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
AZPN
2826
DELISTED
ASPEN TECHNOLOGY INC
AZPN
-2,848
Closed -$470K
EDTX
2827
DELISTED
EdtechX Holdings Acquisition Corp. II Class A common stock
EDTX
-368,549
Closed -$3.72M
MEDP icon
2828
Medpace
MEDP
$13.7B
-2,423
Closed -$398K
MFA
2829
MFA Financial
MFA
$1.07B
-8,209
Closed -$132K
MGEE icon
2830
MGE Energy Inc
MGEE
$3.1B
-3,006
Closed -$241K
MKSI icon
2831
MKS Inc. Common Stock
MKSI
$7.02B
-2,626
Closed -$401K
MLAB icon
2832
Mesa Laboratories
MLAB
$356M
-1,530
Closed -$392K
MLKN icon
2833
MillerKnoll
MLKN
$1.47B
-7,577
Closed -$261K
MMS icon
2834
Maximus
MMS
$4.97B
-7,222
Closed -$551K
MNDY icon
2835
monday.com
MNDY
$9.57B
-1,977
Closed -$319K
MRCY icon
2836
Mercury Systems
MRCY
$4.13B
-6,093
Closed -$398K
MSA icon
2837
Mine Safety
MSA
$6.67B
-3,771
Closed -$513K
MSM icon
2838
MSC Industrial Direct
MSM
$5.14B
-5,609
Closed -$481K
MTDR icon
2839
Matador Resources
MTDR
$6.01B
-25,124
Closed -$1.35M
MVST icon
2840
Microvast
MVST
$829M
-11,857
Closed -$78K
MWA icon
2841
Mueller Water Products
MWA
$4.19B
-13,156
Closed -$171K
NATH icon
2842
Nathan's Famous
NATH
$429M
-6,015
Closed -$325K
NCNO icon
2843
nCino
NCNO
$3.52B
-6,452
Closed -$269K
NEO icon
2844
NeoGenomics
NEO
$1.03B
-35,506
Closed -$447K
NJR icon
2845
New Jersey Resources
NJR
$4.72B
-11,960
Closed -$551K
NOAH
2846
Noah Holdings
NOAH
$797M
-53,684
Closed -$1.26M
NRIX icon
2847
Nurix Therapeutics
NRIX
$758M
-11,615
Closed -$165K
NUS icon
2848
Nu Skin
NUS
$569M
-8,207
Closed -$393K
NVST icon
2849
Envista
NVST
$3.54B
-18,881
Closed -$936K
NVT icon
2850
nVent Electric
NVT
$14.9B
-41,521
Closed -$1.47M