We are live on ! Find out more
BGC

Beutel, Goodman & Co Portfolio holdings

AUM $14.8B
1-Year Est. Return 15.12%
This Fund
S&P 500
This Quarter Est. Return
+3.57%
1 Year Est. Return
+15.12%
3 Year Est. Return
+34.26%
5 Year Est. Return
+43.91%
10 Year Est. Return
+148.5%
AUM
$16.3B
AUM Growth
-$326M
Cap. Flow
-$814M
Cap. Flow %
-5%
Top 10 Hldgs %
31.13%
Holding
180
New
4
Increased
24
Reduced
82
Closed
6

Top Buys

Rank Stock Value
1
BGSI
Boyd Group Services
BGSI
+$252M
2
CNQ icon
Canadian Natural Resources
CNQ
+$202M
3
OMC icon
Omnicom Group
OMC
+$188M
4
AMP icon
Ameriprise Financial
AMP
+$88.5M
5
GFL icon
GFL Environmental
GFL
+$76.6M

Top Sells

Rank Stock Value
1
TD icon
Toronto Dominion Bank
TD
+$399M
2
IPG
Interpublic Group of Companies
IPG
+$226M
3
AXP icon
American Express
AXP
+$165M
4
QCOM icon
Qualcomm
QCOM
+$130M
5
FTS icon
Fortis
FTS
+$128M

Sector Composition

Rank Sector Weight
1 Financials 28.12%
2 Industrials 15.65%
3 Technology 13.73%
4 Healthcare 10.28%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
126
TJX Companies
TJX
$178B
$153K ﹤0.01%
1,000
-200
-17% -$29.6K
BRK.B icon
127
Berkshire Hathaway Class B
BRK.B
$1.11T
$130K ﹤0.01%
260
– –
SPY icon
128
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$122K ﹤0.01%
180
– –
CL icon
129
Colgate-Palmolive
CL
$74.2B
$110K ﹤0.01%
1,400
– –
TSLA icon
130
Tesla
TSLA
$1.21T
$101K ﹤0.01%
225
– –
AMZN icon
131
Amazon
AMZN
$2.48T
$99K ﹤0.01%
431
+16
+4% +$3.66K
MS icon
132
Morgan Stanley
MS
$333B
$88K ﹤0.01%
500
– –
HD icon
133
Home Depot
HD
$343B
$62K ﹤0.01%
181
– –
IBM icon
134
IBM
IBM
$214B
$62K ﹤0.01%
210
– –
ECL icon
135
Ecolab
ECL
$79.6B
$52K ﹤0.01%
200
– –
V icon
136
Visa
V
$697B
$50K ﹤0.01%
145
– –
BIPC icon
137
Brookfield Infrastructure
BIPC
$5.23B
$48K ﹤0.01%
1,074
-64
-6% -$2.9K
EIX icon
138
Edison International
EIX
$30.7B
$45K ﹤0.01%
750
– –
MGA icon
139
Magna International
MGA
$18.8B
$42K ﹤0.01%
800
– –
WRN
140
Western Copper and Gold
WRN
$463M
$39K ﹤0.01%
14,790
-11,790
-44% -$27.2K
MCD icon
141
McDonald's
MCD
$194B
$38K ﹤0.01%
125
– –
IYH icon
142
iShares US Healthcare ETF
IYH
$3.46B
$29K ﹤0.01%
460
– –
BAC icon
143
Bank of America
BAC
$439B
$27K ﹤0.01%
500
– –
DVY icon
144
iShares Select Dividend ETF
DVY
$24.1B
$27K ﹤0.01%
195
– –
PFE icon
145
Pfizer
PFE
$144B
$27K ﹤0.01%
1,100
– –
MBB icon
146
iShares MBS ETF
MBB
$39.2B
$25K ﹤0.01%
270
– –
DE icon
147
Deere & Co
DE
$173B
$23K ﹤0.01%
50
– –
PNC icon
148
PNC Financial Services
PNC
$100B
$20K ﹤0.01%
100
– –
BHP icon
149
BHP
BHP
$213B
$18K ﹤0.01%
300
– –
C icon
150
Citigroup
C
$222B
$17K ﹤0.01%
150
– –
4 5
6
7 8

Similar funds

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Beutel, Goodman & Co's Q4 2025 Portfolio in Review

As of Q4 2025, Beutel, Goodman & Co held 180 positions worth $16.3B, down 2% from $16.6B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Beutel, Goodman & Co withdrew a net $814M in Q4 2025, closing 6 positions and reducing 82 holdings. Its most notable exit was Interpublic Group of Companies, an estimated $226M position sold in full.

By sector, the portfolio is most concentrated in Financials at 28% of assets, down from 30% a quarter earlier, followed by Industrials and Technology.

Against the trend, Beutel, Goodman & Co opened a new position in Boyd Group Services worth $251M.

  • Beutel, Goodman & Co's largest Q4 2025 buy was Boyd Group Services: 1,571,469 shares worth $251M.
  • Beutel, Goodman & Co added most to Canadian Natural Resources in Q4 2025, an estimated $202M increase.
  • Beutel, Goodman & Co's biggest Q4 2025 reduction was Toronto Dominion Bank, cutting an estimated $399M.
  • Beutel, Goodman & Co fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $226M.
  • Beutel, Goodman & Co's ten largest holdings make up 31% of its $16.3B portfolio in Q4 2025.
  • Beutel, Goodman & Co opened 4 new positions and closed 6 in Q4 2025.
  • Beutel, Goodman & Co's portfolio value fell 2% quarter-over-quarter to $16.3B.

Based on Beutel, Goodman & Co's 13F filing for Q4 2025, filed 13 Feb 2026.