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Asset Manager ← All Institutions

MANUFACTURERS LIFE INSURANCE COMPANY, THE

Q4 2025 · Filed 2026-02-13
Market Value
$118.2B
+0.2%
Holdings
2,824
-35
New Purchases
69
Added To
704
Closed
124
Reduced
1,911
Top 10 Concentration
23.8%
Turnover
6.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TD 1.36% 1.04% +0.32% $1.6B
B 0.55% 0.24% +0.31% $647M
FSV 0.37% 0.08% +0.29% $432M
RY 1.72% 1.45% +0.26% $2.0B
LLY 1.27% 1.02% +0.26% $1.5B
ACN 0.44% 0.23% +0.20% $515M
CM 0.68% 0.49% +0.20% $808M
GOOG 0.86% 0.68% +0.18% $1.0B
CCI 0.35% 0.17% +0.18% $410M
AMT 0.37% 0.20% +0.18% $440M
GOOGL 2.86% 2.70% +0.16% $3.4B
TU 0.22% 0.07% +0.15% $262M
MSFT 4.43% 4.28% +0.15% $5.2B
EWC 0.14% 0.01% +0.14% $171M
BNS 0.44% 0.30% +0.14% $515M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ENB 0.45% 0.94% -0.49% $534M
VYM 0.00% 0.31% -0.31% $4M
GS 0.23% 0.54% -0.31% $275M
ORCL 0.35% 0.66% -0.31% $416M
IVW 0.00% 0.30% -0.30% $0
SPLG 0.00% 0.28% -0.28% $0
LNG 0.69% 0.92% -0.24% $811M
AMBC 0.00% 0.20% -0.20% $98K
URI 0.50% 0.69% -0.19% $586M
BUD 0.01% 0.20% -0.19% $16M
SU 0.63% 0.80% -0.17% $742M
LEN 0.53% 0.70% -0.17% $626M
MS 0.35% 0.51% -0.15% $419M
ADI 0.35% 0.50% -0.15% $416M
VCSH 0.22% 0.34% -0.12% $257M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $48.6B 41.1%
Large Cap 818 $56.9B 48.1%
Mid Cap 993 $9.5B 8.0%
Small Cap 805 $2.8B 2.4%
Micro Cap 135 $489M 0.4%

Portfolio Analytics

Avg Market Cap
$36.2B
Median Market Cap
$4.2B
Avg P/E
33.2
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
2,684
# ETFs / Funds
140

Top Holdings (2,824 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.43% 10,812,255 $5.2B $483.87 $182M +1,063,083 +10.9%
2 NVDA 3.31% 20,989,009 $3.9B $186.59 $31M +165,033 +0.8%
3 AMZN 3.24% 16,601,010 $3.8B $230.93 $166M -103,659 -0.6%
4 AAPL 2.89% 12,545,302 $3.4B $271.97 -$50M -1,051,693 -7.7%
5 GOOGL 2.86% 10,810,629 $3.4B $313.02 $195M -2,305,343 -17.6%
6 RY 1.72% 11,879,653 $2.0B $170.84 $314M +245,116 +2.1%
7 META 1.44% 2,580,087 $1.7B $660.76 $14M +277,433 +12.1%
8 TD 1.36% 17,014,836 $1.6B $94.45 $376M +1,629,062 +10.6%
9 AVGO 1.28% 4,381,960 $1.5B $346.58 $49M -73,590 -1.6%
10 LLY 1.27% 1,400,295 $1.5B $1,075.60 $306M -172,884 -11.0%
11 SHOP 1.06% 7,758,705 $1.3B $161.36 $47M -349,369 -4.3%
12 TSLA 0.93% 2,443,650 $1.1B $450.17 $31M +38,764 +1.6%
13 GOOG 0.86% 3,230,629 $1.0B $313.97 $216M -45,745 -1.4%
14 CNQ 0.83% 28,899,810 $981M $33.94 $11M -1,429,195 -4.7%
15 BND 0.81% 12,887,730 $955M $74.07 -$56M -704,354 -5.2%
16 KKR 0.76% 7,037,057 $897M $127.48 $73M +696,763 +11.0%
17 VOO 0.76% 1,429,571 $897M $627.13 $51M +48,550 +3.5%
18 TMO 0.75% 1,522,618 $883M $579.77 $18M -259,907 -14.6%
19 JPM 0.71% 2,592,792 $836M $322.26 $19M +5,479 +0.2%
20 SPY 0.71% 1,224,092 $835M $681.92 $17M -2,886 -0.2%
21 BRK-B 0.70% 1,649,306 $829M $502.65 -$35M -69,660 -4.0%
22 LNG 0.69% 4,170,530 $811M $194.39 -$278M -463,634 -10.0%
23 CM 0.68% 8,897,236 $808M $90.85 $235M +1,720,220 +24.0%
24 ANTM 0.67% 2,275,342 $797M $350.48 $82M +61,472 +2.8%
25 MCK 0.67% 966,628 $793M $820.32 $20M -34,059 -3.4%
26 UNH 0.66% 2,365,828 $782M $330.37 -$114M -228,312 -8.8%
27 JNJ 0.66% 3,764,544 $779M $206.95 $97M +88,412 +2.4%
28 TSM 0.63% 2,447,682 $744M $303.76 $62M +8,141 +0.3%
29 SU 0.63% 16,681,623 $742M $44.47 -$204M -5,919,960 -26.2%
30 VEA 0.61% 11,558,138 $722M $62.48 $26M -58,701 -0.5%
31 HOLX 0.59% 9,441,848 $703M $74.49 -$2M -1,008,600 -9.7%
32 CRM 0.58% 2,587,228 $685M $264.94 $63M -37,397 -1.4%
33 ABBV 0.58% 2,984,900 $682M $228.62 -$2M +29,754 +1.0%
34 V 0.56% 1,881,835 $661M $351.17 $63M +131,185 +7.5%
35 B 0.55% 14,817,450 $647M $43.64 $365M +6,250,664 +73.0%
36 AEM 0.54% 3,753,351 $638M $169.90 -$52M -341,032 -8.3%
37 LEN 0.53% 6,089,621 $626M $102.80 -$199M -457,855 -7.0%
38 WDAY 0.50% 2,772,669 $596M $214.78 -$44M +116,125 +4.4%
39 URI 0.50% 724,074 $586M $809.32 -$225M -125,664 -14.8%
40 WMT 0.48% 5,115,070 $570M $111.42 $43M +2,854 +0.1%
41 ADBE 0.48% 1,623,200 $568M $350.00 -$28M -66,499 -3.9%
42 TXN 0.47% 3,215,015 $558M $173.57 -$61M -154,519 -4.6%
43 DHR 0.46% 2,358,856 $540M $229.07 $4M -347,204 -12.8%
44 ENB 0.45% 11,137,052 $534M $47.94 -$579M -10,925,619 -49.5%
45 JHEM 0.45% 16,093,119 $529M $32.90 -$3M -727,193 -4.3%
46 SYK 0.44% 1,490,728 $525M $351.85 $54M +216,579 +17.0%
47 BNS 0.44% 6,969,396 $515M $73.91 $162M +1,505,221 +27.6%
48 ACN 0.44% 1,918,502 $515M $268.38 $241M +807,446 +72.7%
49 MDT 0.43% 5,350,057 $514M $96.07 $13M +90,956 +1.7%
50 BN 0.43% 11,091,478 $510M $45.98 -$70M +2,642,052 +31.3%
51 KLAC 0.41% 398,388 $484M $1,215.31 -$71M -116,554 -22.6%
52 SLF 0.40% 7,651,567 $479M $62.55 $14K -317,381 -4.0%
53 BDX 0.39% 2,384,372 $463M $194.14 -$20M -193,395 -7.5%
54 MA 0.39% 798,913 $457M $572.03 $91M +155,799 +24.2%
55 NDAQ 0.38% 4,662,676 $453M $97.13 $5M -405,600 -8.0%
56 CNI 0.37% 4,452,495 $441M $99.11 $59M +399,711 +9.9%
57 WCN 0.37% 2,505,148 $440M $175.71 -$51M -285,952 -10.2%
58 AMT 0.37% 2,506,569 $440M $175.57 $208M +1,300,219 +107.8%
59 FSV 0.37% 2,775,353 $432M $155.72 $343M +2,307,684 +493.4%
60 BAC 0.36% 7,705,680 $424M $55.01 $26M -1,983 -0.0%
61 MS 0.35% 2,358,594 $419M $177.60 -$178M -1,399,033 -37.2%
62 ORCL 0.35% 2,133,705 $416M $195.13 -$360M -627,926 -22.7%
63 ADI 0.35% 1,532,455 $416M $271.21 -$177M -880,867 -36.5%
64 CCI 0.35% 4,610,319 $410M $88.87 $209M +2,529,843 +121.6%
65 XOM 0.35% 3,400,785 $409M $120.38 $31M +43,846 +1.3%
66 AMGN 0.33% 1,192,290 $390M $327.31 $127M +260,534 +28.0%
67 ABT 0.32% 3,057,084 $383M $125.32 -$14M +93,519 +3.2%
68 PBA 0.32% 9,828,960 $375M $38.18 -$18M +94,655 +1.0%
69 BMO 0.31% 2,804,743 $365M $130.14 -$16M -117,084 -4.0%
70 GIL 0.31% 5,797,077 $363M $62.64 $101M +1,252,985 +27.6%
71 LOW 0.30% 1,494,250 $360M $241.16 -$28M -52,526 -3.4%
72 JHMD 0.30% 8,504,305 $353M $41.53 $13M +64
73 OTEX 0.30% 10,734,420 $350M $32.60 -$9M +1,122,320 +11.7%
74 MU 0.28% 1,155,280 $330M $285.50 $118M -107,964 -8.6%
75 WPM 0.28% 2,778,152 $327M $117.79 -$119M -1,205,889 -30.3%
76 REGN 0.28% 421,229 $325M $772.17 $111M +40,214 +10.6%
77 DIS 0.27% 2,845,560 $324M $113.81 -$18M -143,073 -4.8%
78 WFC 0.27% 3,435,930 $320M $93.26 $31M -16,833 -0.5%
79 NFLX 0.27% 3,406,666 $319M $93.76 -$107M +3,051,389 +858.9%
80 AMD 0.27% 1,467,689 $314M $214.21 $75M -10,935 -0.7%
81 LMT 0.26% 643,189 $311M $483.67 -$26M -31,245 -4.6%
82 FTV 0.26% 5,626,871 $311M $55.24 $149M +2,316,202 +70.0%
83 ABC 0.26% 919,553 $311M $337.94 -$54M -248,192 -21.2%
84 IVV 0.26% 440,466 $302M $685.02 -$136M -212,847 -32.6%
85 PG 0.25% 2,082,341 $299M $143.37 -$7M +93,852 +4.7%
86 RACE 0.25% 790,374 $292M $369.99 $104M +401,534 +103.3%
87 GE 0.24% 922,029 $285M $309.10 $15M +24,560 +2.7%
88 NTR 0.24% 4,607,607 $285M $61.84 $5M -165,115 -3.5%
89 GEHC 0.24% 3,453,891 $283M $82.03 $4M -269,027 -7.2%
90 MMC 0.24% 1,526,227 $283M $185.59 $135M +790,496 +107.4%
91 CLS 0.24% 941,481 $279M $296.30 $30M -70,309 -7.0%
92 GS 0.23% 313,206 $275M $879.29 -$363M -488,088 -60.9%
93 CSCO 0.23% 3,568,746 $275M $77.04 $20M -158,263 -4.2%
94 AMAT 0.23% 1,061,121 $273M $257.15 $30M -126,140 -10.6%
95 PLTR 0.23% 1,521,011 $271M $177.94 -$8M -6,686 -0.4%
96 COST 0.23% 312,558 $270M $862.34 $11M +33,772 +12.1%
97 CCJ 0.23% 2,911,918 $267M $91.75 $40M +200,561 +7.4%
98 TRP 0.23% 4,820,775 $266M $55.20 $11M +127,404 +2.7%
99 CVE 0.22% 15,612,441 $265M $16.95 $58M +3,468,398 +28.6%
100 HD 0.22% 761,765 $262M $344.20 -$49M -7,476 -1.0%

New Positions

SymbolValue% Port
TOTB.DE $144M 0.12%
INDA $102M 0.09%
SOMN $101M 0.09%
IYM $72M 0.06%
EWT $57M 0.05%
EWA $50M 0.04%
Q $34M 0.03%
JAAA $25M 0.02%
URG $22M 0.02%
IBB $10M 0.01%
IYW $9M 0.01%
BIL $7M 0.01%
NVO $7M 0.01%
YNDX $7M 0.01%
MDLN $5M —%

Sold Out Positions

SymbolValue% Port
CSV —%
GNK —%
ETD —%
QUAD —%
CPS —%
NVGS —%
BKSY —%
ZEPP —%
ATHM —%
CCO —%
HOV —%
LXP —%
HPP —%
ODC —%
MLR —%
View SEC EDGAR Filings for MANUFACTURERS LIFE INSURANCE COMPANY, THE →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms