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
BTO
851
John Hancock Financial Opportunities Fund
BTO
$748M
$1.41M ﹤0.01%
+66,110
New +$1.41M
CIB icon
852
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.9B
$1.41M ﹤0.01%
+24,993
New +$1.41M
ANF icon
853
Abercrombie & Fitch
ANF
$4.61B
$1.4M ﹤0.01%
+30,920
New +$1.4M
LDOS icon
854
Leidos
LDOS
$23B
$1.4M ﹤0.01%
+40,692
New +$1.4M
SHY icon
855
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$1.39M ﹤0.01%
+16,497
New +$1.39M
JDD
856
DELISTED
Nuveen Diversified Dividend and Income Fund
JDD
$1.38M ﹤0.01%
+114,710
New +$1.38M
INFA
857
DELISTED
INFORMATICA CORP
INFA
$1.38M ﹤0.01%
+39,500
New +$1.38M
TE
858
DELISTED
TECO ENERGY INC
TE
$1.37M ﹤0.01%
+79,612
New +$1.37M
SLF icon
859
Sun Life Financial
SLF
$32.8B
$1.36M ﹤0.01%
+45,879
New +$1.36M
ITRI icon
860
Itron
ITRI
$5.47B
$1.35M ﹤0.01%
+31,862
New +$1.35M
EZA icon
861
iShares MSCI South Africa ETF
EZA
$437M
$1.35M ﹤0.01%
+23,073
New +$1.35M
GRMN icon
862
Garmin
GRMN
$45.8B
$1.34M ﹤0.01%
+37,155
New +$1.34M
LPL icon
863
LG Display
LPL
$4.31B
$1.34M ﹤0.01%
+112,972
New +$1.34M
SNP
864
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
$1.34M ﹤0.01%
+24,691
New +$1.34M
EPR icon
865
EPR Properties
EPR
$4.23B
$1.33M ﹤0.01%
+26,550
New +$1.33M
KB icon
866
KB Financial Group
KB
$30.8B
$1.33M ﹤0.01%
+45,001
New +$1.33M
EXI icon
867
iShares Global Industrials ETF
EXI
$1.01B
$1.33M ﹤0.01%
+22,610
New +$1.33M
IBB icon
868
iShares Biotechnology ETF
IBB
$5.67B
$1.33M ﹤0.01%
+22,875
New +$1.33M
LEN icon
869
Lennar Class A
LEN
$35.3B
$1.3M ﹤0.01%
+37,747
New +$1.3M
FCE.A
870
DELISTED
Forest City Realty Trust, Inc.
FCE.A
$1.29M ﹤0.01%
+72,204
New +$1.29M
URBN icon
871
Urban Outfitters
URBN
$6.39B
$1.29M ﹤0.01%
+32,094
New +$1.29M
CXO
872
DELISTED
CONCHO RESOURCES INC.
CXO
$1.29M ﹤0.01%
+15,432
New +$1.29M
LHO
873
DELISTED
LaSalle Hotel Properties
LHO
$1.28M ﹤0.01%
+51,786
New +$1.28M
SLV icon
874
iShares Silver Trust
SLV
$20.3B
$1.27M ﹤0.01%
+67,025
New +$1.27M
LFC
875
DELISTED
China Life Insurance Company Ltd.
LFC
$1.24M ﹤0.01%
+106,413
New +$1.24M