HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
1-Year Est. 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 Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.7B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$1.11B
2
+$804M
3
+$710M
4
GE icon
GE Aerospace
GE
+$662M
5
MSFT icon
Microsoft
MSFT
+$630M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.92%
2 Technology 13.87%
3 Healthcare 10.1%
4 Industrials 9.47%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.11B 3.34%
+6,917,474
2
$804M 2.42%
+56,834,988
3
$710M 2.14%
+13,439,759
4
$662M 1.99%
+5,956,774
5
$630M 1.9%
+18,228,886
6
$601M 1.81%
+6,650,836
7
$474M 1.43%
+6,159,704
8
$426M 1.28%
+19,422,167
9
$419M 1.26%
+10,444,429
10
$371M 1.12%
+2,025,037
11
$364M 1.1%
+9,442,860
12
$347M 1.05%
+4,039,792
13
$336M 1.01%
+13,787,299
14
$310M 0.93%
+8,666,482
15
$304M 0.92%
+7,361,212
16
$304M 0.91%
+11,421,370
17
$300M 0.9%
+12,375,553
18
$277M 0.83%
+4,533,867
19
$271M 0.82%
+2,290,151
20
$267M 0.81%
+2,699,892
21
$257M 0.77%
+10,321,635
22
$254M 0.77%
+9,495,108
23
$250M 0.75%
+8,151,465
24
$250M 0.75%
+6,121,696
25
$233M 0.7%
+2,846,469
1
2 3 4 5