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
$49.1B
AUM Growth
+$7.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$1.24B
2 +$193M
3 +$184M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$172M
5
MSFT icon
Microsoft
MSFT
+$111M

Top Sells

1 +$315M
2 +$153M
3 +$144M
4
BPL
Buckeye Partners, L.P.
BPL
+$105M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$102M

Sector Composition

1 Consumer Discretionary 20.4%
2 Technology 14.51%
3 Financials 11.58%
4 Healthcare 9.63%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.52B 9.58%
25,977,034
-1,482,034
2
$1.58B 2.74%
4,915,476
+3,852,392
3
$1.51B 2.62%
9,518,326
+702,461
4
$1.35B 2.35%
18,166,300
+1,414,512
5
$781M 1.36%
8,454,380
+361,720
6
$539M 0.94%
8,065,480
+1,582,260
7
$495M 0.86%
3,403,466
+388,938
8
$483M 0.84%
3,493,266
-295,861
9
$472M 0.82%
2,299,105
+93,042
10
$446M 0.78%
11,804,848
+635,375
11
$443M 0.77%
3,581,972
+563,775
12
$392M 0.68%
2,074,829
+383,245
13
$365M 0.63%
5,454,880
+113,260
14
$348M 0.6%
5,829,956
+548,517
15
$343M 0.6%
11,571,788
+405,898
16
$337M 0.58%
1,536,195
+313,014
17
$330M 0.57%
5,438,860
+1,143,612
18
$323M 0.56%
8,719,896
+1,029,709
19
$317M 0.55%
4,502,995
+369,706
20
$314M 0.55%
1,073,870
+113,314
21
$310M 0.54%
2,277,633
+317,920
22
$305M 0.53%
3,518,882
+510,704
23
$301M 0.52%
6,285,562
+1,032,688
24
$286M 0.5%
1,257,861
+113,274
25
$282M 0.49%
8,077,123
+1,306,613