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
GDYN icon
2176
Grid Dynamics Holdings
GDYN
$635M
$94K ﹤0.01%
12,263
SMMT icon
2177
Summit Therapeutics
SMMT
$13.1B
$94K ﹤0.01%
27,342
-123,633
-82% -$425K
OIS icon
2178
Oil States International
OIS
$341M
$93K ﹤0.01%
33,560
-717
-2% -$1.99K
VEL icon
2179
Velocity Financial
VEL
$717M
$93K ﹤0.01%
18,700
-4,466
-19% -$22.2K
OPBK icon
2180
OP Bancorp
OPBK
$217M
$92K ﹤0.01%
+15,686
New +$92K
RUBY
2181
DELISTED
Rubius Therapeutics, Inc
RUBY
$92K ﹤0.01%
18,197
+3,774
+26% +$19.1K
LTRPA
2182
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$91K ﹤0.01%
51,190
-4,714
-8% -$8.38K
BIOR
2183
DELISTED
Biora Therapeutics, Inc. Common Stock
BIOR
$91K ﹤0.01%
+41
New +$91K
EVC icon
2184
Entravision Communication
EVC
$215M
$89K ﹤0.01%
58,818
-12,429
-17% -$18.8K
GLNG icon
2185
Golar LNG
GLNG
$4.27B
$89K ﹤0.01%
14,608
-104
-0.7% -$634
SILV
2186
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
$89K ﹤0.01%
10,457
-7,981
-43% -$67.9K
NVGS icon
2187
Navigator Holdings
NVGS
$1.1B
$88K ﹤0.01%
10,493
VMD icon
2188
Viemed Healthcare
VMD
$256M
$88K ﹤0.01%
10,000
-7,337
-42% -$64.6K
RTL
2189
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
$88K ﹤0.01%
13,956
+3,110
+29% +$19.6K
CLPR
2190
Clipper Realty
CLPR
$69.8M
$85K ﹤0.01%
14,149
EEX icon
2191
Emerald Holding
EEX
$960M
$85K ﹤0.01%
41,437
-1,337
-3% -$2.74K
OPTN
2192
DELISTED
OptiNose
OPTN
$85K ﹤0.01%
1,452
+20
+1% +$1.17K
NEX
2193
DELISTED
NexTier Oilfield Solutions Inc.
NEX
$83K ﹤0.01%
44,752
-881
-2% -$1.63K
TRQ
2194
DELISTED
Turquoise Hill Resources Ltd
TRQ
$81K ﹤0.01%
9,712
+745
+8% +$6.21K
CTMX icon
2195
CytomX Therapeutics
CTMX
$341M
$80K ﹤0.01%
11,936
-1,899
-14% -$12.7K
SIC
2196
DELISTED
Select Interior Concepts, Inc. Class A Common Stock
SIC
$80K ﹤0.01%
11,791
TRST icon
2197
Trustco Bank Corp NY
TRST
$744M
$79K ﹤0.01%
+3,001
New +$79K
PUMP icon
2198
ProPetro Holding
PUMP
$505M
$77K ﹤0.01%
18,880
-324
-2% -$1.32K
MG icon
2199
Mistras Group
MG
$301M
$75K ﹤0.01%
19,159
CLS icon
2200
Celestica
CLS
$29.1B
$73K ﹤0.01%
+10,661
New +$73K