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
HLLY icon
2701
Holley
HLLY
$469M
-10,074
Closed -$108K
HLI icon
2702
Houlihan Lokey
HLI
$13.9B
-7,400
Closed -$589K
HMC icon
2703
Honda
HMC
$44.8B
-1,814
Closed -$44K
HRTG icon
2704
Heritage Insurance Holdings
HRTG
$747M
-11,147
Closed -$30K
HRTX icon
2705
Heron Therapeutics
HRTX
$201M
-44,407
Closed -$122K
HTLD icon
2706
Heartland Express
HTLD
$666M
-13,069
Closed -$180K
HUT
2707
Hut 8
HUT
$2.68B
-2,091
Closed -$14K
IAG icon
2708
IAMGOLD
IAG
$5.7B
-29,496
Closed -$48K
ICLR icon
2709
Icon
ICLR
$13.6B
-2,252
Closed -$492K
IHRT icon
2710
iHeartMedia
IHRT
$315M
-111,746
Closed -$894K
IMAB
2711
I-MAB
IMAB
$358M
-53,835
Closed -$594K
IMKTA icon
2712
Ingles Markets
IMKTA
$1.34B
-40,680
Closed -$3.52M
INDI icon
2713
indie Semiconductor
INDI
$854M
-13,791
Closed -$78K
INO icon
2714
Inovio Pharmaceuticals
INO
$148M
-3,533
Closed -$73K
INSG icon
2715
Inseego
INSG
$199M
-1,028
Closed -$19K
INVA icon
2716
Innoviva
INVA
$1.29B
-13,146
Closed -$194K
IONS icon
2717
Ionis Pharmaceuticals
IONS
$9.76B
-47,206
Closed -$1.78M
IONQ icon
2718
IonQ
IONQ
$12.4B
-17,424
Closed -$77K
IOSP icon
2719
Innospec
IOSP
$2.13B
-7,232
Closed -$692K
IOVA icon
2720
Iovance Biotherapeutics
IOVA
$901M
-10,744
Closed -$118K
IRDM icon
2721
Iridium Communications
IRDM
$2.67B
-87,271
Closed -$3.29M
ISPO icon
2722
Inspirato
ISPO
$39.4M
-2,011
Closed -$187K
ITA icon
2723
iShares US Aerospace & Defense ETF
ITA
$9.3B
-3,600
Closed -$357K
ITIC icon
2724
Investors Title Co
ITIC
$475M
-1,396
Closed -$212K
IXG icon
2725
iShares Global Financials ETF
IXG
$571M
-9,350
Closed -$615K