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
+5.48%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$75.2B
AUM Growth
+$8.15B
Cap. Flow
+$4.64B
Cap. Flow %
6.17%
Top 10 Hldgs %
26.69%
Holding
2,763
New
210
Increased
696
Reduced
1,336
Closed
471

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 14.38%
3 Financials 12.05%
4 Healthcare 10.23%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GRFS icon
2701
Grifois
GRFS
$6.86B
-1,217,128
Closed -$22.3M
GTLS icon
2702
Chart Industries
GTLS
$8.96B
-4,813
Closed -$575K
GTN icon
2703
Gray Television
GTN
$626M
-17,876
Closed -$319K
HASI icon
2704
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.45B
-6,854
Closed -$438K
HCC icon
2705
Warrior Met Coal
HCC
$3.1B
-23,426
Closed -$497K
HCSG icon
2706
Healthcare Services Group
HCSG
$1.17B
-9,392
Closed -$264K
HEES
2707
DELISTED
H&E Equipment Services
HEES
-11,128
Closed -$332K
HEWJ icon
2708
iShares Currency Hedged MSCI Japan ETF
HEWJ
$396M
-13,527
Closed -$485K
HGV icon
2709
Hilton Grand Vacations
HGV
$4.14B
-15,132
Closed -$475K
HLIT icon
2710
Harmonic Inc
HLIT
$1.14B
-12,512
Closed -$92K
HMN icon
2711
Horace Mann Educators
HMN
$1.88B
-6,589
Closed -$276K
HMY icon
2712
Harmony Gold Mining
HMY
$9.08B
-201,216
Closed -$936K
HNRG icon
2713
Hallador Energy
HNRG
$744M
-12,772
Closed -$18K
HOMB icon
2714
Home BancShares
HOMB
$5.83B
-21,411
Closed -$418K
HSTM icon
2715
HealthStream
HSTM
$831M
-14,478
Closed -$314K
HTBK icon
2716
Heritage Commerce
HTBK
$629M
-45,884
Closed -$408K
HTLD icon
2717
Heartland Express
HTLD
$668M
-44,268
Closed -$797K
HURC icon
2718
Hurco Companies Inc
HURC
$116M
-6,849
Closed -$208K
IDCC icon
2719
InterDigital
IDCC
$7.62B
-5,870
Closed -$355K
IFGL icon
2720
iShares International Developed Real Estate ETF
IFGL
$97.7M
-7,752
Closed -$211K
IMAX icon
2721
IMAX
IMAX
$1.65B
-10,167
Closed -$185K
IMVT icon
2722
Immunovant
IMVT
$2.89B
-7,899
Closed -$366K
INDB icon
2723
Independent Bank
INDB
$3.53B
-12,312
Closed -$898K
INGN icon
2724
Inogen
INGN
$223M
-4,968
Closed -$219K
INSM icon
2725
Insmed
INSM
$30.8B
-9,422
Closed -$315K