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
$35.6B
AUM Growth
-$11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,841
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$183M
3 +$139M
4
BABA icon
Alibaba
BABA
+$119M
5
INFY icon
Infosys
INFY
+$108M

Top Sells

1 +$1.99B
2 +$821M
3 +$769M
4
NKE icon
Nike
NKE
+$218M
5
KO icon
Coca-Cola
KO
+$194M

Sector Composition

1 Financials 15.55%
2 Technology 13.5%
3 Healthcare 10.39%
4 Consumer Discretionary 10.15%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.25B 3.16%
45,526,672
-29,780,812
2
$632M 1.59%
40,574,430
-867,933
3
$628M 1.58%
20,047,180
-3,883,220
4
$518M 1.3%
11,715,593
-17,410,567
5
$479M 1.21%
2,498,708
-10,359,773
6
$469M 1.18%
5,022,685
+232,001
7
$438M 1.1%
14,694,091
+4,680,472
8
$417M 1.05%
6,849,741
-704,539
9
$400M 1.01%
16,608,636
+800,266
10
$399M 1%
16,213,319
-50,588
11
$387M 0.97%
6,557,883
+2,012,255
12
$385M 0.97%
5,191,594
-996,479
13
$377M 0.95%
14,356,434
+151,705
14
$349M 0.88%
2,893,005
-1,217,019
15
$347M 0.87%
3,862,201
-58,165
16
$342M 0.86%
6,901,290
+1,919,494
17
$328M 0.83%
4,716,387
-1,817,867
18
$317M 0.8%
6,174,536
-686,911
19
$302M 0.76%
3,077,466
+238,683
20
$288M 0.73%
11,291,800
-3,511,520
21
$258M 0.65%
5,930,005
-2,540,847
22
$256M 0.65%
12,366,933
+9,908,629
23
$238M 0.6%
7,265,467
+1,640,676
24
$235M 0.59%
7,807,202
+191,891
25
$222M 0.56%
1,922,112
-1,008,469