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
AIR icon
1501
AAR Corp
AIR
$2.72B
$217K ﹤0.01%
+6,944
New +$217K
CYD icon
1502
China Yuchai International
CYD
$1.25B
$217K ﹤0.01%
+20,000
New +$217K
VLY icon
1503
Valley National Bancorp
VLY
$5.85B
$217K ﹤0.01%
22,425
+153
+0.7% +$1.48K
SYNH
1504
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$217K ﹤0.01%
+4,858
New +$217K
ALOG
1505
DELISTED
Analogic Corp
ALOG
$217K ﹤0.01%
+2,456
New +$217K
ENH
1506
DELISTED
Endurance Specialty Holdings Ltd
ENH
$217K ﹤0.01%
3,317
-855
-20% -$55.9K
COHR icon
1507
Coherent
COHR
$14.1B
$216K ﹤0.01%
+8,881
New +$216K
REXR icon
1508
Rexford Industrial Realty
REXR
$9.8B
$216K ﹤0.01%
9,430
-3,805
-29% -$87.2K
GBX icon
1509
The Greenbrier Companies
GBX
$1.44B
$215K ﹤0.01%
+6,096
New +$215K
SFR
1510
DELISTED
Starwood Waypoint Homes
SFR
$215K ﹤0.01%
7,498
-2,868
-28% -$82.2K
NYT icon
1511
New York Times
NYT
$9.74B
$214K ﹤0.01%
17,965
+84
+0.5% +$1K
WPG
1512
DELISTED
Washington Prime Group Inc.
WPG
$214K ﹤0.01%
17,300
-12,585
-42% -$156K
PAY
1513
DELISTED
Verifone Systems Inc
PAY
$213K ﹤0.01%
13,484
-1,862
-12% -$29.4K
CHMT
1514
DELISTED
Chemtura Corporation
CHMT
$213K ﹤0.01%
+6,491
New +$213K
FCNCA icon
1515
First Citizens BancShares
FCNCA
$25.6B
$212K ﹤0.01%
+720
New +$212K
LZB icon
1516
La-Z-Boy
LZB
$1.52B
$212K ﹤0.01%
8,596
WWW icon
1517
Wolverine World Wide
WWW
$2.6B
$212K ﹤0.01%
+9,196
New +$212K
CVCO icon
1518
Cavco Industries
CVCO
$4.2B
$211K ﹤0.01%
+2,128
New +$211K
TTE icon
1519
TotalEnergies
TTE
$137B
$211K ﹤0.01%
4,405
+3,989
+959% +$191K
NATI
1520
DELISTED
National Instruments Corp
NATI
$211K ﹤0.01%
7,413
-1,510
-17% -$43K
NYRT
1521
DELISTED
New York REIT, Inc.
NYRT
$211K ﹤0.01%
23,083
-9,510
-29% -$86.9K
SPTN icon
1522
SpartanNash
SPTN
$907M
$209K ﹤0.01%
7,239
TPC
1523
Tutor Perini Corporation
TPC
$3.11B
$209K ﹤0.01%
9,723
HRC
1524
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$209K ﹤0.01%
3,365
-802
-19% -$49.8K
MSGN
1525
DELISTED
MSG Networks Inc.
MSGN
$209K ﹤0.01%
11,223
-583
-5% -$10.9K