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
+5.48%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$75.2B
AUM Growth
+$8.15B
Cap. Flow
+$4.64B
Cap. Flow %
6.17%
Top 10 Hldgs %
26.69%
Holding
2,763
New
210
Increased
696
Reduced
1,336
Closed
471

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 14.38%
3 Financials 12.05%
4 Healthcare 10.23%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WTTR icon
2276
Select Water Solutions
WTTR
$930M
$54K ﹤0.01%
10,999
-5,464
-33% -$26.8K
OGI
2277
Organigram Holdings
OGI
$221M
$53K ﹤0.01%
3,804
-1,941
-34% -$27K
SPPI
2278
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$49K ﹤0.01%
14,673
-45,294
-76% -$151K
VRAY
2279
DELISTED
ViewRay, Inc.
VRAY
$49K ﹤0.01%
+11,409
New +$49K
ENLC
2280
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$47K ﹤0.01%
10,939
-16,290
-60% -$70K
HYMC icon
2281
Hycroft Mining Holding Corp
HYMC
$227M
$44K ﹤0.01%
1,232
XPL icon
2282
Solitario Resources
XPL
$69.5M
$42K ﹤0.01%
50,000
MRKR icon
2283
Marker Therapeutics
MRKR
$11.8M
$41K ﹤0.01%
1,855
-399
-18% -$8.82K
GSAT icon
2284
Globalstar
GSAT
$3.94B
$38K ﹤0.01%
1,809
-1,090
-38% -$22.9K
CALA
2285
DELISTED
Calithera Biosciences, Inc
CALA
$36K ﹤0.01%
739
+236
+47% +$11.5K
XIN
2286
DELISTED
Xinyuan Real Estate
XIN
$35K ﹤0.01%
1,250
WPF.WS
2287
DELISTED
Foley Trasimene Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A
WPF.WS
$32K ﹤0.01%
20,000
NEXT icon
2288
NextDecade
NEXT
$2.12B
$30K ﹤0.01%
+11,355
New +$30K
TELL
2289
DELISTED
Tellurian Inc.
TELL
$28K ﹤0.01%
+12,177
New +$28K
MBII
2290
DELISTED
Marrone Bio Innovations, Inc.
MBII
$20K ﹤0.01%
+10,376
New +$20K
HMC icon
2291
Honda
HMC
$44.4B
$16K ﹤0.01%
+521
New +$16K
MUX icon
2292
McEwen Inc.
MUX
$742M
$15K ﹤0.01%
1,410
-865
-38% -$9.2K
LPL icon
2293
LG Display
LPL
$4.33B
$3K ﹤0.01%
+307
New +$3K
POST icon
2294
Post Holdings
POST
$5.69B
-6,071
Closed -$401K
PRAA icon
2295
PRA Group
PRAA
$653M
-9,292
Closed -$366K
PRGO icon
2296
Perrigo
PRGO
$3.04B
-46,100
Closed -$2.04M
PSNL icon
2297
Personalis
PSNL
$478M
-14,469
Closed -$535K
PZZA icon
2298
Papa John's
PZZA
$1.63B
-5,182
Closed -$440K
QTRX icon
2299
Quanterix
QTRX
$201M
-7,337
Closed -$338K
QTWO icon
2300
Q2 Holdings
QTWO
$5.13B
-11,571
Closed -$1.46M