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
$33.4B
AUM Growth
+$804M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,317
New
Increased
Reduced
Closed

Top Buys

1 +$103M
2 +$99.4M
3 +$78.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$59.5M
5
YHOO
Yahoo Inc
YHOO
+$58.7M

Top Sells

1 +$323M
2 +$145M
3 +$137M
4
CSCO icon
Cisco
CSCO
+$120M
5
AMAT icon
Applied Materials
AMAT
+$110M

Sector Composition

1 Financials 15.65%
2 Consumer Discretionary 12.8%
3 Technology 12.43%
4 Healthcare 10.19%
5 Consumer Staples 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.74B 4.05%
19,762,016
+52,342
2
$850M 1.98%
29,343,252
+2,704,524
3
$690M 1.61%
11,108,709
-283,025
4
$439M 1.02%
4,865,958
+394,779
5
$430M 1%
10,379,493
+475,338
6
$421M 0.98%
3,652,185
+516,429
7
$414M 0.97%
4,800,471
+323,542
8
$343M 0.8%
2,983,572
+377,414
9
$323M 0.75%
8,621,380
+1,113,140
10
$311M 0.73%
2,056,422
-412,298
11
$310M 0.72%
6,454,731
-897,690
12
$298M 0.69%
5,403,391
+869,849
13
$295M 0.69%
7,636,043
+1,518,571
14
$292M 0.68%
7,556,020
-1,401,080
15
$271M 0.63%
8,783,270
+508,686
16
$264M 0.62%
7,288,457
+757,564
17
$264M 0.62%
3,143,107
+464,153
18
$261M 0.61%
2,220,369
-204,261
19
$259M 0.6%
4,845,752
+108,642
20
$258M 0.6%
8,042,288
+623,814
21
$249M 0.58%
1,524,951
+309,395
22
$247M 0.58%
2,360,439
+156,581
23
$245M 0.57%
6,187,720
+478,660
24
$243M 0.57%
10,981,891
+1,862,677
25
$237M 0.55%
10,305,309
+838,701