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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
TPC
1826
Tutor Perini Cor
TPC
$5.21B
$91K ﹤0.01%
3,748
– –
ACEL icon
1827
Accel Entertainment
ACEL
$987M
$90K ﹤0.01%
8,393
– –
BZH icon
1828
Beazer Homes USA
BZH
$907M
$90K ﹤0.01%
3,271
– –
NFBK
1829
DELISTED
Northfield Bancorp
NFBK
$90K ﹤0.01%
7,694
-591
-7% -$7.35K
ARDX icon
1830
Ardelyx
ARDX
$997M
$89K ﹤0.01%
17,670
-10,010
-36% -$55.3K
SEB icon
1831
Seaboard Corp
SEB
$4.06B
$88K ﹤0.01%
36
– –
ACMR icon
1832
ACM Research
ACMR
$5.79B
$87K ﹤0.01%
5,778
– –
FPI
1833
Farmland Partners
FPI
$432M
$87K ﹤0.01%
7,370
– –
GRPN icon
1834
Groupon
GRPN
$1.02B
$87K ﹤0.01%
7,170
– –
PRO
1835
DELISTED
PROS Holdings
PRO
$87K ﹤0.01%
3,952
-3,793
-49% -$81.6K
CWH icon
1836
Camping World
CWH
$653M
$86K ﹤0.01%
4,088
– –
DAKT icon
1837
Daktronics
DAKT
$1.04B
$86K ﹤0.01%
5,089
– –
EOLS icon
1838
Evolus
EOLS
$501M
$85K ﹤0.01%
7,749
– –
MLR icon
1839
Miller Industries
MLR
$619M
$85K ﹤0.01%
+1,301
New +$88.6K
SVM
1840
Silvercorp Metals
SVM
$2.53B
$85K ﹤0.01%
28,827
+17,165
+147% +$67.7K
TLRY icon
1841
Tilray
TLRY
$622M
$85K ﹤0.01%
6,469
– –
DX
1842
Dynex Capital
DX
$3.21B
$84K ﹤0.01%
6,661
– –
CRD.A icon
1843
Crawford & Co Class A
CRD.A
$669M
$83K ﹤0.01%
7,148
– –
KRNY icon
1844
Kearny Financial
KRNY
$599M
$81K ﹤0.01%
11,549
-873
-7% -$6.57K
MBIN icon
1845
Merchants Bancorp
MBIN
$2.49B
$80K ﹤0.01%
2,191
– –
CNOB icon
1846
Center Bancorp
CNOB
$1.78B
$79K ﹤0.01%
3,451
– –
OPK icon
1847
Opko Health
OPK
$1.02B
$79K ﹤0.01%
54,068
– –
RCKT icon
1848
Rocket Pharmaceuticals
RCKT
$394M
$79K ﹤0.01%
6,276
– –
RDFN
1849
DELISTED
Redfin
RDFN
$78K ﹤0.01%
9,921
– –
ANNX icon
1850
Annexon
ANNX
$886M
$77K ﹤0.01%
+14,935
New +$91.9K
72 73
74
75 76

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Bank of Nova Scotia
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CAPTRUST Financial Advisors
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Capstone Investment Advisors
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Cohen & Steers
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Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Ensign Peak Advisors
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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.