HSBC HOLDINGS PLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,703 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 19.3M | $7.3B | 6.3% | $197.75 | +87.37% | 21 qtrssince 2018-Q4 | Increased 66 |
APPLE INC | 33.4M | $6.4B | 5.6% | $133.48 | +42.50% | 21 qtrssince 2018-Q4 | Increased 71 |
NVIDIA CORP | 6.2M | $3.1B | 2.7% | $24.34 | +103.29% | 21 qtrssince 2018-Q4 | Increased 57 |
AMAZON.COM INC | 19.5M | $3B | 2.6% | $110.45 | +37.56% | 21 qtrssince 2018-Q4 | Increased 58 |
ALPHABET INC-CL A | 14.4M | $2B | 1.8% | $104.39 | +32.81% | 21 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL C | 12.6M | $1.8B | 1.5% | $101.05 | +38.43% | 21 qtrssince 2018-Q4 | Increased 54 |
META PLATFORMS INC-CLASS A | 4.7M | $1.7B | 1.4% | $190.74 | +84.28% | 21 qtrssince 2018-Q4 | Increased 54 |
TESLA INC | 6.1M | $1.5B | 1.3% | $212.22 | +17.08% | 21 qtrssince 2018-Q4 | Increased 58 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.8M | $1.3B | 1.2% | $443.58 | +4.57% | 21 qtrssince 2018-Q4 | Increased 81 |
JOHNSON & JOHNSON | 8.2M | $1.3B | 1.1% | $136.96 | +7.64% | 21 qtrssince 2018-Q4 | Increased 56 |
VISA INC-CLASS A SHARES | 4.9M | $1.3B | 1.1% | $182.08 | +40.06% | 21 qtrssince 2018-Q4 | Increased 54 |
UNITEDHEALTH GROUP INC | 2.4M | $1.2B | 1.1% | $396.52 | +27.58% | 21 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 1M | $1.2B | 1.0% | $56.43 | +92.74% | 21 qtrssince 2018-Q4 | Increased 62 |
JPMORGAN CHASE & CO | 6.7M | $1.1B | 1.0% | $104.77 | +54.59% | 21 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3M | $1.1B | 0.9% | $284.37 | +25.42% | 21 qtrssince 2018-Q4 | Increased 51 |
ELI LILLY & CO | 1.7M | $1B | 0.9% | $307.61 | +85.98% | 21 qtrssince 2018-Q4 | Increased 52 |
HOME DEPOT INC | 2.9M | $1B | 0.9% | $222.58 | +48.28% | 21 qtrssince 2018-Q4 | Increased 46 |
CISCO SYSTEMS INC | 16.2M | $816.4M | 0.7% | $41.14 | +15.31% | 21 qtrssince 2018-Q4 | Increased 50 |
EXXON MOBIL CORP | 8M | $798.7M | 0.7% | $71.12 | +30.25% | 21 qtrssince 2018-Q4 | Increased 54 |
ADOBE INC | 1.3M | $767.9M | 0.7% | $368.08 | +62.08% | 21 qtrssince 2018-Q4 | Increased 50 |
HSBC HOLDINGS PLC manages $114.7B across 2703 positions as of Q4 2023. Top holdings: MSFT (6.3%), AAPL (5.6%), NVDA (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 234 new positions, 176 exits, 1072 increased. Top move: SPY (INCREASED, conviction 81). Portfolio: $114.7B across 2703 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