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
GRT
901
DELISTED
GLIMCHER REALTY TRUST
GRT
$1.01M ﹤0.01%
+92,681
New +$1.01M
DRH icon
902
DiamondRock Hospitality
DRH
$1.71B
$1.01M ﹤0.01%
+108,223
New +$1.01M
LXK
903
DELISTED
Lexmark Intl Inc
LXK
$1.01M ﹤0.01%
+33,000
New +$1.01M
BCS.PRA.CL
904
DELISTED
Barclays Bank Plc Series 3
BCS.PRA.CL
$1M ﹤0.01%
+40,000
New +$1M
KXI icon
905
iShares Global Consumer Staples ETF
KXI
$864M
$999K ﹤0.01%
+25,024
New +$999K
ANSS
906
DELISTED
Ansys
ANSS
$998K ﹤0.01%
+13,654
New +$998K
NHI icon
907
National Health Investors
NHI
$3.73B
$997K ﹤0.01%
+16,651
New +$997K
DSWL icon
908
Deswell Industries
DSWL
$69M
$976K ﹤0.01%
+393,390
New +$976K
ASIA
909
DELISTED
ASIAINFO-LINKAGE INC COM STK (DE)
ASIA
$973K ﹤0.01%
+84,300
New +$973K
LGI
910
Lazard Global Total Return & Income Fund
LGI
$231M
$972K ﹤0.01%
+59,510
New +$972K
DEO icon
911
Diageo
DEO
$58.3B
$970K ﹤0.01%
+8,439
New +$970K
EMB icon
912
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
$969K ﹤0.01%
+8,841
New +$969K
FDS icon
913
Factset
FDS
$14.1B
$964K ﹤0.01%
+9,464
New +$964K
ELME
914
Elme Communities
ELME
$1.51B
$962K ﹤0.01%
+35,747
New +$962K
LM
915
DELISTED
Legg Mason, Inc.
LM
$955K ﹤0.01%
+30,808
New +$955K
XBI icon
916
SPDR S&P Biotech ETF
XBI
$5.48B
$949K ﹤0.01%
+27,300
New +$949K
SI
917
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$947K ﹤0.01%
+9,352
New +$947K
THI
918
DELISTED
TIM HORTONS INC COM, CANADA
THI
$935K ﹤0.01%
+17,227
New +$935K
GRFS icon
919
Grifois
GRFS
$6.72B
$934K ﹤0.01%
+65,584
New +$934K
SUI icon
920
Sun Communities
SUI
$16.3B
$930K ﹤0.01%
+18,677
New +$930K
EGP icon
921
EastGroup Properties
EGP
$8.8B
$924K ﹤0.01%
+16,418
New +$924K
RDY icon
922
Dr. Reddy's Laboratories
RDY
$12.1B
$907K ﹤0.01%
+119,885
New +$907K
CST
923
DELISTED
CST Brands, Inc.
CST
$893K ﹤0.01%
+28,986
New +$893K
EWP icon
924
iShares MSCI Spain ETF
EWP
$1.37B
$890K ﹤0.01%
+32,130
New +$890K
FR icon
925
First Industrial Realty Trust
FR
$6.79B
$885K ﹤0.01%
+58,308
New +$885K