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
-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
+$65B
Cap. Flow
+$4.8B
Cap. Flow %
7.38%
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
TWO
2901
Two Harbors Investment
TWO
$1.03B
-66,141
Closed -$367K
UVSP icon
2902
Univest Financial
UVSP
$909M
-8,178
Closed -$221K
UWMC icon
2903
UWM Holdings
UWMC
$1.22B
-10,059
Closed -$45K
VC icon
2904
Visteon
VC
$3.37B
-3,437
Closed -$381K
VCEL icon
2905
Vericel Corp
VCEL
$1.75B
-13,870
Closed -$539K
VMI icon
2906
Valmont Industries
VMI
$7.23B
-3,956
Closed -$950K
VVV icon
2907
Valvoline
VVV
$4.89B
-48,937
Closed -$1.56M
WEN icon
2908
Wendy's
WEN
$1.96B
-42,517
Closed -$946K
WEX icon
2909
WEX
WEX
$5.79B
-8,049
Closed -$1.44M
WFRD icon
2910
Weatherford International
WFRD
$4.65B
-6,152
Closed -$207K
WGO icon
2911
Winnebago Industries
WGO
$984M
-12,718
Closed -$691K
WH icon
2912
Wyndham Hotels & Resorts
WH
$6.59B
-15,413
Closed -$1.33M
WHD icon
2913
Cactus
WHD
$2.84B
-6,154
Closed -$350K
WKHS icon
2914
Workhorse Group
WKHS
$19.8M
-12,995
Closed -$65K
WMK icon
2915
Weis Markets
WMK
$1.79B
-3,077
Closed -$220K
WPRT
2916
Westport Fuel Systems
WPRT
$47.9M
-14,935
Closed -$23K
WRLD icon
2917
World Acceptance Corp
WRLD
$925M
-1,193
Closed -$229K
WSM icon
2918
Williams-Sonoma
WSM
$23.6B
-2,780
Closed -$403K
WWD icon
2919
Woodward
WWD
$14.8B
-6,991
Closed -$886K
XCUR icon
2920
Exicure
XCUR
$34.6M
-26,933
Closed -$5K
XHB icon
2921
SPDR S&P Homebuilders ETF
XHB
$1.9B
-8,904
Closed -$564K
YETI icon
2922
Yeti Holdings
YETI
$2.81B
-9,658
Closed -$589K
YSG
2923
Yatsen Holding
YSG
$905M
-1,000,000
Closed -$666K
ZD icon
2924
Ziff Davis
ZD
$1.56B
-6,071
Closed -$590K
ZUMZ icon
2925
Zumiez
ZUMZ
$308M
-6,588
Closed -$254K