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
+5.04%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$41.9B
AUM Growth
+$3.69B
Cap. Flow
+$1.56B
Cap. Flow %
3.73%
Top 10 Hldgs %
19.73%
Holding
1,537
New
87
Increased
619
Reduced
672
Closed
72

Sector Composition

1 Technology 15.34%
2 Financials 12.27%
3 Healthcare 11.54%
4 Industrials 9.44%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FLO icon
1376
Flowers Foods
FLO
$3.13B
$254K ﹤0.01%
+12,052
New +$254K
MELI icon
1377
Mercado Libre
MELI
$123B
$253K ﹤0.01%
+2,651
New +$253K
NSR
1378
DELISTED
Neustar Inc
NSR
$251K ﹤0.01%
+9,647
New +$251K
GRPN icon
1379
Groupon
GRPN
$971M
$250K ﹤0.01%
1,887
-335
-15% -$44.4K
MCP
1380
DELISTED
MOLYCORP INC COM STK
MCP
$249K ﹤0.01%
96,855
+60,801
+169% +$156K
INP
1381
DELISTED
iPath ETNs Linked to the MSCI India Total Return Index
INP
$249K ﹤0.01%
3,618
ACOR
1382
DELISTED
Acorda Therapeutics, Inc.
ACOR
$248K ﹤0.01%
61
+4
+7% +$16.3K
ULTI
1383
DELISTED
Ultimate Software Group Inc
ULTI
$248K ﹤0.01%
1,793
-113
-6% -$15.6K
AZPN
1384
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$248K ﹤0.01%
5,363
-225
-4% -$10.4K
SF icon
1385
Stifel
SF
$11.5B
$247K ﹤0.01%
7,847
-399
-5% -$12.6K
TWO
1386
Two Harbors Investment
TWO
$1.08B
$245K ﹤0.01%
2,924
-787
-21% -$65.9K
WPP icon
1387
WPP
WPP
$5.83B
$243K ﹤0.01%
2,231
-1,646
-42% -$179K
AIA icon
1388
iShares Asia 50 ETF
AIA
$937M
$242K ﹤0.01%
5,019
IPGP icon
1389
IPG Photonics
IPGP
$3.56B
$241K ﹤0.01%
3,503
-530
-13% -$36.5K
MN
1390
DELISTED
MANNING & NAPIER, INC.
MN
$241K ﹤0.01%
14,032
-5,543
-28% -$95.2K
AIG.WS
1391
DELISTED
American International Group, Inc.
AIG.WS
$241K ﹤0.01%
9,044
-3,329
-27% -$88.7K
CCMP
1392
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$241K ﹤0.01%
5,412
-140
-3% -$6.23K
NGD
1393
New Gold Inc
NGD
$4.99B
$239K ﹤0.01%
+37,636
New +$239K
RDS.B
1394
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$234K ﹤0.01%
2,686
-279
-9% -$24.3K
SCL icon
1395
Stepan Co
SCL
$1.13B
$231K ﹤0.01%
4,371
+166
+4% +$8.77K
SGEN
1396
DELISTED
Seagen Inc. Common Stock
SGEN
$229K ﹤0.01%
5,980
-1,301
-18% -$49.8K
GNAT
1397
DELISTED
WISDOMTREE TR GLOBAL NATURAL RESOURCES FND (DE)
GNAT
$229K ﹤0.01%
10,000
JBLU icon
1398
JetBlue
JBLU
$1.85B
$228K ﹤0.01%
20,986
-1,331
-6% -$14.5K
TMH
1399
DELISTED
Team Health Holdings Inc
TMH
$227K ﹤0.01%
4,549
-318
-7% -$15.9K
EWK icon
1400
iShares MSCI Belgium ETF
EWK
$36.8M
$226K ﹤0.01%
13,160