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

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
SBY
1351
DELISTED
Silver Bay Realty Trust Corp.
SBY
$223K ﹤0.01%
13,462
-16,825
-56% -$279K
AIG.WS
1352
DELISTED
American International Group, Inc.
AIG.WS
$222K ﹤0.01%
9,025
-19
-0.2% -$467
VVC
1353
DELISTED
Vectren Corporation
VVC
$221K ﹤0.01%
+4,793
New +$221K
JOYY
1354
JOYY Inc. American Depositary Shares
JOYY
$3.27B
$220K ﹤0.01%
+3,522
New +$220K
OSIS icon
1355
OSI Systems
OSIS
$3.85B
$219K ﹤0.01%
3,068
-277,877
-99% -$19.8M
MINI
1356
DELISTED
Mobile Mini Inc
MINI
$216K ﹤0.01%
5,335
-25,692
-83% -$1.04M
FCG icon
1357
First Trust Natural Gas ETF
FCG
$325M
$215K ﹤0.01%
3,840
MSCI icon
1358
MSCI
MSCI
$44.5B
$215K ﹤0.01%
4,531
-35
-0.8% -$1.66K
UBA
1359
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$215K ﹤0.01%
9,850
-9,445
-49% -$206K
DSI icon
1360
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$214K ﹤0.01%
5,600
MYGN icon
1361
Myriad Genetics
MYGN
$644M
$214K ﹤0.01%
+6,288
New +$214K
LDL
1362
DELISTED
Lydall, Inc.
LDL
$213K ﹤0.01%
+6,415
New +$213K
IXP icon
1363
iShares Global Comm Services ETF
IXP
$612M
$210K ﹤0.01%
3,500
CDR
1364
DELISTED
Cedar Realty Trust, Inc
CDR
$210K ﹤0.01%
4,323
-5,526
-56% -$268K
NPSP
1365
DELISTED
NPS PHARMACEUTICALS INC
NPSP
$208K ﹤0.01%
+5,822
New +$208K
BKH icon
1366
Black Hills Corp
BKH
$4.26B
$207K ﹤0.01%
3,914
-454
-10% -$24K
CNC icon
1367
Centene
CNC
$14.2B
$206K ﹤0.01%
+7,944
New +$206K
WCC icon
1368
WESCO International
WCC
$10.6B
$206K ﹤0.01%
+2,688
New +$206K
BAK icon
1369
Braskem
BAK
$1.43B
$205K ﹤0.01%
+15,850
New +$205K
GHL
1370
DELISTED
Greenhill & Co., Inc.
GHL
$204K ﹤0.01%
4,692
-479
-9% -$20.8K
ODFL icon
1371
Old Dominion Freight Line
ODFL
$31.8B
$203K ﹤0.01%
7,854
-1,221
-13% -$31.6K
AGIO icon
1372
Agios Pharmaceuticals
AGIO
$2.12B
$201K ﹤0.01%
+1,798
New +$201K
UNG icon
1373
United States Natural Gas Fund
UNG
$625M
$201K ﹤0.01%
850
-63
-7% -$14.9K
EPE
1374
DELISTED
EP Energy Corporation
EPE
$201K ﹤0.01%
+19,261
New +$201K
CDNS icon
1375
Cadence Design Systems
CDNS
$98.3B
$199K ﹤0.01%
10,488
-770
-7% -$14.6K