AVIVA PLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings997 positions
MICROSOFT CORP | 4M | $965.6M | 4.7% | $133.45 | +74.40% | 17 qtrssince 2018-Q4 | Increased 66 |
APPLE INC | 6.7M | $876.6M | 4.3% | $57.20 | +123.15% | 17 qtrssince 2018-Q4 | Increased 66 |
UNITEDHEALTH GROUP INC | 731,988 | $388.1M | 1.9% | $273.04 | +80.26% | 17 qtrssince 2018-Q4 | Increased 60 |
AMAZON COM INC | 3.9M | $324.5M | 1.6% | $84.72 | -0.85% | 17 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC | 3.7M | $323.2M | 1.6% | $63.11 | +38.49% | 17 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC | 2.9M | $261.4M | 1.3% | $59.80 | +46.98% | 17 qtrssince 2018-Q4 | Increased 55 |
VISA INC | 1.2M | $254.6M | 1.3% | $149.97 | +34.63% | 17 qtrssince 2018-Q4 | Increased 55 |
MASTERCARD INCORPORATED | 603,794 | $210M | 1.0% | $266.78 | +27.45% | 17 qtrssince 2018-Q4 | Increased 53 |
HOME DEPOT INC | 624,808 | $197.4M | 1.0% | $170.31 | +68.19% | 17 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 984,585 | $173.9M | 0.9% | $120.79 | +31.39% | 17 qtrssince 2018-Q4 | Increased 51 |
MERCK & CO INC | 1.5M | $170.9M | 0.8% | $65.61 | +51.21% | 17 qtrssince 2018-Q4 | Increased 49 |
NVIDIA CORPORATION | 1.1M | $159.5M | 0.8% | $7.44 | +95.71% | 17 qtrssince 2018-Q4 | Increased 48 |
ELEVANCE HEALTH INC | 290,336 | $148.9M | 0.7% | $422.43 | +14.38% | 17 qtrssince 2018-Q4 | Increased 69 |
JPMORGAN CHASE & CO | 1M | $140.7M | 0.7% | $97.12 | +26.44% | 17 qtrssince 2018-Q4 | Increased 52 |
AMERICAN TOWER CORP NEW | 663,569 | $140.6M | 0.7% | $213.91 | -12.23% | 17 qtrssince 2018-Q4 | Increased 48 |
TESLA INC | 1.1M | $135.9M | 0.7% | $95.26 | +29.31% | 17 qtrssince 2018-Q4 | Increased 48 |
MARSH & MCLENNAN COS INC | 819,642 | $135.6M | 0.7% | $100.45 | +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 AND GAMBLE CO | 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% | $310.09 | +75.53% | 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 Score: 3.5/5.0.
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
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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
Verify source filings on SEC EDGAR