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
+3.75%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$41.2B
AUM Growth
-$1.48B
Cap. Flow
-$2.66B
Cap. Flow %
-6.46%
Top 10 Hldgs %
19.4%
Holding
1,519
New
87
Increased
613
Reduced
672
Closed
86

Top Sells

1
GE icon
GE Aerospace
GE
+$399M
2
PSX icon
Phillips 66
PSX
+$311M
3
AAPL icon
Apple
AAPL
+$303M
4
KO icon
Coca-Cola
KO
+$226M
5
VZ icon
Verizon
VZ
+$212M

Sector Composition

1 Financials 15.16%
2 Technology 14.58%
3 Healthcare 11.74%
4 Consumer Staples 8.83%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DBC icon
1151
Invesco DB Commodity Index Tracking Fund
DBC
$1.28B
$565K ﹤0.01%
30,425
-12,560
-29% -$233K
EQY
1152
DELISTED
Equity One
EQY
$565K ﹤0.01%
22,252
-26,959
-55% -$685K
ROIC
1153
DELISTED
Retail Opportunity Investments Corp.
ROIC
$563K ﹤0.01%
33,538
-41,209
-55% -$692K
AAT
1154
American Assets Trust
AAT
$1.25B
$562K ﹤0.01%
14,138
-15,923
-53% -$633K
CAR icon
1155
Avis
CAR
$5.48B
$553K ﹤0.01%
8,337
-1,258
-13% -$83.4K
PEI
1156
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$553K ﹤0.01%
1,574
-2,009
-56% -$706K
IT icon
1157
Gartner
IT
$17.6B
$549K ﹤0.01%
6,526
-1,205
-16% -$101K
JKS
1158
JinkoSolar
JKS
$1.26B
$541K ﹤0.01%
27,455
+4,323
+19% +$85.2K
LTC
1159
LTC Properties
LTC
$1.68B
$541K ﹤0.01%
12,538
-15,997
-56% -$690K
XPH icon
1160
SPDR S&P Pharmaceuticals ETF
XPH
$187M
$540K ﹤0.01%
10,000
CENT icon
1161
Central Garden & Pet
CENT
$2.28B
$531K ﹤0.01%
75,625
PKG icon
1162
Packaging Corp of America
PKG
$19.2B
$531K ﹤0.01%
6,784
+1,571
+30% +$123K
PKY
1163
DELISTED
Parkway, Inc.
PKY
$531K ﹤0.01%
28,862
-29,735
-51% -$547K
CPL
1164
DELISTED
CPFL Energia S.A.
CPL
$530K ﹤0.01%
41,316
-424
-1% -$5.44K
YCS icon
1165
ProShares UltraShort Yen
YCS
$30.7M
$521K ﹤0.01%
23,332
RPT
1166
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$517K ﹤0.01%
27,581
-35,179
-56% -$659K
ESRT icon
1167
Empire State Realty Trust
ESRT
$1.3B
$515K ﹤0.01%
29,288
-34,549
-54% -$608K
IHE icon
1168
iShares US Pharmaceuticals ETF
IHE
$579M
$514K ﹤0.01%
10,185
JDD
1169
DELISTED
Nuveen Diversified Dividend and Income Fund
JDD
$514K ﹤0.01%
43,710
-9,000
-17% -$106K
PHO icon
1170
Invesco Water Resources ETF
PHO
$2.2B
$513K ﹤0.01%
19,898
ALNY icon
1171
Alnylam Pharmaceuticals
ALNY
$61.5B
$512K ﹤0.01%
+5,281
New +$512K
TM icon
1172
Toyota
TM
$257B
$503K ﹤0.01%
4,003
-772
-16% -$97K
JLL icon
1173
Jones Lang LaSalle
JLL
$14.6B
$502K ﹤0.01%
3,358
-510
-13% -$76.2K
CSR
1174
Centerspace
CSR
$972M
$496K ﹤0.01%
6,083
-5,272
-46% -$430K
VOD icon
1175
Vodafone
VOD
$28.1B
$492K ﹤0.01%
14,393
-39,711
-73% -$1.36M