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
MRKR icon
2226
Marker Therapeutics
MRKR
$11.8M
$34K ﹤0.01%
2,176
HALL
2227
DELISTED
Hallmark Financial Services, Inc.
HALL
$34K ﹤0.01%
1,262
-336
-21% -$9.05K
III icon
2228
Information Services Group
III
$251M
$33K ﹤0.01%
15,598
-36
-0.2% -$76
UUUU icon
2229
Energy Fuels
UUUU
$2.91B
$29K ﹤0.01%
17,322
-170
-1% -$285
MFA
2230
MFA Financial
MFA
$1.05B
$28K ﹤0.01%
2,578
-8,067
-76% -$87.6K
MUX icon
2231
McEwen Inc.
MUX
$742M
$28K ﹤0.01%
2,561
+86
+3% +$940
TH icon
2232
Target Hospitality
TH
$876M
$27K ﹤0.01%
21,774
-14,659
-40% -$18.2K
CLNE icon
2233
Clean Energy Fuels
CLNE
$561M
$26K ﹤0.01%
10,348
-81
-0.8% -$204
PHIO icon
2234
Phio Pharmaceuticals
PHIO
$14.1M
$24K ﹤0.01%
105
-2
-2% -$457
XIN
2235
DELISTED
Xinyuan Real Estate
XIN
$24K ﹤0.01%
1,250
OGI
2236
Organigram Holdings
OGI
$221M
$23K ﹤0.01%
5,490
+1,925
+54% +$8.07K
VYNE icon
2237
VYNE Therapeutics
VYNE
$7.82M
$21K ﹤0.01%
+182
New +$21K
XPL icon
2238
Solitario Resources
XPL
$69.5M
$20K ﹤0.01%
50,000
AUD
2239
DELISTED
Audacy, Inc.
AUD
$20K ﹤0.01%
12,280
-19,648
-62% -$32K
GSAT icon
2240
Globalstar
GSAT
$3.94B
$15K ﹤0.01%
3,286
+301
+10% +$1.37K
TGB
2241
Taseko Mines
TGB
$1.08B
$15K ﹤0.01%
+12,500
New +$15K
QEP
2242
DELISTED
QEP RESOURCES, INC.
QEP
$10K ﹤0.01%
10,704
-16,367
-60% -$15.3K
HNRG icon
2243
Hallador Energy
HNRG
$763M
$8K ﹤0.01%
12,772
DSE
2244
DELISTED
Duff & Phelps Select MLP and Midstream Energy Fund Inc.
DSE
$7K ﹤0.01%
2,051
CHRD icon
2245
Chord Energy
CHRD
$6.1B
$3K ﹤0.01%
12,099
-6,055
-33% -$1.5K
PGTI
2246
DELISTED
PGT, Inc.
PGTI
-12,434
Closed -$195K
EXPR
2247
DELISTED
Express, Inc.
EXPR
-1,572
Closed -$48K
IMGN
2248
DELISTED
Immunogen Inc
IMGN
-10,708
Closed -$49K
MRTX
2249
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
-4,229
Closed -$483K
BVH
2250
DELISTED
Bluegreen Vacations Holding Corporation
BVH
-11,521
Closed -$147K