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
XAR icon
2876
SPDR S&P Aerospace & Defense ETF
XAR
$3.95B
-1,680
Closed -$200K
XBP icon
2877
XBP Global Holdings, Inc. Common Stock
XBP
$71.3M
-98,539
Closed -$974K
XDAT icon
2878
Franklin Exponential Data ETF
XDAT
$3.96M
-10,000
Closed -$272K
XOS icon
2879
Xos
XOS
$23M
-16,521
Closed -$76K
NEUE icon
2880
NeueHealth
NEUE
$61M
-30,125
Closed -$248K
FFSM icon
2881
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$740M
-11,250
Closed -$264K
MTUS icon
2882
Metallus
MTUS
$682M
-11,331
Closed -$148K
LUCK
2883
Lucky Strike Entertainment Corporation
LUCK
$1.47B
-1,000,000
Closed -$10M
TPC
2884
Tutor Perini Corporation
TPC
$3.09B
-14,356
Closed -$190K
AMPS
2885
DELISTED
Altus Power, Inc.
AMPS
-1,493,149
Closed -$14.8M
CTV
2886
DELISTED
Innovid Corp.
CTV
-628,725
Closed -$6.26M
AE
2887
DELISTED
Adams Resources & Energy Inc.
AE
-7,207
Closed -$223K
ME
2888
DELISTED
23andMe Holding Co. Class A Common Stock
ME
-12,373
Closed -$109K
PWSC
2889
DELISTED
PowerSchool Holdings, Inc.
PWSC
-9,901
Closed -$246K
SILK
2890
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
-9,433
Closed -$522K
HYZN
2891
DELISTED
Hyzon Motors Inc. Class A Common Stock
HYZN
-10,818
Closed -$74K
SPWR
2892
DELISTED
SunPower Corporation Common Stock
SPWR
-32,294
Closed -$733K
SIX
2893
DELISTED
Six Flags Entertainment Corp.
SIX
-46,933
Closed -$1.99M
HGAS
2894
DELISTED
Global Gas Corporation Class A Common Stock
HGAS
-61,815
Closed -$608K
BTTX
2895
DELISTED
Better Therapeutics, Inc. Common Stock
BTTX
-300,000
Closed -$2.99M
LTHM
2896
DELISTED
Livent Corporation
LTHM
-10,083
Closed -$233K
EQRX
2897
DELISTED
EQRx, Inc. Common Stock
EQRX
-2,200,000
Closed -$21.8M
FRG
2898
DELISTED
Franchise Group, Inc.
FRG
-8,013
Closed -$288K
BBLN
2899
DELISTED
Babylon Holdings Limited
BBLN
-1,000,000
Closed -$9.98M
ABB
2900
DELISTED
ABB Ltd.
ABB
-6,384
Closed -$213K