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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
ITW icon
176
Illinois Tool Works
ITW
$84.5B
$58.7M 0.1%
231,445
-47,359
-17% -$12.6M
URI icon
177
United Rentals
URI
$72.4B
$58.4M 0.1%
83,033
+6,194
+8% +$5.03M
CSX icon
178
CSX Corp
CSX
$93.1B
$57.7M 0.1%
1,789,839
+117,485
+7% +$4.03M
PCG icon
179
PG&E
PCG
$38.5B
$57.3M 0.1%
2,838,322
+174,707
+7% +$3.55M
HCA icon
180
HCA Healthcare
HCA
$89.5B
$56.7M 0.1%
188,971
+2,462
+1% +$860K
OTIS icon
181
Otis Worldwide
OTIS
$28.2B
$56.6M 0.1%
611,278
-15,557
-2% -$1.56M
CGNX icon
182
Cognex
CGNX
$11.3B
$56.5M 0.1%
1,577,270
-8,126
-0.5% -$318K
ADSK icon
183
Autodesk
ADSK
$52.6B
$56.2M 0.1%
190,208
+9,651
+5% +$2.85M
VTR icon
184
Ventas
VTR
$47.9B
$56M 0.1%
951,076
+95,717
+11% +$6.01M
FCX icon
185
Freeport-McMoran
FCX
$97.5B
$55.9M 0.1%
1,467,954
+9,044
+0.6% +$405K
CCI icon
186
Crown Castle
CCI
$32.2B
$55.9M 0.1%
616,259
+5,997
+1% +$627K
CTVA icon
187
Corteva
CTVA
$51.3B
$55.6M 0.1%
977,071
+267,298
+38% +$15.8M
SNOW icon
188
Snowflake
SNOW
$115B
$55.4M 0.1%
358,656
+28,646
+9% +$4.03M
EQR icon
189
Equity Residential
EQR
$25.1B
$55.1M 0.1%
767,553
+61,936
+9% +$4.55M
GDDY icon
190
GoDaddy
GDDY
$11.5B
$55M 0.09%
278,984
-1,412
-0.5% -$258K
AMP icon
191
Ameriprise Financial
AMP
$48.8B
$54.8M 0.09%
102,974
-9,848
-9% -$5.26M
BNS icon
192
Scotiabank
BNS
$108B
$54.4M 0.09%
1,014,087
+67,575
+7% +$3.65M
MPC icon
193
Marathon Petroleum
MPC
$83.7B
$53.9M 0.09%
386,235
-27,621
-7% -$4.22M
VRSK icon
194
Verisk Analytics
VRSK
$25B
$53.3M 0.09%
193,589
+4,107
+2% +$1.14M
TRP icon
195
TC Energy
TRP
$65.9B
$53M 0.09%
1,140,672
+42,578
+4% +$2.01M
VOO icon
196
Vanguard S&P 500 ETF
VOO
$1.01T
$53M 0.09%
98,419
-18,477
-16% -$10M
HIG icon
197
Hartford Financial Services
HIG
$39.3B
$52.9M 0.09%
483,426
-33,491
-6% -$3.88M
DGX icon
198
Quest Diagnostics
DGX
$26.3B
$52.4M 0.09%
347,197
-25,237
-7% -$3.93M
HON icon
199
Honeywell
HON
$78B
$51.7M 0.09%
243,161
+48,828
+25% +$10.2M
PM icon
200
Philip Morris
PM
$295B
$51.3M 0.09%
426,143
+1,117
+0.3% +$141K
6 7
8
9 10

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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.