AVIVA PLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings962 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.1M | $1.3B | 5.4% | $136.64 | +127.22% | 20 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 7.2M | $1.2B | 5.2% | $105.19 | +60.59% | 20 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 4.5M | $566.3M | 2.4% | $108.68 | +16.96% | 20 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 1.2M | $532.9M | 2.2% | $19.21 | +126.27% | 20 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 958,737 | $483.4M | 2.0% | $318.43 | +51.63% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 3.6M | $471.7M | 2.0% | $94.28 | +37.76% | 20 qtrssince 2018-Q4 | Increased 49 |
ALPHABET INC-CL C | 3.2M | $416.3M | 1.8% | $96.01 | +36.30% | 20 qtrssince 2018-Q4 | Increased 49 |
VISA INC-CLASS A SHARES | 1.7M | $383.7M | 1.6% | $173.67 | +29.45% | 20 qtrssince 2018-Q4 | Increased 49 |
TESLA INC | 1.3M | $327.3M | 1.4% | $224.53 | +11.44% | 20 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 755,526 | $299.1M | 1.3% | $293.66 | +32.88% | 20 qtrssince 2018-Q4 | Decreased 0 |
CRH PLC | 5.3M | $293.4M | 1.2% | $51.77 | 0.00% | 1 qtr | New 71 |
META PLATFORMS INC-CLASS A | 962,057 | $288.8M | 1.2% | $206.82 | +44.15% | 20 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 741,945 | $224.2M | 0.9% | $215.50 | +32.64% | 20 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 1.7M | $205.3M | 0.9% | $79.57 | +35.68% | 20 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 379,004 | $203.6M | 0.9% | $276.26 | +90.46% | 20 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 235,868 | $195.9M | 0.8% | $41.10 | +96.01% | 20 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 549,319 | $192.4M | 0.8% | $291.05 | +20.36% | 20 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 374,915 | $191.2M | 0.8% | $376.52 | +35.42% | 20 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.3M | $190.3M | 0.8% | $108.88 | +25.89% | 20 qtrssince 2018-Q4 | Increased 44 |
MERCK & CO. INC. | 1.8M | $184.3M | 0.8% | $75.65 | +26.76% | 20 qtrssince 2018-Q4 | Decreased 0 |
AVIVA PLC manages $23.8B across 962 positions as of Q3 2023. Top holdings: MSFT (5.4%), AAPL (5.2%), AMZN (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 86 new positions, 87 exits, 348 increased. Top move: CRH (NEW, conviction 71). Portfolio: $23.8B across 962 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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