AVIVA PLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings938 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.8M | $906.5M | 4.4% | $101.19 | +120.36% | 10 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 6.8M | $828.1M | 4.0% | $91.66 | +29.56% | 10 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 193,762 | $599.5M | 2.9% | $77.66 | +96.71% | 10 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC-CL A | 225,753 | $465.6M | 2.3% | $53.98 | +88.14% | 10 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.1M | $316.9M | 1.5% | $149.45 | +91.37% | 10 qtrssince 2018-Q4 | Increased 51 |
VISA INC-CLASS A SHARES | 1.5M | $311.3M | 1.5% | $135.75 | +49.75% | 10 qtrssince 2018-Q4 | Increased 49 |
COMCAST CORP-CLASS A | 5.7M | $307.6M | 1.5% | $31.26 | +42.36% | 10 qtrssince 2018-Q4 | Decreased 0 |
| 2.5M | $302.4M | 1.5% | — | — | 1 qtr | New 71 | |
UNITEDHEALTH GROUP INC | 777,093 | $289.1M | 1.4% | $217.71 | +58.72% | 10 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 136,617 | $282.6M | 1.4% | $51.90 | +96.56% | 10 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 852,096 | $260.1M | 1.3% | $150.14 | +80.87% | 10 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 1.1M | $255.5M | 1.2% | $163.83 | +32.89% | 10 qtrssince 2018-Q4 | Decreased 0 |
STELLANTIS N.V | 12.6M | $222.6M | 1.1% | $12.78 | 0.00% | 1 qtr | New 70 |
MASTERCARD INC - A | 618,156 | $220.1M | 1.1% | $237.55 | +46.55% | 10 qtrssince 2018-Q4 | Increased 62 |
JPMORGAN CHASE & CO | 1.4M | $207.9M | 1.0% | $79.46 | +71.20% | 10 qtrssince 2018-Q4 | Decreased 0 |
UNION PACIFIC CORP | 895,520 | $197.4M | 1.0% | $137.37 | +44.59% | 10 qtrssince 2018-Q4 | Decreased 0 |
MEDTRONIC PLC | 1.6M | $183.6M | 0.9% | $81.60 | +26.95% | 10 qtrssince 2018-Q4 | Increased 46 |
TESLA INC | 264,116 | $176.4M | 0.9% | $125.72 | +68.53% | 10 qtrssince 2018-Q4 | Increased 45 |
NVIDIA CORP | 318,679 | $170.2M | 0.8% | $5.06 | +153.83% | 10 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 996,138 | $163.7M | 0.8% | $105.73 | +36.25% | 10 qtrssince 2018-Q4 | Increased 44 |
AVIVA PLC manages $20.5B across 938 positions as of Q1 2021. Top holdings: MSFT (4.4%), AAPL (4.0%), AMZN (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 91 new positions, 64 exits, 346 increased. Top move: FERGL (NEW, conviction 71). Portfolio: $20.5B across 938 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