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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
CHH icon
976
Choice Hotels
CHH
$4.62B
$3.82M 0.01%
26,871
– –
EEFT icon
977
Euronet Worldwide
EEFT
$2.65B
$3.79M 0.01%
36,922
-825
-2% -$84K
FULT icon
978
Fulton Financial
FULT
$4.6B
$3.79M 0.01%
196,652
-4,764
-2% -$93.2K
CBT icon
979
Cabot Corp
CBT
$4.46B
$3.78M 0.01%
41,387
-2,669
-6% -$287K
PI icon
980
Impinj
PI
$5.39B
$3.78M 0.01%
26,026
-1,013
-4% -$192K
PD icon
981
PagerDuty
PD
$916M
$3.77M 0.01%
206,414
-45,778
-18% -$878K
CVCO icon
982
Cavco Industries
CVCO
$4.48B
$3.76M 0.01%
8,416
-107
-1% -$49.1K
AES icon
983
AES
AES
$10.5B
$3.76M 0.01%
291,995
-2,507
-0.9% -$37.4K
BNL icon
984
Broadstone Net Lease
BNL
$3.93B
$3.76M 0.01%
237,083
+10,063
+4% +$175K
HASI icon
985
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.21B
$3.75M 0.01%
139,905
+3,135
+2% +$98.1K
BFH icon
986
Bread Financial
BFH
$4.38B
$3.73M 0.01%
61,170
-1,344
-2% -$76K
SKYW icon
987
Skywest
SKYW
$4.18B
$3.72M 0.01%
37,161
-1,150
-3% -$117K
WHD icon
988
Cactus
WHD
$5.7B
$3.68M 0.01%
63,059
-3,665
-5% -$230K
DOX icon
989
Amdocs
DOX
$6.22B
$3.67M 0.01%
43,077
-822
-2% -$72.1K
EXAS
990
DELISTED
Exact Sciences
EXAS
$3.67M 0.01%
65,283
+80
+0.1% +$4.98K
KEX icon
991
Kirby Corp
KEX
$7B
$3.66M 0.01%
34,572
– –
URBN icon
992
Urban Outfitters
URBN
$6.81B
$3.66M 0.01%
66,667
-789
-1% -$33.7K
NOVT icon
993
Novanta
NOVT
$6.2B
$3.65M 0.01%
23,886
+468
+2% +$79.2K
EXPO icon
994
Exponent
EXPO
$3.21B
$3.64M 0.01%
40,875
-3,798
-9% -$383K
BCO icon
995
Brink's
BCO
$4.55B
$3.63M 0.01%
39,207
+142
+0.4% +$14.2K
WD icon
996
Walker & Dunlop
WD
$1.49B
$3.62M 0.01%
37,270
-6,105
-14% -$661K
TFX icon
997
Teleflex
TFX
$5.89B
$3.61M 0.01%
20,320
+74
+0.4% +$15.2K
FBP icon
998
First Bancorp
FBP
$4.42B
$3.6M 0.01%
193,965
-1,956
-1% -$39.5K
MDU icon
999
MDU Resources
MDU
$4.29B
$3.6M 0.01%
200,099
-51,220
-20% -$899K
CYTK icon
1000
Cytokinetics
CYTK
$10.8B
$3.59M 0.01%
76,460
-12,680
-14% -$659K
38 39
40
41 42

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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.