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
LPX icon
1176
Louisiana-Pacific
LPX
$6.9B
$252K ﹤0.01%
+17,013
New +$252K
IEO icon
1177
iShares US Oil & Gas Exploration & Production ETF
IEO
$468M
$251K ﹤0.01%
+3,500
New +$251K
FTNT icon
1178
Fortinet
FTNT
$60.4B
$250K ﹤0.01%
+71,330
New +$250K
RBC icon
1179
RBC Bearings
RBC
$12.2B
$250K ﹤0.01%
+4,817
New +$250K
TEX icon
1180
Terex
TEX
$3.47B
$249K ﹤0.01%
+9,466
New +$249K
RAX
1181
DELISTED
Rackspace Hosting Inc
RAX
$247K ﹤0.01%
+6,543
New +$247K
ATO icon
1182
Atmos Energy
ATO
$26.7B
$246K ﹤0.01%
+6,000
New +$246K
CHRD icon
1183
Chord Energy
CHRD
$5.92B
$246K ﹤0.01%
+6,306
New +$246K
PIR
1184
DELISTED
Pier 1 Imports, Inc.
PIR
$246K ﹤0.01%
+525
New +$246K
CGNX icon
1185
Cognex
CGNX
$7.55B
$245K ﹤0.01%
+21,600
New +$245K
GRC icon
1186
Gorman-Rupp
GRC
$1.14B
$245K ﹤0.01%
+9,645
New +$245K
WDR
1187
DELISTED
Waddell & Reed Financial, Inc.
WDR
$245K ﹤0.01%
+5,631
New +$245K
DRC
1188
DELISTED
DRESSER-RAND GROUP INC
DRC
$245K ﹤0.01%
+4,092
New +$245K
ACTG icon
1189
Acacia Research
ACTG
$318M
$244K ﹤0.01%
+10,900
New +$244K
NVS icon
1190
Novartis
NVS
$251B
$244K ﹤0.01%
+3,847
New +$244K
ESI
1191
DELISTED
ITT EDUCATIONAL SERVICES INC
ESI
$244K ﹤0.01%
+10,000
New +$244K
WKC icon
1192
World Kinect Corp
WKC
$1.48B
$243K ﹤0.01%
+6,091
New +$243K
RSE
1193
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
$243K ﹤0.01%
+12,387
New +$243K
YZC
1194
DELISTED
Yanzhou Coal Mining
YZC
$241K ﹤0.01%
+33,840
New +$241K
XPH icon
1195
SPDR S&P Pharmaceuticals ETF
XPH
$189M
$240K ﹤0.01%
+6,800
New +$240K
BLKB icon
1196
Blackbaud
BLKB
$3.23B
$239K ﹤0.01%
+7,313
New +$239K
CMP icon
1197
Compass Minerals
CMP
$784M
$239K ﹤0.01%
+2,832
New +$239K
PARAA
1198
DELISTED
Paramount Global Class A
PARAA
$239K ﹤0.01%
+4,900
New +$239K
INVX
1199
Innovex International, Inc.
INVX
$1.16B
$232K ﹤0.01%
+2,567
New +$232K
DSI icon
1200
iShares MSCI KLD 400 Social ETF
DSI
$4.81B
$230K ﹤0.01%
+7,600
New +$230K