HSBC HOLDINGS PLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings3,243 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 19.3M | $9.2B | 8.5% | $388.76 | +15.86% | 13 qtrssince 2018-Q4 | Increased 66 |
MICROSOFT CORP | 12.3M | $4.2B | 3.8% | $140.15 | +134.26% | 13 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 22.9M | $4.1B | 3.8% | $108.03 | +60.56% | 13 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 749,283 | $2.5B | 2.3% | $128.53 | +31.21% | 13 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 2.3M | $2.5B | 2.3% | $175.61 | +103.17% | 13 qtrssince 2018-Q4 | Increased 58 |
ALIBABA GROUP HOLDING-SP ADR | 15.6M | $1.9B | 1.7% | $138.92 | -15.92% | 13 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 620,634 | $1.8B | 1.7% | $92.55 | +56.78% | 13 qtrssince 2018-Q4 | Increased 67 |
TESLA INC | 1.6M | $1.7B | 1.6% | — | — | — | Increased — |
ALPHABET INC-CL C | 480,558 | $1.4B | 1.3% | $70.94 | +104.29% | 13 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 4.7M | $1.4B | 1.3% | $17.27 | +71.02% | 13 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2M | $1.3B | 1.2% | $421.44 | +56.15% | 13 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC-CLASS A | 3.1M | $1.1B | 1.0% | $176.13 | +94.16% | 13 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 6.1M | $1B | 0.9% | $102.83 | +40.76% | 13 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 5.3M | $917.1M | 0.8% | $122.19 | +25.43% | 13 qtrssince 2018-Q4 | Increased 48 |
JPMORGAN CHASE & CO | 5.4M | $853.8M | 0.8% | $95.93 | +48.06% | 13 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 270,000 | $785.9M | 0.7% | — | — | — | New — |
BERKSHIRE HATHAWAY INC-CL B | 2.5M | $755M | 0.7% | $224.06 | +33.88% | 13 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 4.5M | $752.3M | 0.7% | $119.25 | +31.77% | 13 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.8M | $724.7M | 0.7% | $171.91 | +115.52% | 13 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.3M | $670.2M | 0.6% | $256.11 | +84.10% | 13 qtrssince 2018-Q4 | Decreased 0 |
HSBC HOLDINGS PLC manages $108.3B across 3243 positions as of Q4 2021. Top holdings: SPY (8.5%), MSFT (3.8%), AAPL (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 429 new positions, 176 exits, 1245 increased. Top move: GOOGL (INCREASED, conviction 67). Portfolio: $108.3B across 3243 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer