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
$67B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,689
New
Increased
Reduced
Closed

Top Buys

1 +$564M
2 +$332M
3 +$321M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$262M
5
BMY icon
Bristol-Myers Squibb
BMY
+$239M

Top Sells

1 +$2.51B
2 +$108M
3 +$93.5M
4
GD icon
General Dynamics
GD
+$91.6M
5
AMD icon
Advanced Micro Devices
AMD
+$88M

Sector Composition

1 Technology 21.58%
2 Consumer Discretionary 17.41%
3 Financials 11.63%
4 Healthcare 10.9%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.69B 4.92%
27,781,032
+4,249,128
2
$3.07B 4.09%
13,843,816
+1,498,276
3
$2.33B 3.1%
14,287,020
-452,120
4
$2.02B 2.69%
8,668,898
-10,784,273
5
$1.96B 2.61%
11,019,743
+979,493
6
$1.05B 1.4%
3,854,661
+612,640
7
$1.03B 1.38%
11,810,080
+1,554,120
8
$862M 1.15%
3,655,587
-300,747
9
$794M 1.06%
9,092,500
+1,534,400
10
$674M 0.9%
4,300,258
+546,004
11
$663M 0.88%
5,253,147
+241,816
12
$634M 0.85%
4,584,471
+672,701
13
$616M 0.82%
47,297,280
+7,278,280
14
$581M 0.77%
2,520,018
+610,484
15
$560M 0.75%
3,090,558
+240,261
16
$538M 0.72%
2,462,752
+144,131
17
$532M 0.71%
2,003,628
+322,131
18
$531M 0.71%
1,426,078
+100,802
19
$528M 0.7%
2,264,399
+451,882
20
$478M 0.64%
1,371,460
+126,316
21
$436M 0.58%
8,803,540
+2,459,863
22
$425M 0.57%
6,903,549
+3,883,878
23
$416M 0.55%
581,529
+159,250
24
$414M 0.55%
9,288,389
+1,007,643
25
$402M 0.54%
10,992,015
+2,458,567