We are live on ! Find out more
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
FISV
76
Fiserv Inc
FISV
$27.9B
$143M 0.25%
644,961
-18,714
-3% -$4.1M
UBER icon
77
Uber
UBER
$153B
$140M 0.25%
1,922,891
+18,615
+1% +$1.34M
PSA icon
78
Public Storage
PSA
$61.3B
$140M 0.25%
467,122
+41,533
+10% +$12.4M
BNY
79
Bank of New York Mellon
BNY
$107B
$134M 0.24%
1,595,328
+134,124
+9% +$11.3M
SYK icon
80
Stryker
SYK
$130B
$134M 0.24%
359,164
+9,357
+3% +$3.56M
EA
81
DELISTED
Electronic Arts
EA
$133M 0.24%
920,900
-14,515
-2% -$1.96M
MCK icon
82
McKesson
MCK
$101B
$132M 0.23%
195,972
-458
-0.2% -$283K
CME icon
83
CME Group
CME
$94.8B
$132M 0.23%
495,124
-26,444
-5% -$6.52M
VRTX icon
84
Vertex Pharmaceuticals
VRTX
$126B
$131M 0.23%
270,724
+846
+0.3% +$394K
CI icon
85
Cigna
CI
$74.6B
$127M 0.22%
384,457
-6,860
-2% -$2.07M
LOW icon
86
Lowe's Companies
LOW
$125B
$127M 0.22%
541,811
+3,757
+0.7% +$924K
PANW icon
87
Palo Alto Networks
PANW
$297B
$124M 0.22%
724,974
+36,410
+5% +$6.73M
CB icon
88
Chubb
CB
$135B
$123M 0.22%
405,968
+1,754
+0.4% +$487K
RY icon
89
Royal Bank of Canada
RY
$293B
$122M 0.21%
1,080,818
+9,161
+0.9% +$1.08M
PDD icon
90
Pinduoduo
PDD
$131B
$121M 0.21%
1,023,850
+123,550
+14% +$14.2M
SBUX icon
91
Starbucks
SBUX
$120B
$121M 0.21%
1,231,535
-5,818
-0.5% -$601K
ISRG icon
92
Intuitive Surgical
ISRG
$134B
$121M 0.21%
243,582
+2,687
+1% +$1.49M
STE icon
93
Steris
STE
$23.1B
$121M 0.21%
531,356
+42,350
+9% +$9.31M
ELV icon
94
Elevance Health
ELV
$85.5B
$120M 0.21%
276,025
-8,355
-3% -$3.35M
NDAQ icon
95
Nasdaq
NDAQ
$52.9B
$117M 0.21%
1,537,525
+108,575
+8% +$8.54M
NEE icon
96
NextEra Energy
NEE
$177B
$116M 0.2%
1,634,914
-340,890
-17% -$24.1M
GS icon
97
Goldman Sachs
GS
$303B
$116M 0.2%
211,221
+3,258
+2% +$1.96M
AFL icon
98
Aflac
AFL
$62.6B
$114M 0.2%
1,021,920
+19,872
+2% +$2.11M
WFC icon
99
Wells Fargo
WFC
$264B
$111M 0.19%
1,537,502
-12,548
-0.8% -$942K
ED icon
100
Consolidated Edison
ED
$39.9B
$109M 0.19%
982,559
+69,172
+8% +$6.78M
2 3
4
5 6

Similar funds

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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.