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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
+12.85%
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
$63.1B
AUM Growth
+$6.33B
Cap. Flow
+$988M
Cap. Flow %
1.57%
Top 10 Hldgs %
29.79%
Holding
2,004
New
9
Increased
881
Reduced
858
Closed
61

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$137M
2
NVDA icon
NVIDIA
NVDA
+$76.6M
3
COF icon
Capital One
COF
+$60.5M
4
AMZN icon
Amazon
AMZN
+$45.9M
5
KKR icon
KKR & Co
KKR
+$45.8M

Top Sells

Rank Stock Value
1
DFS
Discover Financial Services
DFS
+$50.3M
2
MSFT icon
Microsoft
MSFT
+$35.9M
3
BABA icon
Alibaba
BABA
+$32.9M
4
T icon
AT&T
T
+$30M
5
VLO icon
Valero Energy
VLO
+$29.9M

Sector Composition

Rank Sector Weight
1 Technology 32%
2 Financials 13.78%
3 Consumer Discretionary 10.98%
4 Healthcare 9.9%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
51
Intuit
INTU
$91.2B
$226M 0.36%
287,054
+41,178
+17% +$27.9M
WMB icon
52
Williams Companies
WMB
$85.7B
$226M 0.36%
3,593,991
+199,650
+6% +$11.8M
NOW icon
53
ServiceNow
NOW
$120B
$221M 0.35%
1,073,260
+91,735
+9% +$17.3M
AMT icon
54
American Tower
AMT
$80.6B
$217M 0.34%
980,867
+117,373
+14% +$25.3M
TMO icon
55
Thermo Fisher Scientific
TMO
$214B
$215M 0.34%
528,654
+51,692
+11% +$21.6M
EQIX icon
56
Equinix
EQIX
$99.2B
$209M 0.33%
262,374
+21,821
+9% +$18.5M
ADBE icon
57
Adobe
ADBE
$105B
$208M 0.33%
538,156
+90,222
+20% +$34.8M
PFE icon
58
Pfizer
PFE
$144B
$208M 0.33%
8,558,533
+1,404,763
+20% +$32.8M
BSX icon
59
Boston Scientific
BSX
$69.3B
$207M 0.33%
1,924,409
+101,925
+6% +$10.3M
CRH icon
60
CRH
CRH
$66.8B
$201M 0.32%
2,177,374
-147,336
-6% -$13.4M
UBER icon
61
Uber
UBER
$143B
$199M 0.32%
2,133,169
+210,278
+11% +$17.3M
C icon
62
Citigroup
C
$215B
$198M 0.31%
2,318,230
+170,338
+8% +$12.3M
ICE icon
63
Intercontinental Exchange
ICE
$87.5B
$197M 0.31%
1,073,086
+5,239
+0.5% +$900K
EXC icon
64
Exelon
EXC
$48.3B
$182M 0.29%
4,185,278
+112,105
+3% +$4.99M
PYPL icon
65
PayPal
PYPL
$50.4B
$181M 0.29%
2,432,774
-10,260
-0.4% -$703K
TXN icon
66
Texas Instruments
TXN
$247B
$178M 0.28%
854,432
+36,633
+4% +$6.5M
MS icon
67
Morgan Stanley
MS
$321B
$174M 0.28%
1,236,150
+2,594
+0.2% +$319K
PGR icon
68
Progressive
PGR
$129B
$170M 0.27%
635,764
+8,204
+1% +$2.25M
AWK icon
69
American Water Works
AWK
$27.1B
$167M 0.26%
1,195,594
+29,529
+3% +$4.23M
CVS icon
70
CVS Health
CVS
$137B
$165M 0.26%
2,383,106
-47,863
-2% -$3.14M
CVX icon
71
Chevron
CVX
$383B
$164M 0.26%
1,145,089
+43,840
+4% +$6.18M
CMCSA icon
72
Comcast
CMCSA
$87.4B
$162M 0.26%
4,524,739
+196,544
+5% +$6.8M
PANW icon
73
Palo Alto Networks
PANW
$253B
$158M 0.25%
772,809
+47,835
+7% +$8.88M
COF icon
74
Capital One
COF
$129B
$158M 0.25%
740,963
+324,095
+78% +$60.5M
SPG icon
75
Simon Property Group
SPG
$76.8B
$156M 0.25%
969,164
+95,965
+11% +$15.2M
1 2
3
4 5

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Bank of Nova Scotia
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Capstone Investment Advisors
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Canada Life's Q2 2025 Portfolio in Review

As of Q2 2025, Canada Life held 2,004 positions worth $63.1B, up 11% from $56.8B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 3.5%. Canada Life opened 9 new positions and exited 61, leaving the 2,004-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Canada Life's largest Q2 2025 buy was Lumen: 1,159,934 shares worth $5.07M.
  • Canada Life added most to Alphabet (Google) Class A in Q2 2025, an estimated $137M increase.
  • Canada Life's biggest Q2 2025 reduction was Microsoft, cutting an estimated $35.9M.
  • Canada Life fully exited Discover Financial Services in Q2 2025, selling an estimated $50.3M.
  • Canada Life's ten largest holdings make up 30% of its $63.1B portfolio in Q2 2025.
  • Canada Life opened 9 new positions and closed 61 in Q2 2025.
  • Canada Life's portfolio value rose 11% quarter-over-quarter to $63.1B.

Based on Canada Life's 13F filing for Q2 2025, filed 15 Aug 2025.