HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
1-Year Return 21.35%
 

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.

This Quarter Return
-4.53%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$55.4B
AUM Growth
-$9.66B
Cap. Flow
-$6.02B
Cap. Flow %
-10.87%
Top 10 Hldgs %
23.08%
Holding
2,928
New
160
Increased
879
Reduced
1,149
Closed
498

Sector Composition

1 Technology 22.16%
2 Financials 15.36%
3 Consumer Discretionary 13.39%
4 Healthcare 12.97%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SLCR
2501
DELISTED
Silver Crest Acquisition Corporation Class A Ordinary Share
SLCR
-42,717
Closed -$421K
GCP
2502
DELISTED
GCP Applied Technologies Inc.
GCP
-450,601
Closed -$14.1M
EQD
2503
DELISTED
Equity Distribution Acquisition Corp.
EQD
-1,438,628
Closed -$14.3M
MNDT
2504
DELISTED
Mandiant, Inc. Common Stock
MNDT
-1,474,448
Closed -$32M
ETAC
2505
DELISTED
E.Merge Technology Acquisition Corp. Class A Common Stock
ETAC
-920,729
Closed -$9.19M
POLY
2506
DELISTED
Plantronics, Inc.
POLY
-357,778
Closed -$14.2M
RVAC
2507
DELISTED
Riverview Acquisition Corp. Class A Common Stock
RVAC
-864,160
Closed -$8.56M
ATHX
2508
DELISTED
Athersys, Inc. Common Stock
ATHX
-4,656
Closed -$31K
TPTX
2509
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
-185,490
Closed -$14M
SAIL
2510
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
-193,419
Closed -$12.1M
RBAC
2511
DELISTED
RedBall Acquisition Corp.
RBAC
-1,305,181
Closed -$13M
GOAC
2512
DELISTED
GO Acquisition Corp. Class A Common Stock
GOAC
-1,381,339
Closed -$13.8M
FOUN
2513
DELISTED
Founder SPAC Class A Ordinary Shares
FOUN
-520,000
Closed -$5.23M
ACC
2514
DELISTED
American Campus Communities, Inc.
ACC
-590,137
Closed -$38.1M
XPOA
2515
DELISTED
DPCM Capital, Inc.
XPOA
-1,200,000
Closed -$11.9M
ASPC
2516
DELISTED
Alpha Capital Acquisition Company One Class A Ordinary Share
ASPC
-211,627
Closed -$2.09M
NPTN
2517
DELISTED
NEOPHOTONICS CORP
NPTN
-390,545
Closed -$6.14M
MTOR
2518
DELISTED
MERITOR, Inc.
MTOR
-395,594
Closed -$14.4M
SOLN
2519
DELISTED
The Southern Company
SOLN
-1,089,100
Closed -$57.9M
WBT
2520
DELISTED
Welbilt, Inc.
WBT
-200,554
Closed -$4.78M
GSAQ
2521
DELISTED
Global Synergy Acquisition Corp. Class A Ordinary Shares
GSAQ
-1,035,000
Closed -$10.3M
CNR
2522
DELISTED
Cornerstone Building Brands, Inc.
CNR
-561,371
Closed -$13.7M
PRPB
2523
DELISTED
CC Neuberger Principal Holdings II Class A Ordinary Shares
PRPB
-1,209,669
Closed -$12.1M
SAFM
2524
DELISTED
Sanderson Farms Inc
SAFM
-3,162
Closed -$679K
MIC
2525
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
-4,105,353
Closed -$16.1M