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
$34.7B
AUM Growth
-$890M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,832
New
Increased
Reduced
Closed

Top Buys

1 +$986M
2 +$401M
3 +$169M
4
YHOO
Yahoo Inc
YHOO
+$137M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$130M

Top Sells

1 +$524M
2 +$269M
3 +$246M
4
TSM icon
TSMC
TSM
+$239M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$212M

Sector Composition

1 Financials 13.52%
2 Technology 12.63%
3 Consumer Discretionary 11.24%
4 Healthcare 10.38%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.5B 3.6%
7,333,373
+4,834,665
2
$930M 2.24%
35,312,492
-10,214,180
3
$648M 1.56%
7,970,914
+1,413,031
4
$571M 1.37%
33,887,823
-6,686,607
5
$539M 1.3%
9,702,643
-2,012,950
6
$424M 1.02%
13,839,820
-854,271
7
$401M 0.97%
+10,310,120
8
$372M 0.9%
3,616,704
-1,405,981
9
$358M 0.86%
13,169,294
-1,187,140
10
$356M 0.86%
5,389,414
-1,460,327
11
$340M 0.82%
4,364,138
-827,456
12
$330M 0.79%
9,918,758
+4,123,136
13
$322M 0.78%
14,890,723
-1,717,913
14
$313M 0.75%
2,097,061
-795,944
15
$309M 0.74%
7,174,135
+2,896,509
16
$297M 0.71%
2,831,888
-1,030,313
17
$296M 0.71%
8,710,564
+1,955,896
18
$282M 0.68%
19,998,591
+4,825,407
19
$281M 0.68%
2,771,176
-306,290
20
$275M 0.66%
5,055,478
-1,119,058
21
$263M 0.63%
1,415,282
+203,179
22
$241M 0.58%
1,822,740
-99,372
23
$241M 0.58%
7,110,760
-4,181,040
24
$237M 0.57%
6,243,540
-13,803,640
25
$233M 0.56%
4,492,313
-2,408,977