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
BFAM icon
2851
Bright Horizons
BFAM
$6.71B
-7,176
Closed -$612K
BFST icon
2852
Business First Bancshares
BFST
$740M
-10,231
Closed -$218K
BHF icon
2853
Brighthouse Financial
BHF
$2.7B
-27,698
Closed -$1.14M
BL icon
2854
BlackLine
BL
$3.36B
-3,310
Closed -$221K
BNGO icon
2855
Bionano Genomics
BNGO
$17.6M
-17,215
Closed -$24K
BRCC icon
2856
BRC Inc
BRCC
$176M
-12,623
Closed -$103K
SRXH
2857
SRX Health Solutions, Inc.
SRXH
$13.9M
-12,000
Closed -$26K
BURU icon
2858
Nuburu, Inc.
BURU
$12.9M
-1,336,863
Closed -$13.3M
BUSE icon
2859
First Busey Corp
BUSE
$2.2B
-37,479
Closed -$859K
BV icon
2860
BrightView Holdings
BV
$1.37B
-10,703
Closed -$129K
BXMT icon
2861
Blackstone Mortgage Trust
BXMT
$3.36B
-14,123
Closed -$392K
BXSL icon
2862
Blackstone Secured Lending
BXSL
$6.88B
-36,634
Closed -$866K
BY icon
2863
Byline Bancorp
BY
$1.33B
-19,247
Closed -$458K
CABA icon
2864
Cabaletta Bio
CABA
$133M
-13,227
Closed -$14K
CADE icon
2865
Cadence Bank
CADE
$7.01B
-201,384
Closed -$4.76M
CBL
2866
CBL Properties
CBL
$985M
-16,196
Closed -$376K
CCCS icon
2867
CCC Intelligent Solutions
CCCS
$6.45B
-11,249
Closed -$102K
CDLX icon
2868
Cardlytics
CDLX
$54.3M
-11,422
Closed -$252K
CEVA icon
2869
CEVA Inc
CEVA
$531M
-6,123
Closed -$208K
CFR icon
2870
Cullen/Frost Bankers
CFR
$8.3B
-5,476
Closed -$640K
CGC
2871
Canopy Growth
CGC
$432M
-25,927
Closed -$76K
CGNT icon
2872
Cognyte Software
CGNT
$652M
-10,512
Closed -$46K
CHEF icon
2873
Chefs' Warehouse
CHEF
$2.57B
-10,672
Closed -$416K
CHRD icon
2874
Chord Energy
CHRD
$6.29B
-3,542
Closed -$439K
CIGI icon
2875
Colliers International
CIGI
$8.4B
-2,239
Closed -$243K