MANUFACTURERS LIFE INSURANCE COMPANY, THEMANUFACTURERS LIFE INSURANCE COMPANY, THE

Institutional investor · Portfolio as of Q1 2025

Top Holdings2,894 positions

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Activity:

APPLE INC

17.2M$3.8B3.6%$50.85+334.13%
26 qtrssince 2018-Q4
Decreased
0

MICROSOFT CORP

9.8M$3.7B3.5%$161.36+129.95%
26 qtrssince 2018-Q4
Increased
59

AMAZON COM INC

18M$3.4B3.2%$91.35+108.28%
26 qtrssince 2018-Q4
Decreased
0

NVIDIA CORPORATION

23.3M$2.5B2.4%$14.78+631.31%
26 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

15.9M$2.5B2.3%$66.44+131.66%
26 qtrssince 2018-Q4
Decreased
0

ELI LILLY & CO

1.6M$1.3B1.2%$165.42+394.06%
26 qtrssince 2018-Q4
Decreased
0

CHENIERE ENERGY INC

5.4M$1.2B1.2%$92.13+147.68%
26 qtrssince 2018-Q4
Decreased
0

UNITEDHEALTH GROUP INC

2.2M$1.1B1.1%$329.03+52.99%
26 qtrssince 2018-Q4
Increased
51

META PLATFORMS INC

1.9M$1.1B1.0%$199.37+187.69%
26 qtrssince 2018-Q4
Increased
55

LENNAR CORP

8.9M$1B1.0%$70.29+57.62%
26 qtrssince 2018-Q4
Increased
61

ROYAL BK CDA

8.3M$937.1M0.9%$73.16+49.47%
26 qtrssince 2018-Q4
Decreased
0
BNDBND
ETF

VANGUARD BD INDEX FDS

12.7M$935.4M0.9%$66.51+4.43%
26 qtrssince 2018-Q4
Decreased
0

BERKSHIRE HATHAWAY INC DEL

1.7M$928.8M0.9%$265.85+100.33%
26 qtrssince 2018-Q4
Decreased
0

KKR & CO INC

7.8M$898.3M0.9%$52.26+119.02%
26 qtrssince 2018-Q4
Increased
52

WORKDAY INC

3.7M$872.6M0.8%$219.11+8.85%
26 qtrssince 2018-Q4
Increased
45

TORONTO DOMINION BK ONT

13.7M$825.4M0.8%$47.79+19.91%
26 qtrssince 2018-Q4
Increased
52

MORGAN STANLEY

7M$814.5M0.8%$50.48+122.67%
26 qtrssince 2018-Q4
Decreased
0

SUNCOR ENERGY INC NEW

20.3M$788.5M0.7%$24.12+57.18%
26 qtrssince 2018-Q4
Decreased
0

CANADIAN NAT RES LTD

24.8M$767.7M0.7%$19.08+54.84%
26 qtrssince 2018-Q4
Decreased
0

BROADCOM INC

4.5M$759M0.7%$35.87+361.42%
26 qtrssince 2018-Q4
Increased
45
$105.6B
AUM
2,894
Positions
Q1 2025
Filing
HI score · 3.5/5
Quarterly 13F Value Change
-3%Q4'23$167.5B-36%Q1'24$107.9B-1%Q2'24$107.1B+6%Q3'24$114.1B+1%Q4'24$115.1B-8%Q1'25$105.6B
Activity profile
$ moved · Q1'25
New2%Increased32%Decreased63%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.9 years
<1Q1%1-4Q6%1-2Y6%2Y+87%

MANUFACTURERS LIFE INSURANCE COMPANY, THE manages $105.6B across 2894 positions as of Q1 2025. Top holdings: AAPL (3.6%), MSFT (3.5%), AMZN (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.

Q1 2025 Summary

Active quarter - 65 new positions, 141 exits, 1266 increased. Top move: LEN (INCREASED, conviction 61). Portfolio: $105.6B across 2894 positions.

Top holdings by portfolio weight

Total AUM$106B
AAPL3.62%
MSFT3.47%
AMZN3.24%
NVDA2.39%
GOOGL2.33%
LLY1.25%
LNG1.18%
UNH1.09%
META1.02%
LEN0.97%
Other0.89%

Portfolio allocation by GICS sector

Sectors11
Technology21.73%
Financial Services15.70%
Healthcare12.40%
Consumer Cyclical10.30%
Unknown8.56%
Industrials7.63%
Communication Services6.98%
Energy5.92%
Consumer Defensive3.52%
Basic Materials2.78%
Other4.49%

Behavioral investing profile

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Balanced Allocator- primarily Technology, Financial Services, Healthcare
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(3.5 / 5.0)
Holdings P&L59
Conviction38
Concentration33
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Similar Funds

Funds with similar investing DNA

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
BRZEBRZEBRAZE INC
Q4 2024 → Q2 2026+2.4M shares+$52.4M
7Q
KGSKGSKODIAK GAS SVCS INC
Q4 2024 → Q2 2026+35,691 shares+$3.3M
7Q
LTHLTHLIFE TIME GROUP HOLDINGS INC
Q4 2024 → Q2 2026+2.5M shares+$104.3M
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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