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
ALCO icon
2826
Alico
ALCO
$259M
-7,056
Closed -$249K
ALIT icon
2827
Alight
ALIT
$2.05B
-14,909
Closed -$98K
ALLO icon
2828
Allogene Therapeutics
ALLO
$251M
-11,500
Closed -$131K
ANGL icon
2829
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
-190,656
Closed -$5.15M
ANGO icon
2830
AngioDynamics
ANGO
$417M
-10,255
Closed -$197K
AORT icon
2831
Artivion
AORT
$2.07B
-24,703
Closed -$470K
APAM icon
2832
Artisan Partners
APAM
$3.3B
-8,829
Closed -$315K
APG icon
2833
APi Group
APG
$14.8B
-11,421
Closed -$170K
APLS icon
2834
Apellis Pharmaceuticals
APLS
$3.48B
-10,887
Closed -$497K
APPN icon
2835
Appian
APPN
$2.28B
-12,110
Closed -$580K
ARES icon
2836
Ares Management
ARES
$39.3B
-26,163
Closed -$1.5M
ARKG icon
2837
ARK Genomic Revolution ETF
ARKG
$1.04B
-8,000
Closed -$252K
ARKK icon
2838
ARK Innovation ETF
ARKK
$7.45B
-10,885
Closed -$439K
ASIX icon
2839
AdvanSix
ASIX
$576M
-7,610
Closed -$254K
ASR icon
2840
Grupo Aeroportuario del Sureste
ASR
$9.77B
-1,559
Closed -$312K
ATGE icon
2841
Adtalem Global Education
ATGE
$4.71B
-35,820
Closed -$1.3M
ATNI icon
2842
ATN International
ATNI
$259M
-5,142
Closed -$240K
ATR icon
2843
AptarGroup
ATR
$9.18B
-18,380
Closed -$1.9M
ATRC icon
2844
AtriCure
ATRC
$1.84B
-17,325
Closed -$705K
AUB icon
2845
Atlantic Union Bankshares
AUB
$5.09B
-7,206
Closed -$247K
AVD icon
2846
American Vanguard Corp
AVD
$154M
-16,566
Closed -$369K
AZZ icon
2847
AZZ Inc
AZZ
$3.39B
-12,384
Closed -$504K
BC icon
2848
Brunswick
BC
$4.15B
-3,099
Closed -$202K
BCAB icon
2849
BioAtla
BCAB
$26.7M
-18,238
Closed -$54K
BEAM icon
2850
Beam Therapeutics
BEAM
$1.66B
-5,671
Closed -$221K