Manufacturers Life Insurance Company, the

Toronto, A6

$127.6bn in 2,845 US stocks at the end of 30 June 2026. The top 10 are 22.2% of the money. It changed about 12.9% of the portfolio this quarter.

Value
$127.6bn
Stocks
2,845
Top 10 share
22.2%
Turnover
12.9%

What changed this quarter

New

Bought for the first time this quarter.

  • Spdr Series TrustSPYG
    0.3% of the fund
  • DBX ETF TRHYLB
    0.2% of the fund
  • Ishares TRIYW
    0.2% of the fund
  • Ishares TRINDA
    0.1% of the fund
  • Ishares TRIYF
    0.1% of the fund
  • IsharesEWT
    <0.1% of the fund
  • Thomson Reuters Corp /canTRI
    <0.1% of the fund
  • Cerebras SystemsCBRS
    <0.1% of the fund
  • John Hancock Exchange TradedJHDG
    <0.1% of the fund
  • IsharesIEMG
    <0.1% of the fund
  • IsharesRING
    <0.1% of the fund
  • Alphabet
    <0.1% of the fund
  • Invesco Exch Traded FD TR IIPICB
    <0.1% of the fund
  • Alphabet
    <0.1% of the fund
  • DuPont de NemoursDD
    <0.1% of the fund
  • Honeywell InternationalHON
    <0.1% of the fund
  • Honeywell AerospaceHONA
    <0.1% of the fund
  • FedEx Freight Holding CompanyFDXF
    <0.1% of the fund
  • Select Sector Spdr TRXLV
    <0.1% of the fund
  • OceanaGoldOGC
    <0.1% of the fund
  • Ishares TRIWM
    <0.1% of the fund
  • Fidelity Comwlth TRONEQ
    <0.1% of the fund
  • Spdr Series TrustXBI
    <0.1% of the fund
  • BBB FoodsTBBB
    <0.1% of the fund
  • UnileverUL
    <0.1% of the fund

Added

Bought more of a stock they already held.

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

  • MicrosoftMSFT
    Share
    3.1%
    Value
    $4.0bn
    Shares
    10,725,305

    -4%

  • NvidiaNVDA
    Share
    3.0%
    Value
    $3.8bn
    Shares
    19,009,807

    Held

  • Amazon.comAMZN
    Share
    2.8%
    Value
    $3.6bn
    Shares
    14,923,246

    -6%

  • AlphabetGOOGL
    Share
    2.6%
    Value
    $3.3bn
    Shares
    9,273,694

    -11%

  • AppleAAPL
    Share
    2.3%
    Value
    $3.0bn
    Shares
    10,302,563

    -10%

  • BroadcomAVGO
    Share
    1.9%
    Value
    $2.4bn
    Shares
    6,445,882

    +21%

  • Royal Bank of CanadaRY
    Share
    1.8%
    Value
    $2.3bn
    Shares
    11,113,364

    -8%

  • John Hancock Exchange TradedJHCR
    Share
    1.8%
    Value
    $2.3bn
    Shares
    90,283,858

    +3%

  • Toronto Dominion BankTD
    Share
    1.6%
    Value
    $2.1bn
    Shares
    16,944,405

    Held

  • Meta PlatformsMETA
    Share
    1.3%
    Value
    $1.6bn
    Shares
    2,878,365

    -5%

  • Eli LillyLLY
    Share
    1.3%
    Value
    $1.6bn
    Shares
    1,337,665

    -8%

  • Taiwan Semiconductor ManufacturingTSM
    Share
    0.9%
    Value
    $1.1bn
    Shares
    2,349,022

    Held

  • Micron TechnologyMU
    Share
    0.9%
    Value
    $1.1bn
    Shares
    959,599

    -5%

  • AlphabetGOOG
    Share
    0.9%
    Value
    $1.1bn
    Shares
    3,123,535

    +5%

  • Canadian Natural ResourcesCNQ
    Share
    0.8%
    Value
    $1.0bn
    Shares
    26,542,998

    Held

  • Vanguard Index FDSVOO
    Share
    0.8%
    Value
    $1.0bn
    Shares
    1,472,234

    -2%

  • Vanguard BD Index FDSBND
    Share
    0.8%
    Value
    $966m
    Shares
    13,152,216

    +9%

  • Johnson & JohnsonJNJ
    Share
    0.7%
    Value
    $951m
    Shares
    3,746,452

    +5%

  • ShopifySHOP
    Share
    0.7%
    Value
    $916m
    Shares
    8,026,490

    -5%

  • Advanced Micro DevicesAMD
    Share
    0.7%
    Value
    $915m
    Shares
    1,575,270

    +13%

  • TeslaTSLA
    Share
    0.7%
    Value
    $908m
    Shares
    2,158,459

    -4%

  • Canadian Imperial Bank of Commerce /canCM
    Share
    0.7%
    Value
    $905m
    Shares
    7,877,897

    -3%

  • State STR Spdr S&P 500 ETF TSPY
    Share
    0.7%
    Value
    $898m
    Shares
    1,202,150

    Held

  • John Hancock Exchange TradedJHEM
    Share
    0.7%
    Value
    $867m
    Shares
    21,548,669

    +13%

  • UnitedHealth GroupUNH
    Share
    0.7%
    Value
    $861m
    Shares
    2,071,359

    -20%

  • John Hancock Exchange TradedJDVL
    Share
    0.7%
    Value
    $837m
    Shares
    26,465,306

    +55%

  • KKRKKR
    Share
    0.6%
    Value
    $817m
    Shares
    8,900,144

    +10%

  • JPMorgan ChaseJPM
    Share
    0.6%
    Value
    $810m
    Shares
    2,473,477

    Held

  • VisaV
    Share
    0.6%
    Value
    $804m
    Shares
    2,343,195

    +23%

  • Suncor EnergySU
    Share
    0.6%
    Value
    $791m
    Shares
    14,731,583

    Held

  • Vanguard Tax-Managed FDSVEA
    Share
    0.6%
    Value
    $730m
    Shares
    10,246,137

    +3%

  • United RentalsURI
    Share
    0.6%
    Value
    $716m
    Shares
    632,126

    -6%

  • AstrazenecaAZN
    Share
    0.5%
    Value
    $687m
    Shares
    3,673,390

    -4%

  • Thermo Fisher ScientificTMO
    Share
    0.5%
    Value
    $667m
    Shares
    1,330,750

    -7%

  • Applied MaterialsAMAT
    Share
    0.5%
    Value
    $658m
    Shares
    910,031

    Held

  • Canadian Pacific Kansas CityCP
    Share
    0.5%
    Value
    $658m
    Shares
    7,600,778

    -6%

  • AbbVieABBV
    Share
    0.5%
    Value
    $655m
    Shares
    2,603,988

    Held

  • MckessonMCK
    Share
    0.5%
    Value
    $651m
    Shares
    862,182

    +6%

  • John Hancock Exchange TradedJDVI
    Share
    0.5%
    Value
    $647m
    Shares
    16,767,642

    +1362%

  • Berkshire HathawayBRK-B
    Share
    0.5%
    Value
    $642m
    Shares
    1,282,959

    -7%

  • John Hancock Exchange TradedJHLN
    Share
    0.5%
    Value
    $634m
    Shares
    25,754,243

    +5%

  • Canadian National RailwayCNI
    Share
    0.5%
    Value
    $632m
    Shares
    5,303,746

    +20%

  • Cheniere EnergyLNG
    Share
    0.5%
    Value
    $629m
    Shares
    2,633,763

    -29%

  • KLAKLAC
    Share
    0.5%
    Value
    $615m
    Shares
    2,038,894

    -34%

  • Agnico Eagle MinesAEM
    Share
    0.5%
    Value
    $608m
    Shares
    3,921,023

    -4%

  • LennarLEN
    Share
    0.5%
    Value
    $605m
    Shares
    6,683,066

    +12%

  • EnbridgeENB
    Share
    0.5%
    Value
    $600m
    Shares
    11,079,469

    +2%

  • Elevance HealthELV
    Share
    0.5%
    Value
    $591m
    Shares
    1,528,416

    -26%

  • Waste ConnectionsWCN
    Share
    0.5%
    Value
    $590m
    Shares
    3,544,278

    -5%

  • IntelINTC
    Share
    0.4%
    Value
    $570m
    Shares
    4,083,350

    -4%

  • Barrick MiningB
    Share
    0.4%
    Value
    $558m
    Shares
    15,195,263

    Held

  • Texas InstrumentsTXN
    Share
    0.4%
    Value
    $542m
    Shares
    1,819,316

    -33%

  • TransDigm GroupTDG
    Share
    0.4%
    Value
    $523m
    Shares
    392,447

    +106%

  • Liberty MediaFWONK
    Share
    0.4%
    Value
    $505m
    Shares
    5,311,086

    +14%

  • SalesforceCRM
    Share
    0.4%
    Value
    $492m
    Shares
    3,140,986

    -8%

  • Abbott LaboratoriesABT
    Share
    0.4%
    Value
    $487m
    Shares
    5,370,397

    +5%

  • WalmartWMT
    Share
    0.4%
    Value
    $468m
    Shares
    4,132,839

    -8%

  • Vulcan MaterialsVMC
    Share
    0.4%
    Value
    $451m
    Shares
    1,529,164

    +102%

  • Arthur J. GallagherAJG
    Share
    0.3%
    Value
    $440m
    Shares
    1,917,615

    +494%

  • Cenovus EnergyCVE
    Share
    0.3%
    Value
    $424m
    Shares
    17,117,654

    -3%

  • MedtronicMDT
    Share
    0.3%
    Value
    $421m
    Shares
    5,378,561

    Held

  • Lam ResearchLRCX
    Share
    0.3%
    Value
    $418m
    Shares
    964,364

    +17%

  • AmgenAMGN
    Share
    0.3%
    Value
    $417m
    Shares
    1,150,794

    -9%

  • Bank of Montreal /canBMO
    Share
    0.3%
    Value
    $417m
    Shares
    2,361,978

    -3%

  • Bank of Nova ScotiaBNS
    Share
    0.3%
    Value
    $416m
    Shares
    4,800,235

    -10%

  • Costco WholesaleCOST
    Share
    0.3%
    Value
    $416m
    Shares
    444,473

    +24%

  • DanaherDHR
    Share
    0.3%
    Value
    $410m
    Shares
    2,154,842

    -3%

  • ExxonMobil HoldingsXOM
    Share
    0.3%
    Value
    $395m
    Shares
    2,886,734

    -11%

  • Marvell TechnologyMRVL
    Share
    0.3%
    Value
    $394m
    Shares
    1,323,705

    -31%

  • FerrariRACE
    Share
    0.3%
    Value
    $389m
    Shares
    1,044,720

    +36%

  • Cisco SystemsCSCO
    Share
    0.3%
    Value
    $389m
    Shares
    3,307,568

    -7%

  • Spdr Series TrustSPYV
    Share
    0.3%
    Value
    $384m
    Shares
    6,312,030

    +1808%

  • NasdaqNDAQ
    Share
    0.3%
    Value
    $378m
    Shares
    4,793,430

    +6%

  • Spdr Series TrustSPYG
    Share
    0.3%
    Value
    $376m
    Shares
    3,158,745

    New

  • NutrienNTR
    Share
    0.3%
    Value
    $375m
    Shares
    5,966,277

    +31%

  • TC EnergyTRP
    Share
    0.3%
    Value
    $363m
    Shares
    5,491,844

    +9%

  • AccentureACN
    Share
    0.3%
    Value
    $356m
    Shares
    2,857,277

    +20%

  • CelesticaCLS
    Share
    0.3%
    Value
    $352m
    Shares
    965,950

    Held

  • BrookfieldBN
    Share
    0.3%
    Value
    $345m
    Shares
    8,112,388

    -18%

  • Bank of AmericaBAC
    Share
    0.3%
    Value
    $333m
    Shares
    5,852,715

    -7%

  • CaterpillarCAT
    Share
    0.3%
    Value
    $326m
    Shares
    306,110

    -3%

  • CencoraCOR
    Share
    0.2%
    Value
    $314m
    Shares
    1,108,447

    Held

  • Marsh & McLennan CompaniesMRSH
    Share
    0.2%
    Value
    $311m
    Shares
    1,867,077

    +19%

  • Wheaton Precious MetalsWPM
    Share
    0.2%
    Value
    $311m
    Shares
    2,767,598

    -4%

  • American TowerAMT
    Share
    0.2%
    Value
    $306m
    Shares
    1,872,067

    -19%

  • John Hancock Exchange TradedJHMM
    Share
    0.2%
    Value
    $305m
    Shares
    4,073,547

    +47%

  • Sun Life FinancialSLF
    Share
    0.2%
    Value
    $293m
    Shares
    3,739,937

    -46%

  • FirstServiceFSV
    Share
    0.2%
    Value
    $293m
    Shares
    2,062,192

    +8%

  • Ishares TRSHY
    Share
    0.2%
    Value
    $291m
    Shares
    3,545,364

    +225%

  • Pembina PipelinePBA
    Share
    0.2%
    Value
    $286m
    Shares
    6,187,904

    -31%

  • Uber TechnologiesUBER
    Share
    0.2%
    Value
    $283m
    Shares
    3,921,206

    +5%

  • GE VernovaGEV
    Share
    0.2%
    Value
    $282m
    Shares
    239,711

    Held

  • S&P GlobalSPGI
    Share
    0.2%
    Value
    $281m
    Shares
    690,931

    +76%

  • General ElectricGE
    Share
    0.2%
    Value
    $279m
    Shares
    747,349

    -13%

  • Vertex PharmaceuticalsVRTX
    Share
    0.2%
    Value
    $275m
    Shares
    554,085

    Held

  • Lowe's CompaniesLOW
    Share
    0.2%
    Value
    $271m
    Shares
    1,230,979

    -4%

  • StrykerSYK
    Share
    0.2%
    Value
    $271m
    Shares
    859,544

    +8%

  • CamecoCCJ
    Share
    0.2%
    Value
    $270m
    Shares
    2,649,251

    -6%

  • MastercardMA
    Share
    0.2%
    Value
    $269m
    Shares
    524,516

    -17%

  • Alnylam PharmaceuticalsALNY
    Share
    0.2%
    Value
    $269m
    Shares
    893,795

    +35%

Showing the largest 100 of 2,845.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 14.8% since 30 June 2025.

Where the money is

Technology23.6%
Financial services14.5%
Health care11.4%
Industrials8.2%
Retail & consumer7.3%
Media & telecom6.4%
Energy4.9%
Materials4.3%
Utilities2.6%
Everyday goods2.0%
Real estate2.0%
Other12.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.