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
URI icon
876
United Rentals
URI
$61B
$1.21M ﹤0.01%
+24,220
New +$1.21M
AXLL
877
DELISTED
AXIALL CORP COM STK (DE)
AXLL
$1.19M ﹤0.01%
+28,000
New +$1.19M
RDC
878
DELISTED
Rowan Companies Plc
RDC
$1.18M ﹤0.01%
+34,623
New +$1.18M
THD icon
879
iShares MSCI Thailand ETF
THD
$232M
$1.17M ﹤0.01%
+14,921
New +$1.17M
TTE icon
880
TotalEnergies
TTE
$135B
$1.17M ﹤0.01%
+24,018
New +$1.17M
VRE
881
Veris Residential
VRE
$1.49B
$1.17M ﹤0.01%
+47,630
New +$1.17M
MPW icon
882
Medical Properties Trust
MPW
$2.79B
$1.16M ﹤0.01%
+81,223
New +$1.16M
CUBE icon
883
CubeSmart
CUBE
$9.28B
$1.16M ﹤0.01%
+72,260
New +$1.16M
BDN
884
Brandywine Realty Trust
BDN
$759M
$1.15M ﹤0.01%
+85,094
New +$1.15M
DBC icon
885
Invesco DB Commodity Index Tracking Fund
DBC
$1.28B
$1.15M ﹤0.01%
+45,775
New +$1.15M
WLL
886
DELISTED
Whiting Petroleum Corporation
WLL
$1.15M ﹤0.01%
+83
New +$1.15M
SHG icon
887
Shinhan Financial Group
SHG
$23.8B
$1.14M ﹤0.01%
+35,007
New +$1.14M
DCT
888
DELISTED
DCT Industrial Trust Inc.
DCT
$1.13M ﹤0.01%
+39,513
New +$1.13M
WPM icon
889
Wheaton Precious Metals
WPM
$47.6B
$1.11M ﹤0.01%
+56,581
New +$1.11M
AYI icon
890
Acuity Brands
AYI
$10.2B
$1.11M ﹤0.01%
+14,726
New +$1.11M
AMD icon
891
Advanced Micro Devices
AMD
$260B
$1.11M ﹤0.01%
+271,098
New +$1.11M
FWONA icon
892
Liberty Media Series A
FWONA
$22.5B
$1.08M ﹤0.01%
+47,812
New +$1.08M
SHO icon
893
Sunstone Hotel Investors
SHO
$1.76B
$1.07M ﹤0.01%
+88,336
New +$1.07M
UUP icon
894
Invesco DB US Dollar Index Bullish Fund
UUP
$162M
$1.06M ﹤0.01%
+47,045
New +$1.06M
XLU icon
895
Utilities Select Sector SPDR Fund
XLU
$21B
$1.06M ﹤0.01%
+28,119
New +$1.06M
DBA icon
896
Invesco DB Agriculture Fund
DBA
$806M
$1.06M ﹤0.01%
+42,355
New +$1.06M
STEI
897
DELISTED
STEWART ENTERPRISES INC CL-A
STEI
$1.05M ﹤0.01%
+80,000
New +$1.05M
WIN
898
DELISTED
Windstream Holdings Inc
WIN
$1.04M ﹤0.01%
+17,251
New +$1.04M
GOLD
899
DELISTED
Randgold Resources Ltd
GOLD
$1.03M ﹤0.01%
+16,363
New +$1.03M
ICON
900
DELISTED
Iconix Brand Group, Inc.
ICON
$1.02M ﹤0.01%
+3,460
New +$1.02M