AVIVA PLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings963 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 7.3M | $1.4B | 5.7% | $105.19 | +81.69% | 19 qtrssince 2018-Q4 | Increased 65 |
MICROSOFT CORP | 4.1M | $1.4B | 5.7% | $136.64 | +140.60% | 19 qtrssince 2018-Q4 | Increased 62 |
AMAZON.COM INC | 4.6M | $594.4M | 2.4% | $108.68 | +17.68% | 19 qtrssince 2018-Q4 | Increased 63 |
NVIDIA CORP | 1.2M | $526M | 2.1% | $19.21 | +112.32% | 19 qtrssince 2018-Q4 | Increased 62 |
UNITEDHEALTH GROUP INC | 960,286 | $461.6M | 1.9% | $318.43 | +42.73% | 19 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC-CL A | 3.6M | $429.7M | 1.7% | $94.13 | +25.58% | 19 qtrssince 2018-Q4 | Increased 49 |
VISA INC-CLASS A SHARES | 1.7M | $396M | 1.6% | $173.65 | +33.42% | 19 qtrssince 2018-Q4 | Increased 65 |
ALPHABET INC-CL C | 3.1M | $380.6M | 1.6% | $95.89 | +24.22% | 19 qtrssince 2018-Q4 | Increased 52 |
TESLA INC | 1.3M | $344.8M | 1.4% | $224.53 | +14.68% | 19 qtrssince 2018-Q4 | Increased 58 |
MASTERCARD INC - A | 770,526 | $303M | 1.2% | $293.66 | +29.93% | 19 qtrssince 2018-Q4 | Increased 61 |
META PLATFORMS INC-CLASS A | 965,686 | $277.1M | 1.1% | $206.82 | +35.18% | 19 qtrssince 2018-Q4 | Increased 64 |
HOME DEPOT INC | 794,086 | $246.7M | 1.0% | $215.50 | +34.27% | 19 qtrssince 2018-Q4 | Increased 69 |
MERCK & CO. INC. | 1.9M | $215.3M | 0.9% | $75.65 | +38.86% | 19 qtrssince 2018-Q4 | Increased 55 |
EXXON MOBIL CORP | 1.9M | $206.5M | 0.8% | $79.57 | +22.14% | 19 qtrssince 2018-Q4 | Increased 70 |
BROADCOM INC | 237,413 | $205.9M | 0.8% | $41.10 | +103.60% | 19 qtrssince 2018-Q4 | Increased 53 |
JOHNSON & JOHNSON | 1.2M | $196.6M | 0.8% | $127.58 | +19.15% | 19 qtrssince 2018-Q4 | Increased 52 |
ADOBE INC | 390,525 | $191M | 0.8% | $376.52 | +29.87% | 19 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 552,807 | $188.5M | 0.8% | $291.05 | +15.76% | 19 qtrssince 2018-Q4 | Increased 69 |
JPMORGAN CHASE & CO | 1.3M | $185.2M | 0.8% | $108.03 | +24.63% | 19 qtrssince 2018-Q4 | Increased 56 |
PROCTER & GAMBLE CO/THE | 1.2M | $183M | 0.7% | $110.47 | +26.13% | 19 qtrssince 2018-Q4 | Increased 62 |
AVIVA PLC manages $24.6B across 963 positions as of Q2 2023. Top holdings: AAPL (5.7%), MSFT (5.7%), AMZN (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 68 new positions, 103 exits, 365 increased. Top move: XOM (INCREASED, conviction 70). Portfolio: $24.6B across 963 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