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Canada Life

Canada Life Portfolio holdings

AUM $55.8B
1-Year Est. Return 26.04%
This Fund
S&P 500
This Quarter Est. Return
+2.88%
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
$58B
AUM Growth
+$600M
Cap. Flow
+$168M
Cap. Flow %
0.29%
Top 10 Hldgs %
29.71%
Holding
2,095
New
25
Increased
699
Reduced
938
Closed
74

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$162M
2
AAPL icon
Apple
AAPL
+$143M
3
MRSH
Marsh
MRSH
+$133M
4
MSFT icon
Microsoft
MSFT
+$115M
5
WMB icon
Williams Companies
WMB
+$75.4M

Top Sells

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$118M
2
LRCX icon
Lam Research
LRCX
+$106M
3
AVGO icon
Broadcom
AVGO
+$96.6M
4
ANET icon
Arista Networks
ANET
+$92.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$79.9M

Sector Composition

Rank Sector Weight
1 Technology 31.36%
2 Financials 13.67%
3 Consumer Discretionary 11.77%
4 Healthcare 10.58%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
26
McDonald's
MCD
$195B
$352M 0.61%
1,215,715
-1,936
-0.2% -$577K
SPY icon
27
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$328M 0.57%
559,514
-14,880
-3% -$8.77M
SPGI icon
28
S&P Global
SPGI
$120B
$326M 0.56%
653,788
-99,081
-13% -$50.3M
TSM icon
29
TSMC
TSM
$2.18T
$313M 0.54%
1,588,237
-92,246
-5% -$17.9M
MRK icon
30
Merck
MRK
$318B
$308M 0.53%
3,101,308
+643,991
+26% +$66.4M
CRM icon
31
Salesforce
CRM
$158B
$308M 0.53%
921,847
+973
+0.1% +$311K
PEP icon
32
PepsiCo
PEP
$190B
$292M 0.5%
1,922,680
+106,461
+6% +$17.4M
KO icon
33
Coca-Cola
KO
$375B
$284M 0.49%
4,568,162
-6,499
-0.1% -$424K
TMO icon
34
Thermo Fisher Scientific
TMO
$220B
$270M 0.46%
518,550
-31,905
-6% -$17.5M
ACN icon
35
Accenture
ACN
$108B
$268M 0.46%
760,483
+36,325
+5% +$13.1M
BAC icon
36
Bank of America
BAC
$442B
$262M 0.45%
5,972,314
+130,277
+2% +$5.73M
IBM icon
37
IBM
IBM
$224B
$257M 0.44%
1,170,027
-109,854
-9% -$24.5M
MRSH
38
Marsh
MRSH
$91.5B
$252M 0.43%
1,187,312
+598,284
+102% +$133M
CRH icon
39
CRH
CRH
$66.8B
$240M 0.41%
2,585,354
-304,615
-11% -$29.3M
QCOM icon
40
Qualcomm
QCOM
$176B
$231M 0.4%
1,505,944
+38,075
+3% +$6.23M
TJX icon
41
TJX Companies
TJX
$178B
$223M 0.38%
1,847,806
+440
+0% +$52.5K
T icon
42
AT&T
T
$163B
$217M 0.37%
9,526,859
+1,901,769
+25% +$42.8M
DIS icon
43
Walt Disney
DIS
$181B
$216M 0.37%
1,938,580
+21,673
+1% +$2.28M
MDT icon
44
Medtronic
MDT
$112B
$213M 0.37%
2,662,205
-12,193
-0.5% -$1.06M
PLD icon
45
Prologis
PLD
$133B
$209M 0.36%
1,977,461
+149,316
+8% +$17.2M
EQIX icon
46
Equinix
EQIX
$103B
$209M 0.36%
221,600
+20,293
+10% +$18.7M
NOW icon
47
ServiceNow
NOW
$129B
$206M 0.36%
972,015
+31,860
+3% +$6.45M
AMAT icon
48
Applied Materials
AMAT
$428B
$205M 0.35%
1,263,524
+229,280
+22% +$41.6M
VZ icon
49
Verizon
VZ
$196B
$205M 0.35%
5,117,182
+143,454
+3% +$6.05M
NKE icon
50
Nike
NKE
$61.9B
$202M 0.35%
2,669,647
+77,011
+3% +$6.05M
1
2
3 4 5

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Canada Life's Q4 2024 Portfolio in Review

As of Q4 2024, Canada Life held 2,095 positions worth $58B, up 1% from $57.4B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 4.7%. Canada Life opened 25 new positions and exited 74, leaving the 2,095-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Canada Life's largest Q4 2024 buy was iShares MSCI ACWI ETF: 233,743 shares worth $27.4M.
  • Canada Life added most to Meta Platforms (Facebook) in Q4 2024, an estimated $162M increase.
  • Canada Life's biggest Q4 2024 reduction was Broadcom, cutting an estimated $96.6M.
  • Canada Life fully exited Blackrock in Q4 2024, selling an estimated $118M.
  • Canada Life's ten largest holdings make up 30% of its $58B portfolio in Q4 2024.
  • Canada Life opened 25 new positions and closed 74 in Q4 2024.
  • Canada Life's portfolio value rose 1% quarter-over-quarter to $58B.

Based on Canada Life's 13F filing for Q4 2024, filed 13 Feb 2025.