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
+11.77%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$140B
AUM Growth
+$31.5B
Cap. Flow
+$21.5B
Cap. Flow %
15.29%
Top 10 Hldgs %
28.95%
Holding
2,731
New
513
Increased
1,297
Reduced
710
Closed
125

Sector Composition

1 Technology 29.95%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 11.39%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EOSE icon
2576
Eos Energy Enterprises
EOSE
$1.92B
$17.9K ﹤0.01%
+17,406
New +$17.9K
BFLY icon
2577
Butterfly Network
BFLY
$395M
$17.6K ﹤0.01%
16,264
-31
-0.2% -$33
ME
2578
DELISTED
23andMe Holding Co. Class A Common Stock
ME
$17.3K ﹤0.01%
+1,622
New +$17.3K
TCS
2579
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$17K ﹤0.01%
994
VTNR
2580
DELISTED
Vertex Energy, Inc
VTNR
$16.4K ﹤0.01%
+11,689
New +$16.4K
ASRT icon
2581
Assertio
ASRT
$76.7M
$15.7K ﹤0.01%
+16,386
New +$15.7K
NEGG icon
2582
Newegg Commerce
NEGG
$834M
$15.7K ﹤0.01%
847
LLAP
2583
DELISTED
Terran Orbital Corporation
LLAP
$14.5K ﹤0.01%
+11,050
New +$14.5K
LPSN icon
2584
LivePerson
LPSN
$90.8M
$14.3K ﹤0.01%
14,298
-10,816
-43% -$10.8K
NOTE icon
2585
FiscalNote
NOTE
$62.9M
$14.2K ﹤0.01%
+890
New +$14.2K
CTXR icon
2586
Citius Pharmaceuticals
CTXR
$20.2M
$13.7K ﹤0.01%
+612
New +$13.7K
SGMO icon
2587
Sangamo Therapeutics
SGMO
$161M
$13.5K ﹤0.01%
20,120
-36,844
-65% -$24.7K
KORE icon
2588
KORE Group Holdings
KORE
$39.9M
$12.3K ﹤0.01%
3,131
DNMR
2589
DELISTED
Danimer Scientific, Inc.
DNMR
$11K ﹤0.01%
+252
New +$11K
GORO icon
2590
Gold Resource Corp
GORO
$108M
$9.22K ﹤0.01%
21,223
TWOU
2591
DELISTED
2U, Inc.
TWOU
$9.12K ﹤0.01%
780
+305
+64% +$3.57K
VAXX
2592
DELISTED
Vaxxinity, Inc. Class A Common Stock
VAXX
$8.83K ﹤0.01%
+12,301
New +$8.83K
MCRB icon
2593
Seres Therapeutics
MCRB
$215M
$8.7K ﹤0.01%
+562
New +$8.7K
ATRA icon
2594
Atara Biotherapeutics
ATRA
$87M
$7.82K ﹤0.01%
+451
New +$7.82K
BIRD icon
2595
Allbirds
BIRD
$51.2M
$7.72K ﹤0.01%
+556
New +$7.72K
GWH icon
2596
ESS Tech
GWH
$19.2M
$7.58K ﹤0.01%
+699
New +$7.58K
FBRX icon
2597
Forte Biosciences
FBRX
$140M
$7.53K ﹤0.01%
430
ORGN icon
2598
Origin Materials
ORGN
$78.4M
$6.84K ﹤0.01%
+13,407
New +$6.84K
AKTS
2599
DELISTED
AKOUSTIS TECHNOLOGIES, INC.
AKTS
$6.39K ﹤0.01%
+10,811
New +$6.39K
WKHS icon
2600
Workhorse Group
WKHS
$18.6M
$6.07K ﹤0.01%
+104
New +$6.07K