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
$84B
AUM Growth
+$8.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1
+$2.64B
2
+$694M
3
+$504M
4
NKE icon
Nike
NKE
+$419M
5
LIN icon
Linde
LIN
+$373M

Top Sells

1
+$595M
2
+$412M
3
+$393M
4
PARA
Paramount Global Class B
PARA
+$390M
5
AMZN icon
Amazon
AMZN
+$360M

Sector Composition

1 Technology 22.54%
2 Consumer Discretionary 13.48%
3 Financials 12.58%
4 Healthcare 10.07%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.63B 6%
13,147,469
+6,170,509
2
$4.96B 5.28%
36,194,663
+5,067,952
3
$4.14B 4.42%
15,285,356
+1,375,201
4
$2.7B 2.87%
15,619,720
-2,086,160
5
$1.55B 1.65%
6,804,612
+1,427,868
6
$1.39B 1.48%
11,029,780
-3,129,220
7
$1.27B 1.36%
10,422,760
-1,942,620
8
$1.19B 1.27%
3,409,606
-208,169
9
$1.12B 1.19%
7,196,474
+1,538,716
10
$985M 1.05%
4,299,457
-2,595,570
11
$978M 1.04%
3,525,308
-18,485
12
$968M 1.03%
48,384,040
-11,695,960
13
$918M 0.98%
1,818,796
+997,951
14
$809M 0.86%
5,227,157
+2,711,856
15
$771M 0.82%
5,722,532
+1,588,536
16
$731M 0.78%
2,501,483
+205,642
17
$641M 0.68%
3,896,720
-219,945
18
$608M 0.65%
2,590,858
+70,049
19
$606M 0.65%
1,900,935
-55,506
20
$601M 0.64%
2,084,955
+1,294,528
21
$584M 0.62%
4,094,453
+265,654
22
$567M 0.6%
257,488
+56,750
23
$489M 0.52%
1,223,365
-55,008
24
$458M 0.49%
11,135,171
-372,246
25
$448M 0.48%
9,582,903
-1,836,501
1
2 3 4 5