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
STGW icon
2601
Stagwell
STGW
$1.44B
-14,731
Closed -$81K
STKL
2602
SunOpta
STKL
$779M
-10,551
Closed -$81K
STM icon
2603
STMicroelectronics
STM
$24B
-13,808
Closed -$435K
TAC icon
2604
TransAlta
TAC
$3.64B
-15,879
Closed -$181K
TAN icon
2605
Invesco Solar ETF
TAN
$765M
-3,621
Closed -$273K
TBBK icon
2606
The Bancorp
TBBK
$3.49B
-14,661
Closed -$293K
TCBI icon
2607
Texas Capital Bancshares
TCBI
$3.96B
-7,976
Closed -$423K
TCBK icon
2608
TriCo Bancshares
TCBK
$1.47B
-24,699
Closed -$1.13M
TCBX icon
2609
Third Coast Bancshares
TCBX
$554M
-12,112
Closed -$259K
TENB icon
2610
Tenable Holdings
TENB
$3.76B
-6,550
Closed -$297K
TEO icon
2611
Telecom Argentina
TEO
$3.67B
-161,000
Closed -$715K
TGB
2612
Taseko Mines
TGB
$1.05B
-20,134
Closed -$22K
TMP icon
2613
Tompkins Financial
TMP
$1.01B
-3,195
Closed -$229K
TNA icon
2614
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.24B
-6,250
Closed -$205K
TREE icon
2615
LendingTree
TREE
$978M
-5,014
Closed -$220K
TRMD icon
2616
TORM
TRMD
$2.25B
-16,269
Closed -$223K
TTE icon
2617
TotalEnergies
TTE
$133B
-8,952
Closed -$471K
TTEC icon
2618
TTEC Holdings
TTEC
$183M
-8,764
Closed -$596K
TUYA
2619
Tuya Inc
TUYA
$1.53B
-874,785
Closed -$2.26M
TXG icon
2620
10x Genomics
TXG
$1.74B
-7,235
Closed -$331K
UFI icon
2621
UNIFI
UFI
$82.4M
-12,748
Closed -$178K
UFPT icon
2622
UFP Technologies
UFPT
$1.6B
-2,606
Closed -$211K
ULCC icon
2623
Frontier Group Holdings
ULCC
$1.18B
-87,927
Closed -$834K
UNM icon
2624
Unum
UNM
$12.6B
-15,982
Closed -$546K
USNA icon
2625
Usana Health Sciences
USNA
$581M
-3,056
Closed -$220K