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
NAUT icon
2651
Nautilus Biotechnolgy
NAUT
$83.5M
$96K ﹤0.01%
+18,464
New +$96K
TELL
2652
DELISTED
Tellurian Inc.
TELL
$96K ﹤0.01%
+30,642
New +$96K
MREO
2653
Mereo BioPharma
MREO
$282M
$95K ﹤0.01%
58,217
SLDB icon
2654
Solid Biosciences
SLDB
$428M
$94K ﹤0.01%
3,582
+1,586
+79% +$41.6K
SILV
2655
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
$94K ﹤0.01%
11,914
-21
-0.2% -$166
AMWL icon
2656
American Well
AMWL
$113M
$93K ﹤0.01%
+764
New +$93K
FSM icon
2657
Fortuna Silver Mines
FSM
$2.35B
$93K ﹤0.01%
23,968
-104
-0.4% -$404
MNMD icon
2658
MindMed
MNMD
$702M
$93K ﹤0.01%
2,549
+675
+36% +$24.6K
NETI
2659
DELISTED
Eneti Inc.
NETI
$93K ﹤0.01%
12,133
DNN icon
2660
Denison Mines
DNN
$2.11B
$92K ﹤0.01%
66,933
+436
+0.7% +$599
CHS
2661
DELISTED
Chicos FAS, Inc.
CHS
$92K ﹤0.01%
+17,416
New +$92K
TCRR
2662
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
$92K ﹤0.01%
+19,094
New +$92K
CABA icon
2663
Cabaletta Bio
CABA
$155M
$91K ﹤0.01%
23,586
-3,456
-13% -$13.3K
FFAI
2664
Faraday Future Intelligent Electric Inc. Common Stock
FFAI
$266M
$88K ﹤0.01%
+2
New +$88K
HRTG icon
2665
Heritage Insurance Holdings
HRTG
$747M
$86K ﹤0.01%
14,299
-7,322
-34% -$44K
RES icon
2666
RPC Inc
RES
$1.04B
$86K ﹤0.01%
19,027
+4,785
+34% +$21.6K
NGD
2667
New Gold Inc
NGD
$4.99B
$85K ﹤0.01%
56,269
-244
-0.4% -$369
NNDM
2668
Nano Dimension
NNDM
$293M
$83K ﹤0.01%
21,874
+70
+0.3% +$266
SB icon
2669
Safe Bulkers
SB
$455M
$83K ﹤0.01%
22,312
-25,935
-54% -$96.5K
SENS icon
2670
Senseonics Holdings
SENS
$373M
$83K ﹤0.01%
30,946
+17,443
+129% +$46.8K
STG
2671
Sunlands Technology
STG
$118M
$83K ﹤0.01%
159,003
NEX
2672
DELISTED
NexTier Oilfield Solutions Inc.
NEX
$82K ﹤0.01%
23,259
+6,456
+38% +$22.8K
SVM
2673
Silvercorp Metals
SVM
$1.08B
$81K ﹤0.01%
21,943
+17
+0.1% +$63
PLYA
2674
DELISTED
Playa Hotels & Resorts
PLYA
$79K ﹤0.01%
10,018
LOGC
2675
DELISTED
ContextLogic
LOGC
$78K ﹤0.01%
+817
New +$78K