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
$32.5B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,468
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$119M
3 +$102M
4
AAPL icon
Apple
AAPL
+$94.5M
5
CSCO icon
Cisco
CSCO
+$91.5M

Top Sells

1 +$192M
2 +$146M
3 +$137M
4
XOM icon
Exxon Mobil
XOM
+$123M
5
ZTS icon
Zoetis
ZTS
+$118M

Sector Composition

1 Technology 15.2%
2 Financials 14.36%
3 Healthcare 11.31%
4 Industrials 9.51%
5 Consumer Staples 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.4B 3.64%
69,855,884
+4,720,688
2
$717M 1.87%
5,339,222
-560,287
3
$695M 1.81%
18,585,783
+2,079,600
4
$680M 1.77%
43,692,936
-9,404,127
5
$640M 1.67%
22,935,527
+2,638,533
6
$554M 1.44%
5,479,972
-1,212,162
7
$403M 1.05%
9,767,819
-851,417
8
$400M 1.04%
4,909,832
+819,453
9
$398M 1.04%
5,366,276
+428,647
10
$379M 0.99%
4,134,272
+434,072
11
$368M 0.96%
6,308,260
-629,624
12
$362M 0.94%
16,154,605
+4,081,774
13
$354M 0.92%
2,836,841
-227,810
14
$340M 0.89%
11,709,965
-777,457
15
$320M 0.83%
3,670,389
+129,898
16
$311M 0.81%
6,476,019
-58,003
17
$306M 0.8%
1,706,883
-2,705
18
$301M 0.78%
7,360,738
+642,684
19
$262M 0.68%
2,295,369
+680
20
$254M 0.66%
5,598,482
-897,251
21
$243M 0.63%
2,931,399
-150,150
22
$225M 0.59%
4,709,366
-86,296
23
$217M 0.56%
5,671,059
+490,434
24
$216M 0.56%
8,134,448
-340,958
25
$215M 0.56%
4,064,379
+391,644