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 |
AABA
Altaba Inc. Common Stock
AABA
|
$212M |
| 2 |
Pinduoduo
PDD
|
$198M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$194M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$138M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$136M |
Top Sells
| 1 |
NetEase
NTES
|
$487M |
| 2 |
Charter Communications
CHTR
|
$336M |
| 3 |
TSMC
TSM
|
$315M |
| 4 |
Meta Platforms (Facebook)
META
|
$265M |
| 5 |
Linde
LIN
|
$245M |
Sector Composition
| 1 | Consumer Discretionary | 18.94% |
| 2 | Technology | 13.86% |
| 3 | Financials | 11.76% |
| 4 | Healthcare | 8.92% |
| 5 | Communication Services | 7.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alibaba
BABA
$322B
| $4.38B | 8.31% | 25,821,633 -346,577 | -1% | -$58.7M |
|
2
Microsoft
MSFT
$3.77T
| $1.29B | 2.46% | 9,664,579 -221,731 | -2% | -$29.7M |
|
3
Apple
AAPL
$3.45T
| $786M | 1.49% | 3,970,320 -581,644 | -13% | -$115M |
|
4
Amazon
AMZN
$2.44T
| $744M | 1.41% | 392,791 -51,755 | -12% | -$98M |
|
5
JPMorgan Chase
JPM
$829B
| $453M | 0.86% | 4,054,664 -103,674 | -2% | -$11.6M |
|
|
6
Meta Platforms (Facebook)
META
$1.86T
| $443M | 0.84% | 2,293,530 -1,370,695 | -37% | -$265M |
|
7
Johnson & Johnson
JNJ
$427B
| $430M | 0.82% | 3,085,922 -39,014 | -1% | -$5.43M |
|
|
8
iShares Russell 1000 ETF
IWB
$42.6B
| $403M | 0.77% | 2,475,989 +1,192,011 | +93% | +$194M |
|
|
9
SPDR S&P 500 ETF Trust
SPY
$659B
| $390M | 0.74% | 1,330,130 +462,855 | +53% | +$136M |
|
|
AABA
10
DELISTED
Altaba Inc. Common Stock
AABA
| $384M | 0.73% | 5,538,980 +3,052,209 | +123% | +$212M |
|
11
Procter & Gamble
PG
$368B
| $324M | 0.61% | 2,952,843 -157,364 | -5% | -$17.3M |
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $323M | 0.61% | 299,206 +19,665 | +7% | +$21.3M |
|
13
Exxon Mobil
XOM
$487B
| $315M | 0.6% | 4,116,876 -562,776 | -12% | -$43.1M |
|
|
14
Alphabet (Google) Class A
GOOGL
$2.57T
| $313M | 0.59% | 289,352 -87,705 | -23% | -$95M |
|
15
Pfizer
PFE
$141B
| $301M | 0.57% | 6,937,424 +735,011 | +12% | +$31.8M |
|
16
Walt Disney
DIS
$213B
| $300M | 0.57% | 2,149,529 +454,871 | +27% | +$63.5M |
|
|
17
iShares Core MSCI EAFE ETF
IEFA
$149B
| $298M | 0.57% | 4,859,316 +2,249,984 | +86% | +$138M |
|
18
AT&T
T
$209B
| $291M | 0.55% | 8,697,431 -245,915 | -3% | -$8.24M |
|
19
Verizon
VZ
$186B
| $290M | 0.55% | 5,075,524 -656,526 | -11% | -$37.5M |
|
20
Visa
V
$683B
| $273M | 0.52% | 1,575,468 +54,362 | +4% | +$9.43M |
|
21
Cisco
CSCO
$274B
| $273M | 0.52% | 4,986,178 -397,385 | -7% | -$21.7M |
|
22
Chevron
CVX
$324B
| $271M | 0.51% | 2,175,260 -451,288 | -17% | -$56.2M |
|
23
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.7B
| $261M | 0.5% | 7,534,371 +3,775,204 | +100% | +$131M |
|
24
PepsiCo
PEP
$204B
| $258M | 0.49% | 1,963,720 -55,641 | -3% | -$7.3M |
|
25
iShares MSCI Emerging Markets ETF
EEM
$19B
| $256M | 0.49% | 5,969,503 +3,033,702 | +103% | +$130M |
|