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
NFG icon
1151
National Fuel Gas
NFG
$7.82B
$283K ﹤0.01%
+4,889
New +$283K
GTY
1152
Getty Realty Corp
GTY
$1.63B
$280K ﹤0.01%
+13,757
New +$280K
MT icon
1153
ArcelorMittal
MT
$26B
$280K ﹤0.01%
+10,939
New +$280K
OCR
1154
DELISTED
OMNICARE INC
OCR
$280K ﹤0.01%
+5,853
New +$280K
UNG icon
1155
United States Natural Gas Fund
UNG
$615M
$277K ﹤0.01%
+912
New +$277K
AVNR
1156
DELISTED
AVANIR PHARMACEUTICALS, INC CL A
AVNR
$276K ﹤0.01%
+60,000
New +$276K
RMBS icon
1157
Rambus
RMBS
$8.05B
$275K ﹤0.01%
+32,000
New +$275K
TRI icon
1158
Thomson Reuters
TRI
$78.7B
$275K ﹤0.01%
+7,327
New +$275K
MDAS
1159
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
$275K ﹤0.01%
+15,513
New +$275K
ALGN icon
1160
Align Technology
ALGN
$10.1B
$274K ﹤0.01%
+7,396
New +$274K
MCRS
1161
DELISTED
MICROS SYSTEMS INC
MCRS
$273K ﹤0.01%
+6,331
New +$273K
QLIK
1162
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
$271K ﹤0.01%
+9,616
New +$271K
PRXL
1163
DELISTED
Parexel International Corp
PRXL
$267K ﹤0.01%
+5,813
New +$267K
GEOS icon
1164
Geospace Technologies
GEOS
$231M
$265K ﹤0.01%
+3,824
New +$265K
ITA icon
1165
iShares US Aerospace & Defense ETF
ITA
$9.3B
$265K ﹤0.01%
+6,500
New +$265K
KDN
1166
DELISTED
KAYDON CORP
KDN
$264K ﹤0.01%
+9,600
New +$264K
MSM icon
1167
MSC Industrial Direct
MSM
$5.14B
$263K ﹤0.01%
+3,391
New +$263K
OII icon
1168
Oceaneering
OII
$2.41B
$263K ﹤0.01%
+3,645
New +$263K
RFMD
1169
DELISTED
RF MICRO DEVICES INC
RFMD
$263K ﹤0.01%
+49,000
New +$263K
SHFL
1170
DELISTED
SHFL ENTMT INC
SHFL
$263K ﹤0.01%
+14,818
New +$263K
WLY icon
1171
John Wiley & Sons Class A
WLY
$2.13B
$262K ﹤0.01%
+6,534
New +$262K
HIBB
1172
DELISTED
Hibbett, Inc. Common Stock
HIBB
$261K ﹤0.01%
+4,699
New +$261K
APAM icon
1173
Artisan Partners
APAM
$3.26B
$258K ﹤0.01%
+5,165
New +$258K
UBA
1174
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$256K ﹤0.01%
+12,732
New +$256K
DNY
1175
DELISTED
DONNELLEY R R & SONS CO
DNY
$253K ﹤0.01%
+18,043
New +$253K