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
+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
+$38.2B
Cap. Flow
+$5.65B
Cap. Flow %
14.79%
Top 10 Hldgs %
19.28%
Holding
1,508
New
124
Increased
887
Reduced
376
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
COLE
1501
DELISTED
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
-531,359 Closed -$7.46M
LIFE
1502
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
-388,822 Closed -$29.5M
TWGP
1503
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
-82,949 Closed -$280K
NW.PRC.CL
1504
DELISTED
Natwest Bank Ads Series C
NW.PRC.CL
-15,000 Closed -$378K
QLIK
1505
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
-8,670 Closed -$231K
RTI
1506
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
-5,979 Closed -$205K