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
ALTU
2951
DELISTED
Altitude Acquisition Corp. Class A Common Stock
ALTU
-809,564
Closed -$8.06M
GOEV
2952
DELISTED
Canoo Inc. Class A Common Stock
GOEV
-16,860
Closed -$95K
DEN
2953
DELISTED
Denbury Inc.
DEN
-4,210
Closed -$340K
FOCS
2954
DELISTED
Focus Financial Partners Inc. Class A
FOCS
-4,470
Closed -$206K
UNVR
2955
DELISTED
Univar Solutions Inc.
UNVR
-88,724
Closed -$2.89M
BBIG
2956
DELISTED
Vinco Ventures, Inc. Common Stock
BBIG
-10,361
Closed -$32K
MFA
2957
MFA Financial
MFA
$1.02B
-32,836
Closed -$132K
MGEE icon
2958
MGE Energy Inc
MGEE
$3.09B
-3,006
Closed -$241K
DISCK
2959
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
-301,694
Closed -$7.62M
ABR icon
2960
Arbor Realty Trust
ABR
$2.23B
-15,549
Closed -$268K
ADMA icon
2961
ADMA Biologics
ADMA
$4.06B
-31,968
Closed -$59K
ADN icon
2962
Advent Technologies
ADN
$10.2M
-15,335
Closed -$36K
AKBA icon
2963
Akebia Therapeutics
AKBA
$819M
-69,107
Closed -$49K
ALE icon
2964
Allete
ALE
$3.72B
-4,373
Closed -$297K
ALKS icon
2965
Alkermes
ALKS
$4.86B
-31,887
Closed -$853K
ALLE icon
2966
Allegion
ALLE
$14.4B
-3,426
Closed -$382K
AMCR icon
2967
Amcor
AMCR
$19.5B
-48,310
Closed -$554K
AMN icon
2968
AMN Healthcare
AMN
$790M
-11,399
Closed -$1.2M
AR icon
2969
Antero Resources
AR
$9.95B
-191,700
Closed -$6M
ARRY icon
2970
Array Technologies
ARRY
$1.38B
-10,095
Closed -$114K
ASB icon
2971
Associated Banc-Corp
ASB
$4.36B
-19,950
Closed -$463K
ASH icon
2972
Ashland
ASH
$2.51B
-5,947
Closed -$592K
AVIR icon
2973
Atea Pharmaceuticals
AVIR
$268M
-11,717
Closed -$83K
AX icon
2974
Axos Financial
AX
$5.08B
-35,208
Closed -$1.63M
AXS icon
2975
AXIS Capital
AXS
$7.66B
-19,796
Closed -$1.2M