AVIVA PLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,048 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.5M | $888.1M | 4.7% | $117.43 | +115.39% | 15 qtrssince 2018-Q4 | Increased 64 |
APPLE INC | 6M | $822.4M | 4.4% | $95.93 | +39.59% | 15 qtrssince 2018-Q4 | Increased 65 |
AMAZON.COM INC | 3.5M | $367.4M | 2.0% | $107.68 | +1.15% | 15 qtrssince 2018-Q4 | Increased 79 |
ALPHABET INC-CL A | 157,534 | $343.3M | 1.8% | $59.40 | +86.62% | 15 qtrssince 2018-Q4 | Increased 52 |
UNITEDHEALTH GROUP INC | 585,053 | $300.5M | 1.6% | $220.48 | +120.06% | 15 qtrssince 2018-Q4 | Increased 49 |
ALPHABET INC-CL C | 131,349 | $287.3M | 1.5% | $56.27 | +98.03% | 15 qtrssince 2018-Q4 | Increased 52 |
TESLA INC | 337,784 | $227.5M | 1.2% | $154.36 | +48.02% | 15 qtrssince 2018-Q4 | Increased 57 |
VISA INC-CLASS A SHARES | 935,189 | $184.1M | 1.0% | $138.50 | +37.60% | 15 qtrssince 2018-Q4 | Increased 43 |
MASTERCARD INC - A | 537,155 | $169.5M | 0.9% | $259.65 | +21.51% | 15 qtrssince 2018-Q4 | Decreased 0 |
AMERICAN TOWER CORP | 625,916 | $160M | 0.9% | $217.06 | +2.84% | 15 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 571,683 | $156.8M | 0.8% | $158.24 | +58.37% | 15 qtrssince 2018-Q4 | Increased 46 |
JOHNSON & JOHNSON | 861,017 | $152.8M | 0.8% | $113.85 | +40.05% | 15 qtrssince 2018-Q4 | Increased 50 |
ADOBE INC | 412,220 | $150.9M | 0.8% | $376.72 | -2.83% | 15 qtrssince 2018-Q4 | Increased 47 |
NVIDIA CORP | 941,819 | $142.8M | 0.8% | $16.07 | -3.41% | 15 qtrssince 2018-Q4 | Increased 47 |
MERCK & CO. INC. | 1.5M | $134.1M | 0.7% | $61.07 | +36.25% | 15 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 3.4M | $131.6M | 0.7% | $31.52 | +3.43% | 15 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 758,204 | $122.3M | 0.7% | $174.54 | -6.73% | 15 qtrssince 2018-Q4 | Increased 44 |
PROCTER & GAMBLE CO/THE | 812,289 | $116.8M | 0.6% | $89.14 | +44.31% | 15 qtrssince 2018-Q4 | Decreased 0 |
IQVIA HOLDINGS INC | 500,525 | $108.6M | 0.6% | $176.43 | +21.36% | 15 qtrssince 2018-Q4 | Increased 50 |
MOODY'S CORP | 398,086 | $108.3M | 0.6% | $240.94 | +8.85% | 15 qtrssince 2018-Q4 | Decreased 0 |
AVIVA PLC manages $18.8B across 1048 positions as of Q2 2022. Top holdings: MSFT (4.7%), AAPL (4.4%), AMZN (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 78 new positions, 89 exits, 578 increased. Top move: AMZN (INCREASED, conviction 79). Portfolio: $18.8B across 1048 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