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
$31.2B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,453
New
Increased
Reduced
Closed

Top Buys

1 +$640M
2 +$209M
3 +$180M
4
AAPL icon
Apple
AAPL
+$141M
5
ZTS icon
Zoetis
ZTS
+$134M

Top Sells

1 +$1.01B
2 +$336M
3 +$256M
4
PG icon
Procter & Gamble
PG
+$157M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$139M

Sector Composition

1 Financials 14.81%
2 Technology 14.09%
3 Healthcare 11.25%
4 Consumer Staples 9.48%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.11B 3.04%
65,135,196
+8,300,208
2
$733M 2%
53,097,063
+46,375,007
3
$676M 1.85%
5,899,509
-57,265
4
$576M 1.58%
6,692,134
+41,298
5
$549M 1.5%
16,506,183
-1,722,703
6
$443M 1.21%
20,296,994
+874,827
7
$403M 1.1%
10,619,236
+174,807
8
$373M 1.02%
3,064,651
+774,500
9
$359M 0.98%
6,937,884
-6,501,875
10
$340M 0.93%
12,487,422
+1,066,052
11
$332M 0.91%
4,937,629
+403,762
12
$321M 0.88%
3,700,200
-339,592
13
$310M 0.85%
4,090,379
-2,069,325
14
$307M 0.84%
3,540,491
+2,083,303
15
$303M 0.83%
1,709,588
-315,449
16
$283M 0.77%
12,072,831
-1,714,468
17
$273M 0.75%
6,534,022
+412,326
18
$269M 0.73%
6,495,733
-865,479
19
$263M 0.72%
6,718,054
-1,948,428
20
$257M 0.7%
2,294,689
+125,090
21
$245M 0.67%
3,081,549
+235,080
22
$238M 0.65%
7,625,470
+6,704,810
23
$227M 0.62%
2,350,842
-349,050
24
$218M 0.6%
4,795,662
+659,991
25
$217M 0.59%
8,475,406
-1,019,702