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
-2.48%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$90.2B
AUM Growth
+$90.2B
Cap. Flow
-$56.9M
Cap. Flow %
-0.06%
Top 10 Hldgs %
26.57%
Holding
2,356
New
260
Increased
924
Reduced
878
Closed
192

Sector Composition

1 Technology 26.91%
2 Financials 13.14%
3 Healthcare 12.48%
4 Consumer Discretionary 11.66%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CSX icon
101
CSX Corp
CSX
$60.6B
$164M 0.17% 5,323,109 +566,644 +12% +$17.4M
GD icon
102
General Dynamics
GD
$87.3B
$163M 0.17% 738,907 +208,205 +39% +$46M
MDLZ icon
103
Mondelez International
MDLZ
$79.5B
$162M 0.17% 2,343,136 +1,860 +0.1% +$129K
TRV icon
104
Travelers Companies
TRV
$61.1B
$162M 0.17% 989,962 +66,508 +7% +$10.9M
DE icon
105
Deere & Co
DE
$129B
$161M 0.17% 427,426 -98,799 -19% -$37.3M
PANW icon
106
Palo Alto Networks
PANW
$127B
$159M 0.17% 678,855 +125,425 +23% +$29.4M
MO icon
107
Altria Group
MO
$113B
$157M 0.16% 3,739,619 +1,028,404 +38% +$43.3M
SYK icon
108
Stryker
SYK
$150B
$155M 0.16% 565,705 +147,881 +35% +$40.5M
KLAC icon
109
KLA
KLAC
$115B
$152M 0.16% 330,999 -55,096 -14% -$25.3M
PGR icon
110
Progressive
PGR
$145B
$151M 0.16% 1,086,727 +260,546 +32% +$36.3M
PYPL icon
111
PayPal
PYPL
$67.1B
$148M 0.15% 2,528,627 -142,318 -5% -$8.31M
NEE icon
112
NextEra Energy, Inc.
NEE
$148B
$148M 0.15% 2,570,716 +606,326 +31% +$34.8M
INFY icon
113
Infosys
INFY
$69.7B
$147M 0.15% 8,535,041 +2,930,789 +52% +$50.5M
EOG icon
114
EOG Resources
EOG
$68.2B
$146M 0.15% 1,151,353 +138,607 +14% +$17.6M
WM icon
115
Waste Management
WM
$91.2B
$145M 0.15% 953,236 +9,734 +1% +$1.49M
PSA icon
116
Public Storage
PSA
$51.7B
$145M 0.15% 551,031 -83,595 -13% -$22M
HPE icon
117
Hewlett Packard
HPE
$29.6B
$145M 0.15% 8,336,571 +346,981 +4% +$6.02M
BDX icon
118
Becton Dickinson
BDX
$55.3B
$144M 0.15% 556,040 -42,129 -7% -$10.9M
CME icon
119
CME Group
CME
$96B
$143M 0.15% 714,236 +122,783 +21% +$24.6M
CB icon
120
Chubb
CB
$110B
$143M 0.15% 685,051 -225,274 -25% -$46.9M
BSX icon
121
Boston Scientific
BSX
$156B
$142M 0.15% 2,690,354 +448,775 +20% +$23.7M
IEF icon
122
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
$142M 0.15% 1,445,979 +577,780 +67% +$56.6M
MCO icon
123
Moody's
MCO
$91.4B
$140M 0.15% 443,133 +163,457 +58% +$51.7M
EWY icon
124
iShares MSCI South Korea ETF
EWY
$5.13B
$140M 0.15% 2,373,131 +1,349,156 +132% +$79.5M
CPRT icon
125
Copart
CPRT
$47.2B
$140M 0.15% 3,237,706 +1,909,432 +144% +$82.3M