AVIVA PLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings883 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.2M | $2.2B | 5.8% | $200.74 | +111.24% | 24 qtrssince 2018-Q4 | Increased 64 |
APPLE INC | 9M | $2.1B | 5.4% | $130.67 | +76.83% | 24 qtrssince 2018-Q4 | Increased 64 |
NVIDIA CORP | 17M | $2.1B | 5.3% | $115.41 | +5.15% | 24 qtrssince 2018-Q4 | Increased 65 |
AMAZON.COM INC | 5.7M | $1.1B | 2.7% | $126.18 | +48.97% | 24 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL A | 4.6M | $765M | 2.0% | $110.86 | +47.14% | 24 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS INC-CLASS A | 1.3M | $754.4M | 2.0% | $278.13 | +103.19% | 24 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL C | 3.9M | $648.4M | 1.7% | $112.38 | +46.34% | 24 qtrssince 2018-Q4 | Increased 52 |
UNITEDHEALTH GROUP INC | 1M | $606.2M | 1.6% | $339.28 | +66.73% | 24 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 3.2M | $555.4M | 1.4% | $159.60 | +6.44% | 24 qtrssince 2018-Q4 | Increased 80 |
VISA INC-CLASS A SHARES | 1.9M | $512.8M | 1.3% | $185.06 | +46.36% | 24 qtrssince 2018-Q4 | Increased 51 |
ELI LILLY & CO | 513,032 | $454.5M | 1.2% | $423.95 | +106.08% | 24 qtrssince 2018-Q4 | Increased 51 |
TESLA INC | 1.7M | $445.7M | 1.2% | $222.66 | +16.98% | 24 qtrssince 2018-Q4 | Increased 50 |
HOME DEPOT INC | 983,644 | $398.6M | 1.0% | $245.57 | +57.91% | 24 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 1.7M | $368.9M | 1.0% | $128.71 | +58.46% | 24 qtrssince 2018-Q4 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 746,471 | $343.6M | 0.9% | $320.58 | +42.70% | 24 qtrssince 2018-Q4 | Increased 45 |
CRH PLC | 3.6M | $328.8M | 0.9% | $54.71 | +65.74% | 5 qtrssince 2023-Q3 | Decreased 0 |
MASTERCARD INC - A | 663,361 | $327.6M | 0.8% | $313.88 | +55.93% | 24 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.8M | $314.3M | 0.8% | $124.52 | +31.79% | 24 qtrssince 2018-Q4 | Increased 45 |
EXXON MOBIL CORP | 2.6M | $306.1M | 0.8% | $88.97 | +23.73% | 24 qtrssince 2018-Q4 | Increased 44 |
LINDE PLC | 630,422 | $300.6M | 0.8% | $371.82 | +26.87% | 7 qtrssince 2023-Q1 | Increased 48 |
AVIVA PLC manages $38.6B across 883 positions as of Q3 2024. Top holdings: MSFT (5.8%), AAPL (5.4%), NVDA (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 50 new positions, 84 exits, 524 increased. Top move: AVGO (INCREASED, conviction 80). Portfolio: $38.6B across 883 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