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
+8.5%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$93.4B
AUM Growth
+$93.4B
Cap. Flow
+$10.3B
Cap. Flow %
10.99%
Top 10 Hldgs %
26.83%
Holding
2,372
New
175
Increased
1,016
Reduced
764
Closed
274

Sector Composition

1 Technology 27.33%
2 Healthcare 12.69%
3 Consumer Discretionary 12.22%
4 Financials 11.83%
5 Communication Services 7.74%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ISRG icon
76
Intuitive Surgical
ISRG
$170B
$226M 0.23% 661,467 +123,189 +23% +$42.2M
UNP icon
77
Union Pacific
UNP
$133B
$226M 0.23% 1,103,304 -32,671 -3% -$6.69M
COP icon
78
ConocoPhillips
COP
$124B
$225M 0.23% 2,171,514 +119,965 +6% +$12.4M
MMM icon
79
3M
MMM
$82.8B
$222M 0.23% 2,218,297 +59,524 +3% +$5.95M
CI icon
80
Cigna
CI
$80.3B
$218M 0.22% 774,932 +72,613 +10% +$20.4M
REGN icon
81
Regeneron Pharmaceuticals
REGN
$61.5B
$217M 0.22% 302,663 +46,863 +18% +$33.6M
NOW icon
82
ServiceNow
NOW
$190B
$217M 0.22% 385,341 +102,927 +36% +$57.9M
SBUX icon
83
Starbucks
SBUX
$100B
$215M 0.22% 2,167,989 +625,195 +41% +$61.9M
UPS icon
84
United Parcel Service
UPS
$74.1B
$214M 0.22% 1,195,014 +159,165 +15% +$28.5M
DE icon
85
Deere & Co
DE
$129B
$213M 0.22% 526,225 +104,363 +25% +$42.3M
INTU icon
86
Intuit
INTU
$186B
$203M 0.21% 441,741 +88,790 +25% +$40.7M
LRCX icon
87
Lam Research
LRCX
$127B
$200M 0.2% 310,517 +27,613 +10% +$17.8M
TMUS icon
88
T-Mobile US
TMUS
$284B
$194M 0.2% 1,395,343 +134,804 +11% +$18.7M
CVS icon
89
CVS Health
CVS
$92.8B
$188M 0.19% 2,717,013 +31,668 +1% +$2.19M
KLAC icon
90
KLA
KLAC
$115B
$187M 0.19% 386,095 +127,241 +49% +$61.8M
EQIX icon
91
Equinix
EQIX
$76.9B
$185M 0.19% 236,349 +20,846 +10% +$16.3M
T icon
92
AT&T
T
$209B
$185M 0.19% 11,601,105 +1,036,245 +10% +$16.5M
PSA icon
93
Public Storage
PSA
$51.7B
$185M 0.19% 634,626 +116,348 +22% +$33.9M
MU icon
94
Micron Technology
MU
$133B
$183M 0.19% 2,888,059 +333,495 +13% +$21.1M
GWW icon
95
W.W. Grainger
GWW
$48.5B
$182M 0.19% 231,342 +17,438 +8% +$13.8M
ADP icon
96
Automatic Data Processing
ADP
$123B
$181M 0.18% 822,877 +146,888 +22% +$32.3M
RTX icon
97
RTX Corp
RTX
$212B
$179M 0.18% 1,830,454 +196,579 +12% +$19.3M
BKNG icon
98
Booking.com
BKNG
$181B
$178M 0.18% 65,921 +18,783 +40% +$50.7M
PYPL icon
99
PayPal
PYPL
$67.1B
$178M 0.18% 2,670,945 +271,951 +11% +$18.1M
CB icon
100
Chubb
CB
$110B
$175M 0.18% 910,325 +296,543 +48% +$56.9M