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
AUO
1276
DELISTED
AU Optronics Corp
AUO
$103K ﹤0.01%
+29,800
New +$103K
ELS icon
1277
Equity Lifestyle Properties
ELS
$12B
$82K ﹤0.01%
+4,188
New +$82K
HL icon
1278
Hecla Mining
HL
$6.04B
$78K ﹤0.01%
+26,029
New +$78K
BMR
1279
DELISTED
BIOMED REALTY TRUST INC
BMR
$76K ﹤0.01%
+3,765
New +$76K
MLM icon
1280
Martin Marietta Materials
MLM
$37.5B
$69K ﹤0.01%
+697
New +$69K
SEIC icon
1281
SEI Investments
SEIC
$10.8B
$63K ﹤0.01%
+2,229
New +$63K
LYG icon
1282
Lloyds Banking Group
LYG
$64.5B
$62K ﹤0.01%
+15,920
New +$62K
GAZ
1283
DELISTED
iPath Bloomberg Natural Gas Subindex Total Return ETN due October 22, 2037
GAZ
$61K ﹤0.01%
+25,000
New +$61K
HMY icon
1284
Harmony Gold Mining
HMY
$8.78B
$56K ﹤0.01%
+14,619
New +$56K
RLJ icon
1285
RLJ Lodging Trust
RLJ
$1.18B
$54K ﹤0.01%
+2,404
New +$54K
YGE
1286
DELISTED
Yingli Green Energy Holding Comp
YGE
$45K ﹤0.01%
+1,395
New +$45K
DNDN
1287
DELISTED
DENDREON CORPORATION
DNDN
$45K ﹤0.01%
+11,000
New +$45K
HR
1288
DELISTED
Healthcare Realty Trust Incorporated
HR
$45K ﹤0.01%
+1,755
New +$45K
NED
1289
DELISTED
NOAH EDUCATION HOLDINGS LTD ADR (CYM)
NED
$44K ﹤0.01%
+29,579
New +$44K
LSI
1290
DELISTED
Life Storage, Inc.
LSI
$39K ﹤0.01%
+909
New +$39K
DRYS
1291
DELISTED
DryShips Inc. Common Stock
DRYS
0
IPAS
1292
DELISTED
Ipass Inc Common Stock
IPAS
$35K ﹤0.01%
+1,850
New +$35K
GRP.U
1293
Granite Real Estate Investment Trust
GRP.U
$3.43B
$32K ﹤0.01%
+919
New +$32K
FSP
1294
Franklin Street Properties
FSP
$174M
$23K ﹤0.01%
+1,724
New +$23K
CUZ icon
1295
Cousins Properties
CUZ
$4.95B
$22K ﹤0.01%
+758
New +$22K
AAT
1296
American Assets Trust
AAT
$1.28B
$20K ﹤0.01%
+662
New +$20K
CHSP
1297
DELISTED
Chesapeake Lodging Trust
CHSP
$20K ﹤0.01%
+951
New +$20K
STP
1298
DELISTED
SUNTECH POWER HOLDINGS CO., LTD
STP
$15K ﹤0.01%
+14,688
New +$15K
LSE
1299
DELISTED
CAPLEASE, INC
LSE
$15K ﹤0.01%
+1,751
New +$15K
PNR icon
1300
Pentair
PNR
$18.1B
$14K ﹤0.01%
+357
New +$14K