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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
-2.08%
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
$56.8B
AUM Growth
-$1.22B
(-2.1%)
Cap. Flow
+$1.09B
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
26.8%
Holding
2,035
New
14
Increased
744
Reduced
991
Closed
40
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Spotify
SPOT
|
+$89.1M |
| 2 |
Apple
AAPL
|
+$86.5M |
| 3 |
Microsoft
MSFT
|
+$67.8M |
| 4 |
Nike
NKE
|
+$64.1M |
| 5 |
NVIDIA
NVDA
|
+$44.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AbbVie
ABBV
|
+$36M |
| 2 |
TSMC
TSM
|
+$25.9M |
| 3 |
CRH
CRH
|
+$25.6M |
| 4 |
NextEra Energy
NEE
|
+$24.1M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$22.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.77% |
| 2 | Financials | 14.51% |
| 3 | Healthcare | 11.64% |
| 4 | Consumer Discretionary | 11.04% |
| 5 | Communication Services | 8.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Hershey
HSY
$36.6B
| $41M | 0.07% |
239,257
+81,707
| +52% | +$13.4M |
|
252
M&T Bank
MTB
$36.2B
| $40.9M | 0.07% |
228,371
+17,910
| +9% | +$3.4M |
|
253
Rockwell Automation
ROK
$49B
| $40.7M | 0.07% |
157,293
+2,566
| +2% | +$714K |
|
254
iShares MSCI ACWI ETF
ACWI
$33.4B
| $40.4M | 0.07% |
347,611
+113,868
| +49% | +$13.6M |
|
255
DuPont de Nemours
DD
$19.2B
| $39.8M | 0.07% |
423,313
+102,240
| +32% | +$9.98M |
|
256
Mid-America Apartment Communities
MAA
$15.7B
| $39.6M | 0.07% |
236,017
+22,945
| +11% | +$3.63M |
|
257
Baker Hughes
BKR
$61.1B
| $39.5M | 0.07% |
896,091
+13,509
| +2% | +$603K |
|
258
Edwards Lifesciences
EW
$51.7B
| $39.1M | 0.07% |
538,516
-137,272
| -20% | -$9.83M |
|
259
Gartner
IT
$11.7B
| $39.1M | 0.07% |
93,038
-2,391
| -3% | -$1.18M |
|
260
Cloudflare
NET
$107B
| $38.8M | 0.07% |
344,391
-19,924
| -5% | -$2.64M |
|
261
Invitation Homes
INVH
$18B
| $38.7M | 0.07% |
1,108,974
+98,995
| +10% | +$3.2M |
|
262
Agilent Technologies
A
$41.2B
| $38.7M | 0.07% |
329,998
-1,601
| -0.5% | -$216K |
|
263
Air Products & Chemicals
APD
$67.6B
| $38.5M | 0.07% |
130,400
+5,544
| +4% | +$1.71M |
|
264
Iron Mountain
IRM
$36.1B
| $38.3M | 0.07% |
443,469
+8,072
| +2% | +$778K |
|
265
Ingersoll Rand
IR
$33.7B
| $37.6M | 0.07% |
468,489
-18,228
| -4% | -$1.59M |
|
266
Vanguard S&P 500 ETF
VOO
$1.03T
| $37.4M | 0.07% |
72,858
-25,561
| -26% | -$13.8M |
|
267
Marriott International
MAR
$92.3B
| $37.3M | 0.07% |
156,222
-1,024
| -0.7% | -$278K |
|
268
Best Buy
BBY
$17.3B
| $37M | 0.07% |
501,894
+27,904
| +6% | +$2.3M |
|
269
Broadridge
BR
$19B
| $36.9M | 0.07% |
151,873
-2,543
| -2% | -$598K |
|
270
Sea Limited
SE
$69.5B
| $36.9M | 0.06% |
282,160
-1,845
| -0.6% | -$229K |
|
271
International Paper
IP
$22B
| $36.7M | 0.06% |
686,926
+283,102
| +70% | +$15.5M |
|
272
Canadian National Railway
CNI
$76.6B
| $36.5M | 0.06% |
375,478
-13,107
| -3% | -$1.33M |
|
273
ResMed
RMD
$30.7B
| $36.3M | 0.06% |
162,030
+1,115
| +0.7% | +$260K |
|
274
Fidelity National Information Services
FIS
$22.1B
| $36.3M | 0.06% |
485,379
+705
| +0.1% | +$53K |
|
275
Monolithic Power Systems
MPWR
$68.9B
| $36.3M | 0.06% |
62,556
-6,435
| -9% | -$4.06M |
|
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Canada Life's Q1 2025 Portfolio in Review
As of Q1 2025, Canada Life held 2,035 positions worth $56.8B, down 2.1% from $58B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Trading was light in Q1 2025: portfolio turnover was 2.7%. Canada Life opened 14 new positions and exited 40, leaving the 2,035-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.
- Canada Life's largest Q1 2025 buy was Spotify: 159,408 shares worth $87.9M.
- Canada Life added most to Apple in Q1 2025, an estimated $86.5M increase.
- Canada Life's biggest Q1 2025 reduction was AbbVie, cutting an estimated $36M.
- Canada Life fully exited HashiCorp, Inc. Class A Common Stock in Q1 2025, selling an estimated $10.8M.
- Canada Life's ten largest holdings make up 27% of its $56.8B portfolio in Q1 2025.
- Canada Life opened 14 new positions and closed 40 in Q1 2025.
- Canada Life's portfolio value fell 2.1% quarter-over-quarter to $56.8B.
Based on Canada Life's 13F filing for Q1 2025, filed 15 May 2025.