AVIVA PLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,021 positions
MICROSOFT CORP | 3.6M | $1.2B | 5.1% | $103.95 | +211.07% | 13 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 6.1M | $1.1B | 4.6% | $38.89 | +345.96% | 13 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 193,167 | $644.1M | 2.7% | $82.60 | +101.84% | 13 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 210,144 | $608.8M | 2.6% | $55.67 | +157.72% | 13 qtrssince 2018-Q4 | Increased 55 |
| 2.1M | $380.5M | 1.6% | — | — | 4 qtrssince 2021-Q1 | Decreased 0 | |
UNITEDHEALTH GROUP INC | 744,623 | $373.9M | 1.6% | $215.67 | +113.40% | 13 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 124,239 | $359.5M | 1.5% | $52.54 | +172.77% | 13 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 1M | $348.8M | 1.5% | $172.78 | +92.83% | 13 qtrssince 2018-Q4 | Increased 49 |
NVIDIA CORPORATION | 1.1M | $328.8M | 1.4% | $5.44 | +438.18% | 13 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 755,370 | $313.5M | 1.3% | $149.43 | +145.68% | 13 qtrssince 2018-Q4 | Increased 49 |
TESLA INC | 296,408 | $313.2M | 1.3% | $68.41 | +414.89% | 13 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 1.3M | $283.6M | 1.2% | $138.12 | +51.33% | 13 qtrssince 2018-Q4 | Increased 50 |
MASTERCARD INCORPORATED | 752,925 | $270.5M | 1.1% | $259.31 | +34.70% | 13 qtrssince 2018-Q4 | Increased 56 |
JPMORGAN CHASE & CO | 1.7M | $261.6M | 1.1% | $91.12 | +54.28% | 13 qtrssince 2018-Q4 | Increased 48 |
AMERICAN TOWER CORP NEW | 792,006 | $231.7M | 1.0% | $217.06 | +16.37% | 13 qtrssince 2018-Q4 | Increased 70 |
COMCAST CORP NEW | 4.5M | $228.3M | 1.0% | $30.31 | +30.76% | 13 qtrssince 2018-Q4 | Increased 44 |
COSTCO WHSL CORP NEW | 349,155 | $198.2M | 0.8% | $241.43 | +123.20% | 13 qtrssince 2018-Q4 | Decreased 0 |
PROCTER AND GAMBLE CO | 1.2M | $193.3M | 0.8% | $89.14 | +62.38% | 13 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 272,922 | $181.6M | 0.8% | $29.67 | +106.62% | 13 qtrssince 2018-Q4 | Decreased 0 |
UNION PAC CORP | 682,068 | $171.8M | 0.7% | $140.56 | +60.89% | 13 qtrssince 2018-Q4 | Increased 44 |
AVIVA PLC manages $23.9B across 1021 positions as of Q4 2021. Top holdings: MSFT (5.1%), AAPL (4.6%), AMZN (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 76 new positions, 40 exits, 478 increased. Top move: AMT (INCREASED, conviction 70). Portfolio: $23.9B across 1021 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
Verify source filings on SEC EDGAR