AVIVA PLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings960 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.2M | $1.8B | 5.9% | $146.68 | +183.13% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 7.2M | $1.2B | 4.1% | $110.26 | +53.85% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 1.4M | $1.2B | 4.0% | $23.42 | +285.64% | 22 qtrssince 2018-Q4 | Increased 61 |
AMAZON.COM INC | 4.5M | $814.8M | 2.7% | $109.35 | +64.95% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 3.8M | $579.2M | 1.9% | $97.52 | +53.60% | 22 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.1M | $523.9M | 1.7% | $227.18 | +112.48% | 22 qtrssince 2018-Q4 | Increased 51 |
CRH PLC | 5.8M | $504.5M | 1.7% | $54.71 | +52.88% | 3 qtrssince 2023-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 976,222 | $482.9M | 1.6% | $328.10 | +45.45% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 3.1M | $478.4M | 1.6% | $97.13 | +55.60% | 22 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.7M | $471.3M | 1.6% | $177.12 | +54.63% | 22 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 760,592 | $366.3M | 1.2% | $298.43 | +59.54% | 22 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 274,296 | $363.6M | 1.2% | $51.04 | +154.07% | 22 qtrssince 2018-Q4 | Increased 50 |
ELI LILLY & CO | 407,536 | $317M | 1.0% | $303.50 | +152.00% | 22 qtrssince 2018-Q4 | Increased 51 |
HOME DEPOT INC | 792,181 | $303.9M | 1.0% | $222.89 | +64.89% | 22 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.4M | $288.2M | 0.9% | $114.25 | +67.96% | 22 qtrssince 2018-Q4 | Increased 45 |
BERKSHIRE HATHAWAY INC-CL B | 593,602 | $249.6M | 0.8% | $296.24 | +41.95% | 22 qtrssince 2018-Q4 | Increased 43 |
MERCK & CO. INC. | 1.9M | $249.2M | 0.8% | $78.73 | +58.24% | 22 qtrssince 2018-Q4 | Increased 46 |
TESLA INC | 1.4M | $246.6M | 0.8% | $226.19 | -22.28% | 22 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.5M | $239.5M | 0.8% | $117.11 | +29.65% | 22 qtrssince 2018-Q4 | Increased 48 |
ANTHEM INC | 460,496 | $238.8M | 0.8% | $431.75 | +16.64% | 22 qtrssince 2018-Q4 | Increased 45 |
AVIVA PLC manages $30.4B across 960 positions as of Q1 2024. Top holdings: MSFT (5.9%), AAPL (4.1%), NVDA (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 76 new positions, 67 exits, 394 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $30.4B across 960 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
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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