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
RMBI icon
2126
Richmond Mutual Bancorp
RMBI
$140M
$135K ﹤0.01%
12,582
-7
-0.1% -$75
FREE
2127
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
$134K ﹤0.01%
+16,110
New +$134K
LIND icon
2128
Lindblad Expeditions
LIND
$717M
$133K ﹤0.01%
15,442
+3,942
+34% +$34K
TRTX
2129
TPG RE Finance Trust
TRTX
$744M
$133K ﹤0.01%
15,643
-3,519
-18% -$29.9K
AXGN icon
2130
Axogen
AXGN
$739M
$132K ﹤0.01%
11,222
-1,720
-13% -$20.2K
MTW icon
2131
Manitowoc
MTW
$357M
$132K ﹤0.01%
15,500
-4,255
-22% -$36.2K
PMBC
2132
DELISTED
Pacific Mercantile Bancorp
PMBC
$132K ﹤0.01%
36,350
-4,140
-10% -$15K
DTIL icon
2133
Precision BioSciences
DTIL
$59.1M
$131K ﹤0.01%
+698
New +$131K
ATHX
2134
DELISTED
Athersys, Inc. Common Stock
ATHX
$131K ﹤0.01%
2,625
+1,023
+64% +$51.1K
OIBR.C
2135
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$131K ﹤0.01%
88,758
+12,361
+16% +$18.2K
DBI icon
2136
Designer Brands
DBI
$233M
$130K ﹤0.01%
23,675
-3,073
-11% -$16.9K
GORO icon
2137
Gold Resource Corp
GORO
$106M
$130K ﹤0.01%
37,463
+18,182
+94% +$63.1K
GENC icon
2138
Gencor Industries
GENC
$225M
$129K ﹤0.01%
11,676
EVLO
2139
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
$129K ﹤0.01%
1,287
AVEO
2140
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
$128K ﹤0.01%
21,372
BDSI
2141
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$128K ﹤0.01%
33,204
-16,788
-34% -$64.7K
CDR
2142
DELISTED
Cedar Realty Trust, Inc
CDR
$125K ﹤0.01%
23,313
-3
-0% -$16
AR icon
2143
Antero Resources
AR
$10.1B
$124K ﹤0.01%
43,977
+19,025
+76% +$53.6K
ACEL icon
2144
Accel Entertainment
ACEL
$935M
$122K ﹤0.01%
11,506
-1,839
-14% -$19.5K
STR
2145
DELISTED
Sitio Royalties
STR
$120K ﹤0.01%
12,174
-12
-0.1% -$118
XHR
2146
Xenia Hotels & Resorts
XHR
$1.38B
$120K ﹤0.01%
13,559
-3,894
-22% -$34.5K
CARS icon
2147
Cars.com
CARS
$815M
$119K ﹤0.01%
14,447
-43,359
-75% -$357K
BMY.RT
2148
DELISTED
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
$119K ﹤0.01%
54,194
+12,994
+32% +$28.5K
RVSB icon
2149
Riverview Bancorp
RVSB
$101M
$118K ﹤0.01%
28,608
+12,829
+81% +$52.9K
BHR
2150
Braemar Hotels & Resorts
BHR
$199M
$117K ﹤0.01%
46,607
-9,390
-17% -$23.6K