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
$41.9B
AUM Growth
+$3.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$252M
3 +$206M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$152M
5
LNG icon
Cheniere Energy
LNG
+$127M

Top Sells

1 +$168M
2 +$116M
3 +$112M
4
FRX
FOREST LABORATORIES INC
FRX
+$95.6M
5
PM icon
Philip Morris
PM
+$91.2M

Sector Composition

1 Technology 15.34%
2 Financials 12.27%
3 Healthcare 11.54%
4 Industrials 9.44%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.85B 4.01%
79,870,640
+8,880,532
2
$1.05B 2.27%
36,375,014
+5,271,144
3
$1.01B 2.18%
24,143,540
-951,800
4
$980M 2.12%
7,781,052
+9,591
5
$646M 1.4%
6,174,206
-1,607,879
6
$630M 1.36%
14,866,710
+1,788,407
7
$571M 1.24%
5,670,157
-313,302
8
$525M 1.14%
34,167,660
+3,068,903
9
$504M 1.09%
6,414,688
-1,476,554
10
$501M 1.08%
10,233,303
+280,368
11
$475M 1.03%
3,636,433
-79,046
12
$442M 0.96%
2,127,074
+1,989,204
13
$442M 0.96%
7,668,110
+482,046
14
$435M 0.94%
2,509,724
+407,787
15
$420M 0.91%
16,921,175
+703,624
16
$417M 0.9%
7,551,804
+521,894
17
$387M 0.84%
3,834,091
+849,131
18
$384M 0.83%
13,651,888
-1,654,945
19
$377M 0.82%
3,445,083
-703,123
20
$345M 0.75%
3,860,436
-436,875
21
$339M 0.73%
6,990,866
+1,048,891
22
$331M 0.72%
6,299,993
+401,621
23
$319M 0.69%
3,965,702
+3,128,461
24
$305M 0.66%
9,710,642
+1,354,282
25
$303M 0.66%
3,825,415
-1,039,692