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
+11.66%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$55.1B
AUM Growth
+$7.39B
Cap. Flow
+$1.88B
Cap. Flow %
3.41%
Top 10 Hldgs %
31.61%
Holding
2,461
New
222
Increased
1,058
Reduced
876
Closed
215

Top Buys

1
AMZN icon
Amazon
AMZN
+$711M
2
AAPL icon
Apple
AAPL
+$207M
3
BLK icon
Blackrock
BLK
+$133M
4
MSFT icon
Microsoft
MSFT
+$107M
5
ZS icon
Zscaler
ZS
+$96M

Sector Composition

1 Consumer Discretionary 23.16%
2 Technology 21.09%
3 Healthcare 10.16%
4 Financials 10.09%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BTU icon
1926
Peabody Energy
BTU
$2.31B
$252K ﹤0.01%
108,211
+58,967
+120% +$137K
MAXR
1927
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
$252K ﹤0.01%
+9,957
New +$252K
OXY.WS icon
1928
Occidental Petroleum Corporation Warrants to Purchase Common Stock
OXY.WS
$22.5B
$250K ﹤0.01%
+83,353
New +$250K
SATS icon
1929
EchoStar
SATS
$20.8B
$250K ﹤0.01%
+9,949
New +$250K
CRNX icon
1930
Crinetics Pharmaceuticals
CRNX
$3.22B
$249K ﹤0.01%
16,077
+4,598
+40% +$71.2K
EVER icon
1931
EverQuote
EVER
$899M
$249K ﹤0.01%
6,368
+2,923
+85% +$114K
TRNS icon
1932
Transcat
TRNS
$696M
$249K ﹤0.01%
8,512
GNW icon
1933
Genworth Financial
GNW
$3.61B
$248K ﹤0.01%
72,983
-31,610
-30% -$107K
NGM
1934
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
$248K ﹤0.01%
15,347
+4,591
+43% +$74.2K
PINC icon
1935
Premier
PINC
$2.18B
$247K ﹤0.01%
7,484
-663
-8% -$21.9K
FMTX
1936
DELISTED
Forma Therapeutics Holdings, Inc. Common Stock
FMTX
$246K ﹤0.01%
+4,965
New +$246K
GO icon
1937
Grocery Outlet
GO
$1.71B
$244K ﹤0.01%
+6,156
New +$244K
STC icon
1938
Stewart Information Services
STC
$2.09B
$244K ﹤0.01%
+5,559
New +$244K
UNVR
1939
DELISTED
Univar Solutions Inc.
UNVR
$244K ﹤0.01%
14,366
-30,688
-68% -$521K
HNI icon
1940
HNI Corp
HNI
$2.1B
$243K ﹤0.01%
7,656
-1,320
-15% -$41.9K
ILPT
1941
Industrial Logistics Properties Trust
ILPT
$420M
$243K ﹤0.01%
11,102
+1,398
+14% +$30.6K
AROC icon
1942
Archrock
AROC
$4.28B
$242K ﹤0.01%
44,065
+22,517
+104% +$124K
MGY icon
1943
Magnolia Oil & Gas
MGY
$4.41B
$242K ﹤0.01%
46,150
-22,641
-33% -$119K
SAH icon
1944
Sonic Automotive
SAH
$2.73B
$242K ﹤0.01%
+6,007
New +$242K
MLKN icon
1945
MillerKnoll
MLKN
$1.41B
$240K ﹤0.01%
+7,802
New +$240K
CHUY
1946
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$240K ﹤0.01%
12,061
-1,692
-12% -$33.7K
EPAY
1947
DELISTED
Bottomline Technologies Inc
EPAY
$240K ﹤0.01%
5,583
-646
-10% -$27.8K
CBB
1948
DELISTED
Cincinnati Bell Inc.
CBB
$240K ﹤0.01%
15,925
-18,758
-54% -$283K
BGC icon
1949
BGC Group
BGC
$4.85B
$239K ﹤0.01%
98,378
-104,944
-52% -$255K
WAL icon
1950
Western Alliance Bancorporation
WAL
$9.99B
$239K ﹤0.01%
+7,547
New +$239K