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
PKY
1301
DELISTED
Parkway, Inc.
PKY
$14K ﹤0.01%
+851
New +$14K
BFS
1302
Saul Centers
BFS
$812M
$11K ﹤0.01%
+248
New +$11K
ELP icon
1303
Copel
ELP
$6.64B
$11K ﹤0.01%
+2,285
New +$11K
ENIA
1304
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$9K ﹤0.01%
+1,064
New +$9K
KMPR icon
1305
Kemper
KMPR
$3.4B
$7K ﹤0.01%
+200
New +$7K
VCEL icon
1306
Vericel Corp
VCEL
$1.7B
$5K ﹤0.01%
+600
New +$5K
IN
1307
DELISTED
INTERMEC, INC.
IN
$4K ﹤0.01%
+432
New +$4K
AHD
1308
DELISTED
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
0
CHU
1309
DELISTED
China Unicom (HONG KONG) Limited
CHU
0
BF.A icon
1310
Brown-Forman Class A
BF.A
$13.4B
0
ET icon
1311
Energy Transfer Partners
ET
$60.6B
0
FCNCA icon
1312
First Citizens BancShares
FCNCA
$25.9B
0
GFI icon
1313
Gold Fields
GFI
$29.9B
0
GTN icon
1314
Gray Television
GTN
$617M
0
HOV icon
1315
Hovnanian Enterprises
HOV
$878M
0
OCSL icon
1316
Oaktree Specialty Lending
OCSL
$1.22B
0
STEW
1317
SRH Total Return Fund
STEW
$1.79B
0
TEL icon
1318
TE Connectivity
TEL
$61.6B
$0 ﹤0.01%
+4
New
UMC icon
1319
United Microelectronic
UMC
$17.2B
0
USA icon
1320
Liberty All-Star Equity Fund
USA
$1.94B
0
SCU
1321
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
0
CLGX
1322
DELISTED
Corelogic, Inc.
CLGX
0
DF
1323
DELISTED
Dean Foods Company
DF
0
NLSN
1324
DELISTED
Nielsen Holdings plc
NLSN
0
ABV.C
1325
DELISTED
COMPANHIA BEBIDA ADS EACH RPTNG 1 COM SH)
ABV.C
0