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Compare Managers

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Capital Research Global Investors ⇄ Aviva Plc

60Shared positions
25.8%Name overlap (Jaccard)
15+Only Capital…
15+Only Aviva Plc

Shared holdings · Q2 2026

SecurityCapital Research… weightAviva Plc weight
NVDA NVIDIA Corporation 5.7% 6.5%
MSFT Microsoft Corporation 4.9% 4.0%
AVGO Broadcom Inc. 6.0% 2.6%
AAPL Apple Inc. 2.4% 5.7%
AMZN Amazon.com, Inc. 4.0% 3.0%
GOOGL Alphabet Inc. 3.1% 3.0%
META Meta Platforms, Inc. 3.1% 1.7%
LLY Eli Lilly and Company 3.5% 1.3%
GOOG Alphabet Inc. 2.1% 2.4%
AMAT Applied Materials, Inc. 2.2% 0.9%
AZN AstraZeneca PLC 0.1% 3.0%
JPM JPMorgan Chase & Co. 1.3% 1.5%
MU Micron Technology, Inc. 0.6% 1.8%
INTC Intel Corp. 1.4% 0.8%
PM Philip Morris… 2.1% 0.0%
GE GE Aerospace 1.6% 0.5%
TSLA Tesla, Inc. 0.5% 1.6%
LIN Linde plc 1.3% 0.5%
SBUX Starbucks Corporation 1.6% 0.2%
RTX RTX Corporation 1.4% 0.3%
CSCO Cisco Systems, Inc. 1.1% 0.6%
ABBV AbbVie Inc. 1.1% 0.6%
RCL Royal Caribbean Cruises… 1.5% 0.1%
VRTX Vertex Pharmaceuticals… 1.4% 0.2%
UBER Uber Technologies, Inc. 1.3% 0.2%
HD The Home Depot, Inc. 0.8% 0.6%
AMD Advanced Micro Devices… 0.1% 1.3%
XONA.DE Exxon Mobil Corporation 0.6% 0.8%
MA Mastercard Incorporated 0.8% 0.5%
V Visa Inc. 0.2% 1.1%
WFC Wells Fargo & Company 0.9% 0.3%
CARR Carrier Global Corporation 1.1% 0.1%
GLW Corning Inc 0.9% 0.3%
ORCL Oracle Corporation 0.8% 0.3%
UNH UnitedHealth Group… 0.6% 0.5%
JNJ Johnson & Johnson 0.3% 0.8%
NFLX Netflix, Inc. 0.7% 0.4%
TSM Taiwan Semiconductor… 0.7% 0.4%
APH Amphenol Corporation 0.7% 0.3%
CAT Caterpillar Inc. 0.3% 0.7%
BRK-B Berkshire Hathaway Inc. 0.1% 0.9%
PGR The Progressive… 0.8% 0.2%
STX Seagate Technology… 0.6% 0.3%
KLAC KLA Corporation 0.4% 0.5%
KO The Coca-Cola Company 0.3% 0.6%
MS Morgan Stanley 0.5% 0.3%
UNP Union Pacific Corporation 0.6% 0.2%
MELI MercadoLibre, Inc. 0.7% 0.1%
LRCX Lam Research Corporation 0.1% 0.7%
BLK BlackRock, Inc. 0.6% 0.2%
WMT Walmart Inc. 0.0% 0.7%
MDLZ Mondelez International… 0.6% 0.2%
D Dominion Energy, Inc. 0.7% 0.0%
TDG TransDigm Group… 0.6% 0.1%
COST Costco Wholesale… 0.1% 0.6%
ABT Abbott Laboratories 0.5% 0.2%
MRK Merck & Co., Inc. 0.0% 0.6%
CNQ Canadian Natural… 0.6% 0.0%
ANET Arista Networks, Inc. 0.3% 0.3%
PG The Procter & Gamble… 0.1% 0.5%

Distinctively Capital Research…

VIK Viking Holdings Ltd 0.4%
BTI British American… 0.3%
PNW Pinnacle West Capital… 0.2%
SWK Stanley Black &… 0.2%
OVV Ovintiv Inc. 0.1%
UDR UDR, Inc. 0.1%
ATI ATI Inc. 0.1%
GOOGM Alphabet Inc.… 0.1%
GOOGN Alphabet Inc.… 0.1%
LSCC Lattice Semiconductor… 0.1%
LMT Lockheed Martin… 0.1%
AUR Aurora Innovation… 0.1%
EGO Eldorado Gold… 0.1%
BLD TopBuild Corp. 0.1%
GLXY Galaxy Digital 0.1%

Distinctively Aviva Plc

RY Royal Bank of Canada 0.4%
ADI Analog Devices, Inc. 0.4%
IBM International… 0.3%
CL Colgate-Palmolive… 0.3%
NXPI NXP Semiconductors… 0.3%
C Citigroup Inc. 0.3%
RH Rh 0.3%
WAB Westinghouse Air… 0.3%
UBS UBS Group AG 0.3%
CDNS Cadence Design… 0.2%
DIS The Walt Disney… 0.2%
ETN Eaton Corporation plc 0.2%
DE Deere & Company 0.2%
TPR Tapestry, Inc. 0.2%
NOW ServiceNow, Inc. 0.2%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology