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
DINO icon
2901
HF Sinclair
DINO
$9.52B
-53,820
Closed -$2.46M
DK icon
2902
Delek US
DK
$1.67B
-19,548
Closed -$508K
DLB icon
2903
Dolby
DLB
$6.87B
-8,941
Closed -$643K
DLX icon
2904
Deluxe
DLX
$882M
-13,374
Closed -$285K
DNN icon
2905
Denison Mines
DNN
$2.08B
-51,949
Closed -$51K
DRTS icon
2906
Alpha Tau Medical
DRTS
$291M
-16,000
Closed -$148K
DSGX icon
2907
Descartes Systems
DSGX
$8.57B
-5,520
Closed -$340K
DSL
2908
DoubleLine Income Solutions Fund
DSL
$1.42B
-10,000
Closed -$121K
DSX icon
2909
Diana Shipping
DSX
$190M
-12,459
Closed -$60K
EAF icon
2910
GrafTech
EAF
$255M
-17,305
Closed -$122K
EBS icon
2911
Emergent Biosolutions
EBS
$443M
-16,053
Closed -$508K
ECPG icon
2912
Encore Capital Group
ECPG
$963M
-6,488
Closed -$377K
ECVT icon
2913
Ecovyst
ECVT
$1.04B
-44,393
Closed -$438K
EFNL icon
2914
iShares MSCI Finland ETF
EFNL
$29.2M
-9,580
Closed -$331K
ELP icon
2915
Copel
ELP
$6.73B
-12,231
Closed -$78K
EME icon
2916
Emcor
EME
$27.8B
-6,837
Closed -$703K
ENOR icon
2917
iShares MSCI Norway ETF
ENOR
$41M
-8,864
Closed -$220K
ENOV icon
2918
Enovis
ENOV
$1.77B
-38,132
Closed -$2.11M
ENR icon
2919
Energizer
ENR
$1.88B
-9,840
Closed -$280K
ERAS icon
2920
Erasca
ERAS
$445M
-15,784
Closed -$89K
ERTH icon
2921
Invesco MSCI Sustainable Future ETF
ERTH
$142M
-6,158
Closed -$328K
ESGR
2922
DELISTED
Enstar Group
ESGR
-2,332
Closed -$497K
ESTA icon
2923
Establishment Labs
ESTA
$1.2B
-10,898
Closed -$600K
ESTC icon
2924
Elastic
ESTC
$9.04B
-59,904
Closed -$4.11M
ET icon
2925
Energy Transfer Partners
ET
$60.8B
-22,729
Closed -$228K