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
+3.75%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$41.2B
AUM Growth
-$1.48B
Cap. Flow
-$2.66B
Cap. Flow %
-6.46%
Top 10 Hldgs %
19.4%
Holding
1,519
New
87
Increased
613
Reduced
672
Closed
86

Top Sells

1
GE icon
GE Aerospace
GE
+$399M
2
PSX icon
Phillips 66
PSX
+$311M
3
AAPL icon
Apple
AAPL
+$303M
4
KO icon
Coca-Cola
KO
+$226M
5
VZ icon
Verizon
VZ
+$212M

Sector Composition

1 Financials 15.16%
2 Technology 14.58%
3 Healthcare 11.74%
4 Consumer Staples 8.83%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RSE
1326
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
$243K ﹤0.01%
13,113
-16,766
-56% -$311K
AMD icon
1327
Advanced Micro Devices
AMD
$253B
$242K ﹤0.01%
90,552
-1,221
-1% -$3.26K
TUP
1328
DELISTED
Tupperware Brands Corporation
TUP
$241K ﹤0.01%
3,826
-166
-4% -$10.5K
BRKR icon
1329
Bruker
BRKR
$4.67B
$239K ﹤0.01%
12,200
+11
+0.1% +$215
PRLB icon
1330
Protolabs
PRLB
$1.2B
$238K ﹤0.01%
3,539
-137
-4% -$9.21K
EWO icon
1331
iShares MSCI Austria ETF
EWO
$109M
$237K ﹤0.01%
15,616
UVE icon
1332
Universal Insurance Holdings
UVE
$704M
$237K ﹤0.01%
+11,580
New +$237K
UMC icon
1333
United Microelectronic
UMC
$17.3B
$236K ﹤0.01%
103,900
-23,315
-18% -$53K
EVHC
1334
DELISTED
Envision Healthcare Holdings Inc
EVHC
$236K ﹤0.01%
+2,271
New +$236K
PARAA
1335
DELISTED
Paramount Global Class A
PARAA
$235K ﹤0.01%
4,176
UHT
1336
Universal Health Realty Income Trust
UHT
$568M
$233K ﹤0.01%
4,844
-5,715
-54% -$275K
GFA
1337
DELISTED
Gafisa S.A.
GFA
$233K ﹤0.01%
11,227
+6,379
+132% +$132K
AGQ icon
1338
ProShares Ultra Silver
AGQ
$841M
$230K ﹤0.01%
6,055
NGG icon
1339
National Grid
NGG
$69.8B
$230K ﹤0.01%
+3,324
New +$230K
STWD icon
1340
Starwood Property Trust
STWD
$7.53B
$229K ﹤0.01%
9,858
+22
+0.2% +$511
VYM icon
1341
Vanguard High Dividend Yield ETF
VYM
$64.2B
$229K ﹤0.01%
+3,290
New +$229K
AVH
1342
DELISTED
AVIANCA HOLDINGS S.A.
AVH
$228K ﹤0.01%
19,400
-200
-1% -$2.35K
GRA
1343
DELISTED
W.R. Grace & Co.
GRA
$228K ﹤0.01%
2,390
+9
+0.4% +$859
MTGE
1344
DELISTED
MTGE Investment Corp. Common Stock
MTGE
$227K ﹤0.01%
+12,047
New +$227K
PCRX icon
1345
Pacira BioSciences
PCRX
$1.2B
$226K ﹤0.01%
+2,553
New +$226K
RDS.B
1346
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$226K ﹤0.01%
3,246
+528
+19% +$36.8K
MMP
1347
DELISTED
Magellan Midstream Partners, L.P.
MMP
$225K ﹤0.01%
2,719
-1,001
-27% -$82.8K
DBRG icon
1348
DigitalBridge
DBRG
$2.08B
$224K ﹤0.01%
2,475
-397
-14% -$35.9K
FTNT icon
1349
Fortinet
FTNT
$61.6B
$224K ﹤0.01%
+36,535
New +$224K
WTRG icon
1350
Essential Utilities
WTRG
$10.8B
$224K ﹤0.01%
8,379
-15,140
-64% -$405K