AVIVA PLC
SEC Form 13F institutional filer · CIK 0001140022
13F-HR · 459 reported holdings · 2026-03-31
Financial services firm, insurance and asset management.
Reported long-US-equity value
$52.33B
Top-10 concentration
36.7%
AVIVA PLC — $52.3B AUM allocation strategy
AVIVA PLC files SEC Form 13F and reports $52.3B of long US equity value across 459 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.9%, followed by Communication Services 8.0% and Consumer Discretionary 5.8%.
The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
AVIVA PLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$52.3B
total across 459 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KO +994K sh · +$101M+$PEG +618K sh · +$50.8M+$NVDA +473K sh · −$191M
Biggest trims (shares)
−$D −1.46M sh · −$85.7M−$AMCR −1.34M sh · −$282K−$CRH −680K sh · −$129M
Exited to nil (held last quarter, gone now)
$BXP ($9.77M last qtr)$SJM ($8.36M last qtr)$ARE ($6.32M last qtr)$BF.B ($4.93M last qtr)$BAX ($4.47M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.4%—
- Interactive Media & Services8.0%—
- Technology Hardware, Storage & Peripherals6.4%—
- Systems Software5.0%—
- Broadline Retail3.3%—
- Pharmaceuticals2.2%—
- Integrated Oil & Gas2.0%—
- Consumer Staples Merchandise Retail1.9%—
- Other holdings60.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 23.1M | $4.02B | +473K | 7.7% |
| $AAPL | Apple Inc | 13.2M | $3.35B | +231K | 6.4% |
| $MSFT | Microsoft Corporation | 7.13M | $2.64B | +206K | 5.0% |
| $AMZN | Amazon.com Inc | 8.35M | $1.74B | +228K | 3.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 5.85M | $1.68B | +139K | 3.2% |
| $AVGO | Broadcom Inc | 4.69M | $1.45B | +41K | 2.8% |
| $GOOGL | Alphabet Inc | 4.72M | $1.35B | -98.6K | 2.6% |
| $META | Meta Platforms Inc | 1.98M | $1.13B | +56.7K | 2.2% |
| $TSLA | Tesla Inc | 2.48M | $922M | +66.7K | 1.8% |
| $JPM | JP Morgan Chase & Co | 3.1M | $912M | +79.4K | 1.7% |
…and 449 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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