Fund Holdings — AVIVA PLC

Total Portfolio Value
$59.61B
Total Bought
$9.36B
Total Sold
$1.61B
Net Transaction
+$7.75B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ASTRAZENECA PLC(AZN)011,087,661+11,087,66102,147,3633.60%+2,147,363
EXXON MOBIL CORP3,607,5833,714,322+106,739434,137630,1721.06%+196,035
CHEVRON CORPORATION(CVX)1,893,0591,898,306+5,247288,521392,7600.66%+104,238
TOTALENERGIES SE(TTE)3,408,1913,491,964+83,773222,321325,3650.55%+103,045
COCA COLA CO(KO)4,085,2765,077,195+991,919285,602386,1210.65%+100,519
JOHNSON & JOHNSON(JNJ)2,074,0072,132,397+58,390429,216521,2430.87%+92,027
SUNBELT RENTALS HOLDINGS I(SUNB)01,380,148+1,380,148086,4300.14%+86,430
MERCK & CO INC(MRK)2,887,3543,236,573+349,219303,923389,3270.65%+85,404
COSTCO WHOLESALE CORPORATI(COST)417,983440,250+22,267360,443438,6780.74%+78,235
MICRON TECHNOLOGY INC(MU)937,3071,006,363+69,056267,517339,9900.57%+72,473
APPLIED MATLS INC695,740714,309+18,569178,798244,1440.41%+65,345
CATERPILLAR INC(CAT)405,333417,301+11,968232,203295,6410.50%+63,438
GE VERNOVA INC(GEV)234,682241,512+6,830153,381210,8160.35%+57,435
WALMART INC(WMT)4,396,1644,377,853-18,311489,777544,0800.91%+54,303
LAM RESEARCH CORP(LRCX)1,084,3561,116,324+31,968185,620238,5140.40%+52,894
PUBLIC SVC ENTERPRISE GROU(PEG)1,191,1241,809,071+617,94795,647146,4440.25%+50,797
ATMOS ENERGY CORP(ATO)133,161383,702+250,54122,32270,8770.12%+48,556
XYLEM INC(XYL)741,3131,188,344+447,031100,952142,0070.24%+41,055
ENTERGY CORP NEW(ETR)372,513653,662+281,14934,43173,4450.12%+39,014
VERIZON COMMUNICATIONS INC(VZ)3,590,2983,679,606+89,308146,233184,7160.31%+38,483
LUMENTUM HLDGS INC(LITE)052,214+52,214036,6940.06%+36,694
CONSTELLATION BRANDS INC(STZ)182,756402,800+220,04425,21360,4200.10%+35,207
CORNING INC(GLW)666,091686,174+20,08358,32393,2990.16%+34,976
LINDE PLC(LIN)627,768610,303-17,465267,674302,5640.51%+34,890
COLGATE PALMOLIVE CO(CL)2,199,0642,443,822+244,758173,770208,2870.35%+34,517
KLA CORP(KLAC)111,191114,456+3,265135,106168,5260.28%+33,420
VALERO ENERGY CORP(VLO)273,882314,637+40,75544,58577,7410.13%+33,155
INTEL CORP(INTC)3,664,2983,773,574+109,276135,213166,5280.28%+31,315
NEXTERA ENERGY INC(NEE)2,303,2522,324,975+21,723184,905215,9440.36%+31,039
VERTIV HOLDINGS CO(VRT)299,981317,401+17,42048,60079,5340.13%+30,934
WESTERN DIGITAL CORP(WDC)305,308307,992+2,68452,59583,3090.14%+30,713
AT&T INC(T)6,015,9076,193,614+177,707149,435179,5530.30%+30,118
ANGLOGOLD ASHANTI PLC(AU)600,340817,197+216,85751,96378,8170.13%+26,854
CHENIERE ENERGY INC(LNG)263,476271,247+7,77151,21776,9690.13%+25,752
DEERE & CO(DE)218,441224,896+6,455101,700126,6840.21%+24,984
COHERENT CORP(COHR)0104,844+104,844024,9750.04%+24,975
PEPSICO INC(PEP)1,605,1621,638,600+33,438230,373254,4580.43%+24,085
CIENA CORP(CIEN)57,86196,431+38,57013,53237,4370.06%+23,905
MARATHON PETE CORP(MPC)260,984270,621+9,63742,44466,0800.11%+23,636
WILLIAMS COS INC(WMB)1,615,3521,657,042+41,69097,099120,6000.20%+23,501
SEAGATE TECHNOLOGY HLDNGS
ORD SHS
177,770183,148+5,37848,95671,7500.12%+22,794
L3HARRIS TECHNOLOGIES INC(LHX)163,583203,603+40,02048,02370,2740.12%+22,251
PHILLIPS 66(PSX)366,820380,306+13,48647,33469,2840.12%+21,950
FTAI AVIATION LTD(FTAI)089,274+89,274021,8720.04%+21,872
KINDER MORGAN INC DEL(KMI)3,154,0853,237,095+83,01086,706108,5400.18%+21,834
GILEAD SCIENCES INC(GILD)1,156,7381,174,576+17,838141,978163,7010.27%+21,723
EOG RES INC(EOG)491,932506,296+14,36451,65873,1950.12%+21,537
HONEYWELL INTL INC(HON)561,205575,144+13,939109,485130,0000.22%+20,514
TEXAS INSTRS INC(TXN)773,685796,422+22,737134,227154,6170.26%+20,391
EQUINIX INC(EQIX)85,05187,112+2,06165,16385,3910.14%+20,228
T-MOBILE US INC(TMUS)654,746724,936+70,190132,940152,2580.26%+19,319
PFIZER INC(PFE)4,711,2664,849,934+138,668117,311136,1860.23%+18,876
SLB LIMITED(SLB)1,257,4671,294,429+36,96248,26266,5210.11%+18,259
QUANTA SVCS INC124,722128,453+3,73152,64070,5230.12%+17,883
TARGA RES CORP(TRGP)235,890243,012+7,12243,52260,9300.10%+17,409
RTX CORPORATION(RTX)1,121,1651,154,319+33,154205,622222,6680.37%+17,046
EATON CORP PLC(ETN)347,531357,135+9,604110,692127,7360.21%+17,044
AGNICO EAGLE MINES LTD(AEM)427,640440,067+12,42772,57789,0420.15%+16,465
ANALOG DEVICES INC(ADI)676,441627,877-48,564183,451199,7530.34%+16,302
TELEDYNE TECHNOLOGIES INC(TDY)39,31259,536+20,22420,07836,0200.06%+15,942
OCCIDENTAL PETE CORP(OXY)616,133634,017+17,88425,33541,2110.07%+15,876
NORTHROP GRUMMAN CORP(NOC)115,560119,692+4,13265,89381,6590.14%+15,765
AMGEN INC(AMGN)450,901464,183+13,282147,584163,3230.27%+15,738
COMFORT SYS USA INC(FIX)28,77330,790+2,01726,85442,4590.07%+15,606
BAKER HUGHES COMPANY(BKR)832,048875,703+43,65537,89153,4620.09%+15,570
ENBRIDGE INC(ENB)2,004,6352,064,211+59,57696,002111,5430.19%+15,541
FEDEX CORP(FDX)192,649197,881+5,23255,64970,4810.12%+14,833
BRISTOL-MYERS SQUIBB CO(BMY)1,715,7441,767,159+51,41592,547107,1780.18%+14,631
CISCO SYS INC(CSCO)3,332,7933,490,152+157,359256,725270,8010.45%+14,076
ONEOK INC NEW(OKE)715,069736,494+21,42552,55866,5720.11%+14,014
AMCOR PLC
COM NEW
0348,029+348,029013,8340.02%+13,834
TERADYNE INC(TER)89,545104,366+14,82117,33230,9400.05%+13,608
TARGET CORP(TGT)484,636498,772+14,13647,37360,4510.10%+13,078
CAMECO CORP(CCJ)368,333431,952+63,61933,75346,8250.08%+13,071
ARCHER DANIELS MIDLAND CO443,078526,055+82,97725,47338,2390.06%+12,766
KEYSIGHT TECHNOLOGIES INC(KEYS)144,423148,429+4,00629,34541,9120.07%+12,567
CMS ENERGY CORP(CMS)863,085936,029+72,94460,35672,6170.12%+12,262
MARVELL TECHNOLOGY INC(MRVL)722,989743,791+20,80261,44073,6720.12%+12,233
DELL TECHNOLOGIES INC(DELL)270,009281,246+11,23733,98946,1610.08%+12,172
EXELON CORP(EXC)1,698,1311,750,208+52,07774,02285,7950.14%+11,774
EDISON INTL(EIX)365,109460,002+94,89321,91433,6630.06%+11,749
SEMPRA(SRE)1,085,4861,106,615+21,12995,837107,5310.18%+11,694
FREEPORT MCMORAN INC(FCX)1,183,5631,219,077+35,51460,11371,6570.12%+11,544
DOW HLDGS INC(DOW)593,347608,821+15,47413,87225,3570.04%+11,485
NEWMONT CORP(NEM)1,015,1581,041,852+26,694101,364112,7800.19%+11,417
AMERICAN WTR WKS CO INC NE163,675238,429+74,75421,36032,4480.05%+11,088
ROSS STORES INC(ROST)245,119253,020+7,90144,15654,8120.09%+10,656
CORTEVA INC(CTVA)545,664562,158+16,49436,57647,0580.08%+10,482
HOWMET AEROSPACE INC(HWM)325,428334,881+9,45366,71977,1770.13%+10,457
WELLTOWER INC(WELL)548,820566,969+18,149101,866112,0950.19%+10,229
MONDELEZ INTL INC(MDLZ)1,836,5561,890,756+54,20098,862108,9830.18%+10,121
CONSOLIDATED EDISON INC(ED)547,791568,201+20,41054,40764,3090.11%+9,902
TEXAS PACIFIC LAND CORPORA(TPL)50,79651,411+61514,59024,3980.04%+9,808
TRANE TECHNOLOGIES PLC(TT)247,296254,202+6,90696,248105,9360.18%+9,689
AIR PRODUCTS AND CHEMICALS184,700190,218+5,51845,62555,2560.09%+9,632
QIAGEN NV(QGEN)0240,457+240,45709,6210.02%+9,621
BLOOM ENERGY CORP177,969184,094+6,12515,46424,9430.04%+9,479
DIGITAL RLTY TR INC(DLR)307,935316,835+8,90047,64157,0970.10%+9,456
IREN LIMITED
ORDINARY SHARES
0273,111+273,11109,3620.02%+9,362
LAUDER ESTEE COS INC(EL)136,965330,045+193,08014,34323,6870.04%+9,344
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AVIVA PLC — 13F Holdings — Q1 2026 | TickerTrail