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
HGV icon
3051
Hilton Grand Vacations
HGV
$4.24B
-7,556
Closed -$400K
HLF icon
3052
Herbalife
HLF
$1.01B
-36,035
Closed -$1.09M
HLIO icon
3053
Helios Technologies
HLIO
$1.8B
-2,554
Closed -$206K
HOMB icon
3054
Home BancShares
HOMB
$5.87B
-27,005
Closed -$612K
HQY icon
3055
HealthEquity
HQY
$7.72B
-12,729
Closed -$868K
HRI icon
3056
Herc Holdings
HRI
$4.35B
-2,215
Closed -$369K
HRMY icon
3057
Harmony Biosciences
HRMY
$2.12B
-7,290
Closed -$363K
HSII icon
3058
Heidrick & Struggles
HSII
$1.05B
-6,471
Closed -$259K
HTH icon
3059
Hilltop Holdings
HTH
$2.21B
-69,187
Closed -$2.05M
HUYA
3060
Huya Inc
HUYA
$796M
-16,645
Closed -$76K
HVT icon
3061
Haverty Furniture Companies
HVT
$367M
-7,610
Closed -$207K
HWKN icon
3062
Hawkins
HWKN
$3.49B
-5,494
Closed -$255K
IBOC icon
3063
International Bancshares
IBOC
$4.45B
-10,246
Closed -$438K
IBP icon
3064
Installed Building Products
IBP
$7.1B
-7,223
Closed -$622K
IBUY icon
3065
Amplify Online Retail ETF
IBUY
$154M
-3,300
Closed -$217K
ICHR icon
3066
Ichor Holdings
ICHR
$578M
-8,285
Closed -$295K
IDYA icon
3067
IDEAYA Biosciences
IDYA
$2.15B
-11,787
Closed -$133K
IEUS icon
3068
iShares MSCI Europe Small-Cap ETF
IEUS
$153M
-3,613
Closed -$221K
IIIN icon
3069
Insteel Industries
IIIN
$745M
-5,626
Closed -$211K
ILF icon
3070
iShares Latin America 40 ETF
ILF
$1.76B
-393,982
Closed -$12M
IPO icon
3071
Renaissance IPO ETF
IPO
$164M
-23,556
Closed -$1.04M
IRTC icon
3072
iRhythm Technologies
IRTC
$5.46B
-2,472
Closed -$395K
ITT icon
3073
ITT
ITT
$13.3B
-19,753
Closed -$1.5M
IVLU icon
3074
iShares MSCI Intl Value Factor ETF
IVLU
$2.56B
-25,500
Closed -$653K
IVR icon
3075
Invesco Mortgage Capital
IVR
$519M
-90,995
Closed -$207K