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
-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
+$55.4B
Cap. Flow
-$3.18B
Cap. Flow %
-5.75%
Top 10 Hldgs %
23.08%
Holding
2,928
New
160
Increased
882
Reduced
1,146
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
INVA icon
2726
Innoviva
INVA
$1.31B
-13,146
Closed -$194K
IONS icon
2727
Ionis Pharmaceuticals
IONS
$9.59B
-47,206
Closed -$1.78M
IONQ icon
2728
IonQ
IONQ
$12.6B
-17,424
Closed -$77K
IOSP icon
2729
Innospec
IOSP
$2.13B
-7,232
Closed -$692K
IOVA icon
2730
Iovance Biotherapeutics
IOVA
$792M
-10,744
Closed -$118K
IRDM icon
2731
Iridium Communications
IRDM
$2.62B
-87,271
Closed -$3.29M
ISPO icon
2732
Inspirato
ISPO
$36.7M
-40,228
Closed -$187K
ITA icon
2733
iShares US Aerospace & Defense ETF
ITA
$9.26B
-3,600
Closed -$357K
ITIC icon
2734
Investors Title Co
ITIC
$461M
-1,396
Closed -$212K
IXG icon
2735
iShares Global Financials ETF
IXG
$570M
-9,350
Closed -$615K
IXJ icon
2736
iShares Global Healthcare ETF
IXJ
$3.81B
-9,150
Closed -$742K
JHG icon
2737
Janus Henderson
JHG
$6.83B
-37,806
Closed -$891K
KALU icon
2738
Kaiser Aluminum
KALU
$1.22B
-4,318
Closed -$342K
KC
2739
Kingsoft Cloud Holdings
KC
$3.79B
-147,200
Closed -$649K
KOS icon
2740
Kosmos Energy
KOS
$813M
-51,092
Closed -$318K
KRNT icon
2741
Kornit Digital
KRNT
$647M
-8,704
Closed -$277K
LCII icon
2742
LCI Industries
LCII
$2.49B
-5,453
Closed -$611K
LILAK icon
2743
Liberty Latin America Class C
LILAK
$1.61B
-21,646
Closed -$168K
LMAT icon
2744
LeMaitre Vascular
LMAT
$2.12B
-5,128
Closed -$237K
LOCL icon
2745
Local Bounti
LOCL
$46.7M
-33,449
Closed -$108K
MATW icon
2746
Matthews International
MATW
$734M
-9,347
Closed -$267K
MAX icon
2747
MediaAlpha
MAX
$623M
-15,013
Closed -$151K
MBUU icon
2748
Malibu Boats
MBUU
$616M
-4,328
Closed -$228K
MBWM icon
2749
Mercantile Bank Corp
MBWM
$789M
-7,257
Closed -$231K
MCRI icon
2750
Monarch Casino & Resort
MCRI
$1.84B
-3,543
Closed -$208K