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
+8.35%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$94.1B
AUM Growth
+$6.49B
Cap. Flow
-$1.12B
Cap. Flow %
-1.19%
Top 10 Hldgs %
32.02%
Holding
2,908
New
420
Increased
1,235
Reduced
916
Closed
166

Sector Composition

1 Technology 21.39%
2 Consumer Discretionary 13.86%
3 Financials 11.88%
4 Healthcare 10.54%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ROIV icon
2626
Roivant Sciences
ROIV
$8.82B
$118K ﹤0.01%
+11,706
New +$118K
AAOI icon
2627
Applied Optoelectronics
AAOI
$1.5B
$116K ﹤0.01%
22,275
-2,060
-8% -$10.7K
COMP icon
2628
Compass
COMP
$5.07B
$115K ﹤0.01%
12,427
-195,639
-94% -$1.81M
DCPH
2629
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
$115K ﹤0.01%
+11,254
New +$115K
BGRY
2630
DELISTED
Berkshire Grey, Inc. Class A Common Stock
BGRY
$114K ﹤0.01%
20,044
+3,064
+18% +$17.4K
OSUR icon
2631
OraSure Technologies
OSUR
$236M
$113K ﹤0.01%
+12,927
New +$113K
NXTC icon
2632
NextCure
NXTC
$13M
$112K ﹤0.01%
1,533
APTX
2633
DELISTED
Aptinyx Inc. Common Stock
APTX
$112K ﹤0.01%
40,975
MNSO icon
2634
MINISO
MNSO
$7.49B
$111K ﹤0.01%
10,782
-3,611
-25% -$37.2K
NPKI
2635
NPK International Inc.
NPKI
$887M
$110K ﹤0.01%
37,884
SRXH
2636
SRX Health Solutions, Inc.
SRXH
$12.4M
$108K ﹤0.01%
1,114
+807
+263% +$78.2K
CDE icon
2637
Coeur Mining
CDE
$9.43B
$108K ﹤0.01%
21,554
+9,473
+78% +$47.5K
HUT
2638
Hut 8
HUT
$2.68B
$107K ﹤0.01%
+2,699
New +$107K
KORE icon
2639
KORE Group Holdings
KORE
$39.5M
$107K ﹤0.01%
+3,131
New +$107K
ML
2640
DELISTED
MoneyLion Inc.
ML
$106K ﹤0.01%
+882
New +$106K
AVIR icon
2641
Atea Pharmaceuticals
AVIR
$267M
$105K ﹤0.01%
+11,717
New +$105K
FSP
2642
Franklin Street Properties
FSP
$174M
$104K ﹤0.01%
17,633
+5,056
+40% +$29.8K
GOGL
2643
DELISTED
Golden Ocean Group
GOGL
$104K ﹤0.01%
11,492
+171
+2% +$1.55K
ATHX
2644
DELISTED
Athersys, Inc. Common Stock
ATHX
$104K ﹤0.01%
4,611
-352
-7% -$7.94K
VRNA
2645
Verona Pharma
VRNA
$9.2B
$102K ﹤0.01%
15,041
DOYU
2646
DouYu International Holdings
DOYU
$234M
$99K ﹤0.01%
3,750
-25
-0.7% -$660
CLOV icon
2647
Clover Health Investments
CLOV
$1.41B
$98K ﹤0.01%
26,130
+15,800
+153% +$59.3K
EZPW icon
2648
Ezcorp Inc
EZPW
$1.02B
$98K ﹤0.01%
13,465
-5,566
-29% -$40.5K
IS
2649
DELISTED
ironSource Ltd.
IS
$98K ﹤0.01%
+12,395
New +$98K
TCDA
2650
DELISTED
Tricida, Inc. Common Stock
TCDA
$97K ﹤0.01%
10,228