AVIVA PLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings997 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4M | $965.6M | 4.7% | $133.84 | +74.99% | 17 qtrssince 2018-Q4 | Increased 66 |
APPLE INC | 6.7M | $876.6M | 4.3% | $99.42 | +28.39% | 17 qtrssince 2018-Q4 | Increased 66 |
UNITEDHEALTH GROUP INC | 731,988 | $388.1M | 1.9% | $276.73 | +81.37% | 17 qtrssince 2018-Q4 | Increased 60 |
AMAZON.COM INC | 3.9M | $324.5M | 1.6% | $105.18 | -20.13% | 17 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC-CL A | 3.7M | $323.2M | 1.6% | $93.94 | -6.78% | 17 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL C | 2.9M | $261.4M | 1.3% | $94.40 | -6.70% | 17 qtrssince 2018-Q4 | Increased 55 |
VISA INC-CLASS A SHARES | 1.2M | $254.6M | 1.3% | $149.97 | +34.63% | 17 qtrssince 2018-Q4 | Increased 55 |
MASTERCARD INC - A | 603,794 | $210M | 1.0% | $267.27 | +27.65% | 17 qtrssince 2018-Q4 | Increased 53 |
HOME DEPOT INC | 624,808 | $197.4M | 1.0% | $172.85 | +69.31% | 17 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 984,585 | $173.9M | 0.9% | $121.67 | +32.53% | 17 qtrssince 2018-Q4 | Increased 51 |
MERCK & CO. INC. | 1.5M | $170.9M | 0.8% | $66.37 | +52.57% | 17 qtrssince 2018-Q4 | Increased 49 |
NVIDIA CORP | 1.1M | $159.5M | 0.8% | $15.80 | -7.62% | 17 qtrssince 2018-Q4 | Increased 48 |
ANTHEM INC | 290,336 | $148.9M | 0.7% | $427.83 | +14.59% | 17 qtrssince 2018-Q4 | Increased 69 |
JPMORGAN CHASE & CO | 1M | $140.7M | 0.7% | $97.94 | +26.60% | 17 qtrssince 2018-Q4 | Increased 52 |
AMERICAN TOWER CORP | 663,569 | $140.6M | 0.7% | $213.91 | -12.23% | 17 qtrssince 2018-Q4 | Increased 48 |
TESLA INC | 1.1M | $135.9M | 0.7% | $218.31 | -43.58% | 17 qtrssince 2018-Q4 | Increased 48 |
MARSH & MCLENNAN COS | 819,642 | $135.6M | 0.7% | $101.03 | +54.17% | 17 qtrssince 2018-Q4 | Increased 51 |
ADOBE INC | 395,971 | $133.3M | 0.7% | $376.52 | -10.62% | 17 qtrssince 2018-Q4 | Increased 43 |
PROCTER & GAMBLE CO/THE | 853,395 | $129.3M | 0.6% | $92.80 | +48.11% | 17 qtrssince 2018-Q4 | Increased 46 |
THERMO FISHER SCIENTIFIC INC | 232,776 | $128.2M | 0.6% | $309.46 | +76.37% | 17 qtrssince 2018-Q4 | Increased 50 |
AVIVA PLC manages $20.3B across 997 positions as of Q4 2022. Top holdings: MSFT (4.7%), AAPL (4.3%), UNH (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 65 new positions, 62 exits, 455 increased. Top move: ELV (INCREASED, conviction 69). Portfolio: $20.3B across 997 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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Accumulation Streaks
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer