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
IMMR icon
2826
Immersion
IMMR
$229M
-26,163
Closed -$179K
IOVA icon
2827
Iovance Biotherapeutics
IOVA
$807M
-9,345
Closed -$231K
JXN icon
2828
Jackson Financial
JXN
$6.88B
-66,504
Closed -$1.77M
JYNT icon
2829
The Joint Corp
JYNT
$165M
-2,107
Closed -$205K
KNSA icon
2830
Kiniksa Pharmaceuticals
KNSA
$2.48B
-10,040
Closed -$115K
KRO icon
2831
KRONOS Worldwide
KRO
$734M
-46,690
Closed -$585K
LFUS icon
2832
Littelfuse
LFUS
$6.44B
-5,742
Closed -$1.59M
LOVE icon
2833
LoveSac
LOVE
$278M
-8,876
Closed -$585K
LPL icon
2834
LG Display
LPL
$4.41B
-307
Closed -$2K
MIR icon
2835
Mirion Technologies
MIR
$4.73B
-130,000
Closed -$1.33M
MOG.A icon
2836
Moog
MOG.A
$6.2B
-3,054
Closed -$235K
MOO icon
2837
VanEck Agribusiness ETF
MOO
$628M
-6,375
Closed -$581K
MX icon
2838
Magnachip Semiconductor
MX
$113M
-81,759
Closed -$1.44M
NVS icon
2839
Novartis
NVS
$245B
-5,458
Closed -$446K
NVST icon
2840
Envista
NVST
$3.52B
-9,797
Closed -$413K
OCFT
2841
OneConnect Financial Technology
OCFT
$281M
-223,502
Closed -$916K
OGE icon
2842
OGE Energy
OGE
$8.99B
-31,134
Closed -$1.03M
ORGN icon
2843
Origin Materials
ORGN
$80.2M
-19,856
Closed -$136K
PAGS icon
2844
PagSeguro Digital
PAGS
$2.62B
-442,222
Closed -$22.8M
PEN icon
2845
Penumbra
PEN
$10.6B
-5,835
Closed -$1.57M
PHB icon
2846
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$352M
0
PLTK icon
2847
Playtika
PLTK
$1.39B
-12,213
Closed -$333K
QTWO icon
2848
Q2 Holdings
QTWO
$4.92B
-79,367
Closed -$6.37M
RDUS
2849
DELISTED
Radius Recycling
RDUS
-6,969
Closed -$304K
RITM icon
2850
Rithm Capital
RITM
$6.57B
-27,036
Closed -$300K