§ 13F · FUND PROFILE
MANUFACTURERS LIFE INSURANCE COMPANY, THE.
Insurance, Canadian life, income assets
AUM · $128.1B (13F)Positions · 2872Turnover · 99% · Q2Filed · Aug 14, 2026
CONCENTRATION
22%
Top 10 holdings
NEW BUYS
+225
+$2.5B deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → SEMICONDUCTORS
-3pp · +3pp
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 10.73M | $4.0B | 3.1% | −4% |
| 2 | NVDA | NVIDIA CORPORATION | 19.01M | $3.8B | 3.0% | −1% |
| 3 | AMZN | AMAZON COM INC | 14.92M | $3.6B | 2.8% | −6% |
| 4 | GOOGL | ALPHABET INC | 9.27M | $3.3B | 2.6% | −11% |
| 5 | AAPL | APPLE INC | 10.30M | $3.0B | 2.3% | −10% |
| 6 | AVGO | BROADCOM INC | 6.45M | $2.4B | 1.9% | +21% |
| 7 | RY | ROYAL BK CDA | 11.11M | $2.3B | 1.8% | −8% |
| 8 | JHCR | JOHN HANCOCK EXCHANGE TRADED | 90.28M | $2.3B | 1.8% | +3% |
| 9 | TD | TORONTO DOMINION BK ONT | 16.94M | $2.1B | 1.6% | ±0% |
| 10 | META | META PLATFORMS INC | 2.88M | $1.6B | 1.3% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other44.9% (−3pp)
Semiconductors12.0% (+3pp)
Technology10.1% (−1pp)
Banking8.2% (±0)
Media5.8% (±0)
Energy5.5% (−2pp)
§ 03 · THE MANUFACTURERS SIGNAL
AC read
MANUFACTURERS LIFE INSURANCE COMPANY, THE is a Income / Defensive fund managing $128.1 billion in assets. The fund runs a massive portfolio of 2,872 positions, broad diversification across holdings. Trading activity is aggressive at 99% quarterly turnover, with 225 new positions and 0 exits last quarter. Top sector allocations: Other (45%), Semiconductors (12%), Technology (10%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 OF 2 FILINGS MEASURED
Q2 2026
Busy quarter
+225 buys · −0 exits · 2628 changed
Q1 2026
Busy quarter
+102 buys · −0 exits · 2669 changed
Q4 2025
Busy quarter
+88 buys · −0 exits · 2713 changed
Q3 2025
Busy quarter
+2904 buys · −0 exits · 0 changed