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
PLRX icon
2551
Pliant Therapeutics
PLRX
$114M
-18,070
Closed -$144K
PNFP icon
2552
Pinnacle Financial Partners
PNFP
$7.55B
-29,107
Closed -$2.11M
PR icon
2553
Permian Resources
PR
$9.75B
-214,318
Closed -$1.29M
PRAA icon
2554
PRA Group
PRAA
$671M
-24,765
Closed -$902K
PRG icon
2555
PROG Holdings
PRG
$1.4B
-44,561
Closed -$732K
PRLB icon
2556
Protolabs
PRLB
$1.19B
-7,272
Closed -$347K
PROK icon
2557
ProKidney
PROK
$304M
-445,142
Closed -$4.36M
QCLN icon
2558
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$455M
-6,150
Closed -$322K
QCRH icon
2559
QCR Holdings
QCRH
$1.33B
-6,006
Closed -$327K
QNST icon
2560
QuinStreet
QNST
$920M
-13,412
Closed -$134K
QTWO icon
2561
Q2 Holdings
QTWO
$4.92B
-22,166
Closed -$853K
QURE icon
2562
uniQure
QURE
$985M
-11,201
Closed -$208K
RDN icon
2563
Radian Group
RDN
$4.79B
-13,093
Closed -$259K
REAL icon
2564
The RealReal
REAL
$999M
-16,524
Closed -$42K
RGEN icon
2565
Repligen
RGEN
$7.01B
-2,756
Closed -$448K
RGR icon
2566
Sturm, Ruger & Co
RGR
$572M
-4,655
Closed -$295K
RIG icon
2567
Transocean
RIG
$2.9B
-40,284
Closed -$135K
RKLB icon
2568
Rocket Lab Corporation Common Stock
RKLB
$22.1B
-42,656
Closed -$161K
ROBO icon
2569
ROBO Global Robotics & Automation Index ETF
ROBO
$1.11B
-8,794
Closed -$395K
RPAY icon
2570
Repay Holdings
RPAY
$506M
-14,713
Closed -$188K
RRX icon
2571
Regal Rexnord
RRX
$9.66B
-15,879
Closed -$1.81M
RXT icon
2572
Rackspace Technology
RXT
$335M
-13,650
Closed -$97K
S icon
2573
SentinelOne
S
$6.25B
-52,657
Closed -$1.25M
SABR icon
2574
Sabre
SABR
$675M
-11,321
Closed -$66K
SANA icon
2575
Sana Biotechnology
SANA
$752M
-11,047
Closed -$71K