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
CMO
2776
DELISTED
Capstead Mortgage Corp.
CMO
-122,076
Closed -$822K
CADE
2777
DELISTED
Cadence Bancorporation
CADE
-16,201
Closed -$358K
GIG
2778
DELISTED
GigCapital4, Inc. Common stock
GIG
-1,000,000
Closed -$9.86M
GNOM icon
2779
Global X Genomics & Biotechnology ETF
GNOM
$185M
-10,000
Closed -$223K
STMP
2780
DELISTED
Stamps.com, Inc.
STMP
-6,189
Closed -$2.04M
MOV icon
2781
Movado Group
MOV
$412M
-19,069
Closed -$610K
MT icon
2782
ArcelorMittal
MT
$24.6B
-9,070
Closed -$275K
EWK icon
2783
iShares MSCI Belgium ETF
EWK
$36.2M
-11,000
Closed -$232K
ACA icon
2784
Arcosa
ACA
$4.74B
-14,873
Closed -$756K
ACMR icon
2785
ACM Research
ACMR
$1.78B
-86,313
Closed -$9.5M
AM icon
2786
Antero Midstream
AM
$8.43B
-21,860
Closed -$230K
AMPH icon
2787
Amphastar Pharmaceuticals
AMPH
$1.44B
-21,718
Closed -$420K
AMRC icon
2788
Ameresco
AMRC
$1.34B
-3,799
Closed -$223K
AMSF icon
2789
AMERISAFE
AMSF
$871M
-4,138
Closed -$234K
ARKF icon
2790
ARK Fintech Innovation ETF
ARKF
$1.32B
-11,683
Closed -$577K
ASX icon
2791
ASE Group
ASX
$22.2B
-80,000
Closed -$628K
AUR icon
2792
Aurora
AUR
$10.5B
-3,540,800
Closed -$35.2M
BBIO icon
2793
BridgeBio Pharma
BBIO
$9.87B
-21,899
Closed -$1.06M
BFLY icon
2794
Butterfly Network
BFLY
$388M
-86,116
Closed -$899K
BKE icon
2795
Buckle
BKE
$2.92B
-6,584
Closed -$266K
BLNK icon
2796
Blink Charging
BLNK
$114M
-26,986
Closed -$755K
BNR
2797
Burning Rock Biotech
BNR
$84.3M
-169,645
Closed -$3.03M
BPMC
2798
DELISTED
Blueprint Medicines
BPMC
-3,701
Closed -$382K
BRBR icon
2799
BellRing Brands
BRBR
$5.2B
-21,060
Closed -$656K
BZFD icon
2800
BuzzFeed
BZFD
$71.5M
-750,000
Closed -$7.45M