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
+5.09%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$31.2B
AUM Growth
+$31.2B
Cap. Flow
+$83.7M
Cap. Flow %
0.27%
Top 10 Hldgs %
17.81%
Holding
1,453
New
139
Increased
743
Reduced
429
Closed
70

Sector Composition

1 Financials 14.81%
2 Technology 14.09%
3 Healthcare 11.25%
4 Consumer Staples 9.48%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EEM icon
51
iShares MSCI Emerging Markets ETF
EEM
$19B
$129M 0.35% 3,159,092 -6,283,768 -67% -$256M
GILD icon
52
Gilead Sciences
GILD
$140B
$128M 0.35% 2,040,713 +80,107 +4% +$5.04M
KMB icon
53
Kimberly-Clark
KMB
$42.8B
$128M 0.35% 1,358,461 +422,735 +45% +$39.9M
BA icon
54
Boeing
BA
$177B
$122M 0.33% 1,033,400 -538,468 -34% -$63.3M
EWY icon
55
iShares MSCI South Korea ETF
EWY
$5.13B
$121M 0.33% 1,961,516 -90,998 -4% -$5.6M
RTX icon
56
RTX Corp
RTX
$212B
$118M 0.32% 1,090,026 -433,090 -28% -$46.8M
ABT icon
57
Abbott
ABT
$231B
$117M 0.32% 3,514,872 +1,991,720 +131% +$66.1M
AIG icon
58
American International
AIG
$45.1B
$116M 0.32% 2,373,601 +1,216,528 +105% +$59.2M
SBUX icon
59
Starbucks
SBUX
$100B
$114M 0.31% 1,483,232 -159,702 -10% -$12.3M
WBA
60
DELISTED
Walgreens Boots Alliance
WBA
$112M 0.31% 2,073,214 +46,545 +2% +$2.51M
DIS icon
61
Walt Disney
DIS
$213B
$108M 0.3% 1,673,531 -833,346 -33% -$53.8M
HPQ icon
62
HP
HPQ
$26.7B
$106M 0.29% 5,056,080 +3,754,701 +289% +$78.8M
AMZN icon
63
Amazon
AMZN
$2.44T
$105M 0.29% 335,813 +36,677 +12% +$11.5M
MMM icon
64
3M
MMM
$82.8B
$105M 0.29% 875,433 -610,879 -41% -$73M
CELG
65
DELISTED
Celgene Corp
CELG
$104M 0.28% 674,711 +83,834 +14% +$12.9M
MCK icon
66
McKesson
MCK
$85.4B
$99.7M 0.27% 775,233 +77,221 +11% +$9.93M
MO icon
67
Altria Group
MO
$113B
$98.8M 0.27% 2,875,549 -1,694,902 -37% -$58.3M
APC
68
DELISTED
Anadarko Petroleum
APC
$97.6M 0.27% 1,048,641 +728,558 +228% +$67.8M
FCX icon
69
Freeport-McMoran
FCX
$63.7B
$96.2M 0.26% 2,907,576 -527,020 -15% -$17.4M
RTN
70
DELISTED
Raytheon Company
RTN
$95.4M 0.26% 1,233,154 -169,860 -12% -$13.1M
TJX icon
71
TJX Companies
TJX
$152B
$95M 0.26% 1,683,421 -64,514 -4% -$3.64M
HAL icon
72
Halliburton
HAL
$19.4B
$93.2M 0.25% 1,935,314 +176,677 +10% +$8.51M
KRFT
73
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$93M 0.25% 1,770,191 +514,537 +41% +$27M
CVS icon
74
CVS Health
CVS
$92.8B
$92.8M 0.25% 1,627,030 -40,751 -2% -$2.32M
DIA icon
75
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
$91.6M 0.25% 606,468 -54,661 -8% -$8.26M