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
CHS
2251
DELISTED
Chicos FAS, Inc.
CHS
-54,112
Closed -$75K
VRTV
2252
DELISTED
VERITIV CORPORATION
VRTV
-10,079
Closed -$171K
NEWR
2253
DELISTED
New Relic, Inc.
NEWR
-13,300
Closed -$916K
RVLP
2254
DELISTED
RVL Pharmaceuticals plc Ordinary Shares
RVLP
-11,262
Closed -$76K
PRTK
2255
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
-32,640
Closed -$170K
AQUA
2256
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
-11,162
Closed -$208K
RIDE
2257
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
-83,333
Closed -$12.9M
RFP
2258
DELISTED
Resolute Forest Products Inc.
RFP
-77,482
Closed -$164K
TCDA
2259
DELISTED
Tricida, Inc. Common Stock
TCDA
-8,474
Closed -$233K
PRTY
2260
DELISTED
Party City Holdco Inc.
PRTY
-94,911
Closed -$141K
SPNE
2261
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
-15,383
Closed -$161K
CLVS
2262
DELISTED
Clovis Oncology, Inc.
CLVS
-10,216
Closed -$69K
PBFX
2263
DELISTED
PBF LOGISTICS LP
PBFX
-11,967
Closed -$117K
ECOM
2264
DELISTED
CHANNELADVISOR CORPORATION
ECOM
-27,057
Closed -$429K
EXTN
2265
DELISTED
Exterran Corporation
EXTN
-12,709
Closed -$69K
TPTX
2266
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
-3,237
Closed -$209K
AFI
2267
DELISTED
Armstrong Flooring, Inc.
AFI
-15,379
Closed -$46K
XENT
2268
DELISTED
Intersect ENT, Inc
XENT
-10,384
Closed -$140K
FOE
2269
DELISTED
Ferro Corporation
FOE
-13,013
Closed -$155K
HMHC
2270
DELISTED
Houghton Mifflin Harcourt Company
HMHC
-14,449
Closed -$26K
VRS
2271
DELISTED
Verso Corporation
VRS
-10,097
Closed -$121K
KRA
2272
DELISTED
Kraton Corporation
KRA
-12,091
Closed -$209K
RRD
2273
DELISTED
RR Donnelley & Sons Co.
RRD
-241,339
Closed -$287K
SC
2274
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
-28,829
Closed -$531K
MGLN
2275
DELISTED
Magellan Health Services, Inc.
MGLN
-2,744
Closed -$200K