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 9.48%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ALV icon
1026
Autoliv
ALV
$9.58B
$464K ﹤0.01%
+8,334
New +$464K
BBVA icon
1027
Banco Bilbao Vizcaya Argentaria
BBVA
$105B
$462K ﹤0.01%
+57,806
New +$462K
IGF icon
1028
iShares Global Infrastructure ETF
IGF
$7.99B
$460K ﹤0.01%
+13,080
New +$460K
ARP
1029
DELISTED
ATLAS RESOURCE PARTNERS L P COM UIT REPSTG LTD PTNRS
ARP
$459K ﹤0.01%
+20,984
New +$459K
STAG icon
1030
STAG Industrial
STAG
$6.9B
$456K ﹤0.01%
+22,897
New +$456K
KKR icon
1031
KKR & Co
KKR
$121B
$454K ﹤0.01%
+23,095
New +$454K
RMD icon
1032
ResMed
RMD
$40.6B
$453K ﹤0.01%
+10,044
New +$453K
MAN icon
1033
ManpowerGroup
MAN
$1.91B
$452K ﹤0.01%
+8,227
New +$452K
NUS icon
1034
Nu Skin
NUS
$569M
$452K ﹤0.01%
+7,400
New +$452K
VRTX icon
1035
Vertex Pharmaceuticals
VRTX
$102B
$451K ﹤0.01%
+5,645
New +$451K
XOP icon
1036
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.85B
$450K ﹤0.01%
+1,925
New +$450K
PWE
1037
DELISTED
Penn West Energy Petroleum Ltd
PWE
$443K ﹤0.01%
+41,907
New +$443K
BWLD
1038
DELISTED
Buffalo Wild Wings, Inc.
BWLD
$442K ﹤0.01%
+4,503
New +$442K
AEC
1039
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
$439K ﹤0.01%
+27,322
New +$439K
CBST
1040
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
$437K ﹤0.01%
+9,047
New +$437K
RBS.PRH.CL
1041
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$435K ﹤0.01%
+18,000
New +$435K
ELD icon
1042
WisdomTree Emerging Markets Local Debt Fund
ELD
$74M
$432K ﹤0.01%
+9,000
New +$432K
LKQ icon
1043
LKQ Corp
LKQ
$8.33B
$430K ﹤0.01%
+16,667
New +$430K
TGI
1044
DELISTED
Triumph Group
TGI
$430K ﹤0.01%
+5,437
New +$430K
AIA icon
1045
iShares Asia 50 ETF
AIA
$937M
$426K ﹤0.01%
+10,026
New +$426K
EPD icon
1046
Enterprise Products Partners
EPD
$68.6B
$423K ﹤0.01%
+13,600
New +$423K
EGO icon
1047
Eldorado Gold
EGO
$5.31B
$421K ﹤0.01%
+13,542
New +$421K
LSTR icon
1048
Landstar System
LSTR
$4.58B
$421K ﹤0.01%
+8,166
New +$421K
ENOV icon
1049
Enovis
ENOV
$1.84B
$420K ﹤0.01%
+4,682
New +$420K
GHC icon
1050
Graham Holdings Company
GHC
$4.93B
$420K ﹤0.01%
+1,438
New +$420K