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
CAL icon
2326
Caleres
CAL
$522M
-30,983
Closed -$258K
CATY icon
2327
Cathay General Bancorp
CATY
$3.41B
-13,959
Closed -$367K
CCU icon
2328
Compañía de Cervecerías Unidas
CCU
$2.2B
-54,935
Closed -$787K
CHPT icon
2329
ChargePoint
CHPT
$248M
-32,500
Closed -$6.53M
CHRS icon
2330
Coherus Oncology, Inc. Common Stock
CHRS
$156M
-12,871
Closed -$230K
CIGI icon
2331
Colliers International
CIGI
$8.51B
-4,335
Closed -$248K
CIM
2332
Chimera Investment
CIM
$1.18B
-3,411
Closed -$98K
CPS icon
2333
Cooper-Standard Automotive
CPS
$671M
-15,763
Closed -$209K
CVGW icon
2334
Calavo Growers
CVGW
$479M
-9,474
Closed -$596K
CVEO icon
2335
Civeo
CVEO
$289M
-5,578
Closed -$41K
CWEN icon
2336
Clearway Energy Class C
CWEN
$3.4B
-9,076
Closed -$209K
CWH icon
2337
Camping World
CWH
$1.09B
-7,387
Closed -$201K
CYRX icon
2338
CryoPort
CYRX
$489M
-9,817
Closed -$297K
DADA
2339
DELISTED
Dada Nexus
DADA
-17,071
Closed -$381K
DENN icon
2340
Denny's
DENN
$248M
-21,780
Closed -$220K
DEO icon
2341
Diageo
DEO
$58.1B
-3,415
Closed -$459K
DFE icon
2342
WisdomTree Europe SmallCap Dividend Fund
DFE
$180M
-4,890
Closed -$242K
DLTH icon
2343
Duluth Holdings
DLTH
$128M
-35,509
Closed -$262K
EPC icon
2344
Edgewell Personal Care
EPC
$1.03B
-48,653
Closed -$1.52M
EQNR icon
2345
Equinor
EQNR
$61.5B
-13,031
Closed -$189K
ERJ icon
2346
Embraer
ERJ
$11.2B
-14,914
Closed -$89K
EVH icon
2347
Evolent Health
EVH
$1.13B
-15,634
Closed -$111K
EVRI
2348
DELISTED
Everi Holdings
EVRI
-25,559
Closed -$132K
EZA icon
2349
iShares MSCI South Africa ETF
EZA
$435M
-21,731
Closed -$766K
FET icon
2350
Forum Energy Technologies
FET
$314M
-4,591
Closed -$49K