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
LLL
751
DELISTED
L3 Technologies, Inc.
LLL
$2.46M 0.01%
+28,703
New +$2.46M
AOS icon
752
A.O. Smith
AOS
$10.2B
$2.39M 0.01%
+131,888
New +$2.39M
AAP icon
753
Advance Auto Parts
AAP
$3.55B
$2.32M 0.01%
+28,553
New +$2.32M
ADX icon
754
Adams Diversified Equity Fund
ADX
$2.64B
$2.32M 0.01%
+193,571
New +$2.32M
ULTA icon
755
Ulta Beauty
ULTA
$23.1B
$2.32M 0.01%
+23,128
New +$2.32M
MTW icon
756
Manitowoc
MTW
$357M
$2.3M 0.01%
+141,711
New +$2.3M
OIH icon
757
VanEck Oil Services ETF
OIH
$858M
$2.29M 0.01%
+2,681
New +$2.29M
SITC icon
758
SITE Centers
SITC
$468M
$2.28M 0.01%
+106,383
New +$2.28M
EWD icon
759
iShares MSCI Sweden ETF
EWD
$325M
$2.28M 0.01%
+76,388
New +$2.28M
TEG
760
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
$2.27M 0.01%
+38,800
New +$2.27M
IDX icon
761
VanEck Indonesia Index ETF
IDX
$36.5M
$2.24M 0.01%
+77,352
New +$2.24M
KBR icon
762
KBR
KBR
$6.42B
$2.23M 0.01%
+68,605
New +$2.23M
EC icon
763
Ecopetrol
EC
$19.4B
$2.23M 0.01%
+52,972
New +$2.23M
BPO
764
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
$2.22M 0.01%
+133,226
New +$2.22M
TY icon
765
TRI-Continental Corp
TY
$1.76B
$2.18M 0.01%
+121,950
New +$2.18M
NNN icon
766
NNN REIT
NNN
$8.06B
$2.18M 0.01%
+63,329
New +$2.18M
KRC icon
767
Kilroy Realty
KRC
$4.98B
$2.17M 0.01%
+40,935
New +$2.17M
OVV icon
768
Ovintiv
OVV
$11B
$2.16M 0.01%
+25,426
New +$2.16M
PSB
769
DELISTED
PS Business Parks, Inc.
PSB
$2.15M 0.01%
+29,817
New +$2.15M
XLK icon
770
Technology Select Sector SPDR Fund
XLK
$86.3B
$2.14M 0.01%
+69,857
New +$2.14M
IOO icon
771
iShares Global 100 ETF
IOO
$7.12B
$2.13M 0.01%
+63,050
New +$2.13M
CIG icon
772
CEMIG Preferred Shares
CIG
$5.81B
$2.11M 0.01%
+604,724
New +$2.11M
FTR
773
DELISTED
Frontier Communications Corp.
FTR
$2.11M 0.01%
+34,789
New +$2.11M
WPX
774
DELISTED
WPX Energy, Inc.
WPX
$2.11M 0.01%
+111,454
New +$2.11M
CBD
775
DELISTED
Companhia Brasileira de Distribuicao
CBD
$2.1M 0.01%
+46,250
New +$2.1M