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
CHS
2576
DELISTED
Chicos FAS, Inc.
CHS
-30,314
Closed -$50K
LTHM
2577
DELISTED
Livent Corporation
LTHM
-19,075
Closed -$362K
PCTI
2578
DELISTED
PCTEL, Inc. Common Stock
PCTI
-15,361
Closed -$102K
HEWU
2579
DELISTED
iShares Currency Hedged MSCI United Kingdom ETF
HEWU
-14,400
Closed -$295K
TRTN
2580
DELISTED
Triton International Limited
TRTN
-8,602
Closed -$417K
RADI
2581
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
-13,570
Closed -$177K
QUOT
2582
DELISTED
Quotient Technology Inc
QUOT
-25,003
Closed -$236K
HARP
2583
DELISTED
Harpoon Therapeutics, Inc. Common Stock
HARP
-1,033
Closed -$165K
AMRS
2584
DELISTED
Amyris Inc.
AMRS
-10,537
Closed -$66K
USX
2585
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
-33,399
Closed -$226K
EVLO
2586
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
-580
Closed -$145K
ONCR
2587
DELISTED
Oncorus, Inc.
ONCR
-6,315
Closed -$204K
RUTH
2588
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
-10,478
Closed -$187K
KBAL
2589
DELISTED
Kimball International
KBAL
-26,126
Closed -$312K
BRMK
2590
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
-60,325
Closed -$614K
MNTV
2591
DELISTED
Momentive Global Inc. Common Stock
MNTV
-22,258
Closed -$564K
AQUA
2592
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
-13,902
Closed -$374K
MAXR
2593
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
-9,866
Closed -$380K
HZON.U
2594
DELISTED
Horizon Acquisition Corporation II Units, each consisting of one Class A ordinary share and one-third of one redeemable warrant
HZON.U
-199,998
Closed -$2.01M
ML
2595
DELISTED
MoneyLion Inc.
ML
-3,328
Closed -$1.13M
TIG
2596
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
-24,996
Closed -$324K
RUBY
2597
DELISTED
Rubius Therapeutics, Inc
RUBY
-41,457
Closed -$313K
ELVT
2598
DELISTED
Elevate Credit, Inc.
ELVT
-33,917
Closed -$136K
ONEM
2599
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
-5,347
Closed -$233K
SRNE
2600
DELISTED
Sorrento Therapeutics, Inc.
SRNE
-28,673
Closed -$199K