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Sun Life Financial

Latest statistics and disclosures from Sun Life Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVV, VOO, SNPE, EWY, and represent 73.17% of Sun Life Financial's stock portfolio.
Added to shares of these 10 stocks: Aam Crescent Clo Etf (+$50M), SNPE (+$28M), EWM (+$10M), EIDO (+$9.9M), ASHR, EWT, SEAT, EFA, IEUR, INDA.
Started 5 new stock positions in SEATW, SEAT, IEUR, Aam Crescent Clo Etf, EWM.
Reduced shares in these 10 stocks: DLR (-$32M), AVB (-$28M), PLD (-$28M), QQQ (-$23M), VOO (-$20M), IVV (-$20M), CPT (-$17M), EWY (-$10M), SPG (-$9.9M), EQIX (-$9.0M).
Sold out of its positions in SGOV, REXR.
Sun Life Financial was a net seller of stock by $-115M.
Sun Life Financial has $1.9B in assets under management (AUM), dropping by -2.84%.
Central Index Key (CIK): 0001097362

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Portfolio Holdings for Sun Life Financial

Sun Life Financial holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust * Spdr S&p 500 Etf Tr Tr Unit (SPY)	22.3	$426M		624k	681.92	View chart
Ishares Core S&p 500 Etf * Ishares Tr Core S&p500 Etf (IVV)	15.7	$299M	-6%	436k	684.92	View chart
Vanguard S&p 500 Etf * Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.1	$287M	-6%	458k	627.13	View chart
Xtrackers S&p 500 Scored & Screened Etf * Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	12.6	$241M	+13%	3.9M	62.45	View chart
Ishares Msci South Korea Etf * Ishares Inc Msci Sth Kor Etf (EWY)	7.4	$142M	-6%	1.5M	97.22	View chart
Ishares Msci Taiwan Etf * Ishares Inc Msci Taiwan Etf (EWT)	6.2	$118M	+3%	1.9M	63.53	View chart
Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$74M	-23%	120k	614.31	View chart
Aam Slc Low Duration Income Etf Etf Ser Solutions Aam Slc Low Dur (LODI)	2.7	$51M		2.0M	25.25	View chart
Aam Crescent Clo Etf Etf Ser Solutions Aam Crescent Clo Added	2.6	$50M	NEW	2.0M	25.07	View chart
Ishares Esg Screened S&p 500 Etf * Ishares Tr Esg Select Scre (XVV)	2.3	$43M		823k	52.70	View chart
Ishares Msci Singapore Etf * Ishares Inc Msci Singpor Etf (EWS)	2.1	$41M		1.5M	27.51	View chart
Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP)	1.6	$31M		2.2M	14.05	View chart
Ishares Msci India Etf * Ishares Tr Msci India Etf (INDA)	1.0	$19M	+8%	342k	54.05	View chart
Ishares Msci Indonesia Etf * Ishares Tr Msci Indonia Etf (EIDO)	0.7	$14M	+269%	726k	18.70	View chart
Ishares Msci Thailand Etf * Ishares Inc Msci Thailnd Etf (THD)	0.7	$13M		218k	59.67	View chart
Xtrackers Harvest Csi 300 China A-shares Etf * Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	0.6	$11M	+66%	331k	32.85	View chart
Ishares Msci Malaysia Etf * Ishares Inc Msci Mly Etf New (EWM)	0.5	$10M	NEW	377k	27.36	View chart
Ishares Msci Eafe Index Fund * Ishares Tr Msci Eafe Etf (EFA)	0.4	$6.9M	+52%	72k	96.03	View chart
Ishares Msci Japan Ucits Etf * Ishares Inc Msci Japan Etf (EWJ)	0.3	$6.1M	+28%	76k	80.74	View chart
Vivid Seats Com Cl A (SEAT)	0.2	$3.2M	NEW	446k	7.21	View chart
Ishares Msci France Etf * Ishares Inc Msci France Etf (EWQ)	0.1	$2.7M		59k	44.98	View chart
Ishares Msci United Kingdom Index Fund * Ishares Tr Msci Uk Etf New (EWU)	0.1	$2.3M		51k	43.99	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.7M		28k	59.93	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.6M	-39%	27k	58.71	View chart
Ishares Core Msci Europe Etf * Ishares Tr Core Msci Euro (IEUR)	0.1	$1.5M	NEW	21k	70.99	View chart
Equinix * Equinix Inc Com (EQIX)	0.1	$1.3M	-87%	1.7k	765.91	View chart
Ishares Msci Mexico Capped Etf * Ishares Inc Msci Mexico Etf (EWW)	0.1	$1.3M	-2%	18k	69.31	View chart
Digital Realty Trust * Digital Rlty Tr Inc Com (DLR)	0.1	$1.3M	-96%	8.1k	154.74	View chart
Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT)	0.1	$1.1M	-93%	9.6k	110.07	View chart
Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB)	0.1	$1.0M	-96%	5.7k	181.32	View chart
Simon Property Group * Simon Ppty Group Inc New Com (SPG)	0.1	$1.0M	-90%	5.5k	185.10	View chart
First Industrial Realty Trust * First Indl Rlty Tr Inc Com (FR)	0.1	$984k	-89%	17k	57.26	View chart
Prologis * Prologis Inc. Com (PLD)	0.1	$981k	-96%	7.7k	127.70	View chart
Boston Properties * Bxp Inc Com (BXP)	0.0	$945k	-88%	14k	67.48	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$798k		9.2k	87.21	View chart
Ishares Msci Germany Etf * Ishares Inc Msci Germany Etf (EWG)	0.0	$557k		13k	42.54	View chart
Ishares Msci Philippines Etf Ishares Tr Msci Philips Etf (EPHE)	0.0	$85k	-97%	3.4k	25.00	View chart
Vivid Seats *w Exp 10/18/202 (SEATW)	0.0	$21k	NEW	423k	0.05	View chart
Beasley Broadcast Group Cl A (BBGI)	0.0	$8.0k		1.5k	5.25	View chart

Past Filings by Sun Life Financial

SEC 13F filings are viewable for Sun Life Financial going back to 2010

Sun Life Financial 2025 Q4 filed Feb. 12, 2026
Sun Life Financial 2025 Q3 filed Nov. 10, 2025
Sun Life Financial 2025 Q2 filed Aug. 13, 2025
Sun Life Financial 2025 Q1 filed May 8, 2025
Sun Life Financial 2024 Q4 filed Feb. 13, 2025
Sun Life Financial 2024 Q3 filed Oct. 24, 2024
Sun Life Financial 2024 Q2 filed Aug. 12, 2024
Sun Life Financial 2024 Q1 filed May 7, 2024
Sun Life Financial 2023 Q4 restated filed Feb. 22, 2024
Sun Life Financial 2023 Q4 filed Feb. 7, 2024
Sun Life Financial 2023 Q3 filed Nov. 14, 2023
Sun Life Financial 2023 Q2 filed Aug. 11, 2023
Sun Life Financial 2023 Q1 filed May 11, 2023
Sun Life Financial 2022 Q4 filed Feb. 14, 2023
Sun Life Financial 2022 Q3 filed Nov. 14, 2022
Sun Life Financial 2022 Q2 filed Aug. 15, 2022

View all past filings

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