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
RAMP icon
2301
LiveRamp
RAMP
$1.74B
-9,263
Closed -$676K
RBBN icon
2302
Ribbon Communications
RBBN
$699M
-26,754
Closed -$174K
RCUS icon
2303
Arcus Biosciences
RCUS
$1.25B
-14,846
Closed -$385K
RDFN
2304
DELISTED
Redfin
RDFN
-4,147
Closed -$288K
RDN icon
2305
Radian Group
RDN
$4.73B
-28,700
Closed -$577K
RUSHA icon
2306
Rush Enterprises Class A
RUSHA
$4.42B
-13,656
Closed -$375K
RVSB icon
2307
Riverview Bancorp
RVSB
$101M
-26,223
Closed -$137K
RWT
2308
Redwood Trust
RWT
$801M
-19,126
Closed -$167K
RXT icon
2309
Rackspace Technology
RXT
$337M
-21,165
Closed -$404K
SAFE
2310
Safehold
SAFE
$1.15B
-2,062
Closed -$149K
SCVL icon
2311
Shoe Carnival
SCVL
$653M
-11,448
Closed -$227K
SFBS icon
2312
ServisFirst Bancshares
SFBS
$4.6B
-8,872
Closed -$356K
SFIX icon
2313
Stitch Fix
SFIX
$745M
-4,868
Closed -$293K
SFST icon
2314
Southern First Bancshares
SFST
$362M
-13,182
Closed -$464K
SGMO icon
2315
Sangamo Therapeutics
SGMO
$160M
-11,036
Closed -$174K
SIBN icon
2316
SI-BONE Inc
SIBN
$676M
-7,505
Closed -$225K
SIGI icon
2317
Selective Insurance
SIGI
$4.75B
-7,224
Closed -$482K
HTO
2318
H2O America Common Stock
HTO
$1.75B
-14,642
Closed -$1.01M
SMBK icon
2319
SmartFinancial
SMBK
$627M
-11,966
Closed -$216K
SMCI icon
2320
Super Micro Computer
SMCI
$26.1B
-145,730
Closed -$457K
SMTC icon
2321
Semtech
SMTC
$5.36B
-6,113
Closed -$441K
SNY icon
2322
Sanofi
SNY
$115B
-22,247
Closed -$1.08M
SPNS icon
2323
Sapiens International
SPNS
$2.4B
-9,712
Closed -$298K
SPNT icon
2324
SiriusPoint
SPNT
$2.18B
-11,226
Closed -$107K
SPOK icon
2325
Spok Holdings
SPOK
$356M
-12,210
Closed -$134K