AVIVA PLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings941 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.3M | $684.5M | 4.1% | $97.08 | +54.13% | 5 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 2.1M | $630.2M | 3.8% | $38.89 | +81.67% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 212,517 | $392.7M | 2.4% | $74.95 | +23.20% | 5 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL A | 229,413 | $307.3M | 1.9% | $53.19 | +24.98% | 5 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 2M | $282.7M | 1.7% | $79.46 | +47.19% | 5 qtrssince 2018-Q4 | Increased 49 |
ALIBABA GROUP HOLDING-SP ADR | 1.3M | $266.1M | 1.6% | $163.66 | +23.55% | 5 qtrssince 2018-Q4 | Increased 57 |
UNITEDHEALTH GROUP INC | 881,069 | $259M | 1.6% | $217.65 | +22.43% | 5 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.3M | $250.6M | 1.5% | $129.43 | +38.31% | 5 qtrssince 2018-Q4 | Increased 49 |
TECHNIPFMC PLC | 11.5M | $244M | 1.5% | $14.28 | +6.76% | 5 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $240.9M | 1.5% | $138.65 | +46.41% | 5 qtrssince 2018-Q4 | Increased 50 |
HOME DEPOT INC | 1M | $228.4M | 1.4% | $148.46 | +26.60% | 5 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL C | 152,758 | $204.2M | 1.2% | $51.78 | +28.07% | 5 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 4.4M | $195.9M | 1.2% | $30.27 | +17.62% | 5 qtrssince 2018-Q4 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 732,176 | $165.8M | 1.0% | $202.79 | +11.33% | 5 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 2.4M | $164.2M | 1.0% | $49.60 | +5.32% | 5 qtrssince 2018-Q4 | Increased 43 |
BANK OF AMERICA CORP | 4.6M | $161.7M | 1.0% | $20.57 | +46.19% | 5 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 1M | $151.9M | 0.9% | $104.58 | +17.35% | 5 qtrssince 2018-Q4 | Decreased 0 |
MERCK & CO. INC. | 1.6M | $148.6M | 0.9% | $59.73 | +20.26% | 5 qtrssince 2018-Q4 | Increased 45 |
MEDTRONIC PLC | 1.3M | $144M | 0.9% | $80.42 | +18.99% | 5 qtrssince 2018-Q4 | Increased 52 |
MASTERCARD INC - A | 456,046 | $136.2M | 0.8% | $180.65 | +59.10% | 5 qtrssince 2018-Q4 | Increased 42 |
AVIVA PLC manages $16.5B across 941 positions as of Q4 2019. Top holdings: MSFT (4.1%), AAPL (3.8%), AMZN (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 175 new positions, 28 exits, 271 increased. Top move: BABA (INCREASED, conviction 57). Portfolio: $16.5B across 941 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