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
$80.4B
AUM Growth
+$25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,808
New
Increased
Reduced
Closed

Top Buys

1 +$1.32B
2 +$1.31B
3 +$492M
4
UNH icon
UnitedHealth
UNH
+$489M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$322M

Top Sells

1 +$180M
2 +$137M
3 +$63.3M
4
KAHC
KKR Acquisition Holdings I Corp.
KAHC
+$45.3M
5
ACGL icon
Arch Capital
ACGL
+$38.9M

Sector Composition

1 Technology 22.24%
2 Financials 14.67%
3 Healthcare 14.1%
4 Consumer Discretionary 11.42%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.16B 4.79%
17,367,241
+5,511,018
2
$3.78B 4.34%
29,112,090
+10,122,998
3
$1.52B 1.74%
18,127,170
+5,878,079
4
$1.25B 1.43%
7,060,388
+1,779,795
5
$1.15B 1.33%
13,085,868
-326,872
6
$1.09B 1.25%
2,060,866
+924,167
7
$1.05B 1.21%
11,920,852
+2,854,069
8
$1.04B 1.19%
11,720,773
+3,635,297
9
$903M 1.04%
6,747,402
+1,327,113
10
$820M 0.94%
2,599,157
+717,530
11
$806M 0.93%
3,881,981
+650,171
12
$783M 0.9%
53,615,310
+210,130
13
$774M 0.89%
6,983,419
+2,758,777
14
$744M 0.86%
4,912,921
+1,652,124
15
$738M 0.85%
6,691,702
+1,808,019
16
$737M 0.85%
6,016,542
+1,946,364
17
$717M 0.82%
3,999,074
+1,223,487
18
$655M 0.75%
2,119,155
+783,325
19
$654M 0.75%
3,623,896
+989,526
20
$641M 0.74%
5,339,245
+2,123,418
21
$640M 0.74%
13,462,514
+3,759,727
22
$575M 0.66%
11,235,601
+2,470,744
23
$563M 0.65%
8,860,263
+3,173,781
24
$502M 0.58%
1,374,655
+494,047
25
$490M 0.56%
3,039,720
+987,769