HSBC Holdings PLC
HSBC Holdings PLC is classed by the SEC under Savings Institution, Federally Chartered (industry code 6035), based in London, GB. Its latest filed balance sheet (2025-12-31) shows total assets of $3233 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a lending business: prior from its industry code (SEC 6035, Savings Institution, Federally Chartered); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.4 out of ten, 3 of 9 metrics filed and 6 estimated: past 7.5 out of ten, present 5.2 out of ten, future 6.4 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 8.7 out of ten. No warning events in its filings since 2017. 87th percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 4.5 out of ten. CrossAssetData estimate 4.5/10, confidence 20 of 100 (family median). 50th percentile among 30 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Shareholder treatment (past): 7.9 out of ten. Share count shrank 4.2% a year. 51% of cash flow returned. Insiders: 1 sales, 1 purchases. 79th percentile among 31 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 6.1 out of ten. ROE 11%: 11¢ of profit per shareholder dollar. Leverage 94%: owes 94¢ per asset dollar. 61st percentile among 33 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 4.5 out of ten. CrossAssetData estimate 4.5/10, confidence 20 of 100 (family median). 50th percentile among 31 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Leadership (present): 4.5 out of ten. CrossAssetData estimate 4.5/10, confidence 20 of 100 (family median). 50th percentile among 29 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Room to expand (future): 9.5 out of ten. CrossAssetData estimate 9.5/10, confidence 35 of 100 (one part). 95th percentile among 33 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Growth drivers (future): 5.2 out of ten. CrossAssetData estimate 5.2/10, confidence 20 of 100 (family median). 50th percentile among 30 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Expectations vs reality (future): 4.4 out of ten. CrossAssetData estimate 4.4/10, confidence 20 of 100 (family median). 50th percentile among 29 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
The filing record
Newest annual report: Form 20-F filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest filing: Form 6-K, 2026-10-06. Filings on record since 2002. Read from EDGAR 2026-10-12.
Who runs it
Palomaki, Daniel Scott (Global Financial Controller); Bingham, Jonathan (Global Financial Controller). 2 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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