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
$39.3B
AUM Growth
-$9.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,576
New
Increased
Reduced
Closed

Top Buys

1 +$122M
2 +$108M
3 +$96.5M
4
TME icon
Tencent Music
TME
+$92.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$92M

Top Sells

1 +$899M
2 +$169M
3 +$161M
4
LIN icon
Linde
LIN
+$151M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$143M

Sector Composition

1 Consumer Discretionary 22.02%
2 Technology 16.39%
3 Healthcare 11.25%
4 Financials 10.97%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.08B 11.79%
26,094,758
+117,724
2
$1.62B 3.76%
10,199,389
+681,063
3
$1.21B 2.82%
19,071,892
+905,592
4
$800M 1.86%
8,178,380
-276,000
5
$473M 1.1%
2,830,081
+530,976
6
$459M 1.07%
3,489,474
+86,008
7
$446M 1.04%
4,016,759
+434,787
8
$420M 0.98%
2,591,442
+516,613
9
$408M 0.95%
7,042,240
+1,587,360
10
$376M 0.87%
10,446,186
-1,358,662
11
$374M 0.87%
1,445,184
-3,470,292
12
$373M 0.87%
4,091,074
+597,808
13
$341M 0.79%
5,888,740
-2,176,740
14
$314M 0.73%
5,762,360
-67,596
15
$303M 0.7%
1,208,358
+134,488
16
$292M 0.68%
1,538,063
+1,868
17
$288M 0.67%
2,359,389
+81,756
18
$287M 0.67%
5,311,961
-126,899
19
$281M 0.65%
7,348,308
+1,353,441
20
$275M 0.64%
2,814,063
+888,338
21
$273M 0.63%
6,876,213
+590,651
22
$265M 0.62%
1,448,524
+190,663
23
$260M 0.6%
8,380,526
-339,370
24
$255M 0.59%
11,412,572
-159,216
25
$246M 0.57%
3,360,774
-158,108