§ 13F · FUND PROFILE
MANUFACTURERS LIFE INSURANCE COMPANY, THE.
Insurance, Canadian life, income assets
AUM · $121.7B (13F)Positions · 2904Turnover · 99% · Q1Filed · May 15, 2026
CONCENTRATION
22%
Top 10 holdings
NEW BUYS
+102
+$1.6B deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → SEMICONDUCTORS
-2pp · +0pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 11.16M | $4.1B | 3.6% | +3% |
| 2 | NVDA | NVIDIA CORPORATION | 19.28M | $3.4B | 2.9% | −8% |
| 3 | AMZN | AMAZON COM INC | 15.86M | $3.3B | 2.8% | −4% |
| 4 | GOOGL | ALPHABET INC | 10.42M | $3.0B | 2.6% | −4% |
| 5 | AAPL | APPLE INC | 11.40M | $2.9B | 2.5% | −9% |
| 6 | JHCR | JOHN HANCOCK EXCHANGE TRADED | 87.27M | $2.2B | 1.9% | +12123% |
| 7 | RY | ROYAL BK CDA | 12.13M | $2.0B | 1.7% | +2% |
| 8 | META | META PLATFORMS INC | 3.02M | $1.7B | 1.5% | +17% |
| 9 | AVGO | BROADCOM INC | 5.31M | $1.6B | 1.4% | +21% |
| 10 | TD | TORONTO DOMINION BK ONT | 16.93M | $1.6B | 1.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other47.9% (±0)
Technology11.0% (−2pp)
Semiconductors8.6% (±0)
Banking7.8% (±0)
Energy7.3%
Media6.0% (±0)
§ 03 · THE MANUFACTURERS SIGNAL
AC read
MANUFACTURERS LIFE INSURANCE COMPANY, THE is a Income / Defensive fund managing $121.7 billion in assets. The fund runs a massive portfolio of 2,904 positions, broad diversification across holdings. Trading activity is aggressive at 99% quarterly turnover, with 102 new positions and 0 exits last quarter. Top sector allocations: Other (48%), Technology (11%), Semiconductors (9%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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