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
$73B
AUM Growth
-$21.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,043
New
Increased
Reduced
Closed

Top Buys

1 +$282M
2 +$192M
3 +$165M
4
TSM icon
TSMC
TSM
+$158M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$144M

Top Sells

1 +$6.96B
2 +$684M
3 +$560M
4
AZN icon
AstraZeneca
AZN
+$462M
5
PG icon
Procter & Gamble
PG
+$454M

Sector Composition

1 Technology 23.32%
2 Consumer Discretionary 13.51%
3 Financials 12.84%
4 Healthcare 11.74%
5 Communication Services 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.66B 4.45%
11,871,943
-451,671
2
$3.46B 4.21%
19,681,472
-3,180,750
3
$2.24B 2.73%
6,182,241
-816,054
4
$1.82B 2.21%
3,997,941
-15,310,461
5
$1.78B 2.16%
10,812,200
-4,160,560
6
$1.49B 1.82%
10,611,920
+1,019,520
7
$1.48B 1.8%
13,603,799
-1,949,678
8
$1.43B 1.74%
10,157,460
-2,237,840
9
$1.28B 1.55%
46,491,640
-207,200
10
$1.19B 1.44%
1,989,989
+37,596
11
$980M 1.19%
4,354,669
+1,253,870
12
$840M 1.02%
4,703,530
-630,602
13
$662M 0.8%
4,800,745
-580,377
14
$595M 0.72%
2,666,327
+7,920
15
$567M 0.69%
1,593,401
-922,029
16
$546M 0.66%
1,070,424
-258,738
17
$526M 0.64%
1,755,789
+4,760
18
$488M 0.59%
3,181,574
-2,961,323
19
$462M 0.56%
5,740,926
+2,050,788
20
$459M 0.56%
2,806,702
-22,549
21
$439M 0.53%
7,851,100
+392,396
22
$435M 0.53%
2,838,530
-451,552
23
$434M 0.53%
8,320,469
+93,381
24
$428M 0.52%
2,552,479
-206,754
25
$427M 0.52%
5,131,004
+149,200