HSBC HOLDINGS PLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings2,960 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 18.3M | $7.8B | 7.9% | $385.28 | +6.29% | 12 qtrssince 2018-Q4 | Increased 82 |
APPLE INC | 35.9M | $5.1B | 5.1% | $108.03 | +27.76% | 12 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 13.4M | $3.8B | 3.8% | $140.15 | +95.71% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 1M | $3.4B | 3.4% | $128.53 | +28.43% | 12 qtrssince 2018-Q4 | Increased 75 |
ALIBABA GROUP HOLDING-SP ADR | 17.2M | $2.5B | 2.6% | $137.58 | +1.27% | 12 qtrssince 2018-Q4 | Increased 88 |
TESLA INC | 2.2M | $1.7B | 1.7% | $163.99 | +58.81% | 12 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 10.5M | $1.5B | 1.5% | — | — | — | Increased — |
ALPHABET INC-CL C | 502,210 | $1.3B | 1.4% | $70.94 | +88.22% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 443,805 | $1.2B | 1.2% | $71.61 | +86.21% | 12 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 3.5M | $1.2B | 1.2% | $176.13 | +91.48% | 12 qtrssince 2018-Q4 | Increased 51 |
THERMO FISHER SCIENTIFIC INC | 1.9M | $1.1B | 1.1% | $420.08 | +36.39% | 12 qtrssince 2018-Q4 | Increased 54 |
NVIDIA CORP | 4.7M | $975M | 1.0% | $17.27 | +18.55% | 12 qtrssince 2018-Q4 | Increased 73 |
JPMORGAN CHASE & CO | 5.7M | $934.9M | 0.9% | $95.93 | +54.12% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 269,000 | $886.5M | 0.9% | — | — | — | Increased — |
BERKSHIRE HATHAWAY INC-CL B | 3.2M | $885.4M | 0.9% | $224.06 | +23.76% | 12 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 1.1M | $826M | 0.8% | — | — | — | Decreased — |
JOHNSON & JOHNSON | 5M | $814.7M | 0.8% | $120.14 | +20.64% | 12 qtrssince 2018-Q4 | Increased 56 |
PROCTER & GAMBLE CO/THE | 5.7M | $798M | 0.8% | $99.40 | +23.70% | 12 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 4.8M | $701.9M | 0.7% | $119.25 | +14.67% | 12 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.9M | $642.3M | 0.6% | $158.35 | +35.44% | 12 qtrssince 2018-Q4 | Increased 49 |
HSBC HOLDINGS PLC manages $99.3B across 2960 positions as of Q3 2021. Top holdings: SPY (7.9%), AAPL (5.1%), MSFT (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 281 new positions, 260 exits, 927 increased. Top move: BABA (INCREASED, conviction 88). Portfolio: $99.3B across 2960 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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