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
CLB icon
2876
Core Laboratories
CLB
$536M
-12,395
Closed -$244K
CLDT
2877
Chatham Lodging
CLDT
$371M
-12,768
Closed -$134K
CLNE icon
2878
Clean Energy Fuels
CLNE
$577M
-58,055
Closed -$260K
CMCO icon
2879
Columbus McKinnon
CMCO
$418M
-17,330
Closed -$493K
CNF
2880
CNFinance Holdings
CNF
$25.6M
-17,383
Closed -$45K
CNX icon
2881
CNX Resources
CNX
$4.15B
-362,371
Closed -$5.98M
COHU icon
2882
Cohu
COHU
$909M
-8,703
Closed -$242K
COKE icon
2883
Coca-Cola Consolidated
COKE
$10.1B
-1,471
Closed -$828K
COLB icon
2884
Columbia Banking Systems
COLB
$5.59B
-176,128
Closed -$5.09M
COUR icon
2885
Coursera
COUR
$1.84B
-41,891
Closed -$594K
CQQQ icon
2886
Invesco China Technology ETF
CQQQ
$1.39B
-27,000
Closed -$1.41M
CRAI icon
2887
CRA International
CRAI
$1.26B
-3,930
Closed -$351K
CRDO icon
2888
Credo Technology Group
CRDO
$21.1B
-24,918
Closed -$288K
CRNC icon
2889
Cerence
CRNC
$428M
-11,887
Closed -$301K
CRSP icon
2890
CRISPR Therapeutics
CRSP
$4.73B
-11,548
Closed -$715K
CVGW icon
2891
Calavo Growers
CVGW
$484M
-8,518
Closed -$352K
CWST icon
2892
Casella Waste Systems
CWST
$6.21B
-3,361
Closed -$243K
DBRG icon
2893
DigitalBridge
DBRG
$2.03B
-51,917
Closed -$252K
DCGO icon
2894
DocGo
DCGO
$152M
-13,878
Closed -$97K
DCO icon
2895
Ducommun
DCO
$1.36B
-5,290
Closed -$226K
DCOM icon
2896
Dime Community Bancshares
DCOM
$1.34B
-8,599
Closed -$255K
DDS icon
2897
Dillards
DDS
$8.32B
-4,993
Closed -$1.1M
DFIN icon
2898
Donnelley Financial Solutions
DFIN
$1.54B
-11,591
Closed -$341K
DFJ icon
2899
WisdomTree Japan SmallCap Dividend Fund
DFJ
$321M
-7,450
Closed -$442K
DIN icon
2900
Dine Brands
DIN
$364M
-4,407
Closed -$287K