HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
 

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
1,309
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
DD icon
101
DuPont de Nemours
DD
$32.2B
$60.7M 0.18% +1,888,395 New +$60.7M
MDLZ icon
102
Mondelez International
MDLZ
$79.5B
$60.5M 0.18% +2,118,893 New +$60.5M
USB icon
103
US Bancorp
USB
$76B
$59.6M 0.18% +1,649,469 New +$59.6M
EMR icon
104
Emerson Electric
EMR
$74.3B
$59.1M 0.18% +1,082,328 New +$59.1M
TGT icon
105
Target
TGT
$43.6B
$58.9M 0.18% +854,930 New +$58.9M
BIIB icon
106
Biogen
BIIB
$19.4B
$58M 0.17% +270,470 New +$58M
WMB icon
107
Williams Companies
WMB
$70.7B
$57.9M 0.17% +1,782,459 New +$57.9M
BRK.A icon
108
Berkshire Hathaway Class A
BRK.A
$1.09T
$56.9M 0.17% +337 New +$56.9M
EWJ icon
109
iShares MSCI Japan ETF
EWJ
$15.3B
$56.6M 0.17% +5,057,894 New +$56.6M
SFD
110
DELISTED
SMITHFIELD FOODS,INC
SFD
$56.6M 0.17% +1,726,973 New +$56.6M
NWS
111
DELISTED
THE NEWS CORPORATION LTD CL-B
NWS
$56.5M 0.17% +1,720,272 New +$56.5M
RAI
112
DELISTED
Reynolds American Inc
RAI
$56.2M 0.17% +1,160,220 New +$56.2M
KMI icon
113
Kinder Morgan
KMI
$60B
$56.1M 0.17% +1,469,290 New +$56.1M
GLW icon
114
Corning
GLW
$57.4B
$55.9M 0.17% +3,924,518 New +$55.9M
FMX icon
115
Fomento Económico Mexicano
FMX
$30.1B
$54.8M 0.17% +530,762 New +$54.8M
DXJ icon
116
WisdomTree Japan Hedged Equity Fund
DXJ
$3.7B
$54.5M 0.16% +1,195,147 New +$54.5M
VTI icon
117
Vanguard Total Stock Market ETF
VTI
$526B
$54.3M 0.16% +656,849 New +$54.3M
VEDL
118
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$53.9M 0.16% +9,222,826 New +$53.9M
ABT icon
119
Abbott
ABT
$231B
$53.3M 0.16% +1,523,152 New +$53.3M
BMC
120
DELISTED
BMC SOFTWARE, INC
BMC
$53.2M 0.16% +1,179,735 New +$53.2M
NKE icon
121
Nike
NKE
$114B
$52.4M 0.16% +824,231 New +$52.4M
AIG icon
122
American International
AIG
$45.1B
$51.7M 0.16% +1,157,073 New +$51.7M
IBN icon
123
ICICI Bank
IBN
$113B
$51.4M 0.15% +1,343,003 New +$51.4M
IVV icon
124
iShares Core S&P 500 ETF
IVV
$662B
$51.2M 0.15% +317,006 New +$51.2M
IEI icon
125
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
$51.2M 0.15% +423,639 New +$51.2M