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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
GS icon
51
Goldman Sachs
GS
$317B
$167M 0.34%
235,297
+14,568
+7% +$8.44M
ADI icon
52
Analog Devices
ADI
$185B
$166M 0.34%
695,335
+44,628
+7% +$9.29M
NOW icon
53
ServiceNow
NOW
$94.8B
$160M 0.33%
778,280
-120,180
-13% -$22.7M
MELI icon
54
Mercado Libre
MELI
$91.2B
$157M 0.32%
60,036
+790
+1% +$1.84M
ELV icon
55
Elevance Health
ELV
$82.3B
$157M 0.32%
403,328
-100,971
-20% -$40.6M
MCD icon
56
McDonald's
MCD
$187B
$156M 0.32%
535,402
+33,042
+7% +$10.2M
T icon
57
AT&T
T
$160B
$155M 0.32%
5,359,018
+338,456
+7% +$9.33M
NEE icon
58
NextEra Energy
NEE
$187B
$146M 0.3%
2,102,379
+196,206
+10% +$13.6M
RTX icon
59
RTX Corp
RTX
$282B
$146M 0.3%
998,012
+65,854
+7% +$8.77M
ISRG icon
60
Intuitive Surgical
ISRG
$119B
$144M 0.3%
265,265
+16,547
+7% +$8.65M
WM icon
61
Waste Management
WM
$95.3B
$144M 0.3%
629,156
+15,847
+3% +$3.68M
TXN icon
62
Texas Instruments
TXN
$259B
$143M 0.3%
689,985
-112,071
-14% -$19.9M
AXP icon
63
American Express
AXP
$233B
$143M 0.3%
448,042
+4,421
+1% +$1.24M
BKNG icon
64
Booking.com
BKNG
$134B
$142M 0.29%
612,975
-61,900
-9% -$12.7M
CAT icon
65
Caterpillar
CAT
$412B
$140M 0.29%
361,126
+21,608
+6% +$7.2M
MCO icon
66
Moody's
MCO
$82.5B
$140M 0.29%
279,070
-61,411
-18% -$28.4M
RY icon
67
Royal Bank of Canada
RY
$290B
$139M 0.29%
1,057,818
+69,495
+7% +$8.5M
VZ icon
68
Verizon
VZ
$183B
$137M 0.28%
3,166,351
+218,886
+7% +$9.48M
TMUS icon
69
T-Mobile US
TMUS
$184B
$137M 0.28%
573,885
+100,289
+21% +$24.5M
SPOT icon
70
Spotify
SPOT
$96.4B
$134M 0.28%
174,023
-295
-0.2% -$189K
TSM icon
71
TSMC
TSM
$2.16T
$133M 0.28%
588,183
+66,979
+13% +$12.4M
SE icon
72
Sea Limited
SE
$60.9B
$133M 0.27%
830,696
+34,039
+4% +$4.93M
UBER icon
73
Uber
UBER
$140B
$132M 0.27%
1,416,592
+86,856
+7% +$7.15M
QCOM icon
74
Qualcomm
QCOM
$180B
$132M 0.27%
827,397
+50,735
+7% +$7.47M
MS icon
75
Morgan Stanley
MS
$338B
$131M 0.27%
930,579
+51,182
+6% +$6.29M
1 2
3
4 5

Similar funds

Allspring Global Investments
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Alkeon Capital Management
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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.