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
DQ
1476
Daqo New Energy
DQ
$1.96B
-99,765
Closed -$854K
EMLC icon
1477
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.7B
-6,051
Closed -$276K
ESLT icon
1478
Elbit Systems
ESLT
$22.3B
-50,319
Closed -$3.12M
EUFN icon
1479
iShares MSCI Europe Financials ETF
EUFN
$4.36B
-8,821
Closed -$208K
GTY
1480
Getty Realty Corp
GTY
$1.63B
-20,832
Closed -$350K
HAIN icon
1481
Hain Celestial
HAIN
$164M
-4,088
Closed -$209K
IDV icon
1482
iShares International Select Dividend ETF
IDV
$5.74B
-10,000
Closed -$358K
IRBT icon
1483
iRobot
IRBT
$102M
-10,302
Closed -$314K
IYF icon
1484
iShares US Financials ETF
IYF
$4B
-5,200
Closed -$218K
JBL icon
1485
Jabil
JBL
$22.5B
-121,412
Closed -$2.46M
KMPR icon
1486
Kemper
KMPR
$3.39B
-6,477
Closed -$221K
MTW icon
1487
Manitowoc
MTW
$359M
-206,673
Closed -$4.39M
POWI icon
1488
Power Integrations
POWI
$2.52B
-8,010
Closed -$216K
PRDO icon
1489
Perdoceo Education
PRDO
$2.14B
-94,790
Closed -$482K
RS icon
1490
Reliance Steel & Aluminium
RS
$15.7B
-2,932
Closed -$201K
SBGI icon
1491
Sinclair Inc
SBGI
$964M
-83,405
Closed -$2.18M
SM icon
1492
SM Energy
SM
$3.09B
-4,655
Closed -$362K
SPR icon
1493
Spirit AeroSystems
SPR
$4.8B
-22,295
Closed -$849K
TKC icon
1494
Turkcell
TKC
$4.83B
-42,430
Closed -$558K
TLK icon
1495
Telkom Indonesia
TLK
$19.2B
-8,710
Closed -$209K
TPH icon
1496
Tri Pointe Homes
TPH
$3.25B
-101,505
Closed -$1.31M
UIS icon
1497
Unisys
UIS
$277M
-40,525
Closed -$948K
USCI icon
1498
US Commodity Index
USCI
$259M
-10,000
Closed -$551K
VLY icon
1499
Valley National Bancorp
VLY
$6.01B
-10,722
Closed -$104K
ZWS icon
1500
Zurn Elkay Water Solutions
ZWS
$7.71B
-17,378
Closed -$238K