AVIVA PLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings917 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5M | $2.3B | 6.2% | $193.07 | +128.93% | 23 qtrssince 2018-Q4 | Increased 73 |
NVIDIA CORP | 16.2M | $2B | 5.5% | $115.13 | +7.26% | 23 qtrssince 2018-Q4 | Increased 100 |
APPLE INC | 8.7M | $1.8B | 5.1% | $127.58 | +63.53% | 23 qtrssince 2018-Q4 | Increased 74 |
AMAZON.COM INC | 5.5M | $1.1B | 2.9% | $124.29 | +55.48% | 23 qtrssince 2018-Q4 | Increased 66 |
ALPHABET INC-CL A | 4.4M | $807.7M | 2.2% | $108.76 | +66.42% | 23 qtrssince 2018-Q4 | Increased 63 |
ALPHABET INC-CL C | 3.7M | $675M | 1.9% | $109.58 | +66.33% | 23 qtrssince 2018-Q4 | Increased 58 |
META PLATFORMS INC-CLASS A | 1.3M | $652.5M | 1.8% | $272.82 | +83.91% | 23 qtrssince 2018-Q4 | Increased 59 |
UNITEDHEALTH GROUP INC | 1M | $516.9M | 1.4% | $334.43 | +47.53% | 23 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 313,755 | $503.7M | 1.4% | $64.44 | +144.55% | 23 qtrssince 2018-Q4 | Increased 56 |
VISA INC-CLASS A SHARES | 1.8M | $478.1M | 1.3% | $183.01 | +41.01% | 23 qtrssince 2018-Q4 | Increased 53 |
ELI LILLY & CO | 499,077 | $451.9M | 1.3% | $411.38 | +116.74% | 23 qtrssince 2018-Q4 | Increased 59 |
MASTERCARD INC - A | 856,294 | $377.8M | 1.0% | $313.88 | +39.14% | 23 qtrssince 2018-Q4 | Increased 55 |
JPMORGAN CHASE & CO | 1.7M | $348.2M | 1.0% | $127.48 | +52.89% | 23 qtrssince 2018-Q4 | Increased 52 |
HOME DEPOT INC | 958,527 | $330M | 0.9% | $241.84 | +37.32% | 23 qtrssince 2018-Q4 | Increased 52 |
TESLA INC | 1.7M | $329.2M | 0.9% | $221.75 | -10.77% | 23 qtrssince 2018-Q4 | Increased 51 |
EXXON MOBIL CORP | 2.6M | $295M | 0.8% | $88.57 | +22.55% | 23 qtrssince 2018-Q4 | Increased 58 |
BERKSHIRE HATHAWAY INC-CL B | 721,393 | $293.5M | 0.8% | $315.82 | +28.81% | 23 qtrssince 2018-Q4 | Increased 52 |
PROCTER & GAMBLE CO/THE | 1.8M | $289.4M | 0.8% | $123.17 | +26.10% | 23 qtrssince 2018-Q4 | Increased 51 |
ANTHEM INC | 510,955 | $276.9M | 0.8% | $441.24 | +19.62% | 23 qtrssince 2018-Q4 | Increased 48 |
CRH PLC | 3.7M | $275M | 0.8% | $54.71 | +33.47% | 4 qtrssince 2023-Q3 | Decreased 0 |
AVIVA PLC manages $36.1B across 917 positions as of Q2 2024. Top holdings: MSFT (6.2%), NVDA (5.5%), AAPL (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 53 new positions, 96 exits, 554 increased. Top move: NVDA (INCREASED, conviction 100). Portfolio: $36.1B across 917 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer