HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
 

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
+8.89%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$32.5B
AUM Growth
+$32.5B
Cap. Flow
-$1.59B
Cap. Flow %
-4.88%
Top 10 Hldgs %
19.27%
Holding
1,468
New
90
Increased
513
Reduced
707
Closed
84

Sector Composition

1 Technology 15.2%
2 Financials 14.36%
3 Healthcare 11.31%
4 Industrials 9.52%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SPG icon
76
Simon Property Group
SPG
$59B
$89.7M 0.23% 589,266 -11,382 -2% -$1.73M
MCK icon
77
McKesson
MCK
$85.4B
$88.6M 0.23% 548,934 -226,299 -29% -$36.5M
CELG
78
DELISTED
Celgene Corp
CELG
$88.3M 0.23% 522,758 -151,953 -23% -$25.7M
DIA icon
79
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
$88.2M 0.23% 533,166 -73,302 -12% -$12.1M
IWM icon
80
iShares Russell 2000 ETF
IWM
$67B
$87.6M 0.23% 759,094 +365,458 +93% +$42.2M
GIS icon
81
General Mills
GIS
$26.4B
$86.4M 0.22% 1,731,047 -27,320 -2% -$1.36M
EMC
82
DELISTED
EMC CORPORATION
EMC
$85.4M 0.22% 3,399,102 -3,121,699 -48% -$78.4M
BIIB icon
83
Biogen
BIIB
$19.4B
$84.1M 0.22% 300,849 +22,756 +8% +$6.36M
COST icon
84
Costco
COST
$418B
$83.2M 0.22% 699,171 -19,857 -3% -$2.36M
MDY icon
85
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$81.5M 0.21% 333,651 +97,467 +41% +$23.8M
PPG icon
86
PPG Industries
PPG
$25.1B
$81.4M 0.21% 429,513 -57,590 -12% -$10.9M
WBA
87
DELISTED
Walgreens Boots Alliance
WBA
$80.6M 0.21% 1,402,886 -670,328 -32% -$38.5M
HON icon
88
Honeywell
HON
$139B
$80.6M 0.21% 882,108 +10,984 +1% +$1M
UNP icon
89
Union Pacific
UNP
$133B
$79.8M 0.21% 475,468 -63,036 -12% -$10.6M
FCX icon
90
Freeport-McMoran
FCX
$63.7B
$79.4M 0.21% 2,103,079 -804,497 -28% -$30.4M
LLY icon
91
Eli Lilly
LLY
$657B
$79.2M 0.21% 1,551,997 -104,682 -6% -$5.34M
LOW icon
92
Lowe's Companies
LOW
$145B
$79.1M 0.21% 1,597,527 -172,010 -10% -$8.52M
GS icon
93
Goldman Sachs
GS
$226B
$78.1M 0.2% 440,937 -12,913 -3% -$2.29M
EEM icon
94
iShares MSCI Emerging Markets ETF
EEM
$19B
$77.4M 0.2% 1,851,472 -1,307,620 -41% -$54.7M
INFY icon
95
Infosys
INFY
$69.7B
$76.5M 0.2% 1,352,120 -23,579 -2% -$1.33M
BUD icon
96
AB InBev
BUD
$122B
$75.5M 0.2% 709,374 +37,478 +6% +$3.99M
MPC icon
97
Marathon Petroleum
MPC
$54.6B
$74.6M 0.19% 815,271 -189,126 -19% -$17.3M
OIS icon
98
Oil States International
OIS
$339M
$74.4M 0.19% +731,119 New +$74.4M
EWJ icon
99
iShares MSCI Japan ETF
EWJ
$15.3B
$73.9M 0.19% 6,088,007 +968,270 +19% +$11.7M
JNK icon
100
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
$72.9M 0.19% 1,798,498 +78,947 +5% +$3.2M