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
+11.66%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$55.1B
AUM Growth
+$7.39B
Cap. Flow
+$1.88B
Cap. Flow %
3.41%
Top 10 Hldgs %
31.61%
Holding
2,461
New
222
Increased
1,058
Reduced
876
Closed
215

Top Buys

1
AMZN icon
Amazon
AMZN
+$711M
2
AAPL icon
Apple
AAPL
+$207M
3
BLK icon
Blackrock
BLK
+$133M
4
MSFT icon
Microsoft
MSFT
+$107M
5
ZS icon
Zscaler
ZS
+$96M

Sector Composition

1 Consumer Discretionary 23.16%
2 Technology 21.09%
3 Healthcare 10.16%
4 Financials 10.09%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DSGX icon
1126
Descartes Systems
DSGX
$8.96B
$1.19M ﹤0.01%
21,196
+13,698
+183% +$769K
NSP icon
1127
Insperity
NSP
$1.99B
$1.19M ﹤0.01%
17,968
-3,125
-15% -$207K
ADC icon
1128
Agree Realty
ADC
$8.09B
$1.19M ﹤0.01%
18,491
-11,334
-38% -$727K
BZUN
1129
Baozun
BZUN
$276M
$1.18M ﹤0.01%
36,288
+9,371
+35% +$305K
FTEC icon
1130
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
$1.18M ﹤0.01%
12,800
ENIA
1131
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$1.17M ﹤0.01%
181,236
YI
1132
111 Inc
YI
$51.3M
$1.17M ﹤0.01%
18,600
PVG
1133
DELISTED
PRETIUM RESOURCES INC.
PVG
$1.17M ﹤0.01%
+91,042
New +$1.17M
CBSH icon
1134
Commerce Bancshares
CBSH
$7.96B
$1.17M ﹤0.01%
26,568
+13,777
+108% +$605K
CMCO icon
1135
Columbus McKinnon
CMCO
$415M
$1.17M ﹤0.01%
34,737
-336
-1% -$11.3K
JBGS
1136
JBG SMITH
JBGS
$1.45B
$1.16M ﹤0.01%
43,297
+26,562
+159% +$713K
PTCT icon
1137
PTC Therapeutics
PTCT
$4.85B
$1.16M ﹤0.01%
+24,426
New +$1.16M
CAKE icon
1138
Cheesecake Factory
CAKE
$2.82B
$1.16M ﹤0.01%
41,389
+16,211
+64% +$454K
WRI
1139
DELISTED
Weingarten Realty Investors
WRI
$1.16M ﹤0.01%
67,872
-66,779
-50% -$1.14M
AIT icon
1140
Applied Industrial Technologies
AIT
$9.94B
$1.15M ﹤0.01%
20,807
+9,082
+77% +$504K
OIH icon
1141
VanEck Oil Services ETF
OIH
$850M
$1.15M ﹤0.01%
11,666
+6,334
+119% +$626K
LBTYA icon
1142
Liberty Global Class A
LBTYA
$4.05B
$1.15M ﹤0.01%
54,400
-33,097
-38% -$701K
GLIBA
1143
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
$1.15M ﹤0.01%
14,018
+5,601
+67% +$460K
IGV icon
1144
iShares Expanded Tech-Software Sector ETF
IGV
$10.2B
$1.15M ﹤0.01%
18,500
-500
-3% -$31.1K
WSO icon
1145
Watsco
WSO
$15.5B
$1.15M ﹤0.01%
4,911
-559
-10% -$131K
SNY icon
1146
Sanofi
SNY
$115B
$1.14M ﹤0.01%
22,781
-3,645
-14% -$183K
SPXU icon
1147
ProShares UltraPro Short S&P 500
SPXU
$505M
$1.14M ﹤0.01%
5,240
LBTYK icon
1148
Liberty Global Class C
LBTYK
$4.07B
$1.14M ﹤0.01%
55,136
-76,781
-58% -$1.59M
AVNT icon
1149
Avient
AVNT
$3.31B
$1.13M ﹤0.01%
41,745
-5,126
-11% -$139K
SYNH
1150
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$1.13M ﹤0.01%
21,071
+5,324
+34% +$285K