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
ATHN
1401
DELISTED
Athenahealth, Inc.
ATHN
$225K ﹤0.01%
1,792
-29
-2% -$3.64K
UGP icon
1402
Ultrapar
UGP
$4.17B
$223K ﹤0.01%
+18,852
New +$223K
HTWR
1403
DELISTED
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
$223K ﹤0.01%
+2,524
New +$223K
CST
1404
DELISTED
CST Brands, Inc.
CST
$222K ﹤0.01%
6,463
+2
+0% +$69
CYBX
1405
DELISTED
CYBERONICS INC
CYBX
$222K ﹤0.01%
3,561
-247
-6% -$15.4K
GEOS icon
1406
Geospace Technologies
GEOS
$231M
$221K ﹤0.01%
4,006
-197
-5% -$10.9K
IXP icon
1407
iShares Global Comm Services ETF
IXP
$612M
$221K ﹤0.01%
3,500
KMPR icon
1408
Kemper
KMPR
$3.39B
$221K ﹤0.01%
6,000
-1,668
-22% -$61.4K
TRS icon
1409
TriMas Corp
TRS
$1.57B
$221K ﹤0.01%
7,276
-501
-6% -$15.2K
HITT
1410
DELISTED
HITTITE MICROWAVE CORP
HITT
$220K ﹤0.01%
2,807
-1,592
-36% -$125K
BOND icon
1411
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.84B
$218K ﹤0.01%
2,000
EUFN icon
1412
iShares MSCI Europe Financials ETF
EUFN
$4.36B
$218K ﹤0.01%
8,821
KEP icon
1413
Korea Electric Power
KEP
$17.2B
$218K ﹤0.01%
11,829
-1,250
-10% -$23K
MSCI icon
1414
MSCI
MSCI
$42.9B
$217K ﹤0.01%
4,722
-2,398
-34% -$110K
IYF icon
1415
iShares US Financials ETF
IYF
$4B
$216K ﹤0.01%
5,200
YOKU
1416
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
$212K ﹤0.01%
8,880
-2,563
-22% -$61.2K
IJJ icon
1417
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.15B
$210K ﹤0.01%
3,308
-174
-5% -$11K
JAZZ icon
1418
Jazz Pharmaceuticals
JAZZ
$7.86B
$210K ﹤0.01%
1,429
-171
-11% -$25.1K
RFMD
1419
DELISTED
RF MICRO DEVICES INC
RFMD
$210K ﹤0.01%
21,940
+2
+0% +$19
ATHL
1420
DELISTED
ATHLON ENERGY INC COM
ATHL
$210K ﹤0.01%
+4,398
New +$210K
PEGA icon
1421
Pegasystems
PEGA
$9.5B
$208K ﹤0.01%
+19,728
New +$208K
IEX icon
1422
IDEX
IEX
$12.4B
$207K ﹤0.01%
2,559
-815
-24% -$65.9K
SMTC icon
1423
Semtech
SMTC
$5.26B
$206K ﹤0.01%
+7,904
New +$206K
CPRT icon
1424
Copart
CPRT
$47B
$205K ﹤0.01%
45,392
-11,944
-21% -$53.9K
DSI icon
1425
iShares MSCI KLD 400 Social ETF
DSI
$4.81B
$205K ﹤0.01%
+5,600
New +$205K