First Hawaiian Bank
First Hawaiian Bank, founded in 1858, is Hawaii’s oldest and largest financial institution, headquartered in Honolulu, HI. As the principal subsidiary of First Hawaiian, Inc. (NASDAQ: FHB), the bank employs a staff of approximately 2,100 and operates 44 branches throughout Hawaii, as well as offices in Guam and Saipan. It provides diversified banking services including deposit products, lending, private banking, wealth management, insurance, and trust services, serving individual, business, institutional, and labor union clients.
Investment Strategy
First Hawaiian Bank, through its Wealth Management Group and First Hawaiian Advisors, offers client-focused investment management emphasizing customized asset allocation strategies. The firm constructs diversified portfolios tailored to clients’ financial goals, risk tolerance, and investment horizons, utilizing rigorous oversight, dynamic rebalancing, and both affiliated and external managers. Investment products include managed accounts, strategic asset allocation models, ESG portfolios, fixed income, structured products, and Bishop Street Funds for both individual and institutional clients. The approach integrates thoughtful planning, continuous monitoring, and a disciplined, long-term philosophy focused on helping accumulate, preserve, and build wealth for a variety of purposes and needs.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 33.56% | $261.6M | 390,881 | $315.35 | $669.30 | +$15.8M |
I IEFA | ISHARES TR | 11.03% | $86.0M | 985,231 | $63.17 | $87.31 | +$3.2M |
I IVW | ISHARES TR | 4.09% | $31.9M | 263,928 | $20.24 | $120.72 | +$1.4M |
V VYMI | VANGUARD WHITEHALL FDS | 3.85% | $30.0M | 354,790 | $57.93 | $84.68 | +$542.0K |
I IVE | ISHARES TR | 3.06% | $23.9M | 115,570 | $71.96 | $206.51 | +$242.0K |