AVIVA PLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,021 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 3.6M | $1.2B | 5.1% | $103.53 | +217.13% | 13 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 6.1M | $1.1B | 4.6% | $91.66 | +89.23% | 13 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 193,167 | $644.1M | 2.7% | $81.59 | +106.70% | 13 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 210,144 | $608.8M | 2.6% | $55.87 | +159.70% | 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% | $217.71 | +116.57% | 13 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 124,239 | $359.5M | 1.5% | $52.72 | +174.91% | 13 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1M | $348.8M | 1.5% | $174.89 | +95.53% | 13 qtrssince 2018-Q4 | Increased 49 |
NVIDIA CORP | 1.1M | $328.8M | 1.4% | $16.13 | +83.10% | 13 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 755,370 | $313.5M | 1.3% | $151.31 | +144.86% | 13 qtrssince 2018-Q4 | Increased 49 |
TESLA INC | 296,408 | $313.2M | 1.3% | $141.15 | +152.77% | 13 qtrssince 2018-Q4 | Increased 50 |
VISA INC-CLASS A SHARES | 1.3M | $283.6M | 1.2% | $138.12 | +51.33% | 13 qtrssince 2018-Q4 | Increased 50 |
MASTERCARD INC - A | 752,925 | $270.5M | 1.1% | $259.65 | +35.60% | 13 qtrssince 2018-Q4 | Increased 56 |
JPMORGAN CHASE & CO | 1.7M | $261.6M | 1.1% | $91.83 | +54.68% | 13 qtrssince 2018-Q4 | Increased 48 |
AMERICAN TOWER CORP | 792,006 | $231.7M | 1.0% | $217.06 | +16.37% | 13 qtrssince 2018-Q4 | Increased 70 |
COMCAST CORP-CLASS A | 4.5M | $228.3M | 1.0% | $31.52 | +31.63% | 13 qtrssince 2018-Q4 | Increased 44 |
COSTCO WHOLESALE CORP | 349,155 | $198.2M | 0.8% | $241.43 | +123.20% | 13 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.2M | $193.3M | 0.8% | $89.14 | +62.38% | 13 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 272,922 | $181.6M | 0.8% | $29.72 | +106.62% | 13 qtrssince 2018-Q4 | Decreased 0 |
UNION PACIFIC CORP | 682,068 | $171.8M | 0.7% | $140.36 | +62.01% | 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 Rating: 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
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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