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
$140B
AUM Growth
+$31.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,731
New
Increased
Reduced
Closed

Top Buys

1 +$1.53B
2 +$1.24B
3 +$1.17B
4
FLUT icon
Flutter Entertainment
FLUT
+$1.11B
5
AMZN icon
Amazon
AMZN
+$859M

Top Sells

1 +$298M
2 +$156M
3 +$143M
4
DLTR icon
Dollar Tree
DLTR
+$110M
5
IXC icon
iShares Global Energy ETF
IXC
+$85.5M

Sector Composition

1 Technology 29.95%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 11.39%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.66B 6.54%
22,980,143
+3,650,270
2
$6.97B 4.72%
40,636,754
+7,212,279
3
$6.8B 4.6%
75,300,040
+12,997,310
4
$4.38B 2.97%
24,314,860
+4,766,191
5
$3.12B 2.11%
6,425,087
+1,738,324
6
$2.4B 1.62%
15,884,818
+1,444,057
7
$2.33B 1.57%
15,280,842
+2,671,720
8
$1.74B 1.18%
13,165,170
+2,868,170
9
$1.7B 1.15%
2,185,819
+437,166
10
$1.58B 1.07%
9,986,772
+1,744,606
11
$1.56B 1.06%
7,786,027
+1,086,647
12
$1.49B 1.01%
3,534,849
+502,663
13
$1.44B 0.97%
5,149,309
+234,249
14
$1.42B 0.96%
2,717,152
-73,437
15
$1.36B 0.92%
7,725,651
+1,603,583
16
$1.31B 0.89%
3,409,531
+476,608
17
$1.31B 0.88%
2,642,238
+268,724
18
$1.11B 0.75%
+5,581,636
19
$1.03B 0.7%
3,429,908
+742,635
20
$1B 0.68%
6,193,015
+1,015,739
21
$989M 0.67%
8,505,659
+517,525
22
$980M 0.66%
7,426,203
+749,927
23
$954M 0.65%
19,118,758
+2,953,668
24
$863M 0.58%
1,711,001
+423,541
25
$850M 0.58%
4,669,137
+530,023