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
EYE icon
3026
National Vision
EYE
$1.82B
-10,533
Closed -$463K
FARO
3027
DELISTED
Faro Technologies
FARO
-5,309
Closed -$277K
FCFS icon
3028
FirstCash
FCFS
$6.53B
-5,354
Closed -$374K
FCN icon
3029
FTI Consulting
FCN
$5.46B
-8,190
Closed -$1.3M
FHI icon
3030
Federated Hermes
FHI
$4.12B
-12,747
Closed -$438K
FIGS icon
3031
FIGS
FIGS
$1.15B
-14,572
Closed -$321K
FIVN icon
3032
FIVE9
FIVN
$2.08B
-12,269
Closed -$1.34M
FLWS icon
3033
1-800-Flowers.com
FLWS
$356M
-10,374
Closed -$134K
FND icon
3034
Floor & Decor
FND
$8.82B
-7,765
Closed -$636K
FORR icon
3035
Forrester Research
FORR
$186M
-3,863
Closed -$220K
FOXF icon
3036
Fox Factory Holding Corp
FOXF
$1.21B
-4,437
Closed -$440K
FRPT icon
3037
Freshpet
FRPT
$2.72B
-4,906
Closed -$508K
FTDR icon
3038
Frontdoor
FTDR
$4.43B
-14,228
Closed -$431K
FUL icon
3039
H.B. Fuller
FUL
$3.29B
-17,023
Closed -$1.14M
FVRR icon
3040
Fiverr
FVRR
$870M
-4,741
Closed -$365K
FWONA icon
3041
Liberty Media Series A
FWONA
$22.5B
-37,626
Closed -$2.39M
GBTG icon
3042
American Express Global Business Travel
GBTG
$3.99B
-2,127,693
Closed -$21.2M
GBX icon
3043
The Greenbrier Companies
GBX
$1.44B
-11,440
Closed -$594K
GGG icon
3044
Graco
GGG
$14.1B
-39,635
Closed -$2.8M
GRC icon
3045
Gorman-Rupp
GRC
$1.13B
-6,474
Closed -$233K
GRID icon
3046
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.17B
-2,425
Closed -$228K
GROV icon
3047
Grove Collaborative
GROV
$62.3M
-14,400
Closed -$142K
GTN icon
3048
Gray Television
GTN
$626M
-9,954
Closed -$221K
HASI icon
3049
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.51B
-19,612
Closed -$938K
HCAT icon
3050
Health Catalyst
HCAT
$239M
-8,622
Closed -$228K