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
PPD
2276
DELISTED
PPD, Inc. Common Stock
PPD
-9,183
Closed -$246K
XONE
2277
DELISTED
The ExOne Company
XONE
-11,673
Closed -$100K
CLDR
2278
DELISTED
Cloudera, Inc.
CLDR
-10,760
Closed -$137K
SOGO
2279
DELISTED
Sogou Inc. American Depositary Shares, each representing one Class A Ordinary Share
SOGO
-10,000
Closed -$42K
CORE
2280
DELISTED
Core Mark Holding Co., Inc.
CORE
-8,093
Closed -$202K
WTRE
2281
DELISTED
Watford Holdings Ltd. Common Shares
WTRE
-10,978
Closed -$183K
FFG
2282
DELISTED
FBL Financial Group
FFG
-10,349
Closed -$371K
WDR
2283
DELISTED
Waddell & Reed Financial, Inc.
WDR
-23,727
Closed -$368K
RP
2284
DELISTED
RealPage, Inc.
RP
-3,098
Closed -$201K
GNMK
2285
DELISTED
GenMark Diagnostics, Inc
GNMK
-11,103
Closed -$163K
MYOK
2286
DELISTED
MyoKardia, Inc. Common Stock
MYOK
-2,791
Closed -$270K
WMGI
2287
DELISTED
Wright Medical Group Inc
WMGI
-12,766
Closed -$379K
ONDK
2288
DELISTED
On Deck Capital, Inc.
ONDK
-80,879
Closed -$58K
MNK
2289
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
-14,287
Closed -$38K
WUBA
2290
DELISTED
58.COM INC
WUBA
-61,152
Closed -$3.3M
LOGM
2291
DELISTED
LogMein, Inc.
LOGM
-41,048
Closed -$3.48M
TLRD
2292
DELISTED
Tailored Brands, Inc.
TLRD
-35,695
Closed -$33K
DNR
2293
DELISTED
Denbury Resources, Inc.
DNR
-68,976
Closed -$19K
LM
2294
DELISTED
Legg Mason, Inc.
LM
-22,098
Closed -$1.1M
ROSE
2295
DELISTED
Rosehill Resources Inc. Class A
ROSE
-10,727
Closed -$8K
TMUSR
2296
DELISTED
T-Mobile US, Inc. Subscription Rights Expiring 7/27/2020
TMUSR
-317,218
Closed -$53K
BGG
2297
DELISTED
Briggs & Stratton Corp.
BGG
-56,756
Closed -$74K
HCR
2298
DELISTED
Hi-Crush Inc. Common Stock
HCR
-11,494
Closed -$2K
MINI
2299
DELISTED
Mobile Mini Inc
MINI
-12,785
Closed -$377K
IBKC
2300
DELISTED
IBERIABANK Corp
IBKC
-23,340
Closed -$1.06M