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
UFPI icon
2551
UFP Industries
UFPI
$5.85B
-9,637
Closed -$538K
UHT
2552
Universal Health Realty Income Trust
UHT
$567M
-3,357
Closed -$215K
UMC icon
2553
United Microelectronic
UMC
$17.2B
-67,000
Closed -$565K
USPH icon
2554
US Physical Therapy
USPH
$1.25B
-2,727
Closed -$328K
UTHR icon
2555
United Therapeutics
UTHR
$18B
-7,713
Closed -$1.16M
VCYT icon
2556
Veracyte
VCYT
$2.48B
-5,273
Closed -$261K
VIAV icon
2557
Viavi Solutions
VIAV
$2.65B
-20,708
Closed -$310K
VICR icon
2558
Vicor
VICR
$2.29B
-2,748
Closed -$252K
VREX icon
2559
Varex Imaging
VREX
$476M
-37,861
Closed -$631K
VRTS icon
2560
Virtus Investment Partners
VRTS
$1.31B
-1,460
Closed -$315K
VTLE icon
2561
Vital Energy
VTLE
$613M
-20,133
Closed -$392K
VYNE icon
2562
VYNE Therapeutics
VYNE
$7.41M
-230
Closed -$26K
WAFD icon
2563
WaFd
WAFD
$2.47B
-36,419
Closed -$935K
WASH icon
2564
Washington Trust Bancorp
WASH
$570M
-9,667
Closed -$430K
WERN icon
2565
Werner Enterprises
WERN
$1.64B
-20,542
Closed -$802K
WK icon
2566
Workiva
WK
$4.28B
-3,170
Closed -$287K
WMK icon
2567
Weis Markets
WMK
$1.73B
-15,728
Closed -$754K
WMS icon
2568
Advanced Drainage Systems
WMS
$10.9B
-6,766
Closed -$568K
WSBC icon
2569
WesBanco
WSBC
$3.04B
-40,500
Closed -$1.21M
XLRE icon
2570
Real Estate Select Sector SPDR Fund
XLRE
$7.76B
-7,512
Closed -$274K
XOS icon
2571
Xos
XOS
$20.2M
-13,333
Closed -$4.06M
XPRO icon
2572
Expro
XPRO
$1.4B
-1,915
Closed -$32K
YETI icon
2573
Yeti Holdings
YETI
$2.81B
-4,531
Closed -$313K
YORW icon
2574
York Water
YORW
$439M
-8,333
Closed -$386K
MRTX
2575
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
-8,658
Closed -$1.91M