HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
 

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
+12.47%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$156B
AUM Growth
+$156B
Cap. Flow
-$11.6B
Cap. Flow %
-7.43%
Top 10 Hldgs %
32.44%
Holding
2,776
New
230
Increased
980
Reduced
1,264
Closed
252

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 Shares
Change %
Capital Flow
DVAX icon
2701
Dynavax Technologies
DVAX
$1.19B
-19,560 Closed -$254K
EAF icon
2702
GrafTech
EAF
$2.55B
-46,387 Closed -$41.3K
EEFT icon
2703
Euronet Worldwide
EEFT
$3.82B
-2,085 Closed -$223K
EGBN icon
2704
Eagle Bancorp
EGBN
$590M
-9,789 Closed -$205K
ELF icon
2705
e.l.f. Beauty
ELF
$7.09B
-12,715 Closed -$813K
EMXC icon
2706
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
-39,656 Closed -$2.18M
EPC icon
2707
Edgewell Personal Care
EPC
$1.12B
-8,549 Closed -$264K
EPI icon
2708
WisdomTree India Earnings Fund ETF
EPI
$2.88B
-36,272 Closed -$1.6M
ETNB icon
2709
89bio
ETNB
$1.34B
-14,940 Closed -$109K
EUSA icon
2710
iShares MSCI USA Equal Weighted ETF
EUSA
$1.57B
-53,076 Closed -$4.97M
EWS icon
2711
iShares MSCI Singapore ETF
EWS
$792M
-5,391,624 Closed -$128M
EXP icon
2712
Eagle Materials
EXP
$7.49B
-3,783 Closed -$829K
FGEN icon
2713
FibroGen
FGEN
$47.8M
-29,981 Closed -$9.51K
FHN icon
2714
First Horizon
FHN
$11.5B
-83,124 Closed -$1.6M
FHTX icon
2715
Foghorn Therapeutics
FHTX
$286M
-18,709 Closed -$66.6K
FIGS icon
2716
FIGS
FIGS
$1.15B
-15,015 Closed -$68.3K
FIP icon
2717
FTAI Infrastructure
FIP
$552M
-11,638 Closed -$53.8K
FLIC
2718
DELISTED
First of Long Island Corp
FLIC
-36,639 Closed -$454K
FOR icon
2719
Forestar Group
FOR
$1.41B
-13,833 Closed -$291K
FPI
2720
Farmland Partners
FPI
$487M
-16,122 Closed -$179K
FRGE icon
2721
Forge Global Holdings
FRGE
$254M
-13,549 Closed -$7.91K
FSP
2722
Franklin Street Properties
FSP
$172M
-11,400 Closed -$20.3K
FWRD icon
2723
Forward Air
FWRD
$925M
-16,913 Closed -$340K
GDXJ icon
2724
VanEck Junior Gold Miners ETF
GDXJ
$6.56B
-4,428 Closed -$251K
GHC icon
2725
Graham Holdings Company
GHC
$4.74B
-1,226 Closed -$1.16M