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
$55.1B
AUM Growth
+$7.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,461
New
Increased
Reduced
Closed

Top Buys

1 +$711M
2 +$207M
3 +$133M
4
MSFT icon
Microsoft
MSFT
+$107M
5
ZS icon
Zscaler
ZS
+$96M

Top Sells

1 +$1.66B
2 +$235M
3 +$132M
4
TSLA icon
Tesla
TSLA
+$110M
5
TME icon
Tencent Music
TME
+$106M

Sector Composition

1 Consumer Discretionary 23.16%
2 Technology 21.09%
3 Healthcare 10.16%
4 Financials 10.09%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.71B 9.12%
19,453,171
-5,653,242
2
$2.72B 4.35%
23,531,904
+1,784,656
3
$2.59B 4.14%
12,345,540
+508,465
4
$2.33B 3.72%
14,739,140
+4,486,560
5
$852M 1.36%
3,242,021
-185,050
6
$756M 1.21%
10,255,960
+961,320
7
$745M 1.19%
10,040,250
-1,776,553
8
$566M 0.9%
3,956,334
-766,491
9
$558M 0.89%
3,754,254
+581,200
10
$556M 0.89%
7,558,100
-687,260
11
$544M 0.87%
3,911,770
+509,612
12
$540M 0.86%
40,019,000
+6,697,200
13
$483M 0.77%
5,011,331
+360,610
14
$466M 0.74%
1,681,497
+142,354
15
$465M 0.74%
2,318,621
+192,697
16
$446M 0.71%
1,325,276
-12,228
17
$406M 0.65%
1,909,534
+441,238
18
$387M 0.62%
1,245,144
+143,952
19
$357M 0.57%
1,812,517
+151,012
20
$356M 0.57%
2,850,297
+299,335
21
$340M 0.54%
2,454,745
-34,028
22
$340M 0.54%
1,352,927
+243,551
23
$337M 0.54%
685,103
-14,075
24
$329M 0.52%
6,343,677
-573,341
25
$326M 0.52%
8,280,746
+1,036,996