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
DISCK
1076
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$370K ﹤0.01%
+10,634
New +$370K
CVD
1077
DELISTED
COVANCE INC.
CVD
$370K ﹤0.01%
+4,869
New +$370K
BCS.PRD.CL
1078
DELISTED
Barclays Bank Plc
BCS.PRD.CL
$367K ﹤0.01%
+14,500
New +$367K
ACAS
1079
DELISTED
American Capital Ltd
ACAS
$366K ﹤0.01%
+28,916
New +$366K
HSBC icon
1080
HSBC
HSBC
$227B
$365K ﹤0.01%
+8,158
New +$365K
SDY icon
1081
SPDR S&P Dividend ETF
SDY
$20.5B
$362K ﹤0.01%
+5,455
New +$362K
UL icon
1082
Unilever
UL
$158B
$359K ﹤0.01%
+8,877
New +$359K
Y
1083
DELISTED
Alleghany Corporation
Y
$359K ﹤0.01%
+938
New +$359K
BYI
1084
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
$356K ﹤0.01%
+6,314
New +$356K
CLB icon
1085
Core Laboratories
CLB
$592M
$353K ﹤0.01%
+2,328
New +$353K
ARMH
1086
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$353K ﹤0.01%
+9,746
New +$353K
ASH icon
1087
Ashland
ASH
$2.51B
$351K ﹤0.01%
+8,587
New +$351K
CLR
1088
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$351K ﹤0.01%
+8,172
New +$351K
WEB
1089
DELISTED
Web.com Group, Inc.
WEB
$349K ﹤0.01%
+13,626
New +$349K
VSI
1090
DELISTED
Vitamin Shoppe Inc.
VSI
$347K ﹤0.01%
+7,752
New +$347K
SBNY
1091
DELISTED
Signature Bank
SBNY
$347K ﹤0.01%
+4,179
New +$347K
RJF icon
1092
Raymond James Financial
RJF
$33B
$346K ﹤0.01%
+12,077
New +$346K
IHS
1093
DELISTED
IHS INC CL-A COM STK
IHS
$345K ﹤0.01%
+3,305
New +$345K
JSC
1094
DELISTED
SPDR SER TR SPDR RUSSELL/NOMURA SM CAP JAPAN ETF
JSC
$344K ﹤0.01%
+7,320
New +$344K
LNKD
1095
DELISTED
LinkedIn Corporation
LNKD
$344K ﹤0.01%
+1,930
New +$344K
CDNS icon
1096
Cadence Design Systems
CDNS
$95.6B
$343K ﹤0.01%
+23,700
New +$343K
MIDD icon
1097
Middleby
MIDD
$7.32B
$342K ﹤0.01%
+6,021
New +$342K
TFM
1098
DELISTED
THE FRESH MARKET, INC COM STK
TFM
$339K ﹤0.01%
+6,813
New +$339K
BKD icon
1099
Brookdale Senior Living
BKD
$1.83B
$338K ﹤0.01%
+12,800
New +$338K
VMW
1100
DELISTED
VMware, Inc
VMW
$338K ﹤0.01%
+5,050
New +$338K