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
-13.04%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$65B
AUM Growth
-$8B
Cap. Flow
+$3.63B
Cap. Flow %
5.58%
Top 10 Hldgs %
24.43%
Holding
3,086
New
232
Increased
1,212
Reduced
1,049
Closed
318

Sector Composition

1 Technology 22.83%
2 Financials 13.87%
3 Consumer Discretionary 13%
4 Healthcare 12.81%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
INSG icon
2751
Inseego
INSG
$199M
$19K ﹤0.01%
1,028
-198
-16% -$3.66K
TECX
2752
Tectonic Therapeutic, Inc. Common Stock
TECX
$314M
$18K ﹤0.01%
1,557
DOMA
2753
DELISTED
Doma Holdings, Inc.
DOMA
$18K ﹤0.01%
771
-218
-22% -$5.09K
CDTX icon
2754
Cidara Therapeutics
CDTX
$1.6B
$17K ﹤0.01%
1,763
-244
-12% -$2.35K
FBRX icon
2755
Forte Biosciences
FBRX
$140M
$17K ﹤0.01%
511
+1
+0.2% +$33
GRTX
2756
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$17K ﹤0.01%
12,886
-152
-1% -$201
INFI
2757
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$17K ﹤0.01%
26,123
ML
2758
DELISTED
MoneyLion Inc.
ML
$17K ﹤0.01%
436
-387
-47% -$15.1K
XERS icon
2759
Xeris Biopharma Holdings
XERS
$1.27B
$16K ﹤0.01%
10,616
-2,474
-19% -$3.73K
MMAT
2760
DELISTED
Meta Materials Inc. Common Stock
MMAT
$16K ﹤0.01%
152
-4
-3% -$421
CABA icon
2761
Cabaletta Bio
CABA
$155M
$14K ﹤0.01%
13,227
-1,836
-12% -$1.94K
HIPO icon
2762
Hippo Holdings
HIPO
$832M
$14K ﹤0.01%
653
-337
-34% -$7.23K
HUT
2763
Hut 8
HUT
$2.68B
$14K ﹤0.01%
2,091
-688
-25% -$4.61K
MUX icon
2764
McEwen Inc.
MUX
$734M
$10K ﹤0.01%
2,441
-965
-28% -$3.95K
XIN
2765
DELISTED
Xinyuan Real Estate
XIN
$10K ﹤0.01%
1,250
MTEM
2766
DELISTED
Molecular Templates, Inc.
MTEM
$9K ﹤0.01%
678
VRAY
2767
DELISTED
ViewRay, Inc.
VRAY
-10,950
Closed -$43K
BGRY
2768
DELISTED
Berkshire Grey, Inc. Class A Common Stock
BGRY
-11,055
Closed -$33K
BWAC
2769
DELISTED
BETTER WORLD ACQUISITION CORP. Common Stock
BWAC
-328,348
Closed -$3.37M
HEXO
2770
DELISTED
HEXO Corp. Common Shares
HEXO
-1,854
Closed -$16K
RUTH
2771
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
-9,324
Closed -$213K
RIDE
2772
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
-683
Closed -$35K
SI
2773
DELISTED
Silvergate Capital Corporation
SI
-2,496
Closed -$375K
MAXR
2774
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
-7,864
Closed -$311K
CIH
2775
DELISTED
China Index Holdings Limited American Depository Shares
CIH
-2,010,439
Closed -$2.11M