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
$90.2B
AUM Growth
-$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,356
New
Increased
Reduced
Closed

Top Buys

1 +$157M
2 +$144M
3 +$125M
4
AAPL icon
Apple
AAPL
+$124M
5
JXN icon
Jackson Financial
JXN
+$124M

Top Sells

1 +$255M
2 +$207M
3 +$173M
4
ARMK icon
Aramark
ARMK
+$170M
5
NFLX icon
Netflix
NFLX
+$155M

Sector Composition

1 Technology 26.91%
2 Financials 13.14%
3 Healthcare 12.48%
4 Consumer Discretionary 11.66%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.78B 6.02%
18,317,390
+159,614
2
$4.94B 5.14%
28,865,047
+726,994
3
$2.6B 2.71%
59,917,890
-3,986,930
4
$2.36B 2.45%
18,538,780
-76,045
5
$1.7B 1.77%
12,995,826
-635,924
6
$1.55B 1.61%
11,747,305
-563,291
7
$1.32B 1.38%
5,289,208
-417,675
8
$1.3B 1.36%
4,337,663
-377,725
9
$1.24B 1.29%
2,450,232
+246,817
10
$1.16B 1.2%
7,433,886
-92,062
11
$1.06B 1.1%
4,590,623
+399,576
12
$998M 1.04%
6,860,445
+445,422
13
$946M 0.98%
2,696,067
+447,053
14
$864M 0.9%
2,862,676
-61,175
15
$810M 0.84%
1,509,993
+130,779
16
$776M 0.81%
14,436,607
+955,750
17
$769M 0.8%
5,279,454
-65,762
18
$766M 0.8%
6,520,319
-205,233
19
$692M 0.72%
4,102,994
+105,119
20
$685M 0.71%
8,255,520
-643,640
21
$646M 0.67%
6,273,548
-732,017
22
$614M 0.64%
22,401,438
+2,451,736
23
$607M 0.63%
6,995,660
-1,050,203
24
$599M 0.62%
3,539,155
-816,327
25
$583M 0.61%
1,142,941
-95,731