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HSBC Holdings PLC

HSBCNYSESavings Institution, Federally CharteredFiscal year ends December 31Also trades as HBCYF
Financials through fiscal 2025, year ended Dec 31, 2025Score 1/30
$85.91+0.49 (+0.57%)

Close on Nov 2, 2026Market cap $295.11BP/E 14.3Yield –

HSBC Retail / Premier Wealth Invested Assets by Quarter

HSBC Retail / Premier Wealth Invested Assets: $521.00B in Q3 2026, up 7.6% from a year earlier. That is the highest of the 8 quarters on record here.

Latest, Q3 2026
521.00
Period ended Sep 30, 2026
Change on a year earlier
+7.6%
484.00 in Q3 2025
History
8 quarters
Since Q4 2024
Sources
4
Documents cited below

Where the Q3 2026 figure comes from

“|| Retail invested assets | 521 | 515 | 484”

Source: HSBC — SEC 6-K 3Q26 ↗

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedRetail / Premier Wealth Invested AssetsYear on yearSource
Q3 2026Sep 30, 2026521.00+7.6%HSBC — SEC 6-K 3Q26 ↗
Q2 2026Jun 30, 2026515.00+13.2%HSBC — SEC 6-K 3Q26 ↗
Q1 2026Mar 31, 2026502.00+16.5%HSBC — SEC 6-K 1Q26 ↗
Q4 2025Dec 31, 2025490.00+19.8%HSBC — SEC 6-K 2Q26 Interim ↗
Q3 2025Sep 30, 2025484.00–HSBC — SEC 6-K 3Q26 ↗
Q2 2025Jun 30, 2025455.00–HSBC — SEC 6-K 2Q26 Interim ↗
Q1 2025Mar 31, 2025431.00–HSBC — SEC 6-K 1Q26 ↗
Q4 2024Dec 31, 2024409.00–HSBC — SEC 20-F FY2025 ↗

Cite this data

StockData. (2026). HSBC Retail / Premier Wealth Invested Assets, quarterly Q4 2024–Q3 2026 [Data set]. Compiled from HSBC SEC filings and investor materials. https://stockdatahq.com/stocks/hsbc/kpis/core-wealth-retail-inv-bn

See every metric in the HSBC KPI table. Data updated Nov 1, 2026.