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
HOUS icon
1126
Anywhere Real Estate
HOUS
$724M
$312K ﹤0.01%
+6,489
New +$312K
AGQ icon
1127
ProShares Ultra Silver
AGQ
$894M
$310K ﹤0.01%
+4,555
New +$310K
ALB icon
1128
Albemarle
ALB
$9.6B
$309K ﹤0.01%
+4,963
New +$309K
FCG icon
1129
First Trust Natural Gas ETF
FCG
$329M
$309K ﹤0.01%
+3,840
New +$309K
WWW icon
1130
Wolverine World Wide
WWW
$2.59B
$307K ﹤0.01%
+11,270
New +$307K
EWO icon
1131
iShares MSCI Austria ETF
EWO
$107M
$305K ﹤0.01%
+18,784
New +$305K
RDS.A
1132
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$305K ﹤0.01%
+4,777
New +$305K
NTT
1133
DELISTED
Nippon Telegraph & Telephone
NTT
$304K ﹤0.01%
+11,707
New +$304K
BUD icon
1134
AB InBev
BUD
$118B
$303K ﹤0.01%
+3,353
New +$303K
KRG icon
1135
Kite Realty
KRG
$5.11B
$303K ﹤0.01%
+12,542
New +$303K
HSH
1136
DELISTED
HILLSHIRE BRANDS CO
HSH
$299K ﹤0.01%
+9,046
New +$299K
DKS icon
1137
Dick's Sporting Goods
DKS
$17.7B
$297K ﹤0.01%
+5,951
New +$297K
UHT
1138
Universal Health Realty Income Trust
UHT
$574M
$296K ﹤0.01%
+6,869
New +$296K
FIRE
1139
DELISTED
SOURCEFIRE INC COM STK
FIRE
$296K ﹤0.01%
+5,320
New +$296K
HUN icon
1140
Huntsman Corp
HUN
$1.95B
$294K ﹤0.01%
+17,742
New +$294K
JXI icon
1141
iShares Global Utilities ETF
JXI
$200M
$294K ﹤0.01%
+7,030
New +$294K
EBR icon
1142
Eletrobras Common Shares
EBR
$19B
$293K ﹤0.01%
+138,034
New +$293K
CEB
1143
DELISTED
CEB Inc.
CEB
$292K ﹤0.01%
+4,629
New +$292K
NUVA
1144
DELISTED
NuVasive, Inc.
NUVA
$289K ﹤0.01%
+11,650
New +$289K
COHR
1145
DELISTED
Coherent Inc
COHR
$289K ﹤0.01%
+5,246
New +$289K
HMSY
1146
DELISTED
HMS Holdings Corp.
HMSY
$289K ﹤0.01%
+12,408
New +$289K
ROSE
1147
DELISTED
ROSETTA RESOURCES INC
ROSE
$289K ﹤0.01%
+6,800
New +$289K
HOLX icon
1148
Hologic
HOLX
$14.8B
$288K ﹤0.01%
+14,936
New +$288K
WPP icon
1149
WPP
WPP
$5.83B
$285K ﹤0.01%
+3,337
New +$285K
FMS icon
1150
Fresenius Medical Care
FMS
$14.5B
$283K ﹤0.01%
+8,023
New +$283K