Aviva PLC
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$172.2M
Holdings
844
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +2.1% (22.58M → 23.06M shares)
6.7%
02
$AAPL
APPLE INC
Q1 2026: Increased +1.8% (12.97M → 13.20M shares)
5.6%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +3.0% (6.93M → 7.13M shares)
4.4%
04
$AZN
ASTRAZENECA PLC
Q1 2026: New position (11.09M shares)
3.6%
05
$AMZN
AMAZON COM INC
Q1 2026: Increased +2.8% (8.12M → 8.35M shares)
2.9%
06
$GOOGL
ALPHABET INC
Q1 2026: Increased +2.4% (5.71M → 5.85M shares)
2.8%
07
$AVGO
BROADCOM INC
Q1 2026: Increased +0.9% (4.65M → 4.69M shares)
2.4%
08
$GOOG
ALPHABET INC
Q1 2026: Sold 2.0% (4.82M → 4.72M shares)
2.3%
09
$META
META PLATFORMS INC
Q1 2026: Increased +2.9% (1.93M → 1.98M shares)
1.9%
10
$TSLA
TESLA INC
Q1 2026: Increased +2.8% (2.41M → 2.48M shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.