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
+5.48%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$75.2B
AUM Growth
+$8.15B
Cap. Flow
+$4.64B
Cap. Flow %
6.17%
Top 10 Hldgs %
26.69%
Holding
2,763
New
210
Increased
696
Reduced
1,336
Closed
471

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 14.38%
3 Financials 12.05%
4 Healthcare 10.23%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GHC icon
1576
Graham Holdings Company
GHC
$5.12B
$572K ﹤0.01%
1,006
-1,157
-53% -$658K
UNVR
1577
DELISTED
Univar Solutions Inc.
UNVR
$572K ﹤0.01%
26,506
-17,698
-40% -$382K
SCJ icon
1578
iShares MSCI Japan Small-Cap ETF
SCJ
$149M
$571K ﹤0.01%
7,000
IXJ icon
1579
iShares Global Healthcare ETF
IXJ
$3.84B
$570K ﹤0.01%
7,400
GCO icon
1580
Genesco
GCO
$358M
$569K ﹤0.01%
11,946
-2,419
-17% -$115K
WAL icon
1581
Western Alliance Bancorporation
WAL
$9.77B
$567K ﹤0.01%
6,002
-610
-9% -$57.6K
RPAI
1582
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$566K ﹤0.01%
53,741
-27,924
-34% -$294K
PRKS icon
1583
United Parks & Resorts
PRKS
$2.79B
$564K ﹤0.01%
11,319
-8,878
-44% -$442K
STC icon
1584
Stewart Information Services
STC
$2.09B
$563K ﹤0.01%
10,804
-2,697
-20% -$141K
TTMI icon
1585
TTM Technologies
TTMI
$4.83B
$561K ﹤0.01%
38,651
-10,322
-21% -$150K
BOTZ icon
1586
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
$559K ﹤0.01%
+16,922
New +$559K
LFUS icon
1587
Littelfuse
LFUS
$6.54B
$559K ﹤0.01%
2,115
-572
-21% -$151K
ROBO icon
1588
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
$559K ﹤0.01%
8,794
-30,389
-78% -$1.93M
LZB icon
1589
La-Z-Boy
LZB
$1.39B
$558K ﹤0.01%
13,088
-1,685
-11% -$71.8K
VSH icon
1590
Vishay Intertechnology
VSH
$2.07B
$558K ﹤0.01%
23,186
+2,299
+11% +$55.3K
NOMD icon
1591
Nomad Foods
NOMD
$2.12B
$557K ﹤0.01%
20,203
+2,857
+16% +$78.8K
WLY icon
1592
John Wiley & Sons Class A
WLY
$2.19B
$557K ﹤0.01%
10,273
-1,346
-12% -$73K
LSXMA
1593
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$557K ﹤0.01%
17,085
-16,068
-48% -$524K
STAY
1594
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
$556K ﹤0.01%
28,134
-26,938
-49% -$532K
JOE icon
1595
St. Joe Company
JOE
$3.01B
$550K ﹤0.01%
12,747
+7,642
+150% +$330K
NTCO
1596
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
$550K ﹤0.01%
32,375
+9,003
+39% +$153K
HR
1597
DELISTED
Healthcare Realty Trust Incorporated
HR
$550K ﹤0.01%
18,100
-13,562
-43% -$412K
MMP
1598
DELISTED
Magellan Midstream Partners, L.P.
MMP
$548K ﹤0.01%
+12,587
New +$548K
PLXS icon
1599
Plexus
PLXS
$3.73B
$547K ﹤0.01%
5,933
-2,339
-28% -$216K
UVV icon
1600
Universal Corp
UVV
$1.38B
$546K ﹤0.01%
9,231
-4,737
-34% -$280K