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
AMSF icon
2801
AMERISAFE
AMSF
$870M
-5,111
Closed -$265K
AMWD icon
2802
American Woodmark
AMWD
$935M
-5,453
Closed -$245K
AMX icon
2803
America Movil
AMX
$60.1B
-94,814
Closed -$1.94M
DNB
2804
DELISTED
Dun & Bradstreet
DNB
-19,801
Closed -$298K
JBSS icon
2805
John B. Sanfilippo & Son
JBSS
$747M
-4,855
Closed -$354K
NOV icon
2806
NOV
NOV
$4.86B
-39,950
Closed -$676K
NRDY icon
2807
Nerdy
NRDY
$159M
-12,225
Closed -$27K
SARK icon
2808
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$66.6M
-3,200
Closed -$206K
TENB icon
2809
Tenable Holdings
TENB
$3.69B
-6,550
Closed -$297K
KTB icon
2810
Kontoor Brands
KTB
$4.41B
-21,273
Closed -$709K
LAD icon
2811
Lithia Motors
LAD
$8.53B
-1,039
Closed -$287K
LBRDA icon
2812
Liberty Broadband Class A
LBRDA
$8.67B
-2,344
Closed -$266K
LC icon
2813
LendingClub
LC
$1.91B
-11,343
Closed -$134K
OGI
2814
Organigram Holdings
OGI
$220M
-21,749
Closed -$20K
ABL icon
2815
Abacus Life
ABL
$672M
-1,380,000
Closed -$13.8M
ACAD icon
2816
Acadia Pharmaceuticals
ACAD
$4.33B
-10,566
Closed -$149K
ACDC icon
2817
ProFrac Holding
ACDC
$704M
-109,003
Closed -$1.97M
ADEA icon
2818
Adeia
ADEA
$1.63B
-396,450
Closed -$5.78M
ADNT icon
2819
Adient
ADNT
$1.99B
-19,646
Closed -$587K
AGIO icon
2820
Agios Pharmaceuticals
AGIO
$2.28B
-15,424
Closed -$341K
AGX icon
2821
Argan
AGX
$3.06B
-9,746
Closed -$364K
AHT
2822
Ashford Hospitality Trust
AHT
$36.2M
-13,927
Closed -$85K
AIRS icon
2823
AirSculpt Technologies
AIRS
$392M
-16,885
Closed -$102K
AKRO icon
2824
Akero Therapeutics
AKRO
$3.63B
-13,064
Closed -$124K
AL icon
2825
Air Lease Corp
AL
$7.18B
-9,019
Closed -$301K