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
SARK icon
2576
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$65.8M
-1,067
Closed -$206K
SATS icon
2577
EchoStar
SATS
$19.3B
-11,882
Closed -$229K
SBGI icon
2578
Sinclair Inc
SBGI
$964M
-56,967
Closed -$1.16M
SBLK icon
2579
Star Bulk Carriers
SBLK
$2.21B
-14,899
Closed -$373K
TMCI icon
2580
Treace Medical Concepts
TMCI
$453M
-10,233
Closed -$149K
SCHL icon
2581
Scholastic
SCHL
$654M
-8,004
Closed -$289K
SCJ icon
2582
iShares MSCI Japan Small-Cap ETF
SCJ
$147M
-7,360
Closed -$450K
SCSC icon
2583
Scansource
SCSC
$983M
-9,348
Closed -$291K
SENS icon
2584
Senseonics Holdings
SENS
$373M
-20,975
Closed -$21K
SHAK icon
2585
Shake Shack
SHAK
$4.03B
-137,103
Closed -$5.42M
SHYG icon
2586
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
0
-$535K
SIGI icon
2587
Selective Insurance
SIGI
$4.86B
-13,461
Closed -$1.16M
HTO
2588
H2O America Common Stock
HTO
$1.78B
-12,229
Closed -$765K
SLDP icon
2589
Solid Power
SLDP
$760M
-12,295
Closed -$66K
SLQD icon
2590
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
-10,316
Closed -$500K
SLP icon
2591
Simulations Plus
SLP
$279M
-4,193
Closed -$210K
SMCI icon
2592
Super Micro Computer
SMCI
$24B
-88,020
Closed -$357K
SMG icon
2593
ScottsMiracle-Gro
SMG
$3.64B
-6,362
Closed -$508K
SNBR icon
2594
Sleep Number
SNBR
$220M
-7,049
Closed -$221K
SPHR icon
2595
Sphere Entertainment
SPHR
$1.76B
-3,814
Closed -$201K
SPXU icon
2596
ProShares UltraPro Short S&P 500
SPXU
$523M
-5,240
Closed -$530K
SPYD icon
2597
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.29B
-6,000
Closed -$239K
SRG
2598
Seritage Growth Properties
SRG
$211M
-16,041
Closed -$83K
SRPT icon
2599
Sarepta Therapeutics
SRPT
$1.96B
-74,576
Closed -$5.7M
SSD icon
2600
Simpson Manufacturing
SSD
$8.15B
-2,066
Closed -$209K