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
SEB icon
2876
Seaboard Corp
SEB
$3.78B
-53
Closed -$221K
SFBS icon
2877
ServisFirst Bancshares
SFBS
$4.78B
-9,350
Closed -$899K
SGRY icon
2878
Surgery Partners
SGRY
$2.89B
-4,830
Closed -$264K
SHC icon
2879
Sotera Health
SHC
$4.44B
-9,395
Closed -$205K
SHLS icon
2880
Shoals Technologies Group
SHLS
$1.2B
-11,365
Closed -$196K
SITM icon
2881
SiTime
SITM
$6.1B
-1,181
Closed -$301K
SKY icon
2882
Champion Homes, Inc.
SKY
$4.43B
-4,247
Closed -$237K
SKX icon
2883
Skechers
SKX
$9.5B
-53,987
Closed -$2.2M
SLGN icon
2884
Silgan Holdings
SLGN
$4.83B
-11,242
Closed -$522K
SLM icon
2885
SLM Corp
SLM
$6.49B
-38,439
Closed -$700K
SNTI icon
2886
Senti Biosciences
SNTI
$36.4M
-4,426
Closed -$436K
SONY icon
2887
Sony
SONY
$165B
-10,245
Closed -$211K
SPT icon
2888
Sprout Social
SPT
$891M
-3,815
Closed -$309K
SRDX icon
2889
Surmodics
SRDX
$463M
-4,982
Closed -$225K
SSB icon
2890
SouthState Bank Corporation
SSB
$10.4B
-13,097
Closed -$1.08M
STAA icon
2891
STAAR Surgical
STAA
$1.38B
-4,978
Closed -$401K
STR
2892
DELISTED
Sitio Royalties
STR
-7,755
Closed -$212K
STWD icon
2893
Starwood Property Trust
STWD
$7.56B
-10,026
Closed -$245K
SWX icon
2894
Southwest Gas
SWX
$5.66B
-101,016
Closed -$7.96M
TGTX icon
2895
TG Therapeutics
TGTX
$5.11B
-10,080
Closed -$98K
TMHC icon
2896
Taylor Morrison
TMHC
$7.1B
-11,274
Closed -$316K
TREX icon
2897
Trex
TREX
$6.93B
-13,987
Closed -$933K
TROX icon
2898
Tronox
TROX
$710M
-14,002
Closed -$279K
TSE icon
2899
Trinseo
TSE
$88.1M
-15,701
Closed -$753K
TTC icon
2900
Toro Company
TTC
$7.99B
-13,805
Closed -$1.18M