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
MKTX icon
1201
MarketAxess Holdings
MKTX
$7.01B
$227K ﹤0.01%
+4,865
New +$227K
RWR icon
1202
SPDR Dow Jones REIT ETF
RWR
$1.84B
$226K ﹤0.01%
+2,975
New +$226K
JJG
1203
DELISTED
iPath Bloomberg Grains Subindex Total Return ETN due October 22, 2037
JJG
$226K ﹤0.01%
+4,650
New +$226K
ECH icon
1204
iShares MSCI Chile ETF
ECH
$726M
$225K ﹤0.01%
+4,174
New +$225K
LECO icon
1205
Lincoln Electric
LECO
$13.5B
$225K ﹤0.01%
+3,922
New +$225K
CLC
1206
DELISTED
Clarcor
CLC
$225K ﹤0.01%
+4,323
New +$225K
PRIS
1207
DELISTED
PROMOTORA DE INFORMACIONES SA ADR REPSTG 4 CL A SHS
PRIS
$225K ﹤0.01%
+223,321
New +$225K
ATR icon
1208
AptarGroup
ATR
$9.13B
$223K ﹤0.01%
+4,045
New +$223K
VOX icon
1209
Vanguard Communication Services ETF
VOX
$5.82B
$222K ﹤0.01%
+2,812
New +$222K
UDR icon
1210
UDR
UDR
$13B
$221K ﹤0.01%
+8,676
New +$221K
CSGP icon
1211
CoStar Group
CSGP
$37.9B
$216K ﹤0.01%
+16,780
New +$216K
CPRT icon
1212
Copart
CPRT
$47B
$215K ﹤0.01%
+56,008
New +$215K
TTC icon
1213
Toro Company
TTC
$8.06B
$215K ﹤0.01%
+9,464
New +$215K
MDCO
1214
DELISTED
Medicines Co
MDCO
$215K ﹤0.01%
+7,000
New +$215K
FNSR
1215
DELISTED
Finisar Corp
FNSR
$215K ﹤0.01%
+12,714
New +$215K
STE icon
1216
Steris
STE
$24.2B
$214K ﹤0.01%
+4,994
New +$214K
MXI icon
1217
iShares Global Materials ETF
MXI
$227M
$213K ﹤0.01%
+4,000
New +$213K
HTSI
1218
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
$213K ﹤0.01%
+4,542
New +$213K
ADC icon
1219
Agree Realty
ADC
$8.08B
$212K ﹤0.01%
+7,180
New +$212K
UEIC icon
1220
Universal Electronics
UEIC
$64M
$211K ﹤0.01%
+7,529
New +$211K
MN
1221
DELISTED
MANNING & NAPIER, INC.
MN
$211K ﹤0.01%
+11,854
New +$211K
TWO
1222
Two Harbors Investment
TWO
$1.08B
$210K ﹤0.01%
+2,564
New +$210K
EGN
1223
DELISTED
Energen
EGN
$210K ﹤0.01%
+4,026
New +$210K
FIG
1224
DELISTED
Fortress Investment Group Llc
FIG
$210K ﹤0.01%
+31,952
New +$210K
RBS.PRN
1225
DELISTED
ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK)
RBS.PRN
$210K ﹤0.01%
+10,000
New +$210K