Latest Beutel, Goodman & Co Ltd. Stock Portfolio

Beutel, Goodman & Co Ltd. Performance:
2025 Q2: 0.86%YTD: -0.38%2024: 4.16%

Performance for 2025 Q2 is 0.86%, and YTD is -0.38%, and 2024 is 4.16%.

About Beutel, Goodman & Co Ltd. and 13F Hedge Fund Stock Holdings

Beutel, Goodman & Co Ltd. is a hedge fund based in Canada. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $32.2 Billions. In it's latest 13F Holdings report, Beutel, Goodman & Co Ltd. reported an equity portfolio of $17.6 Billions as of 30 Jun, 2025.

The top stock holdings of Beutel, Goodman & Co Ltd. are , , . The fund has invested 6.2% of it's portfolio in TORONTO DOMINION BK and 4.9% of portfolio in ROYAL BANK CDA.

The fund managers got completely rid off GENTEX (GNTX), POLARIS INDUSTRIES (PII) and BRP INC stocks. They significantly reduced their stock positions in MAGNA INTL INC, SOMNIGROUP INTERNATIONAL (TPX) and CITIGROUP (C). Beutel, Goodman & Co Ltd. opened new stock positions in ELEVANCE HEALTH (ELV), EMERA and ISHARES CORE S&P 500 ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SMITH & NEPHEW, AMERIPRISE FINANCIAL (AMP) and MERCK& CO INC (MRK).

Beutel, Goodman & Co Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that Beutel, Goodman & Co Ltd. made a return of 0.86% in the last quarter. In trailing 12 months, it's portfolio return was 0.74%.
2019202020212022202320242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
elevance health293,141,000
emera13,682,000
docebo7,189,000
ishares core s&p 500 etf660,000

New stocks bought by Beutel, Goodman & Co Ltd.

Additions

Ticker% Inc.
smith & nephew56.21
gsk plc36.54
ameriprise financial18.01
merck& co inc15.35
westinghouse air brake technologies14.13
cgi group12.99
chubb limited4.57
qualcomm3.58

Additions to existing portfolio by Beutel, Goodman & Co Ltd.

Reductions

Ticker% Reduced
magna intl inc-99.99
somnigroup international-99.66
south bow corp.-99.28
citigroup-98.55
walgreens boots alliance inc.-96.46
pfizer inc.-93.83
bank of nova scotia-92.58
consolidated edison-91.67

Beutel, Goodman & Co Ltd. reduced stake in above stock

Sold off

Ticker$ Sold
gentex-141,360,000
brp inc-97,336,000
polaris industries-114,259,000
intel corp.-387,000
baytex energy corp.-22,000
kellanova-675,000
csx corp.-70,000
shell adr plc-153,000

Beutel, Goodman & Co Ltd. got rid off the above stocks

Sector Distribution

Beutel, Goodman & Co Ltd. has about 53.1% of it's holdings in Others sector.

53%
Sector%
Others53.1
Industrials9
Healthcare8.8
Financial Services8.7
Technology6
Consumer Cyclical5.6
Consumer Defensive3.6
Communication Services2.6
Basic Materials2.4

Market Cap. Distribution

Beutel, Goodman & Co Ltd. has about 43.3% of it's portfolio invested in the large-cap and mega-cap stocks.

53%41%
Category%
UNALLOCATED52.6
LARGE-CAP40.6
MID-CAP4.2
MEGA-CAP2.7

Stocks belong to which Index?

About 38.2% of the stocks held by Beutel, Goodman & Co Ltd. either belong to S&P 500 or RUSSELL 2000 index.

62%38%
Index%
Others61.8
S&P 50038.2
Top 5 Winners (%)%
ORCL
oracle
58.5 %
NFLX
netflix inc.
46.7 %
MSFT
microsoft
32.5 %
JCI
johnson controls international
31.8 %
ETN
eaton corporation plc
31.3 %
Top 5 Winners ($)$
AXP
american express co
72.7 M
NTAP
netapp
68.1 M
EBAY
ebay inc
47.5 M
WAB
westinghouse air brake technologies
43.6 M
CP
canadian pacific kansas city
38.9 M
Top 5 Losers (%)%
UNH
united health group inc.
-44.4 %
XLB
consumer staples select sector spdr
-27.1 %
CPB
the campbells company
-23.2 %
TMO
thermo fisher scientific inc.
-18.5 %
CVX
chevron corporation
-14.4 %
Top 5 Losers ($)$
CPB
the campbells company
-72.6 M
MRK
merck& co inc
-46.9 M
AMGN
amgen inc
-45.3 M
KMB
kimberly clark corp
-39.7 M
OMC
omnicom group
-37.5 M

Beutel, Goodman & Co Ltd. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

AXPEBAYQCOMMDTCMCSAPPGMRKAMGNCBKMBNTAPWABQSRRBACAECPAMPELVOMCCPBSEICIPGCMIOTEX..MA..HO..CGFLS..A..

Current Stock Holdings of Beutel, Goodman & Co Ltd.

Beutel, Goodman & Co Ltd. has 176 stocks in it's portfolio. About 32.2% of the portfolio is in top 10 stocks. CPB proved to be the most loss making stock for the portfolio. AXP was the most profitable stock for Beutel, Goodman & Co Ltd. last quarter.

Last Reported on: 13 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions