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Aviva

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
Cap. Flow
+$2.25B
Cap. Flow %
4.65%
Top 10 Hldgs %
32.53%
Holding
907
New
61
Increased
512
Reduced
260
Closed
23

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$156M
2
AAPL icon
Apple
AAPL
+$146M
3
NVDA icon
NVIDIA
NVDA
+$116M
4
AMZN icon
Amazon
AMZN
+$112M
5
META icon
Meta Platforms (Facebook)
META
+$102M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$112M
2
CRH icon
CRH
CRH
+$63M
3
BAH icon
Booz Allen Hamilton
BAH
+$53.1M
4
ADSK icon
Autodesk
ADSK
+$49.6M
5
AJG icon
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
BAC icon
26
Bank of America
BAC
$429B
$255M 0.53%
5,387,462
+607,141
+13% +$25.5M
KO icon
27
Coca-Cola
KO
$350B
$253M 0.52%
3,578,897
+218,970
+7% +$15.6M
ABBV icon
28
AbbVie
ABBV
$451B
$245M 0.51%
1,322,515
+98,463
+8% +$18.3M
ABT icon
29
Abbott
ABT
$175B
$243M 0.5%
1,784,931
+360,855
+25% +$47.6M
CRH icon
30
CRH
CRH
$66.2B
$242M 0.5%
2,630,563
-690,707
-21% -$63M
MRSH
31
Marsh
MRSH
$83.5B
$236M 0.49%
1,080,184
+31,669
+3% +$7.15M
PLTR icon
32
Palantir
PLTR
$298B
$219M 0.45%
1,606,388
+281,417
+21% +$33M
CRM icon
33
Salesforce
CRM
$131B
$217M 0.45%
795,904
+51,175
+7% +$13.7M
UNH icon
34
UnitedHealth
UNH
$388B
$214M 0.44%
684,926
-293,946
-30% -$112M
MRK icon
35
Merck
MRK
$319B
$212M 0.44%
2,683,739
+137,112
+5% +$10.9M
GE icon
36
GE Aerospace
GE
$362B
$208M 0.43%
808,184
+49,305
+6% +$10.8M
CSCO icon
37
Cisco
CSCO
$444B
$207M 0.43%
2,978,833
+184,365
+7% +$11.3M
IBM icon
38
IBM
IBM
$190B
$204M 0.42%
693,252
+47,342
+7% +$12.2M
WFC icon
39
Wells Fargo
WFC
$259B
$195M 0.4%
2,437,984
+606,950
+33% +$43.8M
PEP icon
40
PepsiCo
PEP
$184B
$186M 0.38%
1,410,627
+132,683
+10% +$17.9M
SPGI icon
41
S&P Global
SPGI
$125B
$185M 0.38%
351,092
-2,124
-0.6% -$1.06M
CVX icon
42
Chevron
CVX
$391B
$182M 0.38%
1,272,866
+82,457
+7% +$11.6M
CL icon
43
Colgate-Palmolive
CL
$72.1B
$177M 0.37%
1,948,872
+925,802
+90% +$84.5M
TJX icon
44
TJX Companies
TJX
$170B
$174M 0.36%
1,410,296
+60,817
+5% +$7.71M
TMO icon
45
Thermo Fisher Scientific
TMO
$214B
$173M 0.36%
426,102
+157,889
+59% +$66M
AMD icon
46
Advanced Micro Devices
AMD
$897B
$172M 0.35%
1,208,749
+75,134
+7% +$8.18M
CDNS icon
47
Cadence Design Systems
CDNS
$92.7B
$170M 0.35%
552,861
-25,908
-4% -$7.53M
DIS icon
48
Walt Disney
DIS
$163B
$168M 0.35%
1,351,572
+85,756
+7% +$8.91M
DHR icon
49
Danaher
DHR
$131B
$167M 0.35%
847,090
+4,310
+0.5% +$836K
INTU icon
50
Intuit
INTU
$77.6B
$167M 0.34%
211,441
-34,446
-14% -$23.3M
1
2
3 4 5

Similar funds

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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.