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
CYD icon
1251
China Yuchai International
CYD
$1.26B
$178K ﹤0.01%
+10,076
New +$178K
MGM icon
1252
MGM Resorts International
MGM
$10.1B
$175K ﹤0.01%
+11,824
New +$175K
TQNT
1253
DELISTED
TRIQUINT SEMICONDUCTOR INC
TQNT
$173K ﹤0.01%
+25,000
New +$173K
CNCO
1254
DELISTED
Cencosud S.A.
CNCO
$173K ﹤0.01%
+11,624
New +$173K
NYT icon
1255
New York Times
NYT
$9.64B
$172K ﹤0.01%
+15,540
New +$172K
AZN icon
1256
AstraZeneca
AZN
$254B
$171K ﹤0.01%
+7,252
New +$171K
SBSW icon
1257
Sibanye-Stillwater
SBSW
$5.72B
$171K ﹤0.01%
+61,858
New +$171K
COPX icon
1258
Global X Copper Miners ETF NEW
COPX
$2.09B
$167K ﹤0.01%
+6,433
New +$167K
MMSI icon
1259
Merit Medical Systems
MMSI
$5.46B
$167K ﹤0.01%
+15,000
New +$167K
TI.A
1260
DELISTED
Telecom Italia 10 Svg
TI.A
$167K ﹤0.01%
+30,000
New +$167K
REG icon
1261
Regency Centers
REG
$13.4B
$161K ﹤0.01%
+3,169
New +$161K
FIO
1262
DELISTED
FUSION-IO INC COM
FIO
$152K ﹤0.01%
+10,674
New +$152K
DHC
1263
Diversified Healthcare Trust
DHC
$939M
$148K ﹤0.01%
+5,753
New +$148K
LF
1264
DELISTED
LEAPFROG ENTERPRISES INC.
LF
$148K ﹤0.01%
+15,000
New +$148K
HTLD icon
1265
Heartland Express
HTLD
$664M
$146K ﹤0.01%
+10,555
New +$146K
BGC icon
1266
BGC Group
BGC
$4.74B
$140K ﹤0.01%
+36,854
New +$140K
ICLN icon
1267
iShares Global Clean Energy ETF
ICLN
$1.55B
$139K ﹤0.01%
+16,000
New +$139K
JBLU icon
1268
JetBlue
JBLU
$1.85B
$138K ﹤0.01%
+21,975
New +$138K
PAAS icon
1269
Pan American Silver
PAAS
$12.1B
$129K ﹤0.01%
+11,096
New +$129K
LOCK
1270
DELISTED
LifeLock, Inc.
LOCK
$123K ﹤0.01%
+10,578
New +$123K
BSBR icon
1271
Santander
BSBR
$39.1B
$122K ﹤0.01%
+20,403
New +$122K
BMRN icon
1272
BioMarin Pharmaceuticals
BMRN
$10.9B
$109K ﹤0.01%
+1,953
New +$109K
HEI.A icon
1273
HEICO Class A
HEI.A
$35.3B
$108K ﹤0.01%
+7,148
New +$108K
ARE icon
1274
Alexandria Real Estate Equities
ARE
$14.2B
$106K ﹤0.01%
+1,610
New +$106K
JBHT icon
1275
JB Hunt Transport Services
JBHT
$14.1B
$104K ﹤0.01%
+1,435
New +$104K