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, EWT, EWY, and represent 64.70% of Sun Life Financial's stock portfolio.
  • Added to shares of these 10 stocks: BKLN (+$45M), SPG (+$10M), EQIX (+$10M), BXP (+$9.7M), CCAP (+$7.1M), DLR (+$7.1M), THD, EWM, EPHE, INDA.
  • Started 4 new stock positions in EQIX, BKLN, SPG, BXP.
  • Reduced shares in these 10 stocks: PLD (-$19M), EWS (-$5.8M), FR (-$5.7M), EWY (-$5.4M), REXR (-$5.0M), IVV, SPY, EWT, EIDO, EFA.
  • Sun Life Financial was a net buyer of stock by $42M.
  • Sun Life Financial has $1.8B in assets under management (AUM), dropping by 7.18%.
  • Central Index Key (CIK): 0001097362

Tip: Access up to 7 years of quarterly data

Positions held by Sun Life Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Sun Life Financial

Sun Life Financial holds 33 positions in its portfolio as reported in the September 2024 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) 20.2 $363M 632k 573.76
 View chart
Ishares Core S&p 500 Etf * Ishares Tr Core S&p500 Etf (IVV) 17.0 $304M 527k 576.83
 View chart
Vanguard S&p 500 Etf * Vanguard Index Fds S&p 500 Etf Shs (VOO) 16.7 $300M 569k 527.67
 View chart
Ishares Msci Taiwan Etf * Ishares Inc Msci Taiwan Etf (EWT) 5.8 $103M 1.9M 53.87
 View chart
Ishares Msci South Korea Etf * Ishares Inc Msci Sth Kor Etf (EWY) 5.0 $90M -5% 1.4M 63.96
 View chart
Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $83M 170k 488.07
 View chart
Ishares Trust Ishares 1-5 Year Investment Grade Corporate Bond Etf * Ishares Tr Ishs 1-5yr Invs (IGSB) 4.4 $80M 1.5M 52.66
 View chart
Mister Car Wash (MCW) 3.5 $62M 9.3M 6.69
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf Sr Ln Etf (BKLN) 2.5 $45M NEW 2.1M 20.96
 View chart
Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP) 2.3 $41M +20% 2.2M 18.50
 View chart
Ishares Esg Screened S&p 500 Etf * Ishares Tr Esg Scrnd S&p500 (XVV) 2.0 $36M 823k 44.22
 View chart
Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB) 1.9 $34M 150k 225.25
 View chart
Digital Realty Trust * Digital Rlty Tr Inc Com (DLR) 1.8 $33M +27% 204k 161.83
 View chart
Prologis * Prologis Inc. Com (PLD) 1.6 $28M -40% 221k 126.28
 View chart
Ishares Msci Singapore Etf * Ishares Inc Msci Singpor Etf (EWS) 1.5 $28M -17% 1.2M 22.15
 View chart
Ishares Msci India Etf * Ishares Tr Msci India Etf (INDA) 1.1 $21M +2% 351k 58.53
 View chart
Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT) 1.1 $20M 160k 123.53
 View chart
Ishares Msci Indonesia Etf * Ishares Tr Msci Indonia Etf (EIDO) 0.9 $16M -7% 717k 22.50
 View chart
Ishares Msci Malaysia Etf * Ishares Inc Msci Mly Etf New (EWM) 0.8 $15M +9% 558k 27.05
 View chart
Ishares Msci Thailand Etf * Ishares Inc Msci Thailnd Etf (THD) 0.8 $15M +25% 218k 69.28
 View chart
Ishares Msci United Kingdom Index Fund * Ishares Tr Msci Uk Etf New (EWU) 0.6 $10M 274k 37.40
 View chart
Simon Property Group * Simon Ppty Group Inc New Com (SPG) 0.6 $10M NEW 59k 169.03
 View chart
Equinix * Equinix Inc Com (EQIX) 0.6 $10M NEW 11k 887.62
 View chart
Boston Properties * Bxp Inc Com (BXP) 0.5 $9.7M NEW 120k 80.46
 View chart
First Industrial Realty Trust * First Indl Rlty Tr Inc Com (FR) 0.5 $8.5M -40% 151k 55.98
 View chart
Rexford Industrial Realty * Rexford Indl Rlty Inc Com (REXR) 0.4 $7.5M -40% 150k 50.31
 View chart
Ishares Msci Philippines Etf Ishares Tr Msci Philips Etf (EPHE) 0.3 $6.3M +18% 215k 29.13
 View chart
Ishares Msci Japan Ucits Etf * Ishares Inc Msci Jpn Etf New (EWJ) 0.3 $6.2M -9% 87k 71.54
 View chart
Ishares Msci Eafe Index Fund * Ishares Tr Msci Eafe Etf (EFA) 0.3 $4.7M -12% 56k 83.64
 View chart
Ishares Msci France Etf * Ishares Inc Msci France Etf (EWQ) 0.1 $2.4M 59k 40.41
 View chart
Ishares Msci Mexico Capped Etf * Ishares Inc Msci Mexico Etf (EWW) 0.0 $786k 15k 53.71
 View chart
Ishares Msci Germany Etf * Ishares Inc Msci Germany Etf (EWG) 0.0 $522k -4% 15k 33.84
 View chart
Graftech International * Graftech Intl Ltd Com (EAF) 0.0 $420k 842k 0.50
 View chart

Past Filings by Sun Life Financial

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

View all past filings