Company Great-West Lifeco Inc. Toronto S.E.

Company Great-West Lifeco Inc. Toronto S.E.

GWO.PR.N

CA39138C7917

Life & Health Insurance

Analysts' Consensus

Equities

GWO.PR.N

CA39138C7917

Life & Health Insurance

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Great-West Lifeco Inc.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Life & Health Insurance

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Great-West Lifeco Inc.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Life & Health Insurance

Market Closed - Toronto S.E. Other stock markets 21:00:00 23/05/2024 BST			5-day change	1st Jan Change
14.92 ^CAD	+1.08%		-0.40%	+12.94%

05-07	Power Corp. of Canada, Great-West Lifeco Ratings Affirmed at S&P	MT
05-06	Great-West Lifeco Takes Minority Stake in Power Sustainable Manager	MT

Great-West Lifeco Inc. is an international financial services holding company. The Company has interests in life insurance, health insurance, retirement and investment services, asset management and reinsurance businesses. Its segments include Canada, United States, Europe, and Capital and Risk Solutions. It operates in Canada, the United States and Europe under the brands Canada Life, Empower, and Irish Life. It operates through its subsidiaries, including The Canada Life Assurance Company (Canada Life), and Empower Annuity Insurance Company of America (Empower). Canada Life provides insurance and wealth management products and services in Canada, the United Kingdom, the Isle of Man and Germany, and in Ireland through Irish Life. Empower provides retirement plans.

Number of employees: 33,500

CAD in Million	2022	Weight	2023	Weight	Delta
Individual Customer and Group Customer 41.2 %	13,257	29.7 %	17,163	41.2 %	+29.46%
Financial Services and Asset Management 24.7 %	1,461	3.3 %	10,295	24.7 %	+604.65%
Europe 22.0 %	-244	-0.5 %	9,159	22.0 %	-3,853.69%
Capital and Risk Solutions 12.0 %	30,130	67.5 %	5,002	12.0 %	-83.40%
Lifeco Corporate 0.0 %	58	0.1 %	10	0.0 %	-82.76%

CAD in Million	2022	Weight	2023	Weight	Delta
Canada 41.2 %	13,257	29.7 %	17,163	41.2 %	+29.46%
United States 28.2 %	28,830	64.6 %	11,757	28.2 %	-59.22%
Europe 22.0 %	-244	-0.5 %	9,159	22.0 %	-3,853.69%
United Kingdom 4.9 %	1,089	2.4 %	2,052	4.9 %	+88.43%
Other 3.4 %	2,055	4.6 %	1,401	3.4 %	-31.82%
Japan 0.2 %	-383	-0.9 %	87	0.2 %	-122.72%
Global 0.0 %	58	0.1 %	10	0.0 %	-82.76%

Managers	Title	Age	Since
Paul Mahon CEO	Chief Executive Officer	60	30/04/13
Jon Nielsen DFI	Director of Finance/CFO	-	04/09/23
Raman Srivastava CIO	Chief Investment Officer	-	31/07/17
Deirdre Neary IRC	Investor Relations Contact	-	-
Sharon Geraghty LAW	General Counsel	-	31/12/17
Bradley Fedorchuk PRN	Corporate Officer/Principal	-	31/12/93
Paul Orlander PRN	Corporate Officer/Principal	-	28/11/18
David Harney PRN	Corporate Officer/Principal	-	18/04/16
Dervla Tomlin PRN	Corporate Officer/Principal	-	31/12/14
Grace Palombo HRO	Human Resources Officer	60	31/10/14

Members of the board	Title	Age	Since
André Roger Desmarais BRD	Director/Board Member	68	21/04/92
Paul Guy Desmarais BRD	Director/Board Member	69	14/05/86
Siim Vanaselja BRD	Director/Board Member	67	07/05/14
Marcel Coutu BRD	Director/Board Member	70	02/05/07
Robert Orr CHM	Chairman	66	29/07/02
T. Ryan BRD	Director/Board Member	78	05/05/10
Paul Mahon CEO	Chief Executive Officer	60	30/04/13
Paula Madoff BRD	Director/Board Member	56	02/05/18
Claude Généreux BRD	Director/Board Member	61	06/05/15
Michael Amend BRD	Director/Board Member	47	02/05/18

	Vote	Quantity	Free-Float	Total Float
Stock A	0	74,800,000	0	26.35 %
Stock B	0	12,000,000	0
Stock C	0	12,000,000	0
Stock D	0	10,000,000	0
Stock E	1	932,857,335	274,486,658 ( 29.42 %)

Name	Equities	%	Valuation
POWER FINANCIAL CORPORATION 70.52 %	657,587,165	70.52 %	19 336 M $
Brompton Funds Ltd. 0.2568 %	2,394,734	0.2568 %	70 M $
Quadravest Capital Management, Inc. 0.1236 %	1,152,800	0.1236 %	34 M $
Hamilton Capital Partners, Inc. 0.1191 %	1,110,699	0.1191 %	33 M $
SEAMARK Asset Management Ltd. (New) 0.0791 %	737,518	0.0791 %	22 M $
Sjunde AP-fonden 0.0407 %	379,117	0.0407 %	11 M $
André Roger Desmarais 0.0375 %	350,000	0.0375 %	10 M $
Sionna Investment Managers, Inc. 0.0316 %	295,027	0.0316 %	9 M $
Redwood Asset Management, Inc. 0.0303 %	282,120	0.0303 %	8 M $
Scotia Managed Companies Administration, Inc. 0.0293 %	273,583	0.0293 %	8 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.8165 %	97,977	0.8165 %	196 $
Advantaged Preferred Share Trust (Mutual Fund Manager) 0.3476 %	41,716	0.3476 %	83 $
Manulife Investment Management Ltd. 0.0958 %	11,500	0.0958 %	23 $

Name	Equities	%	Valuation
Flow Investment Services Corp. 0.6250 %	50,000	0.6250 %	710 050 $
J. Zechner Associates, Inc. 0.1581 %	12,650	0.1581 %	179 643 $
Fiera Investments LP 0.0875 %	7,000	0.0875 %	99 407 $

Name	Equities	%	Valuation
Manulife Investment Management Ltd. 0.6680 %	66,800	0.6680 %	970 404 $
J. Zechner Associates, Inc. 0.3471 %	34,714	0.3471 %	504 290 $

Name	Equities	%	Valuation
Flow Investment Services Corp. 0.7500 %	75,000	0.7500 %	799 050 $
Slater Asset Management, Inc. 0.6583 %	65,825	0.6583 %	701 300 $

Name	Equities	%	Valuation
J. Zechner Associates, Inc. 0.9544 %	76,350	0.9544 %	1 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.6627 %	53,018	0.6627 %	646 342 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 1.600 %	108,786	1.600 %	2 M $

Name	Equities	%	Valuation
J. Zechner Associates, Inc. 0.5458 %	65,500	0.5458 %	844 295 $
Advantaged Preferred Share Trust (Mutual Fund Manager) 0.3189 %	38,269	0.3189 %	493 287 $
Leon Frazer & Associates, Inc. 0.2804 %	33,650	0.2804 %	433 749 $
NorRock Asset Management Ltd. 0.1308 %	15,700	0.1308 %	202 373 $
Inhance Investment Management, Inc. 0.1100 %	13,200	0.1100 %	170 148 $

Name	Equities	%	Valuation
Franklin Bissett Investment Management 0.6250 %	75,000	0.6250 %	75 $
Advantaged Preferred Share Trust (Mutual Fund Manager) 0.3331 %	39,977	0.3331 %	40 $
Leon Frazer & Associates, Inc. 0.0675 %	8,100	0.0675 %	8 $
Wellington West Asset Management, Inc. 0.0242 %	2,900	0.0242 %	3 $
J. Zechner Associates, Inc. 0.005000 %	600	0.005000 %	1 $

Name	Equities	%	Valuation
Manulife Investment Management Ltd. 0.8125 %	65,000	0.8125 %	844 805 $
Advantaged Preferred Share Trust (Mutual Fund Manager) 0.4625 %	37,000	0.4625 %	480 889 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.2411 %	14,463	0.2411 %	229 860 $
Stone Asset Management Ltd. 0.0511 %	3,064	0.0511 %	48 696 $
Manulife Investment Management Ltd. 0.0167 %	1,000	0.0167 %	15 893 $

Name	Equities	%	Valuation
Manulife Investment Management Ltd. 0.0375 %	3,000	0.0375 %	41 757 $

Name	Equities	%	Valuation
FRANKLIN RESOURCES, INC. 5.99%	31,557,117	5.99%	791,768,066 $

Great-West Lifeco, Inc.

100 Osborne Street North

R3C 1V3, Winnipeg

+204 946 1190

http://www.greatwestlifeco.com

address Great-West Lifeco Inc.(GWO.PR.N)

Name	Category and Sector
Putnam Select US Equity Fund LP	Investment Trusts/Mutual Funds
Equity/Bond Fund 2.15G	Investment Trusts/Mutual Funds
Putnam US Holdings I Putnam US Holdings I Financial ConglomeratesFinance Putnam US Holdings I LLC provides investment companies. The company is headquartered in Boston, MA.	Financial Conglomerates
The Canada Life Assurance Co. The Canada Life Assurance Co. Multi-Line InsuranceFinance The Canada Life Assurance Co. provides insurance and financial services. It provides life insurance, critical illness, disability, and creditor insurance policy. The company was founded in 1847 and is headquartered in Toronto, Canada.	Multi-Line Insurance
U.S. Value Fund 18.60P	Investment Trusts/Mutual Funds
Managed Fund (Laketon) SF035	Investment Trusts/Mutual Funds
Emerging Markets Fund 9.67P	Investment Trusts/Mutual Funds
Global Equity Fund 2.05L	Investment Trusts/Mutual Funds
Fixed Income Fund (Laketon) SF019	Investment Trusts/Mutual Funds
Growth & Income Fund 6.05M	Investment Trusts/Mutual Funds
Corporate Bond Fund 7.52PIM	Investment Trusts/Mutual Funds
37 Capital Flexible Long Short Fund LP 37 Capital Flexible Long Short Fund LP Financial ConglomeratesFinance 37 Capital Flexible Long Short Fund LP operates as a pooled investment fund firm. The company is headquartered in Boston, MA.	Financial Conglomerates
Canadian Equity/Bond Investment Fund No. 1	Investment Trusts/Mutual Funds
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.	Investment Managers
The Putnam Advisory Co. LLC The Putnam Advisory Co. LLC Investment ManagersFinance The Putnam Advisory Co. LLC (PAC) is a SEC-registered investment advisor and hedge fund manager headquartered in The Putnam Advisory Co. LLC 76203, Massachusetts. The firm was founded in 1968 and is a subsidiary of Putnam Advisory Holdings II LLC, ultimately owned by Power Corp. of Canada (TSE: POW). PAC manages assets for institutional and international clients as well as various pooled investment funds.	Investment Managers
Putnam Health Care Long/Short Fund LP	Investment Trusts/Mutual Funds
Putnam Investments (Ireland) Ltd. Putnam Investments (Ireland) Ltd. Investment ManagersFinance Part of Power Financial Corp., Putnam Investments (Ireland) Ltd. is an Irish company.	Investment Managers
Putnam Fixed Income Opportunities Fund Ltd.	Investment Trusts/Mutual Funds
Putnam Fiduciary Trust Co. Putnam Fiduciary Trust Co. Regional BanksFinance Putnam Fiduciary Trust Co. is a nonprofit investment advisor and consultant that provides advice and solutions to organizations committed to making a difference in the world. The private company is based in Boston, MA and has subsidiaries in the United States. The company offers wealth management and financial planning services to help clients achieve their goals.	Regional Banks
Putnam Investment Holdings LLC
Putnam U.S. Holdings I LLC Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.	Investment Managers

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Sell

Buy

Mean consensus

HOLD

Number of Analysts

Last Close Price

42.85 CAD

Average target price

44.1 CAD

Spread / Average Target

+2.92%

Consensus

Estimates Revisions

Company calendar

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GENERALI	+22.32%	39.1B
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Financials

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