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
TECD
2301
DELISTED
Tech Data Corp
TECD
-8,212
Closed -$1.19M
WPG
2302
DELISTED
Washington Prime Group Inc.
WPG
-1,751
Closed -$13K
TACO
2303
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
-32,401
Closed -$192K
MOBL
2304
DELISTED
MobileIron, Inc.
MOBL
-17,294
Closed -$85K
YELL
2305
DELISTED
Yellow Corporation Common Stock
YELL
-186,204
Closed -$344K
VEDL
2306
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
-215,421
Closed -$1.21M
CZR
2307
DELISTED
Caesars Entertainment Corporation
CZR
-4,292,492
Closed -$52.1M
SPN
2308
DELISTED
Superior Energy Services, Inc.
SPN
-13,432
Closed -$15K
CNNE icon
2309
Cannae Holdings
CNNE
$1.09B
-5,727
Closed -$236K
COE
2310
51Talk Online Education Group
COE
$274M
-3,075
Closed -$316K
ADNT icon
2311
Adient
ADNT
$1.91B
-11,578
Closed -$187K
AGQ icon
2312
ProShares Ultra Silver
AGQ
$852M
-37,500
Closed -$1.1M
AGS
2313
DELISTED
PlayAGS
AGS
-22,046
Closed -$75K
ALT icon
2314
Altimmune
ALT
$324M
-21,326
Closed -$228K
AMRX icon
2315
Amneal Pharmaceuticals
AMRX
$3.11B
-18,751
Closed -$89K
APLS icon
2316
Apellis Pharmaceuticals
APLS
$3.32B
-7,580
Closed -$248K
APPF icon
2317
AppFolio
APPF
$9.99B
-4,125
Closed -$671K
APT icon
2318
Alpha Pro Tech
APT
$51.4M
-10,745
Closed -$190K
ARI
2319
Apollo Commercial Real Estate
ARI
$1.53B
-10,306
Closed -$101K
ARLO icon
2320
Arlo Technologies
ARLO
$1.74B
-16,827
Closed -$43K
ARWR icon
2321
Arrowhead Research
ARWR
$3.93B
-4,717
Closed -$204K
BKH icon
2322
Black Hills Corp
BKH
$4.27B
-30,486
Closed -$1.73M
BMI icon
2323
Badger Meter
BMI
$5.21B
-9,075
Closed -$571K
BXMT icon
2324
Blackstone Mortgage Trust
BXMT
$3.42B
-12,820
Closed -$309K
CAAP icon
2325
Corporacion America
CAAP
$3.32B
-46,742
Closed -$102K