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Portfolio (Quarterly) Guide ↗

AVIVA PLC

· CIK 0001140022
13F Portfolio $67.9B AUM 854 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 74 New 402 Added 266 Reduced 64 Exited
Page 30 of 43  ·  854 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BCE BCE INC Communication Services 260,816.0 $5.6M 0.01% +196K +299.6% $21.50 +10.3%
582 FOX FOX CORP 119,699.0 $5.6M 0.01% +2K +1.6% $46.84
583 GFL GFL ENVIRONMENTAL INC Industrials 150,816.0 $5.5M 0.01% +1K +0.9% $36.71 +11.8%
584 PATH UIPATH INC Technology 489,688.0 $5.3M 0.01% $10.87 +50.8%
585 H HYATT HOTELS CORP Consumer Cyclical 26,762.0 $5.2M 0.01% +575.0 +2.2% $193.84 -6.8%
586 WISE GROUP PLC 429,010.0 $5.1M 0.01% NEW $11.99
587 FSV FIRSTSERVICE CORP NEW Real Estate 35,603.0 $5.1M 0.01% +1K +2.9% $141.96 +1.8%
588 DSGX DESCARTES SYS GROUP INC Technology 71,587.0 $4.9M 0.01% +730.0 +1.0% $69.15 +13.1%
589 XP XP INC Financial Services 300,666.0 $4.9M 0.01% +7K +2.5% $16.26 +3.4%
590 COP CONOCOPHILLIPS Energy 44,698.0 $4.6M 0.01% -881.0 -1.9% $103.96 +29.7%
591 TU TELUS CORPORATION Communication Services 433,066.0 $4.6M 0.01% +7K +1.7% $10.56 -6.2%
592 MO ALTRIA GROUP INC Consumer Defensive 60,663.0 $4.4M 0.01% -981.0 -1.6% $71.95 -8.1%
593 DQ DAQO NEW ENERGY CORP Technology 316,006.0 $4.2M 0.01% -23K -6.8% $13.39 +1.4%
594 MDLN MEDLINE INC Healthcare 107,158.0 $4.2M 0.01% NEW $39.44 -13.1%
595 NIO NIO INC Consumer Cyclical 834,284.0 $4.2M 0.01% -11K -1.3% $5.06 -8.5%
596 YMM FULL TRUCK ALLIANCE CO LTD Technology 495,860.0 $4.0M 0.01% NEW $8.12 +8.0%
597 OFFICE PPTYS INCOME TR 235,269.0 $4.0M 0.01% NEW $17.00
598 CG CARLYLE GROUP INC Financial Services 93,656.0 $3.9M 0.01% +2K +2.1% $42.11 +17.2%
599 VALE VALE S A Basic Materials 246,418.0 $3.7M 0.01% -2K -0.7% $15.04 -3.0%
600 TME TENCENT MUSIC ENTMT GROUP Communication Services 432,464.0 $3.6M 0.01% +10K +2.4% $8.35 +5.4%
Page 30 of 43  ·  854 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Financial Services 12.1%
Healthcare 11.9%
Consumer Cyclical 9.4%
Industrials 8.5%
Communication Services 7.0%
Consumer Defensive 4.6%
Energy 3.3%
Utilities 2.3%
Basic Materials 2.1%