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
VLTA
2776
DELISTED
Volta Inc.
VLTA
-10,016
Closed -$31K
ATCO
2777
DELISTED
Atlas Corp.
ATCO
-10,000
Closed -$147K
INKAU
2778
DELISTED
KludeIn I Acquisition Corp. Unit
INKAU
-299,998
Closed -$2.99M
IAA
2779
DELISTED
IAA, Inc. Common Stock
IAA
-14,188
Closed -$550K
TCDA
2780
DELISTED
Tricida, Inc. Common Stock
TCDA
-10,228
Closed -$86K
PCSB
2781
DELISTED
PCSB Financial Corporation
PCSB
-26,986
Closed -$519K
ATA
2782
DELISTED
Americas Technology Acquisition Corp.
ATA
-562,426
Closed -$5.75M
LOGC
2783
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
-11,085
Closed -$8K
CNVY
2784
DELISTED
Convey Health Solutions Holdings, Inc.
CNVY
-18,493
Closed -$122K
GBT
2785
DELISTED
Global Blood Therapeutics, Inc.
GBT
-35,431
Closed -$1.23M
ENDP
2786
DELISTED
Endo International plc
ENDP
-56,294
Closed -$135K
TVTY
2787
DELISTED
Tivity Health, Inc. Common Stock
TVTY
-12,520
Closed -$406K
GGPI
2788
DELISTED
Gores Guggenheim, Inc. Class A Common Stock
GGPI
-75,900
Closed -$864K
MSP
2789
DELISTED
Datto Holding Corp.
MSP
-20,267
Closed -$541K
PLAN
2790
DELISTED
Anaplan, Inc.
PLAN
-217,650
Closed -$14.2M
OACB
2791
DELISTED
Oaktree Acquisition Corp. II
OACB
-458,987
Closed -$4.57M
CALA
2792
DELISTED
Calithera Biosciences, Inc
CALA
-660
Closed -$5K
DIDI
2793
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
-2,129,605
Closed -$5.15M
CERN
2794
DELISTED
Cerner Corp
CERN
-812,900
Closed -$76.1M
CAS
2795
DELISTED
Cascade Acquisition Corp.
CAS
-920,000
Closed -$9.23M
OCA
2796
DELISTED
Omnichannel Acquisition Corp.
OCA
-69,083
Closed -$689K
ATRS
2797
DELISTED
Antares Pharma, Inc.
ATRS
-20,551
Closed -$85K
ZNGA
2798
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
-216,356
Closed -$2.01M
OTRA
2799
DELISTED
OTR Acquisition Corp. Class A Common Stock
OTRA
-25,461
Closed -$260K
MIME
2800
DELISTED
Mimecast Limited
MIME
-51,851
Closed -$4.12M