AVIVA PLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings951 positions
MICROSOFT CORP | 4.3M | $1.6B | 5.7% | $146.26 | +151.73% | 21 qtrssince 2018-Q4 | Increased 65 |
APPLE INC | 7.6M | $1.5B | 5.3% | $73.46 | +158.93% | 21 qtrssince 2018-Q4 | Increased 66 |
AMAZON COM INC | 4.5M | $687.5M | 2.5% | $92.70 | +63.91% | 21 qtrssince 2018-Q4 | Increased 55 |
NVIDIA CORPORATION | 1.3M | $647.7M | 2.3% | $14.53 | +239.83% | 21 qtrssince 2018-Q4 | Increased 58 |
ALPHABET INC | 3.9M | $543.2M | 1.9% | $69.27 | +99.77% | 21 qtrssince 2018-Q4 | Increased 53 |
UNITEDHEALTH GROUP INC | 1M | $532.2M | 1.9% | $323.73 | +53.24% | 21 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC | 3.2M | $456.6M | 1.6% | $65.72 | +112.43% | 21 qtrssince 2018-Q4 | Increased 51 |
VISA INC | 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 | 1M | $368.2M | 1.3% | $217.81 | +60.96% | 21 qtrssince 2018-Q4 | Increased 53 |
TESLA INC | 1.4M | $349.2M | 1.3% | $130.90 | +89.82% | 21 qtrssince 2018-Q4 | Increased 53 |
MASTERCARD INCORPORATED | 784,893 | $334.8M | 1.2% | $298.95 | +40.35% | 21 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 268,175 | $299.4M | 1.1% | $49.16 | +120.84% | 21 qtrssince 2018-Q4 | Increased 55 |
HOME DEPOT INC | 793,095 | $274.8M | 1.0% | $219.71 | +47.02% | 21 qtrssince 2018-Q4 | Increased 47 |
JPMORGAN CHASE & CO | 1.4M | $239.1M | 0.9% | $111.90 | +43.36% | 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 DEL | 590,840 | $210.7M | 0.8% | $298.64 | +19.43% | 21 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 1.2M | $208.3M | 0.7% | $139.12 | +10.39% | 21 qtrssince 2018-Q4 | Increased 55 |
ELEVANCE HEALTH INC FORMERLY | 439,490 | $207.2M | 0.7% | $423.17 | +6.31% | 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 Score: 3.5/5.0.
Active quarter - 94 new positions, 105 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.
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