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
$30.3B
AUM Growth
-$4.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,796
New
Increased
Reduced
Closed

Top Buys

1 +$124M
2 +$94.8M
3 +$71.3M
4
DD icon
DuPont de Nemours
DD
+$70.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$68.1M

Top Sells

1 +$1.29B
2 +$332M
3 +$243M
4
PFE icon
Pfizer
PFE
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$148M

Sector Composition

1 Technology 12.63%
2 Financials 12.42%
3 Consumer Discretionary 11.32%
4 Healthcare 9.45%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$719M 2.03%
26,385,596
-8,926,896
2
$662M 1.86%
8,371,932
+401,018
3
$433M 1.22%
7,850,142
-1,852,501
4
$376M 1.06%
4,485,988
+121,850
5
$342M 0.96%
3,160,184
-456,520
6
$335M 0.94%
11,754,284
-1,415,010
7
$332M 0.94%
2,180,600
+83,539
8
$300M 0.84%
6,463,563
-710,572
9
$298M 0.84%
8,089,706
-1,829,052
10
$291M 0.82%
19,194,811
+4,304,088
11
$283M 0.8%
1,384,165
-31,117
12
$277M 0.78%
2,428,986
-402,902
13
$276M 0.78%
4,649,057
-740,357
14
$262M 0.74%
7,018,980
+775,440
15
$248M 0.7%
4,859,067
+571,177
16
$246M 0.69%
6,441,600
-3,868,520
17
$243M 0.68%
7,726,180
-984,384
18
$223M 0.63%
2,337,598
+309,195
19
$223M 0.63%
4,597,937
-457,541
20
$222M 0.62%
1,078,150
-6,255,223
21
$218M 0.61%
6,718,680
+187,214
22
$215M 0.61%
1,609,417
-213,323
23
$211M 0.59%
1,105,724
+6,089
24
$209M 0.59%
3,865,656
+61,003
25
$208M 0.59%
7,392,958
-6,446,862