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
+5.95%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$53.2B
AUM Growth
+$6.54B
Cap. Flow
+$3.61B
Cap. Flow %
6.78%
Top 10 Hldgs %
27.12%
Holding
1,817
New
136
Increased
894
Reduced
513
Closed
60

Sector Composition

1 Consumer Discretionary 16.96%
2 Financials 15.24%
3 Technology 14.73%
4 Healthcare 9.79%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VIAV icon
1701
Viavi Solutions
VIAV
$2.6B
$170K ﹤0.01%
18,005
+1,633
+10% +$15.4K
ISBC
1702
DELISTED
Investors Bancorp, Inc.
ISBC
$170K ﹤0.01%
12,511
+2,302
+23% +$31.3K
ICL icon
1703
ICL Group
ICL
$7.85B
$169K ﹤0.01%
38,104
-89,947
-70% -$399K
MWA icon
1704
Mueller Water Products
MWA
$4.19B
$169K ﹤0.01%
13,179
+1,356
+11% +$17.4K
FNB icon
1705
FNB Corp
FNB
$5.92B
$166K ﹤0.01%
+11,781
New +$166K
SPWR
1706
DELISTED
SunPower Corporation Common Stock
SPWR
$163K ﹤0.01%
34,283
+5,375
+19% +$25.6K
HMHC
1707
DELISTED
Houghton Mifflin Harcourt Company
HMHC
$161K ﹤0.01%
13,420
QCP
1708
DELISTED
Quality Care Properties, Inc.
QCP
$159K ﹤0.01%
+10,260
New +$159K
SLV icon
1709
iShares Silver Trust
SLV
$20.1B
$157K ﹤0.01%
10,000
PRKS icon
1710
United Parks & Resorts
PRKS
$2.99B
$150K ﹤0.01%
+11,607
New +$150K
PHH
1711
DELISTED
PHH Corporation
PHH
$148K ﹤0.01%
10,608
CATO icon
1712
Cato Corp
CATO
$87.2M
$145K ﹤0.01%
10,944
NPKI
1713
NPK International Inc.
NPKI
$887M
$144K ﹤0.01%
14,446
+91
+0.6% +$907
OIL
1714
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
$143K ﹤0.01%
26,500
HABT
1715
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
$132K ﹤0.01%
+10,096
New +$132K
OPK icon
1716
Opko Health
OPK
$1.07B
$124K ﹤0.01%
18,029
CVRR
1717
DELISTED
CVR Refining, LP
CVRR
$124K ﹤0.01%
12,564
VG
1718
DELISTED
Vonage Holdings Corporation
VG
$109K ﹤0.01%
13,400
+2,027
+18% +$16.5K
AKS
1719
DELISTED
AK Steel Holding Corp.
AKS
$107K ﹤0.01%
19,214
-1,179
-6% -$6.57K
SNR
1720
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
$101K ﹤0.01%
10,997
+452
+4% +$4.15K
FRED
1721
DELISTED
Fred's Inc
FRED
$100K ﹤0.01%
15,476
SFS
1722
DELISTED
Smart & Final Stores, Inc.
SFS
$100K ﹤0.01%
12,788
GTE icon
1723
Gran Tierra Energy
GTE
$139M
$94K ﹤0.01%
4,105
+647
+19% +$14.8K
UNG icon
1724
United States Natural Gas Fund
UNG
$615M
$89K ﹤0.01%
850
MITL
1725
DELISTED
Mitel Networks Corporation
MITL
$86K ﹤0.01%
10,265