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
FLG
951
Flagstar Financial, Inc.
FLG
$5.24B
$766K ﹤0.01%
+18,247
New +$766K
GOV
952
DELISTED
Government Properties Income Trust
GOV
$748K ﹤0.01%
+29,643
New +$748K
GPN icon
953
Global Payments
GPN
$21.1B
$744K ﹤0.01%
+32,126
New +$744K
DNKN
954
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$743K ﹤0.01%
+17,350
New +$743K
SRC
955
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$742K ﹤0.01%
+17,792
New +$742K
CAJ
956
DELISTED
Canon, Inc.
CAJ
$742K ﹤0.01%
+22,563
New +$742K
IAG icon
957
IAMGOLD
IAG
$5.76B
$740K ﹤0.01%
+171,009
New +$740K
AKR icon
958
Acadia Realty Trust
AKR
$2.54B
$738K ﹤0.01%
+29,878
New +$738K
THOR
959
DELISTED
THORATEC CORPORATION
THOR
$736K ﹤0.01%
+23,487
New +$736K
TKC icon
960
Turkcell
TKC
$4.78B
$733K ﹤0.01%
+51,012
New +$733K
CAA
961
DELISTED
CalAtlantic Group, Inc.
CAA
$731K ﹤0.01%
+17,540
New +$731K
EQY
962
DELISTED
Equity One
EQY
$726K ﹤0.01%
+32,105
New +$726K
LTC
963
LTC Properties
LTC
$1.68B
$725K ﹤0.01%
+18,560
New +$725K
WAB icon
964
Wabtec
WAB
$32.5B
$725K ﹤0.01%
+13,578
New +$725K
FLEX icon
965
Flex
FLEX
$21B
$716K ﹤0.01%
+122,815
New +$716K
ERIE icon
966
Erie Indemnity
ERIE
$17.3B
$709K ﹤0.01%
+8,900
New +$709K
SIRO
967
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
$702K ﹤0.01%
+10,659
New +$702K
NCTY
968
The9 Ltd
NCTY
$144M
$695K ﹤0.01%
+621
New +$695K
GPOR
969
DELISTED
Gulfport Energy Corp.
GPOR
$691K ﹤0.01%
+14,662
New +$691K
BOND icon
970
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.86B
$686K ﹤0.01%
+6,500
New +$686K
HSIC icon
971
Henry Schein
HSIC
$8.2B
$678K ﹤0.01%
+18,074
New +$678K
CAF
972
Morgan Stanley China A Share Fund
CAF
$265M
$676K ﹤0.01%
+35,176
New +$676K
TUP
973
DELISTED
Tupperware Brands Corporation
TUP
$673K ﹤0.01%
+8,662
New +$673K
CHC
974
DELISTED
CHINA HYDROELECTRIC CORP SPONSORED ADR RPSTG 3 ORD SHS
CHC
$668K ﹤0.01%
+255,000
New +$668K
MDSO
975
DELISTED
Medidata Solutions, Inc.
MDSO
$665K ﹤0.01%
+17,170
New +$665K