AVIVA PLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings930 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.2M | $662.1M | 4.8% | $97.08 | +57.14% | 6 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.1M | $533.9M | 3.9% | $38.89 | +57.70% | 6 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 211,884 | $413.1M | 3.0% | $74.95 | +31.01% | 6 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 232,646 | $270.3M | 2.0% | $53.24 | +6.85% | 6 qtrssince 2018-Q4 | Increased 49 |
ALIBABA GROUP HOLDING-SP ADR | 1.3M | $244.1M | 1.8% | $163.67 | +10.99% | 6 qtrssince 2018-Q4 | Increased 48 |
UNITEDHEALTH GROUP INC | 886,002 | $221M | 1.6% | $217.71 | +5.12% | 6 qtrssince 2018-Q4 | Increased 48 |
VISA INC-CLASS A SHARES | 1.4M | $220.4M | 1.6% | $130.04 | +18.22% | 6 qtrssince 2018-Q4 | Increased 49 |
META PLATFORMS INC-CLASS A | 1.2M | $194.4M | 1.4% | $138.65 | +18.86% | 6 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1M | $190.6M | 1.4% | $148.46 | +15.01% | 6 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 156,409 | $181.9M | 1.3% | $51.90 | +9.66% | 6 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 2M | $177.5M | 1.3% | $79.46 | -0.09% | 6 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 5.1M | $175.4M | 1.3% | $29.95 | -6.18% | 6 qtrssince 2018-Q4 | Increased 56 |
JOHNSON & JOHNSON | 1M | $136.4M | 1.0% | $104.58 | +8.11% | 6 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 1.7M | $128.8M | 0.9% | $59.77 | +2.43% | 6 qtrssince 2018-Q4 | Increased 44 |
NEXTERA ENERGY INC | 527,140 | $126.8M | 0.9% | — | — | — | — |
PROCTER & GAMBLE CO/THE | 1.2M | $126.7M | 0.9% | $79.40 | +17.40% | 6 qtrssince 2018-Q4 | Increased 49 |
MEDTRONIC PLC | 1.3M | $118.6M | 0.9% | $80.35 | -2.33% | 6 qtrssince 2018-Q4 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 630,776 | $115.3M | 0.8% | $202.79 | -9.67% | 6 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 459,114 | $110.9M | 0.8% | $181.08 | +35.20% | 6 qtrssince 2018-Q4 | Increased 42 |
THERMO FISHER SCIENTIFIC INC | 373,425 | $105.9M | 0.8% | $235.88 | +19.04% | 6 qtrssince 2018-Q4 | Decreased 0 |
AVIVA PLC manages $13.7B across 930 positions as of Q1 2020. Top holdings: MSFT (4.8%), AAPL (3.9%), AMZN (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 64 new positions, 75 exits, 438 increased. Top move: CMCSA (INCREASED, conviction 56). Portfolio: $13.7B across 930 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