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
WKC icon
2651
World Kinect Corp
WKC
$1.48B
-16,351
Closed -$334K
WOW icon
2652
WideOpenWest
WOW
$441M
-12,185
Closed -$220K
WSBC icon
2653
WesBanco
WSBC
$3.1B
-33,082
Closed -$1.05M
WSC icon
2654
WillScot Mobile Mini Holdings
WSC
$4.32B
-65,696
Closed -$2.14M
WSR
2655
Whitestone REIT
WSR
$672M
-12,047
Closed -$130K
XT icon
2656
iShares Exponential Technologies ETF
XT
$3.54B
-17,800
Closed -$853K
YEXT icon
2657
Yext
YEXT
$1.1B
-17,190
Closed -$82K
YOU icon
2658
Clear Secure
YOU
$3.35B
-21,706
Closed -$437K
ZIM icon
2659
ZIM Integrated Shipping Services
ZIM
$1.62B
-12,261
Closed -$587K
LOGC
2660
DELISTED
ContextLogic
LOGC
-865
Closed -$42K
NBIS
2661
Nebius Group N.V. Class A Ordinary Shares
NBIS
$15.6B
$0 ﹤0.01%
108,567
INVX
2662
Innovex International, Inc.
INVX
$1.16B
-9,919
Closed -$254K
MAGN
2663
Magnera Corporation
MAGN
$428M
-909
Closed -$81K
LUCK
2664
Lucky Strike Entertainment Corporation
LUCK
$1.4B
-22,750
Closed -$241K
AAMI
2665
Acadian Asset Management Inc.
AAMI
$1.53B
-11,371
Closed -$205K
KLRS
2666
Kalaris Therapeutics, Inc. Common Stock
KLRS
$86.4M
-641
Closed -$56K
TPC
2667
Tutor Perini Corporation
TPC
$3.3B
-19,702
Closed -$172K
LGF.A
2668
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
-14,068
Closed -$131K
PDCO
2669
DELISTED
Patterson Companies, Inc.
PDCO
-13,386
Closed -$413K
FOUR icon
2670
Shift4
FOUR
$6.01B
-6,022
Closed -$201K
FOXO
2671
DELISTED
FOXO TECHNOLOGIES INC A
FOXO
-1,246
Closed -$2.49M
FROG icon
2672
JFrog
FROG
$5.84B
-9,950
Closed -$212K
FSLY icon
2673
Fastly
FSLY
$1.1B
-33,538
Closed -$390K
FSM icon
2674
Fortuna Silver Mines
FSM
$2.35B
-18,888
Closed -$54K
FTEC icon
2675
Fidelity MSCI Information Technology Index ETF
FTEC
$15.2B
-12,800
Closed -$1.24M