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
$46.2B
AUM Growth
-$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,145
New
Increased
Reduced
Closed

Top Buys

1 +$529M
2 +$169M
3 +$141M
4
USB icon
US Bancorp
USB
+$86.8M
5
TAL icon
TAL Education Group
TAL
+$79.2M

Top Sells

1 +$3.43B
2 +$771M
3 +$536M
4
MSFT icon
Microsoft
MSFT
+$405M
5
AAPL icon
Apple
AAPL
+$403M

Sector Composition

1 Consumer Discretionary 18.79%
2 Technology 17.69%
3 Financials 12.79%
4 Healthcare 9.24%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.71B 8.39%
25,397,935
-2,888,332
2
$1.7B 3.03%
36,796,696
-8,716,104
3
$1.28B 2.28%
12,987,996
-4,106,385
4
$1.21B 2.16%
16,581,778
+7,219,765
5
$1.15B 2.05%
13,532,960
-2,115,880
6
$1.08B 1.92%
5,541,881
+869,326
7
$556M 0.99%
5,331,642
-1,068,778
8
$516M 0.92%
4,254,913
-1,256,843
9
$453M 0.81%
8,129,960
-3,586,020
10
$446M 0.79%
7,893,340
-2,323,760
11
$424M 0.75%
5,125,402
-2,517,716
12
$375M 0.67%
1,542,955
+219,691
13
$363M 0.65%
12,881,027
-3,374,142
14
$357M 0.64%
8,308,396
-3,022,053
15
$345M 0.61%
5,161,902
-230,253
16
$337M 0.6%
2,664,511
-1,090,375
17
$298M 0.53%
8,671,308
-3,200,221
18
$298M 0.53%
2,738,980
-235,626
19
$295M 0.53%
1,204,258
-479,729
20
$283M 0.5%
5,692,787
-616,355
21
$275M 0.49%
11,339,842
+1,477,459
22
$269M 0.48%
1,381,358
-475,964
23
$269M 0.48%
801,920
-66,059
24
$259M 0.46%
43,673,000
-9,641,000
25
$256M 0.45%
14,818,622
-206,591