AVIVA PLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings963 positions
Apple Inc. | 7.3M | $1.4B | 5.7% | $66.06 | +189.30% | 19 qtrssince 2018-Q4 | Increased 65 |
Microsoft Corp. | 4.1M | $1.4B | 5.7% | $136.31 | +143.60% | 19 qtrssince 2018-Q4 | Increased 62 |
Amazon.com, Inc. | 4.6M | $594.4M | 2.4% | $91.76 | +42.06% | 19 qtrssince 2018-Q4 | Increased 63 |
NVIDIA Corp. | 1.2M | $526M | 2.1% | $12.18 | +246.29% | 19 qtrssince 2018-Q4 | Increased 62 |
UnitedHealth Group Inc. | 960,286 | $461.6M | 1.9% | $314.36 | +43.03% | 19 qtrssince 2018-Q4 | Increased 59 |
Alphabet Inc. | 3.6M | $429.7M | 1.7% | $63.54 | +86.60% | 19 qtrssince 2018-Q4 | Increased 49 |
Visa Inc | 1.7M | $396M | 1.6% | $173.65 | +33.42% | 19 qtrssince 2018-Q4 | Increased 65 |
Alphabet Inc. | 3.1M | $380.6M | 1.6% | $63.56 | +88.54% | 19 qtrssince 2018-Q4 | Increased 52 |
Tesla Inc | 1.3M | $344.8M | 1.4% | $122.15 | +114.30% | 19 qtrssince 2018-Q4 | Increased 58 |
MasterCard Incorporated | 770,526 | $303M | 1.2% | $294.27 | +31.10% | 19 qtrssince 2018-Q4 | Increased 61 |
Meta Platforms Inc | 965,686 | $277.1M | 1.1% | $207.02 | +37.31% | 19 qtrssince 2018-Q4 | Increased 64 |
Home Depot Inc. | 794,086 | $246.7M | 1.0% | $212.59 | +34.44% | 19 qtrssince 2018-Q4 | Increased 69 |
Merck & Co., Inc | 1.9M | $215.3M | 0.9% | $74.96 | +39.53% | 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% | $41.02 | +103.60% | 19 qtrssince 2018-Q4 | Increased 53 |
Johnson & Johnson | 1.2M | $196.6M | 0.8% | $126.65 | +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. | 552,807 | $188.5M | 0.8% | $294.25 | +15.89% | 19 qtrssince 2018-Q4 | Increased 69 |
JPMorgan Chase & Co. | 1.3M | $185.2M | 0.8% | $107.60 | +25.67% | 19 qtrssince 2018-Q4 | Increased 56 |
The Procter & Gamble Co. | 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 Score: 3/5.0.
Active quarter - 69 new positions, 104 exits, 364 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
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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
Verify source filings on SEC EDGAR