MANUFACTURERS LIFE INSURANCE COMPANY, THE

Diversified mechanical Mechanical CIK 928047
League rank
#167
in Diversified mechanical · #3520 overall
Long book
$115.81B
Q1 2026
Positions
2775
Top-10 weight
22%
concentration
Last quarter
+11.8%
SPY +14.8%
Turnover
8%
of book per quarter

Strategy in plain words

auto-generated from filings

MANUFACTURERS LIFE INSURANCE COMPANY, THE is a mechanically diversified allocator, running a $115.81B US long book across 2775 positions.

The portfolio is broadly diversified across 2775 positions (top 10 only 22%). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: MICROSOFT CORP, NVIDIA CORP, AMAZON.COM INC, ALPHABET INC-CL A, APPLE INC.

Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+1.6%
Q2 2024
+6.8%
Q3 2024
+0.5%
Q4 2024
-3.3%
Q1 2025
+9.3%
Q2 2025
+7.5%
Q3 2025
+3.3%
Q4 2025
-2.5%
Q1 2026
+11.8%

Sector allocation

Technology
29%
Financials
16%
Healthcare
10%
Industrials
9%
Consumer discretionary
8%
Energy
6%
Utilities
5%
Services media
5%

Long book by quarter

$107.80B
Q1 2024
$106.97B
Q2 2024
$113.48B
Q3 2024
$114.33B
Q4 2024
$104.93B
Q1 2025
$111.15B
Q2 2025
$120.94B
Q3 2025
$120.98B
Q4 2025
$115.81B
Q1 2026

What does MANUFACTURERS LIFE own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MSFT MICROSOFT CORPTechnology11.2M$4.13B3.6%+3.3%
NVDA NVIDIA CORPTechnology19.3M$3.36B2.9%-8.2%
AMZN AMAZON.COM INCConsumer discretionary15.9M$3.30B2.9%-4.4%
GOOGL ALPHABET INC-CL ATechnology10.4M$3.00B2.6%-3.6%
AAPL APPLE INCTechnology11.4M$2.89B2.5%-9.1%
RY ROYAL BANK OF CANADAFinancials12.1M$1.96B1.7%+2.1%
META META PLATFORMS INC-CLASS ATechnology3.0M$1.73B1.5%+17.0%
AVGO BROADCOM INCTechnology5.3M$1.64B1.4%+21.2%
TD TORONTO-DOMINION BANKFinancials16.9M$1.58B1.4%-0.5%
LLY ELI LILLY & COHealthcare1.4M$1.33B1.1%+3.3%
CNQ CANADIAN NATURAL RESOURCESEnergy26.7M$1.30B1.1%-7.5%
LNG CHENIERE ENERGY INCUtilities3.7M$1.05B0.9%-11.5%
SHOP SHOPIFY INC - CLASS ATechnology8.4M$998.1M0.9%+8.5%
SU SUNCOR ENERGY INCEnergy14.4M$954.6M0.8%-13.4%
JNJ JOHNSON & JOHNSONHealthcare3.6M$871.6M0.8%-5.3%
GOOG ALPHABET INC-CL CTechnology3.0M$855.3M0.7%-7.7%
TSLA TESLA INCIndustrials2.3M$837.9M0.7%-7.8%
AEM AGNICO EAGLE MINES LTDMaterials4.1M$829.9M0.7%+9.0%
CM CAN IMPERIAL BK OF COMMERCEFinancials8.1M$769.2M0.7%-8.7%
KKR KKR & CO INCFinancials8.1M$749.8M0.6%+15.2%
AZN ASTRAZENECA PLCHealthcare3.8M$745.2M0.6%New
JPM JPMORGAN CHASE & COFinancials2.5M$739.6M0.6%-3.0%
MCK MCKESSON CORPConsumer discretionary812.4K$703.0M0.6%-16.0%
TMO THERMO FISHER SCIENTIFIC INCOther1.4M$699.8M0.6%-6.5%
UNH UNITEDHEALTH GROUP INCFinancials2.6M$697.9M0.6%+9.0%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials1.4M$659.4M0.6%-16.6%
CP CANADIAN PACIFIC KANSAS CITYIndustrials8.1M$637.1M0.6%-22.6%
CRM SALESFORCE INCTechnology3.4M$634.1M0.5%+31.3%
B BARRICK MINING CORPMaterials15.0M$612.1M0.5%+1.2%
ELV ELEVANCE HEALTH INCFinancials2.1M$608.4M0.5%-8.7%
WCN WASTE CONNECTIONS INCUtilities3.7M$604.6M0.5%+48.7%
ENB ENBRIDGE INCEnergy10.8M$585.5M0.5%-2.9%
ABBV ABBVIE INCHealthcare2.7M$576.4M0.5%-11.2%
V VISA INC-CLASS A SHARESServices media1.9M$573.5M0.5%+0.8%
WMT WALMART INCConsumer discretionary4.5M$559.2M0.5%-12.0%
XOM EXXON MOBIL CORPEnergy3.3M$552.7M0.5%-4.2%
TXN TEXAS INSTRUMENTS INCTechnology2.7M$525.6M0.5%-15.8%
ABT ABBOTT LABORATORIESHealthcare5.1M$525.3M0.5%+67.4%
LEN LENNAR CORP-AIndustrials6.0M$519.0M0.4%-1.9%
URI UNITED RENTALS INCServices media672.2K$489.7M0.4%-7.2%
ACN ACCENTURE PLC-CL AServices media2.4M$472.9M0.4%+24.3%
CVE CENOVUS ENERGY INCEnergy17.7M$470.1M0.4%+13.6%
MDT MEDTRONIC PLCHealthcare5.4M$469.1M0.4%+1.2%
CNI CANADIAN NATL RAILWAY COIndustrials4.4M$452.9M0.4%-1.1%
KLAC KLA CORPOther307.3K$452.5M0.4%-22.9%
AMGN AMGEN INCHealthcare1.3M$442.6M0.4%+5.5%
SLF SUN LIFE FINANCIAL INCFinancials6.9M$434.7M0.4%-9.2%
DHR DANAHER CORPTechnology2.2M$423.3M0.4%-5.3%
PBA PEMBINA PIPELINE CORPEnergy8.9M$399.1M0.3%-9.2%
BN BROOKFIELD CORPReal estate9.8M$398.0M0.3%-11.3%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20262805$116.28B canonicalSEC ↗
Q4 202513F-HRFeb 13, 20262850$121.70B canonicalSEC ↗
Q3 202513F-HRNov 14, 20252904$121.67B canonicalSEC ↗
Q2 202513F-HRAug 14, 20252904$111.78B canonicalSEC ↗
Q1 202513F-HRMay 15, 20252894$105.65B canonicalSEC ↗
Q4 202413F-HRFeb 14, 20252970$115.13B canonicalSEC ↗
Q3 202413F-HRNov 13, 20242997$114.06B canonicalSEC ↗
Q2 202413F-HRAug 14, 20242959$107.11B canonicalSEC ↗
Q1 202413F-HRMay 14, 20242944$107.94B canonicalSEC ↗