AVIVA PLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings951 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.3M | $1.6B | 5.7% | $146.68 | +152.60% | 21 qtrssince 2018-Q4 | Increased 65 |
APPLE INC | 7.6M | $1.5B | 5.3% | $110.26 | +72.51% | 21 qtrssince 2018-Q4 | Increased 66 |
AMAZON.COM INC | 4.5M | $687.5M | 2.5% | $109.35 | +38.94% | 21 qtrssince 2018-Q4 | Increased 55 |
NVIDIA CORP | 1.3M | $647.7M | 2.3% | $21.13 | +134.26% | 21 qtrssince 2018-Q4 | Increased 58 |
ALPHABET INC-CL A | 3.9M | $543.2M | 1.9% | $97.52 | +42.16% | 21 qtrssince 2018-Q4 | Increased 53 |
UNITEDHEALTH GROUP INC | 1M | $532.2M | 1.9% | $328.10 | +54.19% | 21 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL C | 3.2M | $456.6M | 1.6% | $97.13 | +44.02% | 21 qtrssince 2018-Q4 | Increased 51 |
VISA INC-CLASS A SHARES | 1.7M | $453.5M | 1.6% | $177.12 | +43.98% | 21 qtrssince 2018-Q4 | Increased 51 |
CRH PLC | 6.6M | $453.4M | 1.6% | $54.71 | +22.07% | 2 qtrssince 2023-Q3 | Increased 60 |
META PLATFORMS INC-CLASS A | 1M | $368.2M | 1.3% | $217.70 | +61.46% | 21 qtrssince 2018-Q4 | Increased 53 |
TESLA INC | 1.4M | $349.2M | 1.3% | $226.19 | +9.85% | 21 qtrssince 2018-Q4 | Increased 53 |
MASTERCARD INC - A | 784,893 | $334.8M | 1.2% | $298.43 | +41.07% | 21 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 268,175 | $299.4M | 1.1% | $49.25 | +120.84% | 21 qtrssince 2018-Q4 | Increased 55 |
HOME DEPOT INC | 793,095 | $274.8M | 1.0% | $222.89 | +48.07% | 21 qtrssince 2018-Q4 | Increased 47 |
JPMORGAN CHASE & CO | 1.4M | $239.1M | 0.9% | $112.43 | +44.06% | 21 qtrssince 2018-Q4 | Increased 46 |
ELI LILLY & CO | 393,724 | $229.5M | 0.8% | $287.32 | +99.11% | 21 qtrssince 2018-Q4 | Increased 45 |
ADOBE INC | 380,126 | $226.8M | 0.8% | $379.54 | +57.19% | 21 qtrssince 2018-Q4 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 590,840 | $210.7M | 0.8% | $295.66 | +20.63% | 21 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 1.2M | $208.3M | 0.7% | $142.95 | +10.70% | 21 qtrssince 2018-Q4 | Increased 55 |
ANTHEM INC | 439,490 | $207.2M | 0.7% | $428.32 | +6.57% | 21 qtrssince 2018-Q4 | Increased 45 |
AVIVA PLC manages $27.9B across 951 positions as of Q4 2023. Top holdings: MSFT (5.7%), AAPL (5.3%), AMZN (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 93 new positions, 104 exits, 452 increased. Top move: AAPL (INCREASED, conviction 66). Portfolio: $27.9B across 951 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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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer