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
$47.4B
AUM Growth
+$6.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,795
New
Increased
Reduced
Closed

Top Buys

1 +$1.8B
2 +$588M
3 +$308M
4
TMUS icon
T-Mobile US
TMUS
+$278M
5
KO icon
Coca-Cola
KO
+$208M

Top Sells

1 +$768M
2 +$156M
3 +$115M
4
PFE icon
Pfizer
PFE
+$111M
5
CVS icon
CVS Health
CVS
+$96.1M

Sector Composition

1 Technology 18.43%
2 Financials 12.88%
3 Healthcare 10.91%
4 Consumer Discretionary 9.02%
5 Consumer Staples 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.32B 6.37%
106,019,048
+57,429,664
2
$1.45B 2.78%
35,451,819
+14,411,004
3
$908M 1.74%
4,379,335
-3,703,246
4
$863M 1.66%
31,380,680
+3,239,670
5
$591M 1.13%
38,378,413
+1,211,206
6
$558M 1.07%
5,544,896
+881,088
7
$544M 1.04%
4,570,824
+59,934
8
$543M 1.04%
13,369,911
+5,121,792
9
$523M 1%
6,151,061
+112,796
10
$496M 0.95%
8,995,118
+2,316,083
11
$484M 0.93%
5,901,086
+949,938
12
$481M 0.92%
5,810,339
+2,274,779
13
$481M 0.92%
17,470,179
+3,476,615
14
$470M 0.9%
7,761,798
-761,239
15
$457M 0.88%
2,975,137
+753,453
16
$421M 0.81%
13,584,433
+4,869
17
$411M 0.79%
9,518,673
-857,661
18
$399M 0.77%
4,077,898
+1,412,175
19
$392M 0.75%
4,103,537
+51,625
20
$384M 0.74%
7,049,035
-620,031
21
$363M 0.7%
4,359,636
+3,698,846
22
$362M 0.69%
3,178,692
+59,360
23
$360M 0.69%
19,203,340
+6,455,800
24
$350M 0.67%
10,584,799
-3,354,320
25
$347M 0.67%
12,661,515
+3,537,276