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
BL icon
2451
BlackLine
BL
$3.32B
-4,262
Closed -$568K
BLUE
2452
DELISTED
bluebird bio
BLUE
-830
Closed -$467K
BOX icon
2453
Box
BOX
$4.74B
-38,344
Closed -$687K
BRBR icon
2454
BellRing Brands
BRBR
$4.63B
-10,427
Closed -$252K
BRT
2455
BRT Apartments
BRT
$290M
-13,845
Closed -$209K
BSET icon
2456
Bassett Furniture
BSET
$144M
-20,677
Closed -$421K
BWB icon
2457
Bridgewater Bancshares
BWB
$452M
-15,878
Closed -$198K
BXMT icon
2458
Blackstone Mortgage Trust
BXMT
$3.41B
-32,393
Closed -$884K
BBBY
2459
Bed Bath & Beyond, Inc.
BBBY
$592M
-4,970
Closed -$241K
BZH icon
2460
Beazer Homes USA
BZH
$758M
-52,295
Closed -$794K
CALM icon
2461
Cal-Maine
CALM
$5.31B
-5,968
Closed -$220K
CARS icon
2462
Cars.com
CARS
$815M
-18,350
Closed -$208K
CATY icon
2463
Cathay General Bancorp
CATY
$3.4B
-22,324
Closed -$720K
CBU icon
2464
Community Bank
CBU
$3.13B
-20,044
Closed -$1.24M
CCB icon
2465
Coastal Financial
CCB
$1.69B
-13,915
Closed -$290K
CDE icon
2466
Coeur Mining
CDE
$9.6B
-104,139
Closed -$1.07M
CDLX icon
2467
Cardlytics
CDLX
$49.8M
-2,492
Closed -$356K
CDNA icon
2468
CareDx
CDNA
$710M
-5,240
Closed -$383K
CELH icon
2469
Celsius Holdings
CELH
$14.5B
-19,248
Closed -$327K
CEVA icon
2470
CEVA Inc
CEVA
$549M
-9,157
Closed -$421K
CGEN icon
2471
Compugen
CGEN
$131M
-15,995
Closed -$193K
CHDN icon
2472
Churchill Downs
CHDN
$6.77B
-10,846
Closed -$1.07M
CHRS icon
2473
Coherus Oncology, Inc. Common Stock
CHRS
$152M
-15,446
Closed -$269K
CHT icon
2474
Chunghwa Telecom
CHT
$34.5B
-6,032
Closed -$233K
CIM
2475
Chimera Investment
CIM
$1.17B
-7,161
Closed -$219K