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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
-2.08%
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
Cap. Flow
+$1.09B
Cap. Flow %
1.93%
Top 10 Hldgs %
26.8%
Holding
2,035
New
14
Increased
744
Reduced
991
Closed
40

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$89.1M
2
AAPL icon
Apple
AAPL
+$86.5M
3
MSFT icon
Microsoft
MSFT
+$67.8M
4
NKE icon
Nike
NKE
+$64.1M
5
NVDA icon
NVIDIA
NVDA
+$44.5M

Top Sells

Rank Stock Value
1
ABBV icon
AbbVie
ABBV
+$36M
2
TSM icon
TSMC
TSM
+$25.9M
3
CRH icon
CRH
CRH
+$25.6M
4
NEE icon
NextEra Energy
NEE
+$24.1M
5
TMO icon
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
EVRG icon
626
Evergy
EVRG
$18.9B
$7.68M 0.01%
111,245
+8,539
+8% +$559K
CW icon
627
Curtiss-Wright
CW
$25.6B
$7.65M 0.01%
24,120
-2,002
-8% -$676K
PRI icon
628
Primerica
PRI
$9.65B
$7.61M 0.01%
26,694
-2,832
-10% -$807K
INCY icon
629
Incyte
INCY
$24.6B
$7.6M 0.01%
125,416
-5,362
-4% -$374K
ENS icon
630
EnerSys
ENS
$6.79B
$7.59M 0.01%
82,793
-6,053
-7% -$590K
AM icon
631
Antero Midstream
AM
$10.4B
$7.55M 0.01%
418,802
-24,755
-6% -$410K
HIW icon
632
Highwoods Properties
HIW
$3.41B
$7.54M 0.01%
254,129
+5,250
+2% +$153K
WMS icon
633
Advanced Drainage Systems
WMS
$10.7B
$7.54M 0.01%
69,313
-3,199
-4% -$373K
BMI icon
634
Badger Meter
BMI
$3.95B
$7.51M 0.01%
39,481
-1,981
-5% -$413K
BILL icon
635
BILL Holdings
BILL
$4.91B
$7.51M 0.01%
163,747
+12,388
+8% +$833K
SSB icon
636
SouthState Bank Corp
SSB
$10.5B
$7.5M 0.01%
80,735
+8,085
+11% +$796K
TPR icon
637
Tapestry
TPR
$33.3B
$7.45M 0.01%
105,606
+1,278
+1% +$96.7K
ARMK icon
638
Aramark
ARMK
$14.6B
$7.43M 0.01%
215,143
-10,084
-4% -$371K
JLL icon
639
Jones Lang LaSalle
JLL
$16.4B
$7.42M 0.01%
29,900
-3,641
-11% -$958K
BAH icon
640
Booz Allen Hamilton
BAH
$9.37B
$7.41M 0.01%
70,747
+10,058
+17% +$1.21M
BL icon
641
BlackLine
BL
$1.7B
$7.28M 0.01%
150,245
+21,924
+17% +$1.2M
EAT icon
642
Brinker International
EAT
$9.76B
$7.27M 0.01%
48,704
-2,209
-4% -$340K
JEF icon
643
Jefferies Financial Group
JEF
$12.8B
$7.24M 0.01%
135,207
-8,119
-6% -$551K
CHE icon
644
Chemed
CHE
$7.18B
$7.23M 0.01%
11,738
-823
-7% -$468K
BZ icon
645
Kanzhun
BZ
$7.8B
$7.23M 0.01%
376,213
+18,900
+5% +$308K
DEI icon
646
Douglas Emmett
DEI
$1.93B
$7.21M 0.01%
450,994
+15,943
+4% +$270K
OBDC icon
647
Blue Owl Capital
OBDC
$5.7B
$7.2M 0.01%
489,794
+171,889
+54% +$2.58M
GL icon
648
Globe Life
GL
$14.2B
$7.15M 0.01%
54,100
+5,492
+11% +$672K
SEIC icon
649
SEI Investments
SEIC
$12.6B
$7.03M 0.01%
90,538
-9,187
-9% -$739K
AR icon
650
Antero Resources
AR
$11.4B
$7.02M 0.01%
173,364
-25,445
-13% -$976K
24 25
26
27 28

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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.