DOSSIER · 13F-HR · Q2 2026

AVIVA PLC

$67.9B in tracked AUM across 854 positions as of Q2 2026.

AP
CIK 0001140022 · last filed Jun 30, 2026
Total AUM
$67.9B
as of Q2 2026
Holdings
854
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

AVIVA PLC’s SEC 13F filing for the period ending September 30, 2025, reveals a robust and actively managed institutional portfolio valued at $55.02 billion. This represents a significant growth of +13.6% from the previous quarter's value of $48.42 billion. The portfolio is highly diversified, comprising 871 individual holdings, yet it maintains a distinct concentration in mega-cap technology leaders.

The investment strategy appears to be a hybrid of core holding and activ...

Key Holdings

The portfolio is heavily anchored by the "Magnificent Seven," with NVIDIA (NVDA), Microsoft (MSFT), and Apple (AAPL) constituting the top three positions. These three stocks alone account for 19.12% of the total portfolio value ($10.52B combined).

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$4.4B22.1M6.5%
02
AAPL
APPLE INC
$3.8B13.3M5.7%
03
MSFT
MICROSOFT CORP
$2.7B7.2M4.0%
04
AMZN
AMAZON COM INC
$2.1B8.6M3.0%
05
GOOGL
ALPHABET INC
$2.1B5.7M3.0%
06
G0593M107
ASTRAZENECA PLC
$2.0B10.9M3.0%
07
AVGO
BROADCOM INC
$1.8B4.7M2.6%
08
GOOG
ALPHABET INC
$1.6B4.5M2.3%
09
MU
MICRON TECHNOLOGY INC
$1.2B1.0M1.8%
10
META
META PLATFORMS INC
$1.1B2.0M1.7%

Filing history

2026Q2Jun 30
$67.9B 14.0%
854 positionsView →
2026Q1Mar 31
$59.6B 0.5%
844 positionsView →
2025Q4Dec 31
$59.3B 7.8%
870 positionsView →
2025Q3Sep 30
$55.0B 13.6%
871 positionsView →
2025Q2Jun 30
$48.4B 16.8%
884 positionsLocked
2025Q1Mar 31
$41.4B 7.6%
846 positionsLocked
2024Q4Dec 31
$38.5B 0.2%
857 positionsLocked
2024Q3Sep 30
$38.6B 7.0%
883 positionsLocked
2024Q2Jun 30
$36.1B 18.8%
917 positionsLocked
2024Q1Mar 31
$30.4B 8.9%
960 positionsLocked
2023Q4Dec 31
$27.9B 17.3%
951 positionsLocked
2023Q3Sep 30
$23.8B 3.2%
983 positionsLocked
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