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
IRBT icon
1626
iRobot
IRBT
$106M
-109 Closed -$4K
JXI icon
1627
iShares Global Utilities ETF
JXI
$202M
-8,100 Closed -$400K
KOS icon
1628
Kosmos Energy
KOS
$856M
-11,814 Closed -$64K
LTC
1629
LTC Properties
LTC
$1.68B
-5,826 Closed -$302K
MANH icon
1630
Manhattan Associates
MANH
$13B
-3,791 Closed -$243K
MLKN icon
1631
MillerKnoll
MLKN
$1.43B
-10,702 Closed -$319K
MSGS icon
1632
Madison Square Garden
MSGS
$4.75B
-1,217 Closed -$210K
MSM icon
1633
MSC Industrial Direct
MSM
$5.02B
-2,957 Closed -$208K
MTN icon
1634
Vail Resorts
MTN
$6.09B
-1,613 Closed -$223K
MUSA icon
1635
Murphy USA
MUSA
$7.26B
-2,797 Closed -$207K
PAC icon
1636
Grupo Aeroportuario del Pacifico
PAC
$12.2B
-3,597 Closed -$369K
PEB icon
1637
Pebblebrook Hotel Trust
PEB
$1.32B
-11,165 Closed -$293K
POST icon
1638
Post Holdings
POST
$6.15B
-78,093 Closed -$6.46M
RIO icon
1639
Rio Tinto
RIO
$102B
-14,873 Closed -$465K
SBRA icon
1640
Sabra Healthcare REIT
SBRA
$4.58B
-10,042 Closed -$207K
SID icon
1641
Companhia Siderúrgica Nacional
SID
$1.92B
-737,062 Closed -$1.81M
SSYS icon
1642
Stratasys
SSYS
$906M
-9,632 Closed -$220K
TGI
1643
DELISTED
Triumph Group
TGI
-7,573 Closed -$269K
THG icon
1644
Hanover Insurance
THG
$6.21B
-2,667 Closed -$225K
TLK icon
1645
Telkom Indonesia
TLK
$19.2B
-5,975 Closed -$366K
TM icon
1646
Toyota
TM
$254B
-1,012 Closed -$101K
TS icon
1647
Tenaris
TS
$18.9B
-7,195 Closed -$208K
UMC icon
1648
United Microelectronic
UMC
$16.5B
-26,000 Closed -$52K
UNIT
1649
Uniti Group
UNIT
$1.55B
-7,988 Closed -$231K
VNET
1650
VNET Group
VNET
$2.33B
-335,732 Closed -$3.43M