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
IAU icon
1001
iShares Gold Trust
IAU
$53.2B
$544K ﹤0.01%
+22,700
New +$544K
HXM
1002
DELISTED
DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP)
HXM
$538K ﹤0.01%
+144,227
New +$538K
WPRT
1003
Westport Fuel Systems
WPRT
$41.1M
$537K ﹤0.01%
+1,600
New +$537K
ON icon
1004
ON Semiconductor
ON
$20B
$533K ﹤0.01%
+66,000
New +$533K
BRKR icon
1005
Bruker
BRKR
$4.67B
$533K ﹤0.01%
+33,000
New +$533K
SBRA icon
1006
Sabra Healthcare REIT
SBRA
$4.6B
$529K ﹤0.01%
+20,252
New +$529K
FAS icon
1007
Direxion Daily Financial Bull 3x Shares
FAS
$2.59B
$519K ﹤0.01%
+32,640
New +$519K
HT
1008
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$516K ﹤0.01%
+22,864
New +$516K
PHO icon
1009
Invesco Water Resources ETF
PHO
$2.28B
$515K ﹤0.01%
+23,398
New +$515K
CE icon
1010
Celanese
CE
$5.09B
$507K ﹤0.01%
+11,319
New +$507K
RYL
1011
DELISTED
RYLAND GROUP INC
RYL
$503K ﹤0.01%
+12,547
New +$503K
ROIC
1012
DELISTED
Retail Opportunity Investments Corp.
ROIC
$500K ﹤0.01%
+35,975
New +$500K
AHT
1013
Ashford Hospitality Trust
AHT
$37.9M
$498K ﹤0.01%
+69
New +$498K
RPT
1014
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$498K ﹤0.01%
+32,053
New +$498K
NDSN icon
1015
Nordson
NDSN
$12.7B
$495K ﹤0.01%
+7,142
New +$495K
HPP
1016
Hudson Pacific Properties
HPP
$1.15B
$491K ﹤0.01%
+23,073
New +$491K
MLNX
1017
DELISTED
Mellanox Technologies, Ltd.
MLNX
$490K ﹤0.01%
+9,900
New +$490K
PRA icon
1018
ProAssurance
PRA
$1.22B
$483K ﹤0.01%
+9,255
New +$483K
CENT icon
1019
Central Garden & Pet
CENT
$2.35B
$479K ﹤0.01%
+84,375
New +$479K
WCN icon
1020
Waste Connections
WCN
$45.9B
$479K ﹤0.01%
+17,463
New +$479K
IRC
1021
DELISTED
INLAND REAL ESTATE CORP
IRC
$474K ﹤0.01%
+46,392
New +$474K
KMI.WS
1022
DELISTED
Kinder Morgan Inc
KMI.WS
$471K ﹤0.01%
+92,097
New +$471K
GDXJ icon
1023
VanEck Junior Gold Miners ETF
GDXJ
$7.13B
$468K ﹤0.01%
+12,775
New +$468K
TRMB icon
1024
Trimble
TRMB
$19.3B
$466K ﹤0.01%
+17,909
New +$466K
IWV icon
1025
iShares Russell 3000 ETF
IWV
$16.7B
$465K ﹤0.01%
+4,820
New +$465K