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
MDU icon
2751
MDU Resources
MDU
$3.33B
-82,863
Closed -$2.24M
MEOH icon
2752
Methanex
MEOH
$2.73B
-7,098
Closed -$271K
MERC icon
2753
Mercer International
MERC
$212M
-10,940
Closed -$144K
METV icon
2754
Roundhill Ball Metaverse ETF
METV
$312M
-37,386
Closed -$303K
MGY icon
2755
Magnolia Oil & Gas
MGY
$4.68B
-11,242
Closed -$241K
MHO icon
2756
M/I Homes
MHO
$3.87B
-5,127
Closed -$204K
MITT
2757
AG Mortgage Investment Trust
MITT
$238M
-11,172
Closed -$76K
MLI icon
2758
Mueller Industries
MLI
$10.6B
-26,996
Closed -$1.43M
MMYT icon
2759
MakeMyTrip
MMYT
$9.1B
-38,700
Closed -$991K
MNMD icon
2760
MindMed
MNMD
$695M
-31,802
Closed -$20K
MNSO icon
2761
MINISO
MNSO
$7.57B
-14,132
Closed -$111K
MOD icon
2762
Modine Manufacturing
MOD
$7.03B
-20,782
Closed -$218K
MOGU
2763
MOGU Inc
MOGU
$19.6M
-147,619
Closed -$332K
MORN icon
2764
Morningstar
MORN
$10.8B
-2,979
Closed -$725K
MP icon
2765
MP Materials
MP
$11.9B
-334,822
Closed -$10.9M
MQ icon
2766
Marqeta
MQ
$2.77B
-21,275
Closed -$177K
MRSN icon
2767
Mersana Therapeutics
MRSN
$35M
-18,737
Closed -$85K
MSOS icon
2768
AdvisorShares Pure US Cannabis ETF
MSOS
$913M
-14,500
Closed -$150K
MSTR icon
2769
Strategy Inc Common Stock Class A
MSTR
$96.9B
-1,251
Closed -$208K
MUSA icon
2770
Murphy USA
MUSA
$7.19B
-4,815
Closed -$1.13M
MUX icon
2771
McEwen Inc.
MUX
$746M
-24,411
Closed -$10K
MVIS icon
2772
Microvision
MVIS
$343M
-11,769
Closed -$46K
MYE icon
2773
Myers Industries
MYE
$620M
-9,274
Closed -$210K
NEU icon
2774
NewMarket
NEU
$7.78B
-3,957
Closed -$1.2M
NFBK icon
2775
Northfield Bancorp
NFBK
$496M
-11,458
Closed -$150K