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Aviva Portfolio holdings
AUM
$59.6B
1-Year Est. Return
28.44%
This Fund
S&P 500
This Quarter
Est. Return
+14.55%
1 Year Est. Return
+28.44%
3 Year Est. Return
+95.57%
5 Year Est. Return
+123.24%
10 Year Est. Return
+442.53%
AUM
$48.4B
AUM Growth
+$6.98B
(+17%)
Cap. Flow
+$2.25B
Cap. Flow
% of AUM
4.65%
Top 10 Holdings %
Top 10 Hldgs %
32.53%
Holding
907
New
61
Increased
512
Reduced
260
Closed
23
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$156M |
| 2 |
Apple
AAPL
|
+$146M |
| 3 |
NVIDIA
NVDA
|
+$116M |
| 4 |
Amazon
AMZN
|
+$112M |
| 5 |
Meta Platforms (Facebook)
META
|
+$102M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$112M |
| 2 |
CRH
CRH
|
+$63M |
| 3 |
Booz Allen Hamilton
BAH
|
+$53.1M |
| 4 |
Autodesk
ADSK
|
+$49.6M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$46.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.06% |
| 2 | Financials | 14.46% |
| 3 | Consumer Discretionary | 10.73% |
| 4 | Communication Services | 9.55% |
| 5 | Healthcare | 8.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
SBA Communications
SBAC
$18.4B
| $19M | 0.04% |
80,882
-63,819
| -44% | -$14.6M |
|
377
Markel Group
MKL
$25B
| $18.9M | 0.04% |
9,480
+517
| +6% | +$969K |
|
378
Huntington Bancshares
HBAN
$35.1B
| $18.8M | 0.04% |
1,123,421
+107,753
| +11% | +$1.63M |
|
379
Dover
DOV
$27.2B
| $18.8M | 0.04% |
102,670
+6,745
| +7% | +$1.17M |
|
380
Mettler-Toledo International
MTD
$26.8B
| $18.8M | 0.04% |
16,014
+799
| +5% | +$893K |
|
381
VeriSign
VRSN
$25.3B
| $18.8M | 0.04% |
64,938
+33,041
| +104% | +$8.95M |
|
382
HP
HPQ
$23.5B
| $18.6M | 0.04% |
760,406
+47,077
| +7% | +$1.2M |
|
383
Logitech
LOGI
$15.2B
| $18.5M | 0.04% |
205,331
-10,301
| -5% | -$836K |
|
384
Hershey
HSY
$35.4B
| $18.4M | 0.04% |
110,790
+7,592
| +7% | +$1.25M |
|
|
EXE
385
Expand Energy Corp
EXE
$21.9B
| $18.4M | 0.04% |
157,177
+148,342
| +1,679% | +$16.6M |
|
386
Live Nation Entertainment
LYV
$41.2B
| $18.3M | 0.04% |
120,936
+7,500
| +7% | +$1.03M |
|
387
Atmos Energy
ATO
$29.9B
| $18.3M | 0.04% |
118,670
+9,180
| +8% | +$1.43M |
|
388
Cboe Global Markets
CBOE
$29.8B
| $18.3M | 0.04% |
78,302
-123,629
| -61% | -$27.5M |
|
389
McCormick & Company Non-Voting
MKC
$13.4B
| $18.2M | 0.04% |
240,290
+15,273
| +7% | +$1.14M |
|
390
Equifax
EFX
$20.3B
| $18.1M | 0.04% |
69,602
+9,051
| +15% | +$2.3M |
|
391
M&T Bank
MTB
$36.2B
| $18M | 0.04% |
93,040
+41,452
| +80% | +$7.31M |
|
392
Teledyne Technologies
TDY
$30.4B
| $17.9M | 0.04% |
35,016
+2,456
| +8% | +$1.18M |
|
393
Super Micro Computer
SMCI
$19.5B
| $17.7M | 0.04% |
362,090
+277,192
| +327% | +$10.7M |
|
394
Steris
STE
$20.9B
| $17.7M | 0.04% |
73,606
-25,282
| -26% | -$5.89M |
|
395
Cincinnati Financial
CINF
$28.3B
| $17.7M | 0.04% |
118,715
+112,823
| +1,915% | +$16.2M |
|
396
International Paper
IP
$22.3B
| $17.6M | 0.04% |
376,005
-91,337
| -20% | -$4.32M |
|
397
CDW
CDW
$17.1B
| $17.6M | 0.04% |
98,472
+5,268
| +6% | +$895K |
|
398
Brown & Brown
BRO
$22.9B
| $17.6M | 0.04% |
158,370
+98,350
| +164% | +$11.1M |
|
399
Equity Residential
EQR
$25.4B
| $17.4M | 0.04% |
257,266
+16,900
| +7% | +$1.16M |
|
400
Lennar Class A
LEN
$20.4B
| $17.2M | 0.04% |
155,626
+146,764
| +1,656% | +$15.9M |
|
Similar funds
QCM
NAMI
Aviva's Q2 2025 Portfolio in Review
As of Q2 2025, Aviva held 907 positions worth $48.4B, up 17% from $41.4B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Aviva deployed $2.25B of net new capital in Q2 2025, opening 61 new positions and adding to 512 existing holdings. Its largest new stake was Tapestry: 769,981 shares worth $67.6M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was UnitedHealth, an estimated $112M trimmed.
- Aviva's largest Q2 2025 buy was Tapestry: 769,981 shares worth $67.6M.
- Aviva added most to Microsoft in Q2 2025, an estimated $156M increase.
- Aviva's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $112M.
- Aviva fully exited Discover Financial Services in Q2 2025, selling an estimated $41.6M.
- Aviva's ten largest holdings make up 33% of its $48.4B portfolio in Q2 2025.
- Aviva opened 61 new positions and closed 23 in Q2 2025.
- Aviva's portfolio value rose 17% quarter-over-quarter to $48.4B.
Based on Aviva's 13F filing for Q2 2025, filed 7 Aug 2025.