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
MDCO
1751
DELISTED
Medicines Co
MDCO
-10,495
Closed -$407K
TYPE
1752
DELISTED
Monotype Imaging Holdings Inc.
TYPE
-16,704
Closed -$306K
DATA
1753
DELISTED
Tableau Software, Inc.
DATA
-3,269
Closed -$200K
GM.WS.B
1754
DELISTED
General Motors Company
GM.WS.B
-2,308,706
Closed -$40.1M
TAHO
1755
DELISTED
Tahoe Resources Inc
TAHO
-220,245
Closed -$1.9M
ABCO
1756
DELISTED
Advisory Board Co/The
ABCO
-202,128
Closed -$10.4M
MORE
1757
DELISTED
Monogram Residential Trust, Inc.
MORE
-21,672
Closed -$211K
VTTI
1758
DELISTED
VTTI Energy Partners LP
VTTI
-120,602
Closed -$2.37M
DFT
1759
DELISTED
DuPont Fabros Technology Inc.
DFT
-5,580
Closed -$341K
DD
1760
DELISTED
Du Pont De Nemours E I
DD
-1,062,086
Closed -$85.7M
MBLY
1761
DELISTED
Mobileye N.V.
MBLY
-136,051
Closed -$8.54M
WFM
1762
DELISTED
Whole Foods Market Inc
WFM
-643,077
Closed -$27.1M
SPNC
1763
DELISTED
Spectranetics Corp
SPNC
-7,222
Closed -$278K
RAI
1764
DELISTED
Reynolds American Inc
RAI
-4,403,049
Closed -$286M
PNRA
1765
DELISTED
Panera Bread Co
PNRA
-1,620
Closed -$509K
BHI
1766
DELISTED
Baker Hughes
BHI
-394,305
Closed -$21.5M
OKS
1767
DELISTED
Oneok Partners LP
OKS
-241,122
Closed -$12.3M
JFC
1768
DELISTED
JPMorgan China Region Fund, Inc.
JFC
-384,988
Closed -$7.73M
SPLS
1769
DELISTED
Staples Inc
SPLS
-1,606,973
Closed -$16.2M
RBS.PRH.CL
1770
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
-10,000
Closed -$265K
FCH
1771
DELISTED
Felcor Lodging Trust
FCH
-19,028
Closed -$138K
SSRI
1772
DELISTED
Silver Standard Resources
SSRI
-42,200
Closed -$410K
WOOF
1773
DELISTED
VCA Inc.
WOOF
-125,466
Closed -$11.6M
SWFT
1774
DELISTED
Swift Transportation Company
SWFT
-20,462
Closed -$543K
DDC
1775
DELISTED
Dominion Diamond Corporation
DDC
-334,133
Closed -$4.21M