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
|
$108M |
| 2 |
Oracle
ORCL
|
$92.7M |
| 3 |
Phillips 66
PSX
|
$90.7M |
| 4 |
Pfizer
PFE
|
$89.9M |
| 5 |
Marathon Petroleum
MPC
|
$81.3M |
Top Sells
| 1 |
Apple
AAPL
|
$513M |
| 2 |
Wynn Resorts
WYNN
|
$136M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$92.2M |
| 4 |
Eli Lilly
LLY
|
$92.2M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
$87.8M |
Sector Composition
| 1 | Technology | 15.3% |
| 2 | Financials | 13.17% |
| 3 | Healthcare | 11.48% |
| 4 | Consumer Staples | 9.36% |
| 5 | Energy | 9.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.45T
| $1.5B | 3.13% | 14,875,810 -5,091,850 | -26% | -$513M |
|
2
Microsoft
MSFT
$3.77T
| $1.18B | 2.46% | 25,438,933 +1,295,393 | +5% | +$60M |
|
|
3
Alphabet (Google) Class C
GOOG
$2.58T
| $964M | 2.02% | 1,655,484 -158,287 | -9% | -$92.2M |
|
4
GE Aerospace
GE
$292B
| $958M | 2% | 37,381,465 +91,260 | +0.2% | +$2.34M |
|
5
Johnson & Johnson
JNJ
$427B
| $643M | 1.35% | 6,036,360 -137,846 | -2% | -$14.7M |
|
6
Bank of America
BAC
$376B
| $607M | 1.27% | 35,595,741 +1,428,081 | +4% | +$24.3M |
|
7
Verizon
VZ
$186B
| $590M | 1.23% | 11,799,066 +1,565,763 | +15% | +$78.3M |
|
8
Coca-Cola
KO
$297B
| $579M | 1.21% | 13,570,267 -1,296,443 | -9% | -$55.3M |
|
9
Exxon Mobil
XOM
$487B
| $538M | 1.13% | 5,720,267 +50,110 | +0.9% | +$4.72M |
|
10
Procter & Gamble
PG
$368B
| $504M | 1.05% | 6,016,570 -398,118 | -6% | -$33.3M |
|
11
Cisco
CSCO
$274B
| $502M | 1.05% | 19,955,994 +3,034,819 | +18% | +$76.4M |
|
12
JPMorgan Chase
JPM
$829B
| $482M | 1.01% | 7,992,119 +324,009 | +4% | +$19.5M |
|
|
13
Pfizer
PFE
$141B
| $474M | 0.99% | 15,982,872 +3,030,417 | +23% | +$89.9M |
|
14
Merck
MRK
$210B
| $439M | 0.92% | 7,407,875 +201,955 | +3% | +$12M |
|
15
Chevron
CVX
$324B
| $436M | 0.91% | 3,651,603 +15,170 | +0.4% | +$1.81M |
|
16
IBM
IBM
$227B
| $416M | 0.87% | 2,189,641 -209,713 | -9% | -$39.8M |
|
|
17
Phillips 66
PSX
$54B
| $413M | 0.86% | 5,080,989 +1,115,287 | +28% | +$90.7M |
|
18
McDonald's
MCD
$224B
| $413M | 0.86% | 4,346,346 +512,255 | +13% | +$48.6M |
|
19
PepsiCo
PEP
$204B
| $393M | 0.82% | 4,220,858 +360,422 | +9% | +$33.6M |
|
20
Wells Fargo
WFC
$263B
| $361M | 0.76% | 6,963,838 +663,845 | +11% | +$34.4M |
|
|
21
Oracle
ORCL
$635B
| $349M | 0.73% | 9,123,137 +2,421,640 | +36% | +$92.7M |
|
|
APC
22
DELISTED
Anadarko Petroleum
APC
| $342M | 0.72% | 3,369,289 -75,794 | -2% | -$7.69M |
|
23
Bristol-Myers Squibb
BMY
$96B
| $331M | 0.69% | 6,467,431 -523,435 | -7% | -$26.8M |
|
24
Deutsche Bank
DB
$67.7B
| $331M | 0.69% | 9,481,642 +811,426 | +9% | +$28.3M |
|
25
Intel
INTC
$107B
| $314M | 0.66% | 9,017,376 -402,988 | -4% | -$14M |
|