HSBC HOLDINGS PLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings2,702 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 18.3M | $5.8B | 6.0% | $188.20 | +64.98% | 20 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 28.9M | $4.9B | 5.1% | $124.52 | +35.66% | 20 qtrssince 2018-Q4 | Increased 64 |
NVIDIA CORP | 6M | $2.6B | 2.7% | $23.34 | +86.22% | 20 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 18.5M | $2.4B | 2.5% | $108.19 | +17.49% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 13M | $1.7B | 1.8% | $100.58 | +29.13% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 11.7M | $1.5B | 1.6% | $98.20 | +33.27% | 20 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 5.3M | $1.3B | 1.4% | $206.51 | +21.16% | 20 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 4.3M | $1.3B | 1.4% | $177.80 | +67.67% | 20 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.5M | $1.2B | 1.3% | $396.52 | +21.77% | 20 qtrssince 2018-Q4 | Increased 56 |
JOHNSON & JOHNSON | 7.4M | $1.2B | 1.2% | $135.82 | +6.99% | 20 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.6M | $1.1B | 1.1% | $176.93 | +27.07% | 20 qtrssince 2018-Q4 | Increased 55 |
JPMORGAN CHASE & CO | 6.9M | $997.6M | 1.0% | $104.77 | +30.84% | 20 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL B | 2.7M | $945.6M | 1.0% | $275.36 | +27.21% | 20 qtrssince 2018-Q4 | Increased 53 |
HOME DEPOT INC | 2.9M | $864.1M | 0.9% | $219.94 | +29.96% | 20 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 1.5M | $809.5M | 0.8% | $265.81 | +97.95% | 20 qtrssince 2018-Q4 | Increased 49 |
CISCO SYSTEMS INC | 14.4M | $775.8M | 0.8% | $40.39 | +24.10% | 20 qtrssince 2018-Q4 | Increased 48 |
PROCTER & GAMBLE CO/THE | 5.3M | $769M | 0.8% | $117.74 | +14.48% | 20 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 6.5M | $766.3M | 0.8% | $66.28 | +62.88% | 20 qtrssince 2018-Q4 | Decreased 0 |
CHEVRON CORP | 4.1M | $691.9M | 0.7% | $107.27 | +41.15% | 20 qtrssince 2018-Q4 | Increased 46 |
BROADCOM INC | 825,552 | $685.2M | 0.7% | $43.56 | +85.62% | 20 qtrssince 2018-Q4 | Decreased 0 |
HSBC HOLDINGS PLC manages $96.1B across 2702 positions as of Q3 2023. Top holdings: MSFT (6.0%), AAPL (5.1%), NVDA (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 261 new positions, 198 exits, 925 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $96.1B across 2702 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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