AVIVA PLC

data from 30/09/2025

Capitalization

$ 55.023 B 13.63 %

Average holding period

27 ans

Performance

$ 110.523 B 701.08 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in AVIVA PLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 7.25% 3.988 B $ 21373980 2013/06/30 569.282 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 6.20% 3.411 B $ 6586341 2013/06/30 128.592 M $ 4.13 %
2025/09/30 AAPL APPLE INC 5.67% 3.121 B $ 12255332 2013/06/30 568.223 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 3.08% 1.697 B $ 7727637 2013/06/30 1.310 M $ 0.08 %
2025/09/30 AVGO BROADCOM INC 2.70% 1.486 B $ 4505278 2018/06/30 239.658 M $ 19.68 %
2025/09/30 GOOGL ALPHABET INC 2.47% 1.360 B $ 5593695 2015/12/31 360.368 M $ 37.94 %
2025/09/30 META META PLATFORMS INC 2.36% 1.298 B $ 1767692 2013/06/30 -6.227 M $ -0.50 %
2025/09/30 GOOG ALPHABET INC 2.00% 1.100 B $ 4516365 2015/12/31 283.655 M $ 37.30 %
2025/09/30 TSLA TESLA INC 1.87% 1.030 B $ 2316069 2014/03/31 274.893 M $ 40.00 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.54% 846.341 M $ 2683135 2013/06/30 56.972 M $ 8.80 %
2025/09/30 V VISA INC 1.20% 659.738 M $ 1932562 2013/06/30 -26.320 M $ -3.85 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.97% 534.301 M $ 1062778 2013/06/30 16.981 M $ 3.49 %
2025/09/30 LLY ELI LILLY & CO 0.95% 521.120 M $ 682988 2013/06/30 -10.285 M $ -2.12 %
2025/09/30 HD HOME DEPOT INC 0.83% 454.814 M $ 1122472 2013/06/30 41.729 M $ 10.51 %
2025/09/30 NFLX NETFLIX INC 0.81% 444.097 M $ 370414 2013/06/30 -46.488 M $ -10.47 %
2025/09/30 WMT WALMART INC 0.80% 439.067 M $ 4260304 2013/06/30 20.242 M $ 5.40 %
2025/09/30 MA MASTERCARD INCORPORATED 0.75% 415.185 M $ 729919 2013/06/30 4.624 M $ 1.22 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.74% 405.760 M $ 2640810 2013/06/30 -14.210 M $ -3.56 %
2025/09/30 XOM EXXON MOBIL CORP 0.70% 386.336 M $ 3426479 2013/06/30 16.006 M $ 4.59 %
2025/09/30 ORCL ORACLE CORP 0.69% 377.913 M $ 1343738 2013/06/30 78.681 M $ 28.64 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.67% 366.716 M $ 396180 2013/06/30 -24.012 M $ -6.50 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.64% 354.420 M $ 1911442 2013/06/30 58.848 M $ 21.39 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.59% 326.587 M $ 1790301 2021/09/30 74.054 M $ 33.82 %
2025/09/30 ABBV ABBVIE INC 0.59% 325.676 M $ 1406566 2013/06/30 60.730 M $ 24.74 %
2025/09/30 CRH CRH PLC 0.57% 316.242 M $ 2640257 2023/09/30 73.919 M $ 30.58 %
2025/09/30 ABT ABBOTT LABS 0.55% 300.832 M $ 2246024 2013/06/30 -3.695 M $ -1.52 %
2025/09/30 LIN LINDE PLC 0.54% 298.295 M $ 627990 2023/03/31 3.965 M $ 1.24 %
2025/09/30 BAC BANK AMERICA CORP 0.53% 293.252 M $ 5684288 2013/06/30 23.004 M $ 9.02 %
2025/09/30 CVX CHEVRON CORP NEW 0.51% 278.437 M $ 1793014 2013/06/30 15.402 M $ 8.45 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING 0.49% 266.989 M $ 909673 2013/06/30 -14.285 M $ -4.83 %
2025/09/30 GE GE AEROSPACE 0.47% 258.401 M $ 858989 2021/09/30 35.099 M $ 16.87 %
2025/09/30 KO COCA COLA CO 0.47% 256.636 M $ 3869664 2013/06/30 -15.855 M $ -6.26 %
2025/09/30 DHR DANAHER CORPORATION 0.46% 255.435 M $ 1288386 2013/06/30 609.904 K $ 0.36 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.45% 248.703 M $ 720251 2013/06/30 22.829 M $ 10.68 %
2025/09/30 MRK MERCK & CO INC 0.42% 232.680 M $ 2772306 2013/06/30 12.801 M $ 6.03 %
2025/09/30 TJX TJX COS INC NEW 0.41% 224.049 M $ 1550082 2013/06/30 29.687 M $ 17.05 %
2025/09/30 CSCO CISCO SYS INC 0.39% 216.276 M $ 3161001 2013/06/30 -2.860 M $ -1.38 %
2025/09/30 WFC WELLS FARGO CO NEW 0.39% 214.604 M $ 2560290 2013/06/30 9.021 M $ 4.62 %
2025/09/30 IBM INTERNATIONAL BUSINESS MAC 0.38% 208.276 M $ 738150 2013/06/30 -8.749 M $ -4.28 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.38% 208.023 M $ 1285758 2017/03/31 24.042 M $ 14.02 %
2025/09/30 PEP PEPSICO INC 0.38% 207.394 M $ 1476743 2013/06/30 11.849 M $ 6.36 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC I 0.37% 204.294 M $ 421207 2013/06/30 33.901 M $ 19.62 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.36% 199.244 M $ 250196 2013/06/30 20.847 M $ 12.52 %
2025/09/30 CRM SALESFORCE INC 0.36% 199.123 M $ 840182 2013/06/30 -28.406 M $ -13.09 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG L 0.36% 198.736 M $ 711577 2013/06/30 31.056 M $ 23.31 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 0.36% 195.899 M $ 860223 2013/06/30 5.054 M $ 4.23 %
2025/09/30 WAB WABTEC 0.35% 192.147 M $ 958483 2015/09/30 -4.686 M $ -4.24 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.34% 186.972 M $ 927765 2013/06/30 -18.482 M $ -7.83 %
2025/09/30 CAT CATERPILLAR INC 0.33% 183.308 M $ 384172 2013/06/30 32.119 M $ 22.91 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.33% 180.594 M $ 2259120 2013/06/30 -21.360 M $ -12.06 %
2025/09/30 SPGI S&P GLOBAL INC 0.33% 179.028 M $ 367832 2016/06/30 -14.247 M $ -7.70 %
2025/09/30 RTX RTX CORPORATION 0.32% 177.626 M $ 1061533 2020/06/30 21.268 M $ 14.59 %
2025/09/30 MCD MCDONALDS CORP 0.31% 173.057 M $ 569471 2013/06/30 6.275 M $ 4.01 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.31% 170.498 M $ 485390 2018/03/31 23.834 M $ 13.99 %
2025/09/30 NEE NEXTERA ENERGY INC 0.30% 167.205 M $ 2214935 2013/06/30 12.761 M $ 8.74 %
2025/09/30 RY ROYAL BK CDA 0.30% 164.953 M $ 1120198 2013/06/30 16.682 M $ 11.97 %
2025/09/30 DIS DISNEY WALT CO 0.30% 164.567 M $ 1437263 2013/06/30 -12.853 M $ -7.67 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.30% 162.423 M $ 488989 2013/06/30 5.905 M $ 4.13 %
2025/09/30 T AT&T INC 0.29% 161.161 M $ 5706832 2013/06/30 -3.751 M $ -2.42 %
2025/09/30 ADI ANALOG DEVICES INC 0.29% 160.417 M $ 652899 2013/06/30 5.340 M $ 3.23 %
2025/09/30 MS MORGAN STANLEY 0.29% 158.938 M $ 999861 2013/06/30 16.843 M $ 12.85 %
2025/09/30 NOW SERVICENOW INC 0.28% 154.764 M $ 168171 2014/09/30 -16.780 M $ -10.49 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.28% 154.688 M $ 1578932 2019/06/30 6.615 M $ 5.01 %
2025/09/30 INTU INTUIT 0.28% 153.951 M $ 225434 2013/06/30 -22.142 M $ -13.30 %
2025/09/30 C CITIGROUP INC 0.28% 153.327 M $ 1510608 2013/06/30 23.391 M $ 19.24 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.27% 149.897 M $ 607855 2013/06/30 -45.957 M $ -17.49 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.27% 149.440 M $ 3400233 2013/06/30 2.153 M $ 1.57 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.27% 148.570 M $ 887940 2013/06/30 36.571 M $ 35.76 %
2025/09/30 TMUS T-MOBILE US INC 0.27% 147.089 M $ 614460 2013/06/30 642.751 K $ 0.47 %
2025/09/30 MELI MERCADOLIBRE INC 0.27% 146.507 M $ 62692 2017/09/30 -16.611 M $ -10.59 %
2025/09/30 ZTS ZOETIS INC 0.26% 145.040 M $ 991251 2014/03/31 -4.284 M $ -6.18 %
2025/09/30 QCOM QUALCOMM INC 0.26% 144.169 M $ 866606 2013/06/30 5.875 M $ 4.46 %
2025/09/30 SHOP SHOPIFY INC 0.26% 143.647 M $ 967774 2018/09/30 30.269 M $ 28.84 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.26% 140.791 M $ 26076 2018/03/31 -9.562 M $ -6.74 %
2025/09/30 UBS UBS GROUP AG 0.25% 139.882 M $ 3428251 2014/12/31 27.089 M $ 21.23 %
2025/09/30 LRCX LAM RESEARCH CORP 0.25% 137.735 M $ 1028640 2024/12/31 35.362 M $ 37.56 %
2025/09/30 MCO MOODYS CORP 0.25% 137.608 M $ 288802 2013/06/30 -7.007 M $ -5.01 %
2025/09/30 BLK BLACKROCK INC 0.25% 136.179 M $ 116805 2024/12/31 12.809 M $ 11.11 %
2025/09/30 AMAT APPLIED MATLS INC 0.25% 135.151 M $ 660108 2013/06/30 13.322 M $ 11.84 %
2025/09/30 TXN TEXAS INSTRS INC 0.25% 134.831 M $ 733853 2013/06/30 -16.484 M $ -11.51 %
2025/09/30 WM WASTE MGMT INC DEL 0.24% 134.541 M $ 609253 2013/06/30 -5.027 M $ -3.49 %
2025/09/30 GEV GE VERNOVA INC 0.24% 134.116 M $ 218110 2024/06/30 17.586 M $ 16.21 %
2025/09/30 APP APPLOVIN CORP 0.24% 131.855 M $ 183504 2024/03/31 64.445 M $ 105.25 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.24% 130.633 M $ 1368312 2013/06/30 5.304 M $ 4.64 %
2025/09/30 BA BOEING CO 0.23% 128.449 M $ 595141 2013/06/30 3.537 M $ 3.01 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.23% 126.259 M $ 282313 2013/06/30 -25.513 M $ -17.70 %
2025/09/30 ETN EATON CORP PLC 0.22% 123.705 M $ 330541 2013/06/30 5.387 M $ 4.83 %
2025/09/30 ANET ARISTA NETWORKS INC 0.22% 123.344 M $ 846503 2024/12/31 34.551 M $ 42.42 %
2025/09/30 GILD GILEAD SCIENCES INC 0.22% 121.762 M $ 1096956 2013/06/30 135.304 K $ 0.12 %
2025/09/30 AMGN AMGEN INC 0.22% 120.622 M $ 427436 2013/06/30 1.202 M $ 1.07 %
2025/09/30 ADBE ADOBE INC 0.22% 120.393 M $ 341299 2013/06/30 -10.922 M $ -8.82 %
2025/09/30 SE SEA LTD 0.21% 116.700 M $ 652941 2021/06/30 15.609 M $ 11.75 %
2025/09/30 AON AON PLC 0.21% 116.542 M $ 326832 2020/06/30 -56.077 K $ -0.05 %
2025/09/30 INTC INTEL CORP 0.21% 116.328 M $ 3467292 2013/06/30 36.348 M $ 49.78 %
2025/09/30 APH AMPHENOL CORP NEW 0.21% 116.239 M $ 939306 2013/06/30 21.441 M $ 25.32 %
2025/09/30 PGR PROGRESSIVE CORP 0.21% 115.648 M $ 468304 2013/06/30 -8.762 M $ -7.46 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.21% 114.599 M $ 1173807 2013/06/30 -10.657 M $ -9.11 %
2025/09/30 KLAC KLA CORP 0.21% 113.909 M $ 105608 2013/06/30 18.163 M $ 20.41 %
2025/09/30 PFE PFIZER INC 0.21% 113.661 M $ 4460780 2013/06/30 5.257 M $ 5.12 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.21% 113.470 M $ 162565 2019/06/30 -12.067 M $ -9.04 %