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Canada Life Portfolio holdings
AUM
$55.8B
1-Year Est. Return
26.04%
This Fund
S&P 500
This Quarter
Est. Return
+12.85%
1 Year Est. Return
+26.04%
3 Year Est. Return
+87.85%
5 Year Est. Return
+117.08%
10 Year Est. Return
+382.61%
AUM
$63.1B
AUM Growth
+$6.33B
(+11%)
Cap. Flow
+$988M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
29.79%
Holding
2,004
New
9
Increased
881
Reduced
858
Closed
61
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$137M |
| 2 |
NVIDIA
NVDA
|
+$76.6M |
| 3 |
Capital One
COF
|
+$60.5M |
| 4 |
Amazon
AMZN
|
+$45.9M |
| 5 |
KKR & Co
KKR
|
+$45.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFS
Discover Financial Services
DFS
|
+$50.3M |
| 2 |
Microsoft
MSFT
|
+$35.9M |
| 3 |
Alibaba
BABA
|
+$32.9M |
| 4 |
AT&T
T
|
+$30M |
| 5 |
Valero Energy
VLO
|
+$29.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32% |
| 2 | Financials | 13.78% |
| 3 | Consumer Discretionary | 10.98% |
| 4 | Healthcare | 9.9% |
| 5 | Communication Services | 9.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Roblox
RBLX
$27B
| $50M | 0.08% |
475,025
+19,428
| +4% | +$1.53M |
|
227
FedEx
FDX
$75.4B
| $50M | 0.08% |
219,602
-8,994
| -4% | -$1.97M |
|
228
Hewlett Packard
HPE
$70.5B
| $49.7M | 0.08% |
2,428,324
+186,667
| +8% | +$3.13M |
|
|
GRMN
229
Garmin
GRMN
$60B
| $49.4M | 0.08% |
236,518
-9,525
| -4% | -$1.89M |
|
230
Monolithic Power Systems
MPWR
$68.9B
| $49M | 0.08% |
66,909
+4,353
| +7% | +$2.77M |
|
231
D.R. Horton
DHI
$42.3B
| $49M | 0.08% |
379,225
+133,516
| +54% | +$16.4M |
|
232
United Parcel Service
UPS
$88.9B
| $48.3M | 0.08% |
477,677
-47,887
| -9% | -$4.71M |
|
233
Vanguard S&P 500 ETF
VOO
$1.01T
| $48.2M | 0.08% |
84,615
+11,757
| +16% | +$6.18M |
|
234
Bank of Montreal
BMO
$127B
| $48M | 0.08% |
433,739
-43,910
| -9% | -$4.43M |
|
235
Ameriprise Financial
AMP
$48.8B
| $47.8M | 0.08% |
89,577
-11,062
| -11% | -$5.47M |
|
236
Equifax
EFX
$21.4B
| $47.1M | 0.07% |
181,474
+49,699
| +38% | +$12.6M |
|
237
Veeva Systems
VEEV
$37.4B
| $47.1M | 0.07% |
163,432
+13,105
| +9% | +$3.25M |
|
238
PG&E
PCG
$38.5B
| $46.7M | 0.07% |
3,348,762
+405,270
| +14% | +$6.59M |
|
239
Eversource Energy
ES
$27.2B
| $46.1M | 0.07% |
722,886
+56,386
| +8% | +$3.47M |
|
240
Datadog
DDOG
$84B
| $46M | 0.07% |
341,917
+13,772
| +4% | +$1.52M |
|
241
Xylem
XYL
$28.1B
| $45.8M | 0.07% |
353,493
-47,116
| -12% | -$5.71M |
|
242
Regeneron Pharmaceuticals
REGN
$80.8B
| $45.8M | 0.07% |
87,094
-37,529
| -30% | -$20.9M |
|
243
VeriSign
VRSN
$26.6B
| $45.3M | 0.07% |
156,411
+36,134
| +30% | +$9.79M |
|
244
Prudential Financial
PRU
$41.8B
| $45.2M | 0.07% |
420,586
-2,879
| -0.7% | -$298K |
|
245
Quanta Services
PWR
$101B
| $45.1M | 0.07% |
119,262
+273
| +0.2% | +$87.6K |
|
246
lululemon athletica
LULU
$14.6B
| $45M | 0.07% |
189,419
+64,087
| +51% | +$17.7M |
|
247
Iron Mountain
IRM
$36.1B
| $44.9M | 0.07% |
437,654
-5,815
| -1% | -$548K |
|
248
Targa Resources
TRGP
$55.1B
| $44.5M | 0.07% |
255,156
+23,135
| +10% | +$3.89M |
|
249
Fair Isaac
FICO
$22.5B
| $44.4M | 0.07% |
24,296
-883
| -4% | -$1.66M |
|
250
Scotiabank
BNS
$108B
| $44.4M | 0.07% |
803,125
-215,039
| -21% | -$10.9M |
|
Similar funds
Canada Life's Q2 2025 Portfolio in Review
As of Q2 2025, Canada Life held 2,004 positions worth $63.1B, up 11% from $56.8B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Trading was light in Q2 2025: portfolio turnover was 3.5%. Canada Life opened 9 new positions and exited 61, leaving the 2,004-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.
- Canada Life's largest Q2 2025 buy was Lumen: 1,159,934 shares worth $5.07M.
- Canada Life added most to Alphabet (Google) Class A in Q2 2025, an estimated $137M increase.
- Canada Life's biggest Q2 2025 reduction was Microsoft, cutting an estimated $35.9M.
- Canada Life fully exited Discover Financial Services in Q2 2025, selling an estimated $50.3M.
- Canada Life's ten largest holdings make up 30% of its $63.1B portfolio in Q2 2025.
- Canada Life opened 9 new positions and closed 61 in Q2 2025.
- Canada Life's portfolio value rose 11% quarter-over-quarter to $63.1B.
Based on Canada Life's 13F filing for Q2 2025, filed 15 Aug 2025.