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
QHC
1551
DELISTED
Quorum Health Corporation
QHC
$180K ﹤0.01% 28,725 -280 -1% -$1.76K
EWO icon
1552
iShares MSCI Austria ETF
EWO
$108M
$178K ﹤0.01% +10,910 New +$178K
LBY
1553
DELISTED
Libbey, Inc.
LBY
$178K ﹤0.01% 10,010
FULT icon
1554
Fulton Financial
FULT
$3.58B
$175K ﹤0.01% 12,008 +116 +1% +$1.69K
PHH
1555
DELISTED
PHH Corporation
PHH
$174K ﹤0.01% 12,017
DRH icon
1556
DiamondRock Hospitality
DRH
$1.75B
$173K ﹤0.01% 18,999 -12,189 -39% -$111K
QIWI
1557
DELISTED
QIWI PLC
QIWI
$170K ﹤0.01% +11,600 New +$170K
CXW icon
1558
CoreCivic
CXW
$2.17B
$169K ﹤0.01% 12,182 -1,627 -12% -$22.6K
OCLR
1559
DELISTED
Oclaro Inc.
OCLR
$164K ﹤0.01% 19,262
CVA
1560
DELISTED
Covanta Holding Corporation
CVA
$159K ﹤0.01% 10,301 -1,341 -12% -$20.7K
MWA icon
1561
Mueller Water Products
MWA
$4.12B
$158K ﹤0.01% 12,655
OIL
1562
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
$154K ﹤0.01% +26,500 New +$154K
TLT icon
1563
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$153K ﹤0.01% 1,112 -17 -2% -$2.34K
DNR
1564
DELISTED
Denbury Resources, Inc.
DNR
$153K ﹤0.01% 47,431 -3,327 -7% -$10.7K
FCH
1565
DELISTED
Felcor Lodging Trust
FCH
$152K ﹤0.01% 23,765 -8,056 -25% -$51.5K
PENN icon
1566
PENN Entertainment
PENN
$2.95B
$150K ﹤0.01% 11,000 +557 +5% +$7.6K
SNR
1567
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
$148K ﹤0.01% 12,813 -4,943 -28% -$57.1K
JNS
1568
DELISTED
Janus Capital Group Inc
JNS
$148K ﹤0.01% 10,596 +91 +0.9% +$1.27K
BBVA icon
1569
Banco Bilbao Vizcaya Argentaria
BBVA
$104B
$146K ﹤0.01% 24,577 -1,422 -5% -$8.45K
NGD
1570
New Gold Inc
NGD
$4.67B
$146K ﹤0.01% 33,493 -51,113 -60% -$223K
BEL
1571
DELISTED
Belmond Ltd.
BEL
$139K ﹤0.01% 11,097
HLX icon
1572
Helix Energy Solutions
HLX
$969M
$139K ﹤0.01% 17,089
AKS
1573
DELISTED
AK Steel Holding Corp.
AKS
$135K ﹤0.01% 27,990 +3,843 +16% +$18.5K
NPKI
1574
NPK International Inc.
NPKI
$878M
$134K ﹤0.01% 18,171 +29 +0.2% +$214
ACCO icon
1575
Acco Brands
ACCO
$362M
$133K ﹤0.01% 13,810