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 |
NextEra Energy, Inc.
NEE
|
$103M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$99.4M |
| 3 |
Apple
AAPL
|
$78.3M |
| 4 |
Johnson & Johnson
JNJ
|
$59.5M |
| 5 |
YHOO
Yahoo Inc
YHOO
|
$58.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$323M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$145M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$137M |
| 4 |
Cisco
CSCO
|
$120M |
| 5 |
Applied Materials
AMAT
|
$110M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Consumer Discretionary | 12.8% |
| 3 | Technology | 12.43% |
| 4 | Healthcare | 10.19% |
| 5 | Consumer Staples | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alibaba
BABA
$322B
| $1.74B | 4.05% | 19,762,016 +52,342 | +0.3% | +$4.6M |
|
|
2
Apple
AAPL
$3.45T
| $850M | 1.98% | 7,335,813 +676,131 | +10% | +$78.3M |
|
3
Microsoft
MSFT
$3.77T
| $690M | 1.61% | 11,108,709 -283,025 | -2% | -$17.6M |
|
4
Exxon Mobil
XOM
$487B
| $439M | 1.02% | 4,865,958 +394,779 | +9% | +$35.6M |
|
5
Coca-Cola
KO
$297B
| $430M | 1% | 10,379,493 +475,338 | +5% | +$19.7M |
|
|
6
Johnson & Johnson
JNJ
$427B
| $421M | 0.98% | 3,652,185 +516,429 | +16% | +$59.5M |
|
7
JPMorgan Chase
JPM
$829B
| $414M | 0.97% | 4,800,471 +323,542 | +7% | +$27.9M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $343M | 0.8% | 2,983,572 +377,414 | +14% | +$43.4M |
|
9
Amazon
AMZN
$2.44T
| $323M | 0.75% | 431,069 +55,657 | +15% | +$41.7M |
|
10
GE Aerospace
GE
$292B
| $311M | 0.73% | 9,855,275 -1,975,910 | -17% | -$62.4M |
|
11
MetLife
MET
$54.1B
| $310M | 0.72% | 5,752,880 -800,080 | -12% | -$43.1M |
|
12
Wells Fargo
WFC
$263B
| $298M | 0.69% | 5,403,391 +869,849 | +19% | +$47.9M |
|
|
YHOO
13
DELISTED
Yahoo Inc
YHOO
| $295M | 0.69% | 7,636,043 +1,518,571 | +25% | +$58.7M |
|
14
Alphabet (Google) Class C
GOOG
$2.58T
| $292M | 0.68% | 377,801 -70,054 | -16% | -$54.1M |
|
15
Pfizer
PFE
$141B
| $271M | 0.63% | 8,333,273 +482,624 | +6% | +$15.7M |
|
16
Intel
INTC
$107B
| $264M | 0.62% | 7,288,457 +757,564 | +12% | +$27.5M |
|
17
Procter & Gamble
PG
$368B
| $264M | 0.62% | 3,143,107 +464,153 | +17% | +$39M |
|
18
Chevron
CVX
$324B
| $261M | 0.61% | 2,220,369 -204,261 | -8% | -$24M |
|
19
Verizon
VZ
$186B
| $259M | 0.6% | 4,845,752 +108,642 | +2% | +$5.8M |
|
20
AT&T
T
$209B
| $258M | 0.6% | 6,074,236 +471,159 | +8% | +$20M |
|
21
Berkshire Hathaway Class B
BRK.B
$1.09T
| $249M | 0.58% | 1,524,951 +309,395 | +25% | +$50.4M |
|
22
PepsiCo
PEP
$204B
| $247M | 0.58% | 2,360,439 +156,581 | +7% | +$16.4M |
|
|
23
Alphabet (Google) Class A
GOOGL
$2.57T
| $245M | 0.57% | 309,386 +23,933 | +8% | +$19M |
|
24
Bank of America
BAC
$376B
| $243M | 0.57% | 10,981,891 +1,862,677 | +20% | +$41.2M |
|
25
Walmart
WMT
$774B
| $237M | 0.55% | 3,435,103 +279,567 | +9% | +$19.3M |
|