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
$65B
AUM Growth
-$8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,086
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$399M
3 +$287M
4
AXP icon
American Express
AXP
+$154M
5
MSFT icon
Microsoft
MSFT
+$154M

Top Sells

1 +$559M
2 +$201M
3 +$200M
4
TSLA icon
Tesla
TSLA
+$144M
5
BMY icon
Bristol-Myers Squibb
BMY
+$139M

Sector Composition

1 Technology 22.83%
2 Financials 13.87%
3 Consumer Discretionary 13%
4 Healthcare 12.81%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.23B 4.5%
12,469,006
+597,063
2
$3B 4.19%
21,763,155
+2,081,683
3
$1.61B 2.25%
15,015,850
+4,203,650
4
$1.56B 2.18%
13,694,636
+90,837
5
$1.26B 1.76%
5,548,974
-633,267
6
$1.11B 1.55%
72,544,530
+26,052,890
7
$1.07B 1.5%
9,735,240
-876,680
8
$1.05B 1.47%
1,929,713
-60,276
9
$1.04B 1.46%
9,453,480
-703,980
10
$955M 1.33%
2,522,969
-1,474,972
11
$910M 1.27%
5,120,811
+417,281
12
$775M 1.08%
4,738,065
+383,396
13
$605M 0.84%
5,329,594
+528,849
14
$567M 0.79%
1,099,479
+29,055
15
$549M 0.77%
1,998,161
+242,372
16
$529M 0.74%
2,668,753
+2,426
17
$475M 0.66%
3,680,456
+841,926
18
$456M 0.64%
3,175,977
-5,597
19
$449M 0.63%
2,688,734
+136,255
20
$446M 0.62%
4,855,375
+710,607
21
$444M 0.62%
8,503,149
+182,680
22
$444M 0.62%
5,119,453
-11,551
23
$440M 0.61%
1,602,627
+9,226
24
$429M 0.6%
10,015,809
+2,164,709
25
$426M 0.59%
2,925,045
+118,343