HSBC HOLDINGS PLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings3,012 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HOLDING-SP ADR | 26M | $5.5B | 9.6% | $135.05 | +49.72% | 5 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.9M | $1.6B | 2.7% | $282.48 | +4.16% | 5 qtrssince 2018-Q4 | Increased 88 |
MICROSOFT CORP | 9.5M | $1.5B | 2.6% | $98.04 | +52.62% | 5 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 4.5M | $1.4B | 2.4% | $40.77 | +73.32% | 5 qtrssince 2018-Q4 | Increased 59 |
AMAZON.COM INC | 422,719 | $781.1M | 1.4% | $75.04 | +23.06% | 5 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL C | 403,274 | $539.1M | 0.9% | $55.06 | +20.42% | 5 qtrssince 2018-Q4 | Increased 54 |
ALIBABA GROUP HOLDING-SP ADR | 2.5M | $522.6M | 0.9% | — | — | — | Increased — |
JOHNSON & JOHNSON | 3.4M | $494.6M | 0.9% | $106.63 | +15.09% | 5 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 3.5M | $482.7M | 0.8% | $79.22 | +47.64% | 5 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2.3M | $471.7M | 0.8% | $135.14 | +50.21% | 5 qtrssince 2018-Q4 | Increased 46 |
PDD HOLDINGS INC | 11.8M | $446.5M | 0.8% | $21.78 | +75.16% | 5 qtrssince 2018-Q4 | Increased 47 |
PROCTER & GAMBLE CO/THE | 3.6M | $443M | 0.8% | $81.46 | +29.16% | 5 qtrssince 2018-Q4 | Increased 52 |
APPLE INC | 1.4M | $422.7M | 0.7% | — | — | — | Increased — |
VISA INC-CLASS A SHARES | 2.1M | $391.9M | 0.7% | $138.12 | +29.62% | 5 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL A | 272,744 | $365.3M | 0.6% | $52.24 | +27.25% | 5 qtrssince 2018-Q4 | Increased 45 |
INTEL CORP | 5.8M | $347.6M | 0.6% | $41.49 | +26.76% | 5 qtrssince 2018-Q4 | Increased 48 |
AT&T INC | 8.7M | $342.9M | 0.6% | $13.11 | +45.45% | 5 qtrssince 2018-Q4 | Increased 45 |
HOME DEPOT INC | 1.5M | $336.5M | 0.6% | $152.42 | +23.32% | 5 qtrssince 2018-Q4 | Increased 54 |
VERIZON COMMUNICATIONS INC | 5.4M | $329.6M | 0.6% | $38.48 | +11.03% | 5 qtrssince 2018-Q4 | Increased 54 |
PFIZER INC | 8.3M | $322.6M | 0.6% | $28.19 | -5.59% | 5 qtrssince 2018-Q4 | Increased 49 |
HSBC HOLDINGS PLC manages $57.6B across 3012 positions as of Q4 2019. Top holdings: BABA (9.6%), SPY (2.7%), MSFT (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 204 new positions, 200 exits, 1093 increased. Top move: SPY (INCREASED, conviction 88). Portfolio: $57.6B across 3012 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