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
USPH icon
2626
US Physical Therapy
USPH
$1.3B
-3,430
Closed -$371K
UTL icon
2627
Unitil
UTL
$827M
-4,234
Closed -$248K
UUUU icon
2628
Energy Fuels
UUUU
$2.67B
-17,803
Closed -$88K
UVE icon
2629
Universal Insurance Holdings
UVE
$697M
-12,215
Closed -$158K
UVV icon
2630
Universal Corp
UVV
$1.38B
-7,732
Closed -$469K
VAL icon
2631
Valaris
VAL
$3.64B
-24,778
Closed -$1.07M
VCLT icon
2632
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.84B
-55,700
Closed -$4.52M
VDC icon
2633
Vanguard Consumer Staples ETF
VDC
$7.65B
-21,118
Closed -$3.91M
VDE icon
2634
Vanguard Energy ETF
VDE
$7.2B
-15,085
Closed -$1.5M
VGT icon
2635
Vanguard Information Technology ETF
VGT
$99.9B
-1,300
Closed -$425K
VLGEA icon
2636
Village Super Market
VLGEA
$549M
-18,988
Closed -$432K
VNDA icon
2637
Vanda Pharmaceuticals
VNDA
$272M
-12,201
Closed -$132K
VRNS icon
2638
Varonis Systems
VRNS
$6.28B
-12,071
Closed -$358K
VRRM icon
2639
Verra Mobility
VRRM
$3.97B
-64,477
Closed -$1.01M
VSCO icon
2640
Victoria's Secret
VSCO
$2.1B
-8,687
Closed -$249K
VT icon
2641
Vanguard Total World Stock ETF
VT
$51.8B
-10,400
Closed -$888K
VXRT
2642
DELISTED
Vaxart
VXRT
-62,084
Closed -$218K
WASH icon
2643
Washington Trust Bancorp
WASH
$574M
-5,833
Closed -$282K
WDIV icon
2644
SPDR S&P Global Dividend ETF
WDIV
$225M
-4,300
Closed -$265K
MTEM
2645
DELISTED
Molecular Templates, Inc.
MTEM
-678
Closed -$9K
VLD
2646
DELISTED
Velo3D, Inc.
VLD
-1,196
Closed -$59K
AMK
2647
DELISTED
AssetMark Financial Holdings, Inc.
AMK
-24,264
Closed -$454K
WERN icon
2648
Werner Enterprises
WERN
$1.71B
-6,955
Closed -$267K
WES icon
2649
Western Midstream Partners
WES
$14.5B
-18,043
Closed -$443K
WGS icon
2650
GeneDx Holdings
WGS
$3.81B
-938
Closed -$40K