HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
 

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
+5.26%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$32.6B
AUM Growth
+$32.6B
Cap. Flow
+$2.12B
Cap. Flow %
6.51%
Top 10 Hldgs %
18.86%
Holding
1,710
New
90
Increased
633
Reduced
751
Closed
94

Sector Composition

1 Consumer Discretionary 14.17%
2 Financials 12.95%
3 Technology 12.92%
4 Healthcare 9.7%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CC icon
1476
Chemours
CC
$2.29B
$227K ﹤0.01%
14,208
-1,982
-12% -$31.7K
JUNO
1477
DELISTED
Juno Therapeutics, Inc.
JUNO
$227K ﹤0.01%
7,577
+1,509
+25% +$45.2K
CLC
1478
DELISTED
Clarcor
CLC
$227K ﹤0.01%
3,501
+32
+0.9% +$2.08K
FLO icon
1479
Flowers Foods
FLO
$3.13B
$226K ﹤0.01%
14,935
-2,441
-14% -$36.9K
XHS icon
1480
SPDR S&P Health Care Services ETF
XHS
$76.6M
$226K ﹤0.01%
+4,104
New +$226K
INVN
1481
DELISTED
Invensense Inc
INVN
$226K ﹤0.01%
+30,457
New +$226K
OSIS icon
1482
OSI Systems
OSIS
$3.91B
$225K ﹤0.01%
3,447
-73
-2% -$4.77K
SRI icon
1483
Stoneridge
SRI
$230M
$225K ﹤0.01%
12,244
ROIC
1484
DELISTED
Retail Opportunity Investments Corp.
ROIC
$225K ﹤0.01%
10,265
-5,099
-33% -$112K
ISLE
1485
DELISTED
Isle of Capri Casinos Inc
ISLE
$225K ﹤0.01%
10,086
FHN icon
1486
First Horizon
FHN
$11.4B
$224K ﹤0.01%
14,690
-3,220
-18% -$49.1K
HTH icon
1487
Hilltop Holdings
HTH
$2.2B
$224K ﹤0.01%
10,000
JKS
1488
JinkoSolar
JKS
$1.23B
$223K ﹤0.01%
14,111
-6,910
-33% -$109K
CBB
1489
DELISTED
Cincinnati Bell Inc.
CBB
$223K ﹤0.01%
54,888
SCU
1490
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$222K ﹤0.01%
51,102
TCBI icon
1491
Texas Capital Bancshares
TCBI
$3.93B
$221K ﹤0.01%
+4,031
New +$221K
CMC icon
1492
Commercial Metals
CMC
$6.4B
$221K ﹤0.01%
13,678
+14
+0.1% +$226
APU
1493
DELISTED
AmeriGas Partners, L.P.
APU
$221K ﹤0.01%
4,833
KMPR icon
1494
Kemper
KMPR
$3.41B
$220K ﹤0.01%
+5,581
New +$220K
SATS icon
1495
EchoStar
SATS
$18.8B
$220K ﹤0.01%
5,015
-518
-9% -$22.7K
SSL icon
1496
Sasol
SSL
$4.42B
$220K ﹤0.01%
8,061
-443
-5% -$12.1K
ZWS icon
1497
Zurn Elkay Water Solutions
ZWS
$7.56B
$220K ﹤0.01%
10,282
BJRI icon
1498
BJ's Restaurants
BJRI
$734M
$219K ﹤0.01%
6,145
-243
-4% -$8.66K
MENT
1499
DELISTED
Mentor Graphics Corp
MENT
$219K ﹤0.01%
+8,294
New +$219K
UFPI icon
1500
UFP Industries
UFPI
$5.87B
$218K ﹤0.01%
2,215