HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
1-Year Est. 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 Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156B
AUM Growth
+$5.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,776
New
Increased
Reduced
Closed

Top Buys

1 +$850M
2 +$442M
3 +$313M
4
CAR icon
Avis
CAR
+$256M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$236M

Top Sells

1 +$2.92B
2 +$2.09B
3 +$1.07B
4
META icon
Meta Platforms (Facebook)
META
+$862M
5
GGAL icon
Galicia Financial Group
GGAL
+$602M

Sector Composition

1 Technology 32.39%
2 Financials 13.56%
3 Consumer Discretionary 11.19%
4 Communication Services 8.94%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DTM icon
2701
DT Midstream
DTM
$11.4B
-43,005
DVAX icon
2702
Dynavax Technologies
DVAX
$1.16B
-19,560
EAF icon
2703
GrafTech
EAF
$482M
-4,639
EEFT icon
2704
Euronet Worldwide
EEFT
$3.4B
-2,085
EGBN icon
2705
Eagle Bancorp
EGBN
$617M
-9,789
ELF icon
2706
e.l.f. Beauty
ELF
$7.61B
-12,715
EMXC icon
2707
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.7B
-39,656
EPC icon
2708
Edgewell Personal Care
EPC
$937M
-8,549
EPI icon
2709
WisdomTree India Earnings Fund ETF
EPI
$2.9B
-36,272
ETNB icon
2710
89bio
ETNB
$2.2B
-14,940
EUSA icon
2711
iShares MSCI USA Equal Weighted ETF
EUSA
$1.52B
-53,076
EWS icon
2712
iShares MSCI Singapore ETF
EWS
$864M
-5,391,624
EXP icon
2713
Eagle Materials
EXP
$7.85B
-3,783
FGEN icon
2714
FibroGen
FGEN
$44.6M
-1,199
FHN icon
2715
First Horizon
FHN
$10.6B
-83,124
FHTX icon
2716
Foghorn Therapeutics
FHTX
$250M
-18,709
FIGS icon
2717
FIGS
FIGS
$1.25B
-15,015
FIP icon
2718
FTAI Infrastructure
FIP
$617M
-11,638
FLIC
2719
DELISTED
First of Long Island Corp
FLIC
-36,639
FOR icon
2720
Forestar Group
FOR
$1.32B
-13,833
FPI
2721
Farmland Partners
FPI
$453M
-16,122
FRGE icon
2722
Forge Global Holdings
FRGE
$250M
-903
FSP
2723
Franklin Street Properties
FSP
$151M
-11,400
FWRD icon
2724
Forward Air
FWRD
$616M
-16,913
GDXJ icon
2725
VanEck Junior Gold Miners ETF
GDXJ
$9.07B
-4,428