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
+1.8%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$38.2B
AUM Growth
+$5.73B
Cap. Flow
+$5.55B
Cap. Flow %
14.52%
Top 10 Hldgs %
19.28%
Holding
1,508
New
124
Increased
882
Reduced
380
Closed
58

Sector Composition

1 Technology 15.32%
2 Financials 12.87%
3 Healthcare 12.63%
4 Consumer Staples 9.88%
5 Industrials 9.78%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LIFE
1451
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
-388,822
Closed -$29.5M
TWGP
1452
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
-82,949
Closed -$280K
NW.PRC.CL
1453
DELISTED
Natwest Bank Ads Series C
NW.PRC.CL
-15,000
Closed -$378K
QLIK
1454
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
-8,670
Closed -$231K
RTI
1455
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
-5,979
Closed -$205K
AEO icon
1456
American Eagle Outfitters
AEO
$3.26B
-23,318
Closed -$339K
ASPS icon
1457
Altisource Portfolio Solutions
ASPS
$124M
-163
Closed -$206K
AU icon
1458
AngloGold Ashanti
AU
$30.2B
-109,713
Closed -$1.29M
BCS icon
1459
Barclays
BCS
$69.1B
-1,771
Closed -$30K
BHE icon
1460
Benchmark Electronics
BHE
$1.45B
-10,500
Closed -$242K
BSBR icon
1461
Santander
BSBR
$40.6B
-20,403
Closed -$106K
CNK icon
1462
Cinemark Holdings
CNK
$2.98B
-28,348
Closed -$945K
DBJP icon
1463
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$400M
-5,785
Closed -$224K
DSI icon
1464
iShares MSCI KLD 400 Social ETF
DSI
$4.81B
-7,600
Closed -$263K
E icon
1465
ENI
E
$51.3B
-4,513
Closed -$218K
ERIC icon
1466
Ericsson
ERIC
$26.7B
-13,623
Closed -$167K
ERIE icon
1467
Erie Indemnity
ERIE
$17.5B
-2,905
Closed -$211K
EVGN icon
1468
Evogene
EVGN
$10.5M
-7,500
Closed -$1.47M
HHH icon
1469
Howard Hughes
HHH
$4.69B
-373,238
Closed -$42.7M
IJR icon
1470
iShares Core S&P Small-Cap ETF
IJR
$86B
-13,190
Closed -$720K
INGR icon
1471
Ingredion
INGR
$8.24B
-4,077
Closed -$277K
ITA icon
1472
iShares US Aerospace & Defense ETF
ITA
$9.3B
-4,000
Closed -$212K
ITRI icon
1473
Itron
ITRI
$5.51B
-31,000
Closed -$1.28M
IXJ icon
1474
iShares Global Healthcare ETF
IXJ
$3.85B
-5,060
Closed -$218K
MT icon
1475
ArcelorMittal
MT
$26B
-393,860
Closed -$16.1M