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
FMX icon
2351
Fomento Económico Mexicano
FMX
$32B
-8,200
Closed -$508K
FOLD icon
2352
Amicus Therapeutics
FOLD
$2.46B
-12,667
Closed -$191K
FORM icon
2353
FormFactor
FORM
$2.32B
-82,615
Closed -$2.42M
FOXF icon
2354
Fox Factory Holding Corp
FOXF
$1.14B
-7,841
Closed -$648K
FRPT icon
2355
Freshpet
FRPT
$2.67B
-32,193
Closed -$2.69M
FSLY icon
2356
Fastly
FSLY
$1.14B
-4,314
Closed -$367K
GBLI icon
2357
Global Indemnity Group
GBLI
$428M
-9,399
Closed -$225K
GCI icon
2358
Gannett
GCI
$620M
-55,485
Closed -$76K
GDOT icon
2359
Green Dot
GDOT
$751M
-5,235
Closed -$257K
GERN icon
2360
Geron
GERN
$810M
-21,100
Closed -$46K
GFL icon
2361
GFL Environmental
GFL
$17.1B
-20,122
Closed -$378K
GOGO icon
2362
Gogo Inc
GOGO
$1.31B
-28,198
Closed -$89K
GOSS icon
2363
Gossamer Bio
GOSS
$787M
-10,498
Closed -$136K
GTE icon
2364
Gran Tierra Energy
GTE
$136M
-3,989
Closed -$14K
GTX icon
2365
Garrett Motion
GTX
$2.64B
-22,729
Closed -$126K
GXC icon
2366
SPDR S&P China ETF
GXC
$502M
-131,379
Closed -$13.8M
HCSG icon
2367
Healthcare Services Group
HCSG
$1.16B
-16,101
Closed -$394K
HVT icon
2368
Haverty Furniture Companies
HVT
$371M
-24,498
Closed -$392K
ICLR icon
2369
Icon
ICLR
$13.6B
-3,549
Closed -$598K
ICUI icon
2370
ICU Medical
ICUI
$3.22B
-2,669
Closed -$492K
IFGL icon
2371
iShares International Developed Real Estate ETF
IFGL
$98.4M
-15,108
Closed -$350K
KBH icon
2372
KB Home
KBH
$4.48B
-17,718
Closed -$544K
KE icon
2373
Kimball Electronics
KE
$741M
-10,096
Closed -$137K
KNTK icon
2374
Kinetik
KNTK
$2.69B
-4,616
Closed -$585K
KSA icon
2375
iShares MSCI Saudi Arabia ETF
KSA
$558M
-14,000
Closed -$368K