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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
+10.03%
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
$55B
AUM Growth
+$6.6B
Cap. Flow
+$2.65B
Cap. Flow %
4.81%
Top 10 Hldgs %
35.14%
Holding
929
New
47
Increased
589
Reduced
189
Closed
58

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$255M
2
AAPL icon
Apple
AAPL
+$173M
3
MSFT icon
Microsoft
MSFT
+$166M
4
JPM icon
JPMorgan Chase
JPM
+$134M
5
AMZN icon
Amazon
AMZN
+$101M

Top Sells

Rank Stock Value
1
OTIS icon
Otis Worldwide
OTIS
+$74.8M
2
ACN icon
Accenture
ACN
+$70.7M
3
ELV icon
Elevance Health
ELV
+$69.2M
4
HES
Hess
HES
+$59.9M
5
MSI icon
Motorola Solutions
MSI
+$53.7M

Sector Composition

Rank Sector Weight
1 Technology 34.07%
2 Financials 13.98%
3 Consumer Discretionary 10.82%
4 Communication Services 10.11%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
51
S&P Global
SPGI
$126B
$179M 0.33%
367,832
+16,740
+5% +$8.96M
RTX icon
52
RTX Corp
RTX
$287B
$178M 0.32%
1,061,533
+63,521
+6% +$9.86M
MCD icon
53
McDonald's
MCD
$188B
$173M 0.31%
569,471
+34,069
+6% +$10.4M
CDNS icon
54
Cadence Design Systems
CDNS
$90B
$170M 0.31%
485,390
-67,471
-12% -$23.2M
NEE icon
55
NextEra Energy
NEE
$187B
$167M 0.3%
2,214,935
+112,556
+5% +$8.22M
RY icon
56
Royal Bank of Canada
RY
$291B
$165M 0.3%
1,120,198
+62,380
+6% +$8.6M
DIS icon
57
Walt Disney
DIS
$165B
$165M 0.3%
1,437,263
+85,691
+6% +$10.1M
AXP icon
58
American Express
AXP
$223B
$162M 0.3%
488,989
+40,947
+9% +$13M
T icon
59
AT&T
T
$165B
$161M 0.29%
5,706,832
+347,814
+6% +$9.88M
ADI icon
60
Analog Devices
ADI
$181B
$160M 0.29%
652,899
-42,436
-6% -$10.2M
MS icon
61
Morgan Stanley
MS
$337B
$159M 0.29%
999,861
+69,282
+7% +$10.2M
NOW icon
62
ServiceNow
NOW
$102B
$155M 0.28%
840,855
+62,575
+8% +$11.7M
UBER icon
63
Uber
UBER
$134B
$155M 0.28%
1,578,932
+162,340
+11% +$15.2M
INTU icon
64
Intuit
INTU
$81.1B
$154M 0.28%
225,434
+13,993
+7% +$10.1M
C icon
65
Citigroup
C
$222B
$153M 0.28%
1,510,608
+82,609
+6% +$7.84M
ACN icon
66
Accenture
ACN
$89.9B
$150M 0.27%
607,855
-271,036
-31% -$70.7M
VZ icon
67
Verizon
VZ
$194B
$149M 0.27%
3,400,233
+233,882
+7% +$10.1M
MU icon
68
Micron Technology
MU
$1.04T
$149M 0.27%
887,940
+58,094
+7% +$7.43M
TMUS icon
69
T-Mobile US
TMUS
$193B
$147M 0.27%
614,460
+40,575
+7% +$9.82M
MELI icon
70
Mercado Libre
MELI
$91.3B
$147M 0.27%
62,692
+2,656
+4% +$6.38M
ZTS icon
71
Zoetis
ZTS
$31.6B
$145M 0.26%
991,251
+546,421
+123% +$82.6M
QCOM icon
72
Qualcomm
QCOM
$176B
$144M 0.26%
866,606
+39,209
+5% +$6.22M
SHOP icon
73
Shopify
SHOP
$148B
$144M 0.26%
967,774
+57,695
+6% +$7.82M
BKNG icon
74
Booking.com
BKNG
$138B
$141M 0.26%
651,900
+38,925
+6% +$8.69M
UBS icon
75
UBS Group
UBS
$170B
$140M 0.25%
3,428,251
-344,539
-9% -$13.4M
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 Q3 2025 Portfolio in Review

As of Q3 2025, Aviva held 929 positions worth $55B, up 14% from $48.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Aviva deployed $2.65B of net new capital in Q3 2025, opening 47 new positions and adding to 589 existing holdings. Its largest new stake was Teva Pharmaceuticals: 1,123,553 shares worth $22.7M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Otis Worldwide, an estimated $74.8M trimmed.

  • Aviva's largest Q3 2025 buy was Teva Pharmaceuticals: 1,123,553 shares worth $22.7M.
  • Aviva added most to NVIDIA in Q3 2025, an estimated $255M increase.
  • Aviva's biggest Q3 2025 reduction was Otis Worldwide, cutting an estimated $74.8M.
  • Aviva fully exited Hess in Q3 2025, selling an estimated $59.9M.
  • Aviva's ten largest holdings make up 35% of its $55B portfolio in Q3 2025.
  • Aviva opened 47 new positions and closed 58 in Q3 2025.
  • Aviva's portfolio value rose 14% quarter-over-quarter to $55B.

Based on Aviva's 13F filing for Q3 2025, filed 13 Nov 2025.