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 8.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CNQR
1451
DELISTED
CONCUR TECHNOLOGIES INC
CNQR
-45,285
Closed -$5.74M
KMP
1452
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
-5,339
Closed -$498K
KMR
1453
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
-40,090
Closed -$3.72M
BYI
1454
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
-4,274
Closed -$345K
TWTC
1455
DELISTED
TW TELECOM INC CL A COM
TWTC
-257,741
Closed -$10.7M
GTAT
1456
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
-40,542
Closed -$439K
CTIC
1457
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
-1,283
Closed -$31K
BTM
1458
DELISTED
OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA)
BTM
-109,374
Closed -$76K
FWLT
1459
DELISTED
FOSTER WHEELER AG (SWITZERLAND)
FWLT
-446,632
Closed -$14.1M
AIRM
1460
DELISTED
Air Methods Corp
AIRM
-3,987
Closed -$221K
YZC
1461
DELISTED
Yanzhou Coal Mining
YZC
-31,222
Closed -$254K
TIVO
1462
DELISTED
TIVO INC
TIVO
-54,780
Closed -$701K
IMS
1463
DELISTED
IMS HEALTH HLDGS INC COM STK (DE)
IMS
-9,571
Closed -$251K
HAWK
1464
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
-11,984
Closed -$378K
ADC icon
1465
Agree Realty
ADC
$8.08B
-11,749
Closed -$322K
AIA icon
1466
iShares Asia 50 ETF
AIA
$937M
-5,019
Closed -$234K
AMCX icon
1467
AMC Networks
AMCX
$328M
-96,186
Closed -$5.62M
BSBR icon
1468
Santander
BSBR
$40.6B
-66,917
Closed -$419K
CENX icon
1469
Century Aluminum
CENX
$2.06B
-161,443
Closed -$4.19M
CHEF icon
1470
Chefs' Warehouse
CHEF
$2.61B
-12,345
Closed -$201K
CHH icon
1471
Choice Hotels
CHH
$5.41B
-16,792
Closed -$873K
CROX icon
1472
Crocs
CROX
$4.72B
-66,149
Closed -$834K
CXT icon
1473
Crane NXT
CXT
$3.51B
-28,122
Closed -$617K
DOX icon
1474
Amdocs
DOX
$9.46B
-31,180
Closed -$1.43M
DPZ icon
1475
Domino's
DPZ
$15.7B
-18,231
Closed -$1.4M