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
APOL
926
DELISTED
Apollo Education Group Inc Class A
APOL
$877K ﹤0.01%
+49,502
New +$877K
ESL
927
DELISTED
Esterline Technologies
ESL
$875K ﹤0.01%
+12,100
New +$875K
SOXX icon
928
iShares Semiconductor ETF
SOXX
$13.6B
$874K ﹤0.01%
+41,400
New +$874K
EIDO icon
929
iShares MSCI Indonesia ETF
EIDO
$322M
$873K ﹤0.01%
+28,000
New +$873K
PEB icon
930
Pebblebrook Hotel Trust
PEB
$1.37B
$861K ﹤0.01%
+33,315
New +$861K
SSL icon
931
Sasol
SSL
$4.55B
$860K ﹤0.01%
+19,858
New +$860K
AXL icon
932
American Axle
AXL
$723M
$859K ﹤0.01%
+46,100
New +$859K
SCJ icon
933
iShares MSCI Japan Small-Cap ETF
SCJ
$148M
$854K ﹤0.01%
+17,200
New +$854K
RS icon
934
Reliance Steel & Aluminium
RS
$15.7B
$846K ﹤0.01%
+12,900
New +$846K
DFT
935
DELISTED
DuPont Fabros Technology Inc.
DFT
$846K ﹤0.01%
+35,060
New +$846K
NOK icon
936
Nokia
NOK
$24.7B
$845K ﹤0.01%
+225,818
New +$845K
SHV icon
937
iShares Short Treasury Bond ETF
SHV
$20.7B
$845K ﹤0.01%
+7,666
New +$845K
BAK icon
938
Braskem
BAK
$1.43B
$844K ﹤0.01%
+56,700
New +$844K
CVI icon
939
CVR Energy
CVI
$3.1B
$844K ﹤0.01%
+17,800
New +$844K
EWI icon
940
iShares MSCI Italy ETF
EWI
$713M
$844K ﹤0.01%
+35,727
New +$844K
IYZ icon
941
iShares US Telecommunications ETF
IYZ
$603M
$841K ﹤0.01%
+32,663
New +$841K
TECD
942
DELISTED
Tech Data Corp
TECD
$838K ﹤0.01%
+17,800
New +$838K
CASM
943
DELISTED
CAS Medical Systems, Inc.
CASM
$825K ﹤0.01%
+500,000
New +$825K
BEE
944
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
$805K ﹤0.01%
+90,864
New +$805K
CCO icon
945
Clear Channel Outdoor Holdings
CCO
$681M
$794K ﹤0.01%
+106,383
New +$794K
GCO icon
946
Genesco
GCO
$356M
$791K ﹤0.01%
+11,815
New +$791K
SGI
947
Somnigroup International Inc.
SGI
$18.1B
$786K ﹤0.01%
+71,600
New +$786K
KMR
948
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
$783K ﹤0.01%
+10,355
New +$783K
CVC
949
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
$774K ﹤0.01%
+46,002
New +$774K
IFN
950
India Fund
IFN
$600M
$771K ﹤0.01%
+40,213
New +$771K