Aviva Plc Portfolio Stock Holdings

Aviva Plc disclosed 8 stock positions valued at approximately $4.1 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
8
Portfolio Value
$4.1B
Holdings by Sector
Aviva Plc Portfolio Holdings in Q1 2026

813 holdings in the latest reporting period.

Page 1 of 9
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology6.31%23,058,023+473,138+2.09%$4,021,319,211
APPLE INCAAPLTechnology5.26%13,199,906+230,540+1.78%$3,350,004,144
MICROSOFT CORPMSFTTechnology5.23%8,999,007-8,660-0.10%$3,331,162,421
AMAZON COM INCAMZNConsumer Cyclical5.20%15,917,635+481,695+3.12%$3,315,165,841
ALPHABET INCGOOGLCommunication Services2.66%5,892,822+12,795+0.22%$1,694,539,894
BROADCOM INCAVGOTechnology2.28%4,688,547+40,997+0.88%$1,451,152,182
ALPHABET INCGOOGCommunication Services2.12%4,716,851-98,608-2.05%$1,353,075,878
META PLATFORMS INCMETACommunication Services1.78%1,982,011+56,690+2.94%$1,133,967,953
TRANSDIGM GROUP INCTDGIndustrials1.74%956,007-58,873-5.80%$1,107,973,872
TESLA INCTSLAConsumer Cyclical1.45%2,480,047+66,730+2.77%$921,957,472
JPMORGAN CHASE & COJPMFinancial Services1.43%3,099,451+79,373+2.63%$911,734,506
VISA INCVFinancial Services1.25%2,636,176+80,836+3.16%$796,757,835
ELI LILLY & COLLYHealthcare1.03%712,581+18,252+2.63%$655,410,626
EXXON MOBIL CORPXOMEnergy0.99%3,714,322+106,739+2.96%$630,171,871
MASTERCARD INCORPORATEDMAFinancial Services0.99%1,258,616+1,355+0.11%$628,880,071
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.86%1,140,248+16,217+1.44%$546,406,842
WALMART INCWMTConsumer Defensive0.85%4,377,853-18,311-0.42%$544,079,571
JOHNSON & JOHNSONJNJHealthcare0.82%2,132,397+58,390+2.82%$521,243,123
MOODYS CORPMCOFinancial Services0.70%1,027,962-86,270-7.74%$448,448,423
COSTCO WHOLESALE CORPORATICOSTConsumer Defensive0.69%440,250+22,267+5.33%$438,678,308
HOME DEPOT INCHDConsumer Cyclical0.62%1,205,578+29,111+2.47%$396,502,548
CHEVRON CORPORATIONCVXEnergy0.62%1,898,306+5,247+0.28%$392,759,511
MERCK & CO INCMRKHealthcare0.61%3,236,573+349,219+12.09%$389,327,366
COCA COLA COKOConsumer Defensive0.61%5,077,195+991,919+24.28%$386,120,680
NETFLIX INC.NFLXCommunication Services0.58%3,853,620-170,046-4.23%$370,525,563
BANK AMERICA CORPBACFinancial Services0.54%7,095,518+370,596+5.51%$345,906,503
MICRON TECHNOLOGY INCMUTechnology0.53%1,006,363+69,056+7.37%$339,989,676
ABBVIE INCABBVHealthcare0.52%1,531,018+44,957+3.03%$332,981,105
PROCTER & GAMBLE COPGConsumer Defensive0.52%2,297,113-408,523-15.10%$331,795,002
LINDE PLCLINOther0.47%610,303-17,465-2.78%$302,563,815
CATERPILLAR INCCATIndustrials0.46%417,301+11,968+2.95%$295,641,066
PALANTIR TECHNOLOGIES INCPLTRTechnology0.45%1,950,069+55,738+2.94%$285,256,093
ADVANCED MICRO DEVICES INCAMDTechnology0.45%1,396,327+39,920+2.94%$284,054,802
CISCO SYS INCCSCOTechnology0.42%3,490,152+157,359+4.72%$270,800,894
GE AEROSPACEGEIndustrials0.42%932,337+26,709+2.95%$264,569,270
PEPSICO INCPEPConsumer Defensive0.40%1,638,600+33,438+2.08%$254,458,194
APPLIED MATLS INCAMATTechnology0.38%714,309+18,569+2.67%$244,143,673
LAM RESEARCH CORPLRCXOther0.37%1,116,324+31,968+2.95%$238,513,786
CRH PLCCRHOther0.37%2,258,984-679,726-23.13%$237,464,398
DANAHER CORP DELDHRHealthcare0.37%1,244,336-43,197-3.36%$235,926,106
ABBOTT LABORATORIESABTHealthcare0.37%2,297,252+15,153+0.66%$235,858,863
GOLDMAN SACHS GROUP INCGSFinancial Services0.36%271,496+7,127+2.70%$229,682,901
RTX CORPORATIONRTXIndustrials0.35%1,154,319+33,154+2.96%$222,668,135
TJX COS INC NEWTJXConsumer Cyclical0.35%1,393,131+2,645+0.19%$222,483,021
WELLS FARGO & COWFCFinancial Services0.34%2,734,631+69,946+2.62%$217,703,974
ORACLE CORPORCLTechnology0.34%1,469,194+41,859+2.93%$216,133,129
NEXTERA ENERGY INCNEEUtilities0.34%2,324,975+21,723+0.94%$215,943,678
WABTECWABIndustrials0.33%851,930-120,011-12.35%$212,905,826
UNITEDHEALTH GROUP INCUNHHealthcare0.33%781,494+21,870+2.88%$211,464,461
GE VERNOVA INCGEVUtilities0.33%241,512+6,830+2.91%$210,815,825
COLGATE PALMOLIVE COCLConsumer Defensive0.33%2,443,822+244,758+11.13%$208,286,949
ANALOG DEVICES INCADITechnology0.31%627,877-48,564-7.18%$199,752,789
ROYAL BK CDARYFinancial Services0.31%1,215,703+33,921+2.87%$195,900,666
INTERNATIONAL BUSINESS MACIBMTechnology0.30%801,600+22,949+2.95%$194,299,824
MCDONALDS CORPMCDConsumer Cyclical0.30%619,161+18,367+3.06%$192,429,047
NXP SEMICONDUCTORS N VN6596X109Other0.30%963,297+26,240+2.80%$189,634,647
THERMO FISHER SCIENTIFIC ITMOHealthcare0.30%384,002-22,163-5.46%$188,748,503
CITIGROUP INCCFinancial Services0.29%1,636,616+46,255+2.91%$185,608,621
VERIZON COMMUNICATIONS INCVZCommunication Services0.29%3,679,606+89,308+2.49%$184,716,221
AT&T INCTCommunication Services0.28%6,193,614+177,707+2.95%$179,552,870
MORGAN STANLEYMSFinancial Services0.28%1,085,430+29,028+2.75%$178,629,215
AUTOMATIC DATA PROCESSINGADPTechnology0.28%864,393-44,490-4.90%$175,627,370
TAIWAN SEMICONDUCTOR MANUFTSMTechnology0.27%503,737-165,070-24.68%$170,237,919
KLA CORPKLACTechnology0.26%114,456+3,265+2.94%$168,526,159
INTEL CORPINTCTechnology0.26%3,773,574+109,276+2.98%$166,527,821
GILEAD SCIENCES INCGILDHealthcare0.26%1,174,576+17,838+1.54%$163,700,657
AMGEN INCAMGNHealthcare0.26%464,183+13,282+2.95%$163,322,789
S&P GLOBAL INCSPGIFinancial Services0.25%376,871-7,836-2.04%$160,298,311
TEXAS INSTRS INCTXNTechnology0.24%796,422+22,737+2.94%$154,617,367
SALESFORCE INCCRMTechnology0.24%827,538+23,214+2.89%$154,476,518
T-MOBILE US INCTMUSCommunication Services0.24%724,936+70,190+10.72%$152,258,308
DISNEY WALT CODISCommunication Services0.24%1,560,167+43,990+2.90%$150,368,895
AMERICAN EXPRESS COAXPFinancial Services0.23%487,503-31,657-6.10%$147,459,907
PUBLIC SVC ENTERPRISE GROUPEGUtilities0.23%1,809,071+617,947+51.88%$146,444,297
XYLEM INCXYLIndustrials0.22%1,188,344+447,031+60.30%$142,007,108
INTUITIVE SURGICAL INCISRGHealthcare0.22%306,437+8,778+2.95%$141,264,393
TORONTO DOMINION BK ONTTDFinancial Services0.22%1,506,462+39,006+2.66%$140,246,420
SCHWAB CHARLES CORPSCHWFinancial Services0.22%1,478,682+35,396+2.45%$138,966,534
UBS GROUP AGUBSOther0.21%3,570,737+27,482+0.78%$136,712,090
PFIZER INCPFEHealthcare0.21%4,849,934+138,668+2.94%$136,186,147
PROLOGIS INC.PLDReal Estate0.21%1,019,723+15,487+1.54%$134,786,986
HONEYWELL INTL INCHONIndustrials0.20%575,144+13,939+2.48%$129,999,798
BOEING COBAIndustrials0.20%652,915+20,250+3.20%$129,949,672
AMPHENOL CORPAPHTechnology0.20%1,027,242+31,204+3.13%$129,792,027
CADENCE DESIGN SYSTEM INCCDNSTechnology0.20%465,537-5,595-1.19%$129,358,766
EATON CORP PLCETNOther0.20%357,135+9,604+2.76%$127,736,475
DEERE & CODEIndustrials0.20%224,896+6,455+2.96%$126,683,917
UNION PAC CORPUNPIndustrials0.20%519,567+14,446+2.86%$126,057,346
SHOPIFY INCSHOPTechnology0.20%1,053,953+30,740+3.00%$124,658,150
UBER TECHNOLOGIES INCUBERTechnology0.20%1,732,944+48,875+2.90%$124,650,662
ACCENTURE PLC IRELANDACNTechnology0.20%627,515-5,554-0.88%$124,429,949
BLACKROCK INCBLKOther0.19%126,828+3,621+2.94%$121,971,756
QUALCOMM INCQCOMTechnology0.19%941,654+28,470+3.12%$121,266,202
WILLIAMS COS INCWMBEnergy0.19%1,657,042+41,690+2.58%$120,599,517
WASTE MGMT INC DELWMIndustrials0.19%523,832-102,320-16.34%$120,371,355
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.19%28,418+809+2.93%$119,648,874
SERVICENOW INCNOWTechnology0.18%1,107,172+65,307+6.27%$115,754,833
ZOETIS INCZTSHealthcare0.18%968,672+34,667+3.71%$114,506,717
LOWES COS INCLOWConsumer Cyclical0.18%483,135+13,695+2.92%$114,155,138
ARISTA NETWORKS INCANETOther0.18%919,498+26,114+2.92%$112,895,964