HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
1-Year Est. 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 Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156B
AUM Growth
+$5.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,776
New
Increased
Reduced
Closed

Top Buys

1 +$850M
2 +$442M
3 +$313M
4
CAR icon
Avis
CAR
+$256M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$236M

Top Sells

1 +$2.92B
2 +$2.09B
3 +$1.07B
4
META icon
Meta Platforms (Facebook)
META
+$862M
5
GGAL icon
Galicia Financial Group
GGAL
+$602M

Sector Composition

1 Technology 32.39%
2 Financials 13.56%
3 Consumer Discretionary 11.19%
4 Communication Services 8.94%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XPRO icon
2626
Expro
XPRO
$1.45B
-11,717
XRT icon
2627
SPDR S&P Retail ETF
XRT
$609M
-10,000
XSW icon
2628
SPDR S&P Software & Services ETF
XSW
$486M
-7,000
YETI icon
2629
Yeti Holdings
YETI
$2.78B
-19,429
ASTH icon
2630
Astrana Health
ASTH
$1.41B
-6,525
RBRK icon
2631
Rubrik
RBRK
$15.6B
-87,358
SOBO
2632
South Bow Corp
SOBO
$5.6B
-31,663
LGF.B
2633
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
-60,514
LGF.A
2634
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
-52,043
BERY
2635
DELISTED
Berry Global Group, Inc.
BERY
-7,307
BECN
2636
DELISTED
Beacon Roofing Supply, Inc.
BECN
-122,877
ENFN
2637
DELISTED
Enfusion, Inc.
ENFN
-25,007
PDCO
2638
DELISTED
Patterson Companies, Inc.
PDCO
-648,695
AMPS
2639
DELISTED
Altus Power
AMPS
-12,990
ACCD
2640
DELISTED
Accolade Inc
ACCD
-102,712
NVRO
2641
DELISTED
NEVRO CORP.
NVRO
-40,355
ITCI
2642
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-253,660
PTVE
2643
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
-1,079,957
SASR
2644
DELISTED
Sandy Spring Bancorp Inc
SASR
-8,074
CMLS
2645
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
-30,384
APOG icon
2646
Apogee Enterprises
APOG
$823M
-4,791
ABUS icon
2647
Arbutus Biopharma
ABUS
$857M
-16,883
ACLX icon
2648
Arcellx
ACLX
$5.12B
-5,074
ADAP
2649
Adaptimmune Therapeutics
ADAP
$48.8M
-26,064
ADPT icon
2650
Adaptive Biotechnologies
ADPT
$2.61B
-34,571