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
+5.48%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$75.2B
AUM Growth
+$8.15B
Cap. Flow
+$4.64B
Cap. Flow %
6.17%
Top 10 Hldgs %
26.69%
Holding
2,763
New
210
Increased
696
Reduced
1,336
Closed
471

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 14.38%
3 Financials 12.05%
4 Healthcare 10.23%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RLI icon
2526
RLI Corp
RLI
$6.1B
-10,600
Closed -$549K
RMAX icon
2527
RE/MAX Holdings
RMAX
$188M
-19,787
Closed -$717K
RMNI icon
2528
Rimini Street
RMNI
$424M
-56,974
Closed -$252K
RMR icon
2529
The RMR Group
RMR
$283M
-24,060
Closed -$928K
RPRX icon
2530
Royalty Pharma
RPRX
$15.8B
-18,341
Closed -$899K
RRR icon
2531
Red Rock Resorts
RRR
$3.63B
-8,256
Closed -$207K
CWCO icon
2532
Consolidated Water Co
CWCO
$528M
-10,500
Closed -$125K
TALO icon
2533
Talos Energy
TALO
$1.67B
-14,181
Closed -$117K
TCRT icon
2534
Alaunos Therapeutics
TCRT
$4.81M
-131
Closed -$50K
TENB icon
2535
Tenable Holdings
TENB
$3.66B
-5,159
Closed -$270K
TGB
2536
Taseko Mines
TGB
$1.08B
-11,395
Closed -$14K
TGTX icon
2537
TG Therapeutics
TGTX
$5.01B
0
TLH icon
2538
iShares 10-20 Year Treasury Bond ETF
TLH
$11.5B
-17,586
Closed -$2.8M
TLK icon
2539
Telkom Indonesia
TLK
$19B
-253,687
Closed -$5.97M
TMHC icon
2540
Taylor Morrison
TMHC
$6.83B
-19,927
Closed -$518K
TNC icon
2541
Tennant Co
TNC
$1.49B
-3,462
Closed -$243K
TPH icon
2542
Tri Pointe Homes
TPH
$3.07B
-87,835
Closed -$1.53M
TRMK icon
2543
Trustmark
TRMK
$2.42B
-19,966
Closed -$543K
TRNS icon
2544
Transcat
TRNS
$729M
-8,695
Closed -$300K
TRS icon
2545
TriMas Corp
TRS
$1.56B
-6,837
Closed -$217K
TRTX
2546
TPG RE Finance Trust
TRTX
$744M
-38,639
Closed -$409K
TVTX icon
2547
Travere Therapeutics
TVTX
$2.47B
-12,778
Closed -$347K
TWST icon
2548
Twist Bioscience
TWST
$1.48B
-2,935
Closed -$414K
TXMD icon
2549
TherapeuticsMD
TXMD
$12.5M
-461
Closed -$28K
UEC icon
2550
Uranium Energy
UEC
$5.57B
0