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
$41.2B
AUM Growth
-$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,519
New
Increased
Reduced
Closed

Top Buys

1 +$1.37B
2 +$117M
3 +$80.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$62.2M
5
ORCL icon
Oracle
ORCL
+$56.7M

Top Sells

1 +$399M
2 +$311M
3 +$303M
4
KO icon
Coca-Cola
KO
+$226M
5
VZ icon
Verizon
VZ
+$212M

Sector Composition

1 Financials 15.16%
2 Technology 14.58%
3 Healthcare 11.74%
4 Consumer Staples 8.83%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.66B 3.45%
8,082,581
+6,672,901
2
$1.35B 2.8%
48,589,384
-10,913,856
3
$983M 2.04%
21,040,815
-4,398,118
4
$742M 1.54%
28,141,010
-5,059,573
5
$665M 1.38%
37,167,207
+1,571,466
6
$559M 1.16%
6,038,265
+317,998
7
$548M 1.14%
4,510,890
-3,289,205
8
$534M 1.11%
8,523,037
+530,918
9
$489M 1.02%
4,663,808
-1,372,552
10
$470M 0.97%
10,376,334
+1,253,197
11
$452M 0.94%
4,951,148
-1,065,422
12
$421M 0.87%
7,669,066
+705,228
13
$412M 0.86%
13,939,119
-2,906,828
14
$390M 0.81%
13,993,564
-5,962,430
15
$383M 0.8%
4,051,912
-168,946
16
$368M 0.76%
13,579,564
+2,960,125
17
$362M 0.75%
6,679,035
-1,084,418
18
$350M 0.73%
8,248,119
-5,322,148
19
$342M 0.71%
7,288,001
-4,511,065
20
$341M 0.71%
2,221,684
-68,680
21
$337M 0.7%
9,267,252
+249,876
22
$327M 0.68%
3,119,332
+202,344
23
$304M 0.63%
3,730,420
+428,401
24
$303M 0.63%
2,694,426
-957,177
25
$292M 0.6%
3,398,099
+1,365,572