HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
1-Year Return 21.35%
 

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
+1.85%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$29.7B
AUM Growth
Cap. Flow
+$29.7B
Cap. Flow %
100%
Top 10 Hldgs %
20.89%
Holding
1,327
New
1,308
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.92%
2 Technology 13.87%
3 Healthcare 10.1%
4 Industrials 9.47%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PBCT
726
DELISTED
People's United Financial Inc
PBCT
$2.77M 0.01%
+185,882
New +$2.77M
IPG icon
727
Interpublic Group of Companies
IPG
$9.51B
$2.77M 0.01%
+190,249
New +$2.77M
IWR icon
728
iShares Russell Mid-Cap ETF
IWR
$44.5B
$2.76M 0.01%
+84,984
New +$2.76M
OC icon
729
Owens Corning
OC
$12.8B
$2.76M 0.01%
+70,592
New +$2.76M
NBR icon
730
Nabors Industries
NBR
$619M
$2.75M 0.01%
+3,595
New +$2.75M
EDU icon
731
New Oriental
EDU
$9.04B
$2.69M 0.01%
+121,600
New +$2.69M
MDU icon
732
MDU Resources
MDU
$3.36B
$2.66M 0.01%
+270,147
New +$2.66M
SIRI icon
733
SiriusXM
SIRI
$8.02B
$2.65M 0.01%
+79,013
New +$2.65M
BHP icon
734
BHP
BHP
$135B
$2.64M 0.01%
+54,198
New +$2.64M
CENX icon
735
Century Aluminum
CENX
$2.09B
$2.64M 0.01%
+284,480
New +$2.64M
BKF icon
736
iShares MSCI BIC ETF
BKF
$92.5M
$2.64M 0.01%
+77,480
New +$2.64M
CLP
737
DELISTED
COLONIAL PROPERTIES TRUST
CLP
$2.62M 0.01%
+108,498
New +$2.62M
TCO
738
DELISTED
Taubman Centers Inc.
TCO
$2.62M 0.01%
+34,794
New +$2.62M
XEC
739
DELISTED
CIMAREX ENERGY CO
XEC
$2.6M 0.01%
+39,837
New +$2.6M
ABB
740
DELISTED
ABB Ltd.
ABB
$2.59M 0.01%
+119,536
New +$2.59M
IAC icon
741
IAC Inc
IAC
$2.88B
$2.56M 0.01%
+300,473
New +$2.56M
UAA icon
742
Under Armour
UAA
$2.14B
$2.55M 0.01%
+172,274
New +$2.55M
IMO icon
743
Imperial Oil
IMO
$46.6B
$2.55M 0.01%
+66,614
New +$2.55M
WRI
744
DELISTED
Weingarten Realty Investors
WRI
$2.54M 0.01%
+82,495
New +$2.54M
TUR icon
745
iShares MSCI Turkey ETF
TUR
$163M
$2.52M 0.01%
+42,535
New +$2.52M
POM
746
DELISTED
PEPCO HOLDINGS, INC.
POM
$2.49M 0.01%
+123,628
New +$2.49M
QEP
747
DELISTED
QEP RESOURCES, INC.
QEP
$2.49M 0.01%
+89,438
New +$2.49M
PTR
748
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
$2.48M 0.01%
+22,435
New +$2.48M
CLS icon
749
Celestica
CLS
$29.1B
$2.47M 0.01%
+261,101
New +$2.47M
XL
750
DELISTED
XL Group Ltd.
XL
$2.47M 0.01%
+81,345
New +$2.47M