AVIVA PLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings998 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.1M | $1.2B | 5.3% | $135.48 | +105.28% | 18 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 7M | $1.2B | 5.2% | $101.54 | +59.79% | 18 qtrssince 2018-Q4 | Increased 64 |
AMAZON.COM INC | 3.9M | $398.3M | 1.8% | $105.18 | -3.02% | 18 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 799,801 | $378M | 1.7% | $291.13 | +53.40% | 18 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC-CL A | 3.6M | $369.5M | 1.7% | $93.94 | +6.58% | 18 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 3M | $307.9M | 1.4% | $94.43 | +6.50% | 18 qtrssince 2018-Q4 | Increased 49 |
NVIDIA CORP | 1.1M | $298.3M | 1.4% | $15.80 | +73.12% | 18 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.2M | $267M | 1.2% | $149.97 | +46.39% | 18 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 1.1M | $229.5M | 1.0% | $218.25 | -10.53% | 18 qtrssince 2018-Q4 | Increased 48 |
MASTERCARD INC - A | 592,581 | $215.3M | 1.0% | $267.27 | +32.09% | 18 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 392,651 | $151.3M | 0.7% | $378.03 | +1.02% | 18 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 1.4M | $150.9M | 0.7% | $66.37 | +46.67% | 18 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 503,381 | $148.6M | 0.7% | $172.85 | +54.07% | 18 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 956,500 | $148.3M | 0.7% | $121.67 | +15.93% | 18 qtrssince 2018-Q4 | Decreased 0 |
ANTHEM INC | 320,336 | $147.3M | 0.7% | $428.96 | +2.57% | 18 qtrssince 2018-Q4 | Increased 47 |
META PLATFORMS INC-CLASS A | 688,969 | $146M | 0.7% | $177.59 | +16.22% | 18 qtrssince 2018-Q4 | Increased 47 |
MARSH & MCLENNAN COS | 809,600 | $134.8M | 0.6% | $101.03 | +55.70% | 18 qtrssince 2018-Q4 | Decreased 0 |
LINDE PLC | 377,137 | $134M | 0.6% | $339.28 | 0.00% | 1 qtr | New 59 |
THERMO FISHER SCIENTIFIC INC | 212,946 | $122.7M | 0.6% | $309.46 | +80.42% | 18 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 190,122 | $122M | 0.6% | $30.73 | +98.60% | 18 qtrssince 2018-Q4 | Increased 43 |
AVIVA PLC manages $22.1B across 998 positions as of Q1 2023. Top holdings: MSFT (5.3%), AAPL (5.2%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 72 new positions, 71 exits, 436 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $22.1B across 998 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