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
AVGO icon
26
Broadcom
AVGO
$1.4T
$301M 0.49% 674,535 -64,351 -9% -$28.8M
INTC icon
27
Intel
INTC
$107B
$299M 0.49% 11,468,717 +1,396,347 +14% +$36.4M
BLK icon
28
Blackrock
BLK
$175B
$291M 0.47% 521,818 +43,554 +9% +$24.3M
LLY icon
29
Eli Lilly
LLY
$657B
$288M 0.47% 880,608 -178,999 -17% -$58.6M
TMO icon
30
Thermo Fisher Scientific
TMO
$186B
$286M 0.47% 559,623 -1,370,090 -71% -$701M
ABBV icon
31
AbbVie
ABBV
$372B
$276M 0.45% 2,051,951 +187,441 +10% +$25.2M
C icon
32
Citigroup
C
$178B
$264M 0.43% 6,264,238 +803,381 +15% +$33.8M
BAC icon
33
Bank of America
BAC
$376B
$262M 0.43% 8,583,191 -1,289,316 -13% -$39.4M
MA icon
34
Mastercard
MA
$538B
$261M 0.43% 910,956 -47,263 -5% -$13.6M
WMT icon
35
Walmart
WMT
$774B
$258M 0.42% 1,965,388 -631,084 -24% -$82.7M
MCD icon
36
McDonald's
MCD
$224B
$257M 0.42% 1,104,495 +231,589 +27% +$53.9M
TXN icon
37
Texas Instruments
TXN
$184B
$250M 0.41% 1,599,444 -419,703 -21% -$65.6M
DHR icon
38
Danaher
DHR
$147B
$239M 0.39% 918,858 -125,743 -12% -$32.7M
COST icon
39
Costco
COST
$418B
$230M 0.38% 482,448 +11,869 +3% +$5.66M
AMD icon
40
Advanced Micro Devices
AMD
$264B
$229M 0.37% 3,586,896 -419,660 -10% -$26.8M
DIS icon
41
Walt Disney
DIS
$213B
$229M 0.37% 2,393,953 -354,052 -13% -$33.9M
CRM icon
42
Salesforce
CRM
$245B
$223M 0.36% 1,536,038 -276,675 -15% -$40.2M
QCOM icon
43
Qualcomm
QCOM
$173B
$222M 0.36% 1,946,174 -1,734,282 -47% -$197M
ADBE icon
44
Adobe
ADBE
$151B
$220M 0.36% 792,798 +84,054 +12% +$23.3M
ABT icon
45
Abbott
ABT
$231B
$200M 0.33% 2,044,250 +3,959 +0.2% +$387K
AMGN icon
46
Amgen
AMGN
$155B
$193M 0.31% 849,034 -56,992 -6% -$12.9M
TGT icon
47
Target
TGT
$43.6B
$191M 0.31% 1,280,276 -765,575 -37% -$114M
LOW icon
48
Lowe's Companies
LOW
$145B
$191M 0.31% 1,007,865 +17,083 +2% +$3.23M
BMY icon
49
Bristol-Myers Squibb
BMY
$96B
$185M 0.3% 2,591,868 -16,972 -0.7% -$1.21M
EEM icon
50
iShares MSCI Emerging Markets ETF
EEM
$19B
$185M 0.3% 5,229,342 -631,403 -11% -$22.3M