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
+11.98%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$109B
AUM Growth
+$109B
Cap. Flow
+$8.48B
Cap. Flow %
7.78%
Top 10 Hldgs %
26.92%
Holding
2,394
New
232
Increased
1,079
Reduced
797
Closed
173

Sector Composition

1 Technology 28.28%
2 Financials 13.39%
3 Healthcare 11.82%
4 Consumer Discretionary 11.4%
5 Communication Services 7.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VRTX icon
76
Vertex Pharmaceuticals
VRTX
$100B
$250M 0.22% 614,669 +53,862 +10% +$21.9M
SBUX icon
77
Starbucks
SBUX
$100B
$248M 0.22% 2,584,458 +677,143 +36% +$64.9M
LRCX icon
78
Lam Research
LRCX
$127B
$246M 0.21% 313,677 +1,036 +0.3% +$812K
MU icon
79
Micron Technology
MU
$133B
$245M 0.21% 2,859,109 +363,544 +15% +$31.1M
STLA icon
80
Stellantis
STLA
$27.8B
$244M 0.21% 10,425,642 +1,834,355 +21% +$43M
ADP icon
81
Automatic Data Processing
ADP
$123B
$244M 0.21% 1,048,151 +304,550 +41% +$70.9M
GE icon
82
GE Aerospace
GE
$292B
$236M 0.21% 1,852,239 +338,295 +22% +$43.2M
CI icon
83
Cigna
CI
$80.3B
$236M 0.21% 788,648 +165,604 +27% +$49.6M
BMY icon
84
Bristol-Myers Squibb
BMY
$96B
$234M 0.2% 4,572,663 +267,168 +6% +$13.7M
LOW icon
85
Lowe's Companies
LOW
$145B
$230M 0.2% 1,033,887 +10,822 +1% +$2.41M
TMUS icon
86
T-Mobile US
TMUS
$284B
$228M 0.2% 1,419,671 -374,572 -21% -$60.1M
CSX icon
87
CSX Corp
CSX
$60.6B
$220M 0.19% 6,354,498 +1,031,389 +19% +$35.8M
PM icon
88
Philip Morris
PM
$260B
$218M 0.19% 2,322,424 -367,404 -14% -$34.5M
UBER icon
89
Uber
UBER
$196B
$217M 0.19% 3,523,743 +1,918,847 +120% +$118M
T icon
90
AT&T
T
$209B
$214M 0.19% 12,764,610 +196,812 +2% +$3.3M
TJX icon
91
TJX Companies
TJX
$152B
$213M 0.19% 2,272,457 -4,994 -0.2% -$468K
URI icon
92
United Rentals
URI
$61.5B
$209M 0.18% 365,220 -36,593 -9% -$21M
EQIX icon
93
Equinix
EQIX
$76.9B
$209M 0.18% 258,856 +16,795 +7% +$13.5M
DLTR icon
94
Dollar Tree
DLTR
$22.8B
$204M 0.18% 1,439,995 -149,327 -9% -$21.2M
KLAC icon
95
KLA
KLAC
$115B
$203M 0.18% 348,660 +17,661 +5% +$10.3M
DE icon
96
Deere & Co
DE
$129B
$201M 0.18% 504,350 +76,924 +18% +$30.7M
NEE icon
97
NextEra Energy, Inc.
NEE
$148B
$198M 0.17% 3,260,659 +689,943 +27% +$41.8M
AMT icon
98
American Tower
AMT
$95.5B
$196M 0.17% 907,158 +129,495 +17% +$28M
SEE icon
99
Sealed Air
SEE
$4.78B
$196M 0.17% 5,340,247 +5,138,700 +2,550% +$188M
TRV icon
100
Travelers Companies
TRV
$61.1B
$190M 0.17% 999,480 +9,518 +1% +$1.81M