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
+12.47%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$156B
AUM Growth
+$156B
Cap. Flow
-$11.6B
Cap. Flow %
-7.43%
Top 10 Hldgs %
32.44%
Holding
2,776
New
230
Increased
980
Reduced
1,264
Closed
252

Sector Composition

1 Technology 32.39%
2 Financials 13.56%
3 Consumer Discretionary 11.19%
4 Communication Services 8.94%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KRYS icon
2751
Krystal Biotech
KRYS
$4.27B
-2,875 Closed -$508K
KWR icon
2752
Quaker Houghton
KWR
$2.52B
-1,993 Closed -$246K
LAMR icon
2753
Lamar Advertising Co
LAMR
$12.9B
-56,456 Closed -$6.38M
MZTI
2754
The Marzetti Company Common Stock
MZTI
$5.03B
-2,390 Closed -$416K
LAND
2755
Gladstone Land Corp
LAND
$333M
-28,828 Closed -$303K
LESL icon
2756
Leslie's
LESL
$61.7M
-291,639 Closed -$222K
LIND icon
2757
Lindblad Expeditions
LIND
$799M
-10,566 Closed -$97.3K
LIVN icon
2758
LivaNova
LIVN
$3.08B
-6,666 Closed -$258K
LNZA icon
2759
LanzaTech
LNZA
$49.1M
-13,069 Closed -$3.68K
LOB icon
2760
Live Oak Bancshares
LOB
$1.77B
-18,365 Closed -$487K
LPRO icon
2761
Open Lending Corp
LPRO
$249M
-11,808 Closed -$32.1K
LSEA
2762
DELISTED
Landsea Homes
LSEA
-62,886 Closed -$399K
LSTR icon
2763
Landstar System
LSTR
$4.59B
-22,023 Closed -$3.29M
LWLG icon
2764
Lightwave Logic
LWLG
$435M
-14,197 Closed -$14.6K
LXRX icon
2765
Lexicon Pharmaceuticals
LXRX
$400M
-13,415 Closed -$7.76K
LYEL icon
2766
Lyell Immunopharma
LYEL
$213M
-18,721 Closed -$9.67K
MASS icon
2767
908 Devices
MASS
$226M
-20,264 Closed -$84.5K
MATW icon
2768
Matthews International
MATW
$757M
-23,151 Closed -$514K
MBLY icon
2769
Mobileye
MBLY
$11.4B
-28,017 Closed -$405K
MCW icon
2770
Mister Car Wash
MCW
$1.87B
-10,957 Closed -$85K
MDU icon
2771
MDU Resources
MDU
$3.33B
-10,376 Closed -$175K
MEDP icon
2772
Medpace
MEDP
$13.4B
-4,364 Closed -$1.3M
MGY icon
2773
Magnolia Oil & Gas
MGY
$4.61B
-19,967 Closed -$506K
KG
2774
Kestrel Group, Ltd.
KG
$209M
-10,427 Closed -$6.23K