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
VLD
2601
DELISTED
Velo3D, Inc.
VLD
$4.76K ﹤0.01%
+299
New +$4.76K
BHIL
2602
DELISTED
Benson Hill, Inc.
BHIL
$3.98K ﹤0.01%
+567
New +$3.98K
VWE
2603
DELISTED
Vintage Wine Estates, Inc. Common Stock
VWE
$3.66K ﹤0.01%
10,170
MCAAW
2604
DELISTED
Mountain & Co. I Acquisition Corp. Warrant
MCAAW
$3.5K ﹤0.01%
49,950
RBOT icon
2605
Vicarious Surgical
RBOT
$35M
$3.46K ﹤0.01%
+382
New +$3.46K
AEG icon
2606
Aegon
AEG
$11.9B
-24,000
Closed -$138K
AIRS icon
2607
AirSculpt Technologies
AIRS
$367M
-33,255
Closed -$249K
AL icon
2608
Air Lease Corp
AL
$7.12B
-10,382
Closed -$435K
ALXO icon
2609
ALX Oncology
ALXO
$62.1M
-17,793
Closed -$263K
ASMB icon
2610
Assembly Biosciences
ASMB
$173M
-951
Closed -$9.42K
AXS icon
2611
AXIS Capital
AXS
$7.67B
-143,706
Closed -$7.95M
AZTA icon
2612
Azenta
AZTA
$1.35B
-18,775
Closed -$1.22M
BALY icon
2613
Bally's
BALY
$492M
-11,715
Closed -$165K
BELFB
2614
Bel Fuse Class B
BELFB
$1.83B
-3,029
Closed -$204K
BJRI icon
2615
BJ's Restaurants
BJRI
$744M
-14,629
Closed -$535K
BND icon
2616
Vanguard Total Bond Market
BND
$135B
-2,843
Closed -$209K
CASH icon
2617
Pathward Financial
CASH
$1.75B
-20,643
Closed -$1.11M
CCCC icon
2618
C4 Therapeutics
CCCC
$190M
-30,200
Closed -$171K
CEMB icon
2619
iShares JPMorgan EM Corporate Bond ETF
CEMB
$398M
-15,117
Closed -$667K
CGEM icon
2620
Cullinan Oncology
CGEM
$412M
-21,816
Closed -$221K
CMDY icon
2621
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$281M
-7,147
Closed -$336K
COHR icon
2622
Coherent
COHR
$15.3B
-47,126
Closed -$2.06M
CTBI icon
2623
Community Trust Bancorp
CTBI
$1.05B
-4,807
Closed -$213K
CTRN icon
2624
Citi Trends
CTRN
$311M
-7,200
Closed -$202K
CVI icon
2625
CVR Energy
CVI
$3.05B
-12,871
Closed -$391K