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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
SNPS icon
151
Synopsys
SNPS
$79.7B
$73.6M 0.13%
171,364
-1,664
-1% -$808K
AZO icon
152
AutoZone
AZO
$51.1B
$72.6M 0.13%
18,976
+361
+2% +$1.25M
VTR icon
153
Ventas
VTR
$47.9B
$71.9M 0.13%
1,045,290
+94,214
+10% +$6.01M
PNC icon
154
PNC Financial Services
PNC
$101B
$71.3M 0.13%
404,709
+5,048
+1% +$953K
PM icon
155
Philip Morris
PM
$295B
$70.7M 0.12%
445,010
+18,867
+4% +$2.67M
TGT icon
156
Target
TGT
$68B
$70.3M 0.12%
672,624
-26,072
-4% -$3.26M
KMI icon
157
Kinder Morgan
KMI
$68.7B
$69.9M 0.12%
2,443,082
+108,570
+5% +$3.01M
APH icon
158
Amphenol
APH
$209B
$69.8M 0.12%
1,061,585
+106,003
+11% +$7.23M
WPM icon
159
Wheaton Precious Metals
WPM
$60.9B
$68.6M 0.12%
894,856
+15,963
+2% +$1.07M
CARR icon
160
Carrier Global
CARR
$52.8B
$68.3M 0.12%
1,075,553
-1,666
-0.2% -$111K
EXR icon
161
Extra Space Storage
EXR
$31.6B
$67.6M 0.12%
454,953
+37,302
+9% +$5.66M
UBS icon
162
UBS Group
UBS
$176B
$67.3M 0.12%
2,214,661
+198,605
+10% +$6.62M
KKR icon
163
KKR & Co
KKR
$92.3B
$67.1M 0.12%
579,474
+37,683
+7% +$5.18M
HCA icon
164
HCA Healthcare
HCA
$89.5B
$65.9M 0.12%
190,005
+1,034
+0.5% +$333K
MET icon
165
MetLife
MET
$62.1B
$65.5M 0.12%
814,526
+45,894
+6% +$3.82M
CCI icon
166
Crown Castle
CCI
$32.2B
$64.3M 0.11%
615,300
-959
-0.2% -$89.5K
CPRT icon
167
Copart
CPRT
$27.5B
$64.1M 0.11%
1,130,236
-40,541
-3% -$2.28M
OTIS icon
168
Otis Worldwide
OTIS
$28.2B
$64M 0.11%
619,397
+8,119
+1% +$793K
USB icon
169
US Bancorp
USB
$99.6B
$63.8M 0.11%
1,508,107
-132,515
-8% -$6.11M
NXPI icon
170
NXP Semiconductors
NXPI
$60.4B
$62.1M 0.11%
326,255
+13,184
+4% +$2.81M
BDX icon
171
Becton Dickinson
BDX
$48.2B
$61.9M 0.11%
269,575
+3,727
+1% +$865K
HIG icon
172
Hartford Financial Services
HIG
$39.3B
$61.8M 0.11%
498,423
+14,997
+3% +$1.72M
CTVA icon
173
Corteva
CTVA
$51.3B
$61.8M 0.11%
979,707
+2,636
+0.3% +$163K
SYY icon
174
Sysco
SYY
$40.3B
$61.3M 0.11%
815,652
+34,338
+4% +$2.52M
SRE icon
175
Sempra
SRE
$54.8B
$60.9M 0.11%
851,537
-30,935
-4% -$2.41M
5 6
7
8 9

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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.