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
IOVA icon
2726
Iovance Biotherapeutics
IOVA
$876M
-5,777
Closed -$271K
IRMD icon
2727
iRadimed
IRMD
$945M
-9,579
Closed -$224K
IRTC icon
2728
iRhythm Technologies
IRTC
$5.82B
-2,899
Closed -$678K
IVW icon
2729
iShares S&P 500 Growth ETF
IVW
$65.3B
-79,902
Closed -$5.1M
JAMF icon
2730
Jamf
JAMF
$1.4B
-9,726
Closed -$287K
JBSS icon
2731
John B. Sanfilippo & Son
JBSS
$745M
-8,013
Closed -$624K
JRVR icon
2732
James River Group
JRVR
$248M
-4,104
Closed -$201K
JYNT icon
2733
The Joint Corp
JYNT
$157M
-8,324
Closed -$217K
KNSL icon
2734
Kinsale Capital Group
KNSL
$10.2B
-2,722
Closed -$548K
KOS icon
2735
Kosmos Energy
KOS
$827M
-42,460
Closed -$102K
KRRO icon
2736
Korro Bio
KRRO
$323M
-176
Closed -$312K
KSA icon
2737
iShares MSCI Saudi Arabia ETF
KSA
$559M
-20,800
Closed -$647K
KURA icon
2738
Kura Oncology
KURA
$766M
-6,147
Closed -$204K
LADR
2739
Ladder Capital
LADR
$1.5B
-15,840
Closed -$154K
MZTI
2740
The Marzetti Company Common Stock
MZTI
$5.1B
-6,292
Closed -$1.15M
LAZR icon
2741
Luminar Technologies
LAZR
$122M
-480
Closed -$246K
LCID icon
2742
Lucid Motors
LCID
$6.12B
-333,543
Closed -$33.4M
LNN icon
2743
Lindsay Corp
LNN
$1.53B
-1,641
Closed -$210K
LPG icon
2744
Dorian LPG
LPG
$1.35B
-14,651
Closed -$178K
LPRO icon
2745
Open Lending Corp
LPRO
$260M
-8,002
Closed -$273K
LSPD icon
2746
Lightspeed Commerce
LSPD
$1.6B
-5,333
Closed -$377K
LTC
2747
LTC Properties
LTC
$1.68B
-30,740
Closed -$1.18M
LVO icon
2748
LiveOne
LVO
$61.4M
-12,400
Closed -$40K
MARA icon
2749
Marathon Digital Holdings
MARA
$5.82B
-10,000
Closed -$103K
MATV icon
2750
Mativ Holdings
MATV
$680M
-7,026
Closed -$281K