HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
 

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
+$55.1B
Cap. Flow
+$4.32B
Cap. Flow %
7.84%
Top 10 Hldgs %
31.61%
Holding
2,461
New
222
Increased
1,058
Reduced
876
Closed
215

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
CYRX icon
2426
CryoPort
CYRX
$441M
-9,817
Closed -$297K
DADA
2427
DELISTED
Dada Nexus
DADA
-17,071
Closed -$381K
DENN icon
2428
Denny's
DENN
$232M
-21,780
Closed -$220K
DEO icon
2429
Diageo
DEO
$61.5B
-3,415
Closed -$459K
DFE icon
2430
WisdomTree Europe SmallCap Dividend Fund
DFE
$176M
-4,890
Closed -$242K
DLTH icon
2431
Duluth Holdings
DLTH
$89.1M
-35,509
Closed -$262K
EPC icon
2432
Edgewell Personal Care
EPC
$1.1B
-48,653
Closed -$1.52M
EQNR icon
2433
Equinor
EQNR
$62.6B
-13,031
Closed -$189K
ERJ icon
2434
Embraer
ERJ
$10.5B
-14,914
Closed -$89K
EVH icon
2435
Evolent Health
EVH
$1.11B
-15,634
Closed -$111K
EVRI
2436
DELISTED
Everi Holdings
EVRI
-25,559
Closed -$132K
EZA icon
2437
iShares MSCI South Africa ETF
EZA
$418M
-21,731
Closed -$766K
FET icon
2438
Forum Energy Technologies
FET
$312M
-91,813
Closed -$49K
FMX icon
2439
Fomento Económico Mexicano
FMX
$30.2B
-8,200
Closed -$508K
FOLD icon
2440
Amicus Therapeutics
FOLD
$2.43B
-12,667
Closed -$191K
FORM icon
2441
FormFactor
FORM
$2.19B
-82,615
Closed -$2.42M
KBH icon
2442
KB Home
KBH
$4.27B
-17,718
Closed -$544K
KE icon
2443
Kimball Electronics
KE
$704M
-10,096
Closed -$137K
KNTK icon
2444
Kinetik
KNTK
$2.51B
-46,158
Closed -$585K
KSA icon
2445
iShares MSCI Saudi Arabia ETF
KSA
$577M
-14,000
Closed -$368K
LAMR icon
2446
Lamar Advertising Co
LAMR
$12.7B
-8,403
Closed -$561K
LKFN icon
2447
Lakeland Financial Corp
LKFN
$1.72B
-4,937
Closed -$230K
LQDT icon
2448
Liquidity Services
LQDT
$816M
-11,147
Closed -$66K
MED icon
2449
Medifast
MED
$153M
-2,508
Closed -$348K
MMSI icon
2450
Merit Medical Systems
MMSI
$5.37B
-4,695
Closed -$214K