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
+2.71%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$46.2B
AUM Growth
+$46.2B
Cap. Flow
-$13.7B
Cap. Flow %
-29.61%
Top 10 Hldgs %
28.37%
Holding
2,145
New
202
Increased
662
Reduced
1,011
Closed
220

Sector Composition

1 Consumer Discretionary 18.79%
2 Technology 17.69%
3 Financials 12.79%
4 Healthcare 9.24%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SUPN icon
2126
Supernus Pharmaceuticals
SUPN
$2.53B
-51,590 Closed -$2.36M
TECH icon
2127
Bio-Techne
TECH
$8.5B
-1,383 Closed -$209K
TGI
2128
DELISTED
Triumph Group
TGI
-32,762 Closed -$825K
TPH icon
2129
Tri Pointe Homes
TPH
$3.09B
-17,988 Closed -$296K
TSEM icon
2130
Tower Semiconductor
TSEM
$6.58B
-24,715 Closed -$665K
TTEC icon
2131
TTEC Holdings
TTEC
$184M
-12,242 Closed -$376K
TV icon
2132
Televisa
TV
$1.49B
-166,612 Closed -$2.66M
UBSI icon
2133
United Bankshares
UBSI
$5.43B
-5,690 Closed -$200K
UNIT
2134
Uniti Group
UNIT
$1.55B
-40,506 Closed -$659K
UPBD icon
2135
Upbound Group
UPBD
$1.47B
-57,976 Closed -$500K
AD
2136
Array Digital Infrastructure, Inc.
AD
$4.65B
-14,006 Closed -$563K
VB icon
2137
Vanguard Small-Cap ETF
VB
$66.4B
-1,800 Closed -$264K
VGT icon
2138
Vanguard Information Technology ETF
VGT
$99.7B
-1,570 Closed -$268K
VIV icon
2139
Telefônica Brasil
VIV
$20.1B
-114,881 Closed -$1.77M
VNOM icon
2140
Viper Energy
VNOM
$6.72B
-47,300 Closed -$1.2M
WES icon
2141
Western Midstream Partners
WES
$15B
-24,493 Closed -$811K
WGO icon
2142
Winnebago Industries
WGO
$1.01B
-8,304 Closed -$313K
WKC icon
2143
World Kinect Corp
WKC
$1.49B
-94,081 Closed -$2.31M
WNS icon
2144
WNS Holdings
WNS
$3.24B
-31,793 Closed -$1.44M
WT icon
2145
WisdomTree
WT
$2B
-33,887 Closed -$311K