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
+8.35%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$94.1B
AUM Growth
+$94.1B
Cap. Flow
-$876M
Cap. Flow %
-0.93%
Top 10 Hldgs %
32.02%
Holding
2,908
New
420
Increased
1,239
Reduced
913
Closed
166

Sector Composition

1 Technology 21.39%
2 Consumer Discretionary 13.86%
3 Financials 11.88%
4 Healthcare 10.54%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DSPG
2751
DELISTED
DSP Group Inc
DSPG
-37,919
Closed -$829K
MDP
2752
DELISTED
Meredith Corporation
MDP
-6,552
Closed -$366K
CVA
2753
DELISTED
Covanta Holding Corporation
CVA
-95,690
Closed -$1.93M
RAVN
2754
DELISTED
Raven Industries Inc
RAVN
-25,310
Closed -$1.46M
INOV
2755
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
-45,245
Closed -$1.82M
ECHO
2756
DELISTED
Echo Global Logistics, Inc.
ECHO
-45,290
Closed -$2.16M
CAI
2757
DELISTED
CAI International, Inc.
CAI
-34,070
Closed -$1.91M
CNBKA
2758
DELISTED
Century Bancorp Inc/Mass
CNBKA
-17,625
Closed -$2.03M
KDMN
2759
DELISTED
Kadmon Holdings, Inc.
KDMN
-110,072
Closed -$968K
RTPYU
2760
DELISTED
Reinvent Technology Partners Y Unit
RTPYU
-299,998
Closed -$3.03M
SWBK
2761
DELISTED
Switchback II Corporation
SWBK
-1,250,000
Closed -$12.5M
RPAI
2762
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
-59,619
Closed -$768K
HZAC
2763
DELISTED
Horizon Acquisition Corporation
HZAC
-1,137,428
Closed -$11.4M
CSOD
2764
DELISTED
Cornerstone OnDemand, Inc.
CSOD
-42,985
Closed -$2.46M
CLDR
2765
DELISTED
Cloudera, Inc.
CLDR
-10,807
Closed -$173K
XEC
2766
DELISTED
CIMAREX ENERGY CO
XEC
-12,227
Closed -$1.08M
LDL
2767
DELISTED
Lydall, Inc.
LDL
-33,278
Closed -$2.07M
MAAC
2768
DELISTED
Montes Archimedes Acquisition Corp. Class A Common Stock
MAAC
-1,000,000
Closed -$9.57M
CTAC
2769
DELISTED
Cerberus Telecom Acquisition Corp.
CTAC
-560,000
Closed -$4.42M
VER
2770
DELISTED
VEREIT, Inc.
VER
-218,094
Closed -$9.88M
ZGNX
2771
DELISTED
Zogenix, Inc.
ZGNX
-12,294
Closed -$188K
OIBR.C
2772
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
-88,817
Closed -$81K
UFS
2773
DELISTED
DOMTAR CORPORATION (New)
UFS
-44,582
Closed -$2.45M
VEDL
2774
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
-20,802
Closed -$318K
QADA
2775
DELISTED
QAD Inc.
QADA
-22,681
Closed -$1.98M