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
1,308
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
PODD icon
1226
Insulet
PODD
$24.3B
$209K ﹤0.01%
+6,678
New +$209K
TXI
1227
DELISTED
TEXAS INDUSTRIES INC
TXI
$209K ﹤0.01%
+3,207
New +$209K
RCL icon
1228
Royal Caribbean
RCL
$97.1B
$208K ﹤0.01%
+6,234
New +$208K
ACOR
1229
DELISTED
Acorda Therapeutics, Inc.
ACOR
$203K ﹤0.01%
+51
New +$203K
GES icon
1230
Guess, Inc.
GES
$878M
$202K ﹤0.01%
+6,500
New +$202K
ZBRA icon
1231
Zebra Technologies
ZBRA
$15.6B
$202K ﹤0.01%
+4,642
New +$202K
PTC icon
1232
PTC
PTC
$25.4B
$201K ﹤0.01%
+8,183
New +$201K
PRKS icon
1233
United Parks & Resorts
PRKS
$2.99B
$201K ﹤0.01%
+5,701
New +$201K
CDR
1234
DELISTED
Cedar Realty Trust, Inc
CDR
$201K ﹤0.01%
+5,903
New +$201K
IJJ icon
1235
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.03B
$200K ﹤0.01%
+3,958
New +$200K
FBR
1236
DELISTED
Fibria Celulose Sa
FBR
$200K ﹤0.01%
+18,017
New +$200K
IPXL
1237
DELISTED
Impax Laboratories, Inc.
IPXL
$200K ﹤0.01%
+10,000
New +$200K
MWW
1238
DELISTED
Monster Worldwide Inc
MWW
$199K ﹤0.01%
+40,549
New +$199K
AKS
1239
DELISTED
AK Steel Holding Corp.
AKS
$198K ﹤0.01%
+65,210
New +$198K
RVBD
1240
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
$195K ﹤0.01%
+12,522
New +$195K
CAE icon
1241
CAE Inc
CAE
$8.61B
$191K ﹤0.01%
+18,333
New +$191K
ARIA
1242
DELISTED
Ariad Pharmaceuticals Inc
ARIA
$191K ﹤0.01%
+10,891
New +$191K
FUR
1243
DELISTED
WINTHROP REALTY TRUST SHS BENE INT (NEW)
FUR
$191K ﹤0.01%
+15,871
New +$191K
ORAN
1244
DELISTED
Orange
ORAN
$189K ﹤0.01%
+20,000
New +$189K
FDML
1245
DELISTED
Federal-Mogul Holdings Corporation
FDML
$188K ﹤0.01%
+18,430
New +$188K
SPXC icon
1246
SPX Corp
SPXC
$9.13B
$184K ﹤0.01%
+10,146
New +$184K
NGD
1247
New Gold Inc
NGD
$4.85B
$182K ﹤0.01%
+28,365
New +$182K
SOL
1248
Emeren Group
SOL
$97M
$182K ﹤0.01%
+16,975
New +$182K
XLS
1249
DELISTED
EXELIS INC COM STK
XLS
$181K ﹤0.01%
+14,039
New +$181K
MFIC icon
1250
MidCap Financial Investment
MFIC
$1.21B
$179K ﹤0.01%
+7,716
New +$179K