HSBC HOLDINGS PLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings3,054 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HOLDING-SP ADR | 27.5M | $4.6B | 8.6% | $135.05 | +16.72% | 4 qtrssince 2018-Q4 | Increased 66 |
MICROSOFT CORP | 8.8M | $1.2B | 2.3% | $93.93 | +38.75% | 4 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 4.2M | $938M | 1.8% | $38.24 | +40.50% | 4 qtrssince 2018-Q4 | Increased 53 |
AMAZON.COM INC | 404,633 | $702.4M | 1.3% | $74.26 | +16.17% | 4 qtrssince 2018-Q4 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.9M | $549.7M | 1.0% | — | — | — | Increased — |
JPMORGAN CHASE & CO | 3.8M | $445.9M | 0.8% | $79.22 | +24.38% | 4 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 245,400 | $426M | 0.8% | — | — | — | Increased — |
ALPHABET INC-CL C | 324,161 | $395.2M | 0.7% | $52.32 | +16.21% | 4 qtrssince 2018-Q4 | Increased 48 |
META PLATFORMS INC-CLASS A | 2.2M | $392.9M | 0.7% | $132.28 | +32.95% | 4 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3M | $390M | 0.7% | $104.55 | +3.18% | 4 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 3M | $375.4M | 0.7% | $77.02 | +35.17% | 4 qtrssince 2018-Q4 | Increased 45 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.2M | $369.9M | 0.7% | — | — | — | Increased — |
PDD HOLDINGS INC | 11.2M | $359.9M | 0.7% | $20.85 | +50.03% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 267,081 | $326.1M | 0.6% | $51.94 | +17.14% | 4 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 1.4M | $320.3M | 0.6% | — | — | — | Increased — |
AT&T INC | 8.4M | $319.1M | 0.6% | $12.89 | +39.28% | 4 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.1M | $315.5M | 0.6% | $239.89 | +12.29% | 4 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 4.1M | $291.9M | 0.5% | $49.20 | +7.93% | 4 qtrssince 2018-Q4 | Increased 44 |
VISA INC-CLASS A SHARES | 1.7M | $291M | 0.5% | $128.85 | +26.98% | 4 qtrssince 2018-Q4 | Increased 47 |
HOME DEPOT INC | 1.2M | $283.8M | 0.5% | $143.32 | +37.84% | 4 qtrssince 2018-Q4 | Decreased 0 |
HSBC HOLDINGS PLC manages $53.6B across 3054 positions as of Q3 2019. Top holdings: BABA (8.6%), MSFT (2.3%), AAPL (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 476 new positions, 128 exits, 1122 increased. Top move: BABA (INCREASED, conviction 66). Portfolio: $53.6B across 3054 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer