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
HME
801
DELISTED
HOME PROPERTIES, INC
HME
$1.88M 0.01%
+28,779
New +$1.88M
SPN
802
DELISTED
Superior Energy Services, Inc.
SPN
$1.87M 0.01%
+72,158
New +$1.87M
PCL
803
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$1.87M 0.01%
+39,999
New +$1.87M
ELN
804
DELISTED
ELAN CORP ADS(RP1 ORD4IRISH PN
ELN
$1.85M 0.01%
+130,949
New +$1.85M
TER icon
805
Teradyne
TER
$18.6B
$1.85M 0.01%
+105,111
New +$1.85M
HYG icon
806
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$1.84M 0.01%
+20,224
New +$1.84M
DEI icon
807
Douglas Emmett
DEI
$2.74B
$1.79M 0.01%
+71,886
New +$1.79M
FNF icon
808
Fidelity National Financial
FNF
$16B
$1.79M 0.01%
+131,482
New +$1.79M
ANR
809
DELISTED
ALPHA NATURAL RESOURCES INC.
ANR
$1.78M 0.01%
+339,525
New +$1.78M
IYH icon
810
iShares US Healthcare ETF
IYH
$2.73B
$1.77M 0.01%
+88,400
New +$1.77M
SNPS icon
811
Synopsys
SNPS
$72.5B
$1.77M 0.01%
+49,420
New +$1.77M
EWS icon
812
iShares MSCI Singapore ETF
EWS
$816M
$1.74M 0.01%
+68,178
New +$1.74M
WIT icon
813
Wipro
WIT
$29.5B
$1.73M 0.01%
+1,270,315
New +$1.73M
PID icon
814
Invesco International Dividend Achievers ETF
PID
$864M
$1.72M 0.01%
+105,000
New +$1.72M
BTF
815
DELISTED
BOULDER TOTAL RETURN FD INC
BTF
$1.7M 0.01%
+80,450
New +$1.7M
IXN icon
816
iShares Global Tech ETF
IXN
$5.89B
$1.7M 0.01%
+145,200
New +$1.7M
ONXX
817
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
$1.67M 0.01%
+19,219
New +$1.67M
JEF icon
818
Jefferies Financial Group
JEF
$13.5B
$1.66M 0.01%
+70,751
New +$1.66M
QVCGA
819
QVC Group, Inc. Series A Common Stock
QVCGA
$78.8M
$1.66M 0.01%
+1,753
New +$1.66M
FRC
820
DELISTED
First Republic Bank
FRC
$1.65M 0.01%
+42,870
New +$1.65M
PDM
821
Piedmont Realty Trust, Inc.
PDM
$1.07B
$1.64M ﹤0.01%
+91,624
New +$1.64M
ERJ icon
822
Embraer
ERJ
$10.9B
$1.63M ﹤0.01%
+44,256
New +$1.63M
IGV icon
823
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
$1.61M ﹤0.01%
+118,000
New +$1.61M
EWN icon
824
iShares MSCI Netherlands ETF
EWN
$256M
$1.61M ﹤0.01%
+77,150
New +$1.61M
MOLX
825
DELISTED
MOLEX INC
MOLX
$1.59M ﹤0.01%
+54,099
New +$1.59M