Monetary
Recorded impact: neutral
Bank of England raises rates to 4.00%
The Bank of England hiked its policy rate to 4.00%, marking a continued tightening cycle despite earlier expectations of possible pauses.
HoldingHSBA
HSBC Holdings PLC
Funds in our coverage with HSBC Holdings PLC among their ten largest positions, with about £15.7B of those funds’ assets in it. FE fundinfo data, to 31 Oct 2026.
Funds with it in their top ten143
Fund assets exposed£15.7BGBP, approximate
Average weight4.3%
Peak weight14.0%
What kind of fund
Mandate and asset class of the funds above
Passive 67%Active 33%
- Equity88%
- Multi-Asset8%
- Bond4%
9
10% fewer than the 60 days before
Last 60 days
60 days before
Latest eventBank of England raises rates to 4.00%5 Nov 2026
Funds with HSBC Holdings PLC among their largest positions
The 50 largest positions by weight, returns to 31 Oct 2026. Select a column heading to sort.
| 5Y | Volatility | Quartile | ||||||
|---|---|---|---|---|---|---|---|---|
| iShares STOXX Europe 600 Banks UCITS ETF (DE)BlackRock | Passive | 14.01% | +33.1% | Pro | Pro | 0.46% | £1.1B | Free account |
| UBS MSCI United Kingdom UCITS ETFUBS | Passive | 11.27% | +14.2% | Pro | Pro | 0.20% | £3.7B | Free account |
| iShares MSCI United Kingdom ETFBlackRock | Passive | 11.21% | +17.4% | Pro | Pro | 0.50% | n/a | Free account |
| Legal & General UK 100 Index TrustLegal & General | Passive | 10.50% | +13.1% | Pro | Pro | 0.48% | £2.4B | Free account |
| Halifax UK Large Company TrackerHBOS Investment Fd Mgrs Ltd | Passive | 10.30% | +17.4% | Pro | Pro | 1.06% | £1.1B | Free account |
| Family Charities EthicalFamily Investment Management | Passive | 10.20% | +15.0% | Pro | Pro | 1.51% | £424.3M | Free account |
| iShares 100 UK Equity Index Fund (UK)BlackRock | Passive | 10.19% | +17.9% | Pro | Pro | 0.21% | £908.4M | Free account |
| iShares UK Equity ESG Index Fund (UK)BlackRock | Passive | 10.17% | +10.7% | Pro | Pro | 0.05% | £3.6B | Free account |
| FTSE 100 Index FundHSBC | Passive | 10.07% | +13.5% | Pro | Pro | 0.28% | £2.4B | Free account |
| Vanguard FTSE 100 Index Unit TrustVanguard | Passive | 10.05% | +13.8% | Pro | Pro | 0.06% | £2.1B | Free account |
| Vanguard FTSE 100 UCITS ETFVanguard | Passive | 10.04% | +11.6% | Pro | Pro | 0.09% | £5.3B | Free account |
| Aviva Newton Higher Income PnAviva | Not classified | 10.01% | n/a | Pro | Pro | n/a | £42.6M | Free account |
| ACS UK Equity Tracker FundBlackRock | Passive | 9.99% | +13.4% | Pro | Pro | 0.01% | £4.4B | Free account |
| Aviva Pension UK Equity YP (CGU)Aviva Life & Pension | Not classified | 9.80% | +12.3% | Pro | Pro | n/a | £6.8B | Free account |
| Invesco UK Enhanced Index Fund (UK)Invesco | Active | 9.76% | +14.1% | Pro | Pro | 0.24% | £1.7B | Free account |
| iShares MSCI Europe Financials ETFBlackRock | Passive | 9.73% | +20.8% | Pro | Pro | n/a | n/a | Free account |
| BNY Mellon UK Income FundBNY | Active | 9.26% | +20.0% | Pro | Pro | 1.60% | £1.8B | Free account |
| Legal & General UK Index TrustLegal & General | Passive | 9.20% | +13.2% | Pro | Pro | 0.48% | £7.5B | Free account |
| L&G (N) Tracker TrustLegal & General | Passive | 9.20% | +17.3% | Pro | Pro | 0.48% | £1.3B | Free account |
| Allianz Hong Kong EquityAllianz Global Investors | Active | 9.20% | −8.2% | Pro | Pro | 2.11% | £126.7M | Free account |
| iShares 350 UK Equity Index Fund (UK)BlackRock | Passive | 9.07% | +17.6% | Pro | Pro | 0.16% | £942.2M | Free account |
| Halifax UK Equity TrackerHBOS Investment Fd Mgrs Ltd | Passive | 9.00% | +12.4% | Pro | Pro | 0.50% | £6.8B | Free account |
| abrdn UK All Share Tracker FundAberdeen Group plc | Passive | 9.00% | +9.9% | Pro | Pro | 0.05% | £2.1B | Free account |
| Fidelity Index UK FundFidelity | Passive | 8.96% | +13.4% | Pro | Pro | 0.23% | £4.9B | Free account |
| iShares UK Equity Index FundBlackRock | Passive | 8.94% | +12.9% | Pro | Pro | 0.21% | £15.4B | Free account |
| Scottish Widows UK Equity TrackerScottish Widows Limited | Passive | 8.90% | +12.5% | Pro | Pro | 0.31% | £4.3B | Free account |
| JPM UK Equity Core FundJ.P. Morgan Asset Management | Active | 8.90% | +14.3% | Pro | Pro | 0.28% | £1.6B | Free account |
| Vanguard FTSE U.K. All Share Index Unit TrustVanguard | Passive | 8.88% | +14.4% | Pro | Pro | 0.06% | £17.4B | Free account |
| Aviva Investors UK Index Tracking FundAviva Investors | Passive | 8.86% | +16.3% | Pro | Pro | 0.40% | £851.1M | Free account |
| BlackRock AV Aquila Connect UK EquityBlackRock | Not classified | 8.84% | n/a | Pro | Pro | n/a | n/a | Free account |
| FTSE All-Share Index FundHSBC | Passive | 8.84% | +13.7% | Pro | Pro | 0.17% | £2.3B | Free account |
| M&G Index Tracker FundM&G Investments | Passive | 8.80% | +17.3% | Pro | Pro | 0.45% | £691.1M | Free account |
| Pru F&C Stewardship GrowthPru | Not classified | 8.80% | n/a | Pro | Pro | n/a | n/a | Free account |
| Legal & General Future World ESG Tilted and Optimised UK Index FundLegal & General | Passive | 8.70% | +12.8% | Pro | Pro | 0.04% | £647.9M | Free account |
| Lloyds Wealth UK EquityLloyds Wealth Management (ACD) Ltd | Not classified | 8.50% | +11.3% | Pro | Pro | 0.72% | £1.5B | Free account |
| OMG M&G RecoveryOMG | Not classified | 8.50% | n/a | Pro | Pro | n/a | n/a | Free account |
| ACS UK ESG Insights Equity FundBlackRock | Passive | 8.36% | +11.0% | Pro | Pro | 0.01% | £3.0B | Free account |
| Pru FRIA Schroder Core UK Equity PnPru | Not classified | 7.90% | n/a | Pro | Pro | n/a | £238K | Free account |
| The City of London Investment TrustJanus Henderson Investors | Active | 6.60% | +23.1% | Pro | Pro | 0.36% | n/a | Free account |
| UBS MSCI United Kingdom IMI Socially Responsible UCITS ETFUBS | Passive | 5.50% | +3.7% | Pro | Pro | 0.26% | £846.6M | Free account |
| Invesco UK Opportunities Fund (UK)Invesco | Active | 5.46% | +14.0% | Pro | Pro | 1.61% | £2.0B | Free account |
| Amundi MSCI Europe Ex EMU ESG Selection UCITS ETFAmundi | Passive | 5.37% | +6.7% | Pro | Pro | 0.30% | £196.8M | Free account |
| Av Jupiter Financial Opportunities EPAviva | Not classified | 5.17% | n/a | Pro | Pro | n/a | £1.3M | Free account |
| Vanguard FTSE U.K. Equity Income Index FundVanguard | Passive | 5.10% | +22.8% | Pro | Pro | 0.14% | £2.2B | Free account |
| Amundi MSCI Europe ESG SelectionAmundi | Passive | 4.91% | +14.0% | Pro | Pro | 0.20% | £963.6M | Free account |
| Ret Adv Lazard ManagedRet Adv | Not classified | 4.60% | n/a | Pro | Pro | n/a | £2.3M | Free account |
| Artemis UK Select FundArtemis | Active | 4.51% | +4.9% | Pro | Pro | 1.55% | £5.6B | Free account |
| Europe Strategic Value FundJ.P. Morgan Asset Management | Active | 4.50% | +16.1% | Pro | Pro | 2.53% | £2.6B | Free account |
| BlackRock ACS 50:50 Global Equity TrackerBlackRock | Passive | 4.47% | +13.8% | Pro | Pro | 0.01% | £3.2B | Free account |
| Law Debenture Corporation plcLaw Debenture IT | Not classified | 4.00% | +19.9% | Pro | Pro | 0.49% | n/a | Free account |
Weight is the share of each fund in this company. Returns are GBP, to month end. FE quartile compares a fund with its FE sector over the same year. Fund size is in GBP. Source: FE fundinfo. Past performance is not a reliable guide to future returns.
Market events recorded for the United Kingdom
Shown because HSBC Holdings PLC is listed in United Kingdom. These are regional events, not events about the company.
Monetary
Recorded impact: neutral
Bank of England raises Bank Rate to 4.0%
The Bank of England's Monetary Policy Committee voted 8-1 to raise Bank Rate by 0.25 percentage points to 4.0% on November 4, citing higher global energy prices and inflationary pressures, marking the first rate incre...
Monetary
Recorded impact: negative
Bank of Canada raises rates 25bp to 2.50%
The Bank of Canada hiked its policy rate by 25 basis points on October 28, joining other central banks in tightening monetary policy.
Economic
Recorded impact: negative
UK September CPI and inflation data release
UK inflation rate came in at 3.5% year-over-year and core inflation at 2.8%, both slightly above previous readings, signaling sticky inflation pressures.
Economic
Recorded impact: neutral
UK Employment Data Released
UK jobs figures for September released on October 20, with unemployment rate at 4.9%, providing labor market data ahead of Bank of England's November rate decision.
Monetary
Recorded impact: neutral
Bank of England Governor Andrew Bailey Speech
BoE Governor Andrew Bailey addressed a G30 international banking seminar panel in Bangkok, discussing future UK monetary policy and economic prospects amid energy price and inflation pressures.
Monetary
Recorded impact: neutral
Bank of England Holds Rates at 3.75%
The Bank of England's Monetary Policy Committee voted 6-3 to leave Bank Rate unchanged at 3.75%, diverging from other central banks despite rising inflation pressures.
Monetary
Recorded impact: neutral
Bank of England Holds Interest Rates Steady
The Bank of England held interest rates unchanged despite high inflation and soaring energy prices, keeping the rate at its existing level while the ECB and Federal Reserve proceeded with rate hikes.
Monetary
Recorded impact: negative
Bank of England holds rates at 3.75%, signals hawkish stance
The MPC's voting split and meeting minutes signaled a potential hawkish tilt with increasing faction advocating for higher rates amid inflation concerns.
Market
Recorded impact: negative
UK Gilt Yields Hit 5.25%, Highest Level Since 2008 Financial Crisis
UK 10-year gilt yields rose to 5.2501%, their highest level since the 2008 global financial crisis, while 30-year gilt yields soared to their highest since March 1998. The surge was driven by inflation fears, elevated...
Monetary
Recorded impact: neutral
Bank of England Next MPC Decision Scheduled; Rate Held at 3.75%
The Bank of England's next scheduled MPC decision falls on September 17, 2026, following the July 30 decision to maintain the Bank Rate at 3.75% by a 6-3 majority. During the Aug 12–22 window, markets continued to pri...
Economic
Recorded impact: negative
UK July CPI Rises to 2.9%, Beating Prior Month's 2.6%
The UK Office for National Statistics reported that CPI inflation accelerated to 2.9% year-over-year in July 2026, up from 2.6% in June and above the Bank of England's 2% target. The surprise uptick complicated the Ba...
Counts events recorded in our market events log, not news volume. Information only, not advice.
Often found alongside
Companies that appear in the same funds’ ten largest positions
Screen the funds
Open Fund Finder with HSBC Holdings PLC already applied, then filter by mandate, sector and size.
Source: FE fundinfo. Holdings are each fund’s ten largest positions as reported, so a fund can have more of this company than shown or none at all. Returns are GBP to month end unless stated. Past performance is not a reliable guide to future returns. Capital is at risk. Information only, not advice or a recommendation.