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
HMC icon
1051
Honda
HMC
$44.8B
$419K ﹤0.01%
+11,241
New +$419K
VEON icon
1052
VEON
VEON
$3.8B
$418K ﹤0.01%
+1,663
New +$418K
IDGT icon
1053
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$117M
$415K ﹤0.01%
+14,080
New +$415K
VVC
1054
DELISTED
Vectren Corporation
VVC
$410K ﹤0.01%
+12,128
New +$410K
FPO
1055
DELISTED
First Potomac Realty Trust
FPO
$409K ﹤0.01%
+31,337
New +$409K
ARCC icon
1056
Ares Capital
ARCC
$15.8B
$408K ﹤0.01%
+23,697
New +$408K
GNC
1057
DELISTED
GNC Holdings, Inc.
GNC
$407K ﹤0.01%
+9,211
New +$407K
TR icon
1058
Tootsie Roll Industries
TR
$2.97B
$406K ﹤0.01%
+18,204
New +$406K
CCG
1059
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
$404K ﹤0.01%
+34,983
New +$404K
FCH
1060
DELISTED
Felcor Lodging Trust
FCH
$400K ﹤0.01%
+67,552
New +$400K
GSK icon
1061
GSK
GSK
$81.5B
$392K ﹤0.01%
+6,290
New +$392K
CHTR icon
1062
Charter Communications
CHTR
$35.7B
$385K ﹤0.01%
+3,114
New +$385K
CPRI icon
1063
Capri Holdings
CPRI
$2.53B
$385K ﹤0.01%
+6,207
New +$385K
JKHY icon
1064
Jack Henry & Associates
JKHY
$11.8B
$385K ﹤0.01%
+8,185
New +$385K
CHT icon
1065
Chunghwa Telecom
CHT
$34.3B
$383K ﹤0.01%
+12,021
New +$383K
NWN icon
1066
Northwest Natural Holdings
NWN
$1.71B
$382K ﹤0.01%
+9,000
New +$382K
TSCO icon
1067
Tractor Supply
TSCO
$32.1B
$378K ﹤0.01%
+32,230
New +$378K
ACC
1068
DELISTED
American Campus Communities, Inc.
ACC
$378K ﹤0.01%
+9,309
New +$378K
MNI
1069
DELISTED
The McClatchy Company Class A Common Stock
MNI
$378K ﹤0.01%
+16,560
New +$378K
AVGO icon
1070
Broadcom
AVGO
$1.58T
$375K ﹤0.01%
+100,260
New +$375K
AVEO
1071
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
$375K ﹤0.01%
+15,000
New +$375K
YCS icon
1072
ProShares UltraShort Yen
YCS
$32.9M
$374K ﹤0.01%
+23,332
New +$374K
IPGP icon
1073
IPG Photonics
IPGP
$3.56B
$372K ﹤0.01%
+6,115
New +$372K
PRIS.B
1074
DELISTED
PROMOTORA DE INFORMACIONES SA ADR REPSTG 4 CL B CONV SHS
PRIS.B
$372K ﹤0.01%
+473,696
New +$372K
MHK icon
1075
Mohawk Industries
MHK
$8.65B
$370K ﹤0.01%
+3,285
New +$370K