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
+11.77%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$140B
AUM Growth
+$140B
Cap. Flow
+$22B
Cap. Flow %
15.65%
Top 10 Hldgs %
28.95%
Holding
2,731
New
513
Increased
1,301
Reduced
708
Closed
125

Sector Composition

1 Technology 29.95%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 11.39%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CHS
2726
DELISTED
Chicos FAS, Inc.
CHS
-10,020 Closed -$76K
LTHM
2727
DELISTED
Livent Corporation
LTHM
-10,238 Closed -$184K
RPT
2728
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
-45,027 Closed -$588K
ML
2729
DELISTED
MoneyLion Inc.
ML
-3,277 Closed -$205K
DISH
2730
DELISTED
DISH Network Corp.
DISH
-157,387 Closed -$928K
DOC
2731
DELISTED
PHYSICIANS REALTY TRUST
DOC
-140,403 Closed -$1.87M