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Latest AVIVA PLC Stock Portfolio

AVIVA PLC Performance:
2024 Q3: 3.8%YTD: 7.79%2023: 20%
Performance for 2024 Q3 is 3.8%, and YTD is 7.79%, and 2023 is 20%.

About AVIVA PLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, AVIVA PLC reported an equity portfolio of $38.6 Billions as of 30 Sep, 2024.

The top stock holdings of AVIVA PLC are MSFT, AAPL, NVDA. The fund has invested 5.8% of it's portfolio in MICROSOFT CORP and 5.4% of portfolio in APPLE INC.

The fund managers got completely rid off FERGUSON PLC NEW (FERG), TE CONNECTIVITY LTD (TEL) and CAESARS ENTERTAINMENT INC (CZR) stocks. They significantly reduced their stock positions in DARDEN RESTAURANTS INC (DRI), EASTMAN CHEM CO (EMN) and QORVO INC (QRVO). AVIVA PLC opened new stock positions in SMURFIT WESTROCK PLC, XP INC (XP) and BRUKER CORP (BRKR). The fund showed a lot of confidence in some stocks as they added substantially to PARAMOUNT GLOBAL (PARA), NU HLDGS LTD (NU) and MICROSTRATEGY INC (MSTR).

AVIVA PLC Annual Return Estimates Vs S&P 500

Our best estimate is that AVIVA PLC made a return of 3.8% in the last quarter. In trailing 12 months, it's portfolio return was 17.65%.

New Buys

Ticker$ Bought
smurfit westrock plc57,449,200
ferguson enterprises inc51,102,600
te connectivity plc40,724,000
xp inc4,429,390
New stocks bought by AVIVA PLC

Additions

Ticker% Inc.
paramount global2,202
nu hldgs ltd1,645
microstrategy inc1,423
northrop grumman corp755
deckers outdoor corp528
tetra tech inc new399
raymond james finl inc345
cintas corp301
Additions to existing portfolio by AVIVA PLC

Reductions

Ticker% Reduced
wayfair inc-80.74
flutter entmt plc-80.66
haemonetics corp mass-80.32
snap inc-79.19
crowdstrike hldgs inc-66.63
fox corp-59.14
teladoc health inc-57.72
american tower corp new-55.31
AVIVA PLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by AVIVA PLC

Sector Distribution

AVIVA PLC has about 29% of it's holdings in Technology sector.

Sector%
Technology29
Healthcare11.1
Financial Services10.8
Industrials9.5
Consumer Cyclical9
Communication Services7.8
Others7.6
Consumer Defensive5.3
Energy3.1
Basic Materials2.9
Real Estate2
Utilities1.9

Market Cap. Distribution

AVIVA PLC has about 90.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP45.6
LARGE-CAP45.3
UNALLOCATED8.4

Stocks belong to which Index?

About 86.9% of the stocks held by AVIVA PLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50086.9
Others12.8
Top 5 Winners (%)%
APP
applovin corp
56.0 %
POWL
powell inds inc
52.5 %
DOCS
doximity inc
49.0 %
PLTR
palantir technologies inc
45.8 %
YUMC
yum china hldgs inc
45.2 %
Top 5 Winners ($)$
AAPL
apple inc
196.9 M
TSLA
tesla inc
107.3 M
META
meta platforms inc
89.5 M
UNH
unitedhealth group inc
76.7 M
HD
home depot inc
59.5 M
Top 5 Losers (%)%
DECK
deckers outdoor corp
-82.4 %
TTEK
tetra tech inc new
-77.5 %
CTAS
cintas corp
-72.3 %
SMCI
super micro computer inc
-70.4 %
DXCM
dexcom inc
-40.3 %
Top 5 Losers ($)$
DECK
deckers outdoor corp
-210.0 M
CTAS
cintas corp
-102.5 M
TTEK
tetra tech inc new
-91.3 M
MSFT
microsoft corp
-83.1 M
GOOG
alphabet inc
-72.3 M

AVIVA PLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of AVIVA PLC

AVIVA PLC has 842 stocks in it's portfolio. About 29.3% of the portfolio is in top 10 stocks. DECK proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for AVIVA PLC last quarter.

Last Reported on: 14 Nov, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions