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
UGP icon
1376
Ultrapar
UGP
$4.1B
$199K ﹤0.01%
+20,888
New +$199K
KEP icon
1377
Korea Electric Power
KEP
$17.5B
$196K ﹤0.01%
10,079
-400
-4% -$7.78K
TAC icon
1378
TransAlta
TAC
$3.65B
$195K ﹤0.01%
21,492
+119
+0.6% +$1.08K
P
1379
DELISTED
Pandora Media Inc
P
$195K ﹤0.01%
+10,917
New +$195K
TRQ
1380
DELISTED
Turquoise Hill Resources Ltd
TRQ
$191K ﹤0.01%
6,152
+33
+0.5% +$1.03K
EWK icon
1381
iShares MSCI Belgium ETF
EWK
$36.9M
$183K ﹤0.01%
11,280
NKTR icon
1382
Nektar Therapeutics
NKTR
$843M
$182K ﹤0.01%
+781
New +$182K
FUR
1383
DELISTED
WINTHROP REALTY TRUST SHS BENE INT (NEW)
FUR
$182K ﹤0.01%
11,654
-14,631
-56% -$228K
NGD
1384
New Gold Inc
NGD
$5.16B
$170K ﹤0.01%
39,610
+332
+0.8% +$1.43K
GSIG
1385
DELISTED
GSI GROUP INC COM STK (CDA)
GSIG
$170K ﹤0.01%
+11,530
New +$170K
CCG
1386
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
$170K ﹤0.01%
23,280
-29,770
-56% -$217K
JGBD
1387
DELISTED
DB 3X INVERSE JAPANESE GOVT BD FUT NT 11/30/2021
JGBD
$169K ﹤0.01%
11,000
HL icon
1388
Hecla Mining
HL
$6.78B
$168K ﹤0.01%
60,398
+1,873
+3% +$5.21K
GNAT
1389
DELISTED
WISDOMTREE TR GLOBAL NATURAL RESOURCES FND (DE)
GNAT
$165K ﹤0.01%
10,000
KG
1390
Kestrel Group, Ltd.
KG
$199M
$161K ﹤0.01%
+622
New +$161K
PIR
1391
DELISTED
Pier 1 Imports, Inc.
PIR
$157K ﹤0.01%
509
-2,576
-84% -$795K
LOGI icon
1392
Logitech
LOGI
$16B
$150K ﹤0.01%
11,201
-75,461
-87% -$1.01M
HIMX
1393
Himax Technologies
HIMX
$1.47B
$145K ﹤0.01%
17,977
-2,908
-14% -$23.5K
ARNA
1394
DELISTED
Arena Pharmaceuticals Inc
ARNA
$144K ﹤0.01%
4,159
+933
+29% +$32.3K
FNFG
1395
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$138K ﹤0.01%
16,409
-209,141
-93% -$1.76M
ANR
1396
DELISTED
ALPHA NATURAL RESOURCES INC.
ANR
$127K ﹤0.01%
75,943
-6,270
-8% -$10.5K
EVAR
1397
DELISTED
Lombard Medical, Inc.
EVAR
$119K ﹤0.01%
18,236
SSE
1398
DELISTED
SEVENTY SEVEN ENERGY INC COM
SSE
$114K ﹤0.01%
+21,056
New +$114K
COVS
1399
DELISTED
Covisint Corporation
COVS
$112K ﹤0.01%
+42,097
New +$112K
MNKD icon
1400
MannKind Corp
MNKD
$1.71B
$110K ﹤0.01%
4,210
-66,259
-94% -$1.73M