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
SPTN icon
2326
SpartanNash
SPTN
$900M
-12,994
Closed -$225K
SR icon
2327
Spire
SR
$4.5B
-3,726
Closed -$237K
SSB icon
2328
SouthState Bank Corporation
SSB
$10.3B
-4,567
Closed -$330K
SSD icon
2329
Simpson Manufacturing
SSD
$7.97B
-3,318
Closed -$309K
SSP icon
2330
E.W. Scripps
SSP
$246M
-10,755
Closed -$165K
SSTK icon
2331
Shutterstock
SSTK
$715M
-7,538
Closed -$537K
STRA icon
2332
Strategic Education
STRA
$1.94B
-2,375
Closed -$226K
STWD icon
2333
Starwood Property Trust
STWD
$7.6B
-19,613
Closed -$376K
SXC icon
2334
SunCoke Energy
SXC
$656M
-13,545
Closed -$59K
SXI icon
2335
Standex International
SXI
$2.44B
-12,097
Closed -$935K
SXT icon
2336
Sensient Technologies
SXT
$4.51B
-19,648
Closed -$1.45M
TALK icon
2337
Talkspace
TALK
$427M
-765,676
Closed -$8.14M
IMGN
2338
DELISTED
Immunogen Inc
IMGN
-16,425
Closed -$107K
ZD icon
2339
Ziff Davis
ZD
$1.5B
-8,603
Closed -$728K
TECX
2340
Tectonic Therapeutic, Inc. Common Stock
TECX
$324M
-1,352
Closed -$229K
INVX
2341
Innovex International, Inc.
INVX
$1.15B
-9,749
Closed -$290K
PRSU
2342
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
-10,619
Closed -$382K
FFAI
2343
Faraday Future Intelligent Electric Inc. Common Stock
FFAI
$245M
-124
Closed -$11.8M
NAGE
2344
Niagen Bioscience, Inc. Common Stock
NAGE
$766M
-28,057
Closed -$136K
TVRD
2345
Tvardi Therapeutics, Inc. Common Stock
TVRD
$308M
-358
Closed -$196K
LGF.B
2346
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
-11,788
Closed -$122K
BECN
2347
DELISTED
Beacon Roofing Supply, Inc.
BECN
-6,559
Closed -$265K
ITCI
2348
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-9,088
Closed -$290K
SASR
2349
DELISTED
Sandy Spring Bancorp Inc
SASR
-39,398
Closed -$1.27M
ALTR
2350
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
-3,578
Closed -$208K