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
+3.75%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$41.2B
AUM Growth
-$1.48B
Cap. Flow
-$2.66B
Cap. Flow %
-6.46%
Top 10 Hldgs %
19.4%
Holding
1,519
New
87
Increased
613
Reduced
672
Closed
86

Top Sells

1
GE icon
GE Aerospace
GE
+$399M
2
PSX icon
Phillips 66
PSX
+$311M
3
AAPL icon
Apple
AAPL
+$303M
4
KO icon
Coca-Cola
KO
+$226M
5
VZ icon
Verizon
VZ
+$212M

Sector Composition

1 Financials 15.16%
2 Technology 14.58%
3 Healthcare 11.74%
4 Consumer Staples 8.83%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
QIHU
776
DELISTED
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
$3.76M 0.01%
65,599
-29,196
-31% -$1.67M
STLA icon
777
Stellantis
STLA
$27.6B
$3.74M 0.01%
+495,599
New +$3.74M
HCBK
778
DELISTED
HUDSON CITY BANCORP INC
HCBK
$3.73M 0.01%
368,591
+31,180
+9% +$316K
TFCF
779
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$3.72M 0.01%
100,913
-615,181
-86% -$22.7M
CPT icon
780
Camden Property Trust
CPT
$11.8B
$3.68M 0.01%
49,835
-33,426
-40% -$2.47M
HSBC.PRA
781
DELISTED
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
$3.64M 0.01%
141,747
-5,000
-3% -$129K
MR
782
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
$3.61M 0.01%
136,670
+3,450
+3% +$91.1K
MLCO icon
783
Melco Resorts & Entertainment
MLCO
$3.89B
$3.6M 0.01%
141,784
-602,234
-81% -$15.3M
REG icon
784
Regency Centers
REG
$13.1B
$3.57M 0.01%
55,984
-37,406
-40% -$2.39M
VIPS icon
785
Vipshop
VIPS
$8.95B
$3.56M 0.01%
181,686
+9,486
+6% +$186K
ITOT icon
786
iShares Core S&P Total US Stock Market ETF
ITOT
$76.8B
$3.55M 0.01%
75,600
SID icon
787
Companhia Siderúrgica Nacional
SID
$1.99B
$3.51M 0.01%
1,688,609
+348,448
+26% +$725K
IWR icon
788
iShares Russell Mid-Cap ETF
IWR
$45.2B
$3.47M 0.01%
83,148
+7,600
+10% +$317K
HYG icon
789
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$3.47M 0.01%
38,704
+7,722
+25% +$692K
OGE icon
790
OGE Energy
OGE
$8.9B
$3.42M 0.01%
96,389
+8,226
+9% +$292K
EPI icon
791
WisdomTree India Earnings Fund ETF
EPI
$2.94B
$3.41M 0.01%
154,766
+79,616
+106% +$1.76M
HOUS icon
792
Anywhere Real Estate
HOUS
$763M
$3.4M 0.01%
76,384
+7,263
+11% +$323K
X
793
DELISTED
US Steel
X
$3.4M 0.01%
125,474
+76,864
+158% +$2.08M
HBI icon
794
Hanesbrands
HBI
$2.25B
$3.39M 0.01%
121,292
+85,108
+235% +$2.38M
FLIR
795
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$3.37M 0.01%
104,188
+18,491
+22% +$597K
CBPO
796
DELISTED
China Biologic Products Holdings, Inc.
CBPO
$3.36M 0.01%
50,000
-1,185
-2% -$79.7K
GIB icon
797
CGI
GIB
$21B
$3.36M 0.01%
87,788
-8,294
-9% -$317K
THC icon
798
Tenet Healthcare
THC
$17.1B
$3.36M 0.01%
66,305
+22,403
+51% +$1.13M
YOKU
799
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
$3.35M 0.01%
188,279
-84,265
-31% -$1.5M
CEO
800
DELISTED
CNOOC Limited
CEO
$3.35M 0.01%
24,719
+4,154
+20% +$563K