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
+11.77%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$140B
AUM Growth
+$31.5B
Cap. Flow
+$21.5B
Cap. Flow %
15.29%
Top 10 Hldgs %
28.95%
Holding
2,731
New
513
Increased
1,297
Reduced
710
Closed
125

Sector Composition

1 Technology 29.95%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 11.39%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RSKD icon
2676
Riskified
RSKD
$728M
-10,708
Closed -$50K
RVLV icon
2677
Revolve Group
RVLV
$1.67B
-25,189
Closed -$422K
SIG icon
2678
Signet Jewelers
SIG
$3.82B
-4,484
Closed -$481K
SKX icon
2679
Skechers
SKX
$9.5B
-34,279
Closed -$2.14M
SKYT icon
2680
SkyWater Technology
SKYT
$512M
-11,928
Closed -$115K
SMP icon
2681
Standard Motor Products
SMP
$891M
-7,218
Closed -$289K
SPSB icon
2682
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
0
-$1.54M
SSRM icon
2683
SSR Mining
SSRM
$4.37B
-94,152
Closed -$1.01M
ST icon
2684
Sensata Technologies
ST
$4.66B
-110,510
Closed -$4.18M
SVII icon
2685
Spring Valley Acquisition Corp II
SVII
$119M
-200,766
Closed -$2.18M
TCBI icon
2686
Texas Capital Bancshares
TCBI
$3.96B
-23,935
Closed -$1.55M
TCMD icon
2687
Tactile Systems Technology
TCMD
$302M
-16,272
Closed -$235K
TILE icon
2688
Interface
TILE
$1.64B
-14,617
Closed -$186K
TITN icon
2689
Titan Machinery
TITN
$495M
-7,243
Closed -$208K
TLH icon
2690
iShares 10-20 Year Treasury Bond ETF
TLH
$11.5B
-7,765
Closed -$841K
TMCI icon
2691
Treace Medical Concepts
TMCI
$448M
-10,127
Closed -$128K
TTGT icon
2692
TechTarget
TTGT
$402M
-10,239
Closed -$361K
UMC icon
2693
United Microelectronic
UMC
$17.3B
-11,551
Closed -$97.8K
UTZ icon
2694
Utz Brands
UTZ
$1.19B
-11,232
Closed -$181K
VB icon
2695
Vanguard Small-Cap ETF
VB
$67.2B
-1,189
Closed -$254K
VNDA icon
2696
Vanda Pharmaceuticals
VNDA
$271M
-29,207
Closed -$123K
VTI icon
2697
Vanguard Total Stock Market ETF
VTI
$530B
-37,292
Closed -$8.85M
VYGR icon
2698
Voyager Therapeutics
VYGR
$232M
-14,322
Closed -$122K
WDS icon
2699
Woodside Energy
WDS
$31.1B
-153,181
Closed -$3.24M
WEN icon
2700
Wendy's
WEN
$1.93B
-130,493
Closed -$2.53M