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
BRE
776
DELISTED
BRE PROPERTIES INC CL A
BRE
$2.1M 0.01%
+41,961
New +$2.1M
ACGL icon
777
Arch Capital
ACGL
$33.8B
$2.1M 0.01%
+122,298
New +$2.1M
GAS
778
DELISTED
AGL RESOURCES INC (HOLDING CO)
GAS
$2.1M 0.01%
+48,890
New +$2.1M
RKT
779
DELISTED
ROCK-TENN COMPANY CL-A
RKT
$2.09M 0.01%
+41,822
New +$2.09M
WPC icon
780
W.P. Carey
WPC
$14.8B
$2.08M 0.01%
+32,082
New +$2.08M
KGC icon
781
Kinross Gold
KGC
$28B
$2.06M 0.01%
+404,314
New +$2.06M
OGE icon
782
OGE Energy
OGE
$8.85B
$2.05M 0.01%
+60,216
New +$2.05M
RHT
783
DELISTED
Red Hat Inc
RHT
$2.03M 0.01%
+42,455
New +$2.03M
CHRW icon
784
C.H. Robinson
CHRW
$15.1B
$2.02M 0.01%
+35,940
New +$2.02M
HCBK
785
DELISTED
HUDSON CITY BANCORP INC
HCBK
$2.01M 0.01%
+219,297
New +$2.01M
CEO
786
DELISTED
CNOOC Limited
CEO
$2M 0.01%
+11,922
New +$2M
MR
787
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
$1.98M 0.01%
+52,900
New +$1.98M
NUAN
788
DELISTED
Nuance Communications, Inc.
NUAN
$1.97M 0.01%
+123,359
New +$1.97M
AGNC icon
789
AGNC Investment
AGNC
$10.7B
$1.96M 0.01%
+85,335
New +$1.96M
EXPD icon
790
Expeditors International
EXPD
$16.5B
$1.96M 0.01%
+51,532
New +$1.96M
DFJ icon
791
WisdomTree Japan SmallCap Dividend Fund
DFJ
$330M
$1.96M 0.01%
+41,345
New +$1.96M
OHI icon
792
Omega Healthcare
OHI
$12.6B
$1.96M 0.01%
+63,011
New +$1.96M
URS
793
DELISTED
URS CORP
URS
$1.95M 0.01%
+41,359
New +$1.95M
VOD icon
794
Vodafone
VOD
$28.1B
$1.95M 0.01%
+66,554
New +$1.95M
AGCO icon
795
AGCO
AGCO
$8.02B
$1.94M 0.01%
+38,483
New +$1.94M
CBL
796
DELISTED
CBL& Associates Properties, Inc.
CBL
$1.92M 0.01%
+89,815
New +$1.92M
UHS icon
797
Universal Health Services
UHS
$11.8B
$1.92M 0.01%
+29,137
New +$1.92M
HAR
798
DELISTED
Harman International Industries
HAR
$1.92M 0.01%
+35,389
New +$1.92M
SJR
799
DELISTED
Shaw Communications Inc.
SJR
$1.91M 0.01%
+81,225
New +$1.91M
EWQ icon
800
iShares MSCI France ETF
EWQ
$386M
$1.9M 0.01%
+81,611
New +$1.9M