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
ERF
976
DELISTED
Enerplus Corporation
ERF
$664K ﹤0.01%
+45,123
New +$664K
GOVT icon
977
iShares US Treasury Bond ETF
GOVT
$28.1B
$655K ﹤0.01%
+26,650
New +$655K
PEI
978
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$654K ﹤0.01%
+2,309
New +$654K
IHE icon
979
iShares US Pharmaceuticals ETF
IHE
$583M
$651K ﹤0.01%
+19,485
New +$651K
LAZ icon
980
Lazard
LAZ
$5.3B
$649K ﹤0.01%
+20,200
New +$649K
IDV icon
981
iShares International Select Dividend ETF
IDV
$5.77B
$637K ﹤0.01%
+20,000
New +$637K
IRBT icon
982
iRobot
IRBT
$104M
$636K ﹤0.01%
+16,000
New +$636K
NFX
983
DELISTED
Newfield Exploration
NFX
$632K ﹤0.01%
+26,446
New +$632K
AN icon
984
AutoNation
AN
$8.57B
$631K ﹤0.01%
+14,541
New +$631K
MOO icon
985
VanEck Agribusiness ETF
MOO
$628M
$627K ﹤0.01%
+12,260
New +$627K
PIN icon
986
Invesco India ETF
PIN
$211M
$626K ﹤0.01%
+37,870
New +$626K
IXG icon
987
iShares Global Financials ETF
IXG
$573M
$621K ﹤0.01%
+12,790
New +$621K
GUR
988
DELISTED
SPDR S&P Emerging Europe ETF
GUR
$611K ﹤0.01%
+16,575
New +$611K
LULU icon
989
lululemon athletica
LULU
$19.9B
$610K ﹤0.01%
+9,319
New +$610K
CSR
990
Centerspace
CSR
$1.01B
$605K ﹤0.01%
+7,036
New +$605K
SBS icon
991
Sabesp
SBS
$15.9B
$599K ﹤0.01%
+57,549
New +$599K
TM icon
992
Toyota
TM
$264B
$594K ﹤0.01%
+4,932
New +$594K
NBIS
993
Nebius Group N.V. Class A Ordinary Shares
NBIS
$15.3B
$589K ﹤0.01%
+21,306
New +$589K
PKX icon
994
POSCO
PKX
$15.4B
$588K ﹤0.01%
+9,106
New +$588K
OPEN
995
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
$578K ﹤0.01%
+9,039
New +$578K
AME icon
996
Ametek
AME
$43.6B
$575K ﹤0.01%
+13,588
New +$575K
VC icon
997
Visteon
VC
$3.51B
$568K ﹤0.01%
+9,000
New +$568K
VO icon
998
Vanguard Mid-Cap ETF
VO
$87.5B
$562K ﹤0.01%
+5,910
New +$562K
NSR
999
DELISTED
Neustar Inc
NSR
$555K ﹤0.01%
+11,400
New +$555K
IJR icon
1000
iShares Core S&P Small-Cap ETF
IJR
$85.8B
$553K ﹤0.01%
+12,240
New +$553K