072 | +12% | +$39.8M |
|
11
JPMorgan Chase
JPM
$829B
| $368M | 0.96% | 6,308,260 -629,624 | -9% | -$36.8M |
|
|
12
Cisco
CSCO
$274B
| $362M | 0.94% | 16,154,605 +4,081,774 | +34% | +$91.5M |
|
13
Chevron
CVX
$324B
| $354M | 0.92% | 2,836,841 -227,810 | -7% | -$28.4M |
|
14
Pfizer
PFE
$141B
| $340M | 0.89% | 11,110,024 -737,625 | -6% | -$22.6M |
|
15
Philip Morris
PM
$260B
| $320M | 0.83% | 3,670,389 +129,898 | +4% | +$11.3M |
|
16
MetLife
MET
$54.1B
| $311M | 0.81% | 5,771,853 -51,696 | -0.9% | -$2.79M |
|
17
IBM
IBM
$227B
| $306M | 0.8% | 1,631,819 -2,586 | -0.2% | -$485K |
|
18
Deutsche Bank
DB
$67.7B
| $301M | 0.78% | 6,271,076 +547,543 | +10% | +$26.3M |
|
19
Amgen
AMGN
$155B
| $262M | 0.68% | 2,295,369 +680 | +0% | +$77.6K |
|
20
Wells Fargo
WFC
$263B
| $254M | 0.66% | 5,598,482 -897,251 | -14% | -$40.7M |
|
21
PepsiCo
PEP
$204B
| $243M | 0.63% | 2,931,399 -150,150 | -5% | -$12.5M |
|
22
Merck
MRK
$210B
| $225M | 0.59% | 4,493,670 -82,343 | -2% | -$4.12M |
|
23
Oracle
ORCL
$635B
| $217M | 0.56% | 5,671,059 +490,434 | +9% | +$18.8M |
|
24
AT&T
T
$209B
| $216M | 0.56% | 6,143,843 -257,521 | -4% | -$9.06M |
|
25
AbbVie
ABBV
$372B
| $215M | 0.56% | 4,064,379 +391,644 | +11% | +$20.7M |
|