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
CMP icon
3001
Compass Minerals
CMP
$786M
-10,000
Closed -$631K
CMPR icon
3002
Cimpress
CMPR
$1.52B
-3,942
Closed -$254K
CNMD icon
3003
CONMED
CNMD
$1.66B
-7,868
Closed -$1.18M
CNO icon
3004
CNO Financial Group
CNO
$3.76B
-21,683
Closed -$550K
COIN icon
3005
Coinbase
COIN
$77.9B
-1
Closed
COLM icon
3006
Columbia Sportswear
COLM
$3.09B
-5,917
Closed -$541K
CRC icon
3007
California Resources
CRC
$4.2B
-6,922
Closed -$319K
CRI icon
3008
Carter's
CRI
$1.05B
-6,273
Closed -$585K
CTO
3009
CTO Realty Growth
CTO
$563M
-6,832
Closed -$455K
CVLT icon
3010
Commault Systems
CVLT
$7.89B
-3,432
Closed -$230K
CW icon
3011
Curtiss-Wright
CW
$18B
-8,985
Closed -$1.37M
CXAI icon
3012
CXApp
CXAI
$16.8M
-795,178
Closed -$8M
CYTK icon
3013
Cytokinetics
CYTK
$5.98B
-19,472
Closed -$727K
DADA
3014
DELISTED
Dada Nexus
DADA
-75,919
Closed -$694K
DEO icon
3015
Diageo
DEO
$61.3B
-1,076
Closed -$219K
DFE icon
3016
WisdomTree Europe SmallCap Dividend Fund
DFE
$175M
-3,421
Closed -$230K
DOYU
3017
DouYu International Holdings
DOYU
$234M
-37,500
Closed -$78K
DRIO icon
3018
DarioHealth
DRIO
$21.7M
-110,569
Closed -$646K
DRVN icon
3019
Driven Brands
DRVN
$3.09B
-7,829
Closed -$210K
DTM icon
3020
DT Midstream
DTM
$10.4B
-7,900
Closed -$433K
EBC icon
3021
Eastern Bankshares
EBC
$3.37B
-13,971
Closed -$303K
EEFT icon
3022
Euronet Worldwide
EEFT
$3.75B
-14,518
Closed -$1.89M
EHC icon
3023
Encompass Health
EHC
$12.4B
-6,234
Closed -$443K
EIRL icon
3024
iShares MSCI Ireland ETF
EIRL
$59.6M
-4,612
Closed -$220K
ESNT icon
3025
Essent Group
ESNT
$6.15B
-46,573
Closed -$1.95M