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
RMBS icon
2851
Rambus
RMBS
$7.94B
-14,376
Closed -$321K
RPRX icon
2852
Royalty Pharma
RPRX
$15.6B
-26,164
Closed -$956K
RUM icon
2853
Rumble
RUM
$2.47B
-100,000
Closed -$971K
SABS icon
2854
SAB Biotherapeutics
SABS
$19.3M
-275,098
Closed -$2.77M
SAP icon
2855
SAP
SAP
$317B
-1,675
Closed -$226K
SGMO icon
2856
Sangamo Therapeutics
SGMO
$157M
-22,158
Closed -$202K
SHLS icon
2857
Shoals Technologies Group
SHLS
$1.09B
-10,731
Closed -$298K
SLM icon
2858
SLM Corp
SLM
$6.52B
-68,428
Closed -$1.2M
SPHR icon
2859
Sphere Entertainment
SPHR
$1.63B
-2,823
Closed -$208K
STWD icon
2860
Starwood Property Trust
STWD
$7.44B
-20,725
Closed -$510K
TCMD icon
2861
Tactile Systems Technology
TCMD
$297M
-6,794
Closed -$304K
TGTX icon
2862
TG Therapeutics
TGTX
$4.65B
-5,092
Closed -$173K
TIGR
2863
UP Fintech Holding
TIGR
$2.21B
-88,790
Closed -$939K
TKC icon
2864
Turkcell
TKC
$5.12B
-173,032
Closed -$1.19M
TKR icon
2865
Timken Company
TKR
$5.38B
-19,042
Closed -$1.26M
TM icon
2866
Toyota
TM
$254B
-208
Closed -$37K
TMDX icon
2867
Transmedics
TMDX
$3.92B
-35,020
Closed -$1.16M
TNDM icon
2868
Tandem Diabetes Care
TNDM
$845M
-3,980
Closed -$477K
TRN icon
2869
Trinity Industries
TRN
$2.3B
-15,315
Closed -$420K
UI icon
2870
Ubiquiti
UI
$32B
-1,360
Closed -$407K
URA icon
2871
Global X Uranium ETF
URA
$4.16B
-20,000
Closed -$476K
USFD icon
2872
US Foods
USFD
$17.5B
-721,495
Closed -$24.9M
VWOB icon
2873
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
0
WMG icon
2874
Warner Music
WMG
$17.4B
-9,305
Closed -$387K
WSR
2875
Whitestone REIT
WSR
$671M
-40,170
Closed -$391K