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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, EWT, QQQ, and represent 65.66% of Sun Life Financial's stock portfolio.
Added to shares of these 8 stocks: Aam Slc Low Duration Income Etf (+$50M), SPY (+$7.1M), EWS (+$6.2M), EWT (+$5.6M), EIDO, REXR, EFA, BBGI.
Started 2 new stock positions in BBGI, Aam Slc Low Duration Income Etf.
Reduced shares in these 10 stocks: MCW (-$40M), EWY (-$6.8M), VOO (-$5.5M), QQQ, INDA, THD, EWM, EPHE, EWJ, EWQ.
Sun Life Financial was a net buyer of stock by $9.3M.
Sun Life Financial has $1.8B in assets under management (AUM), dropping by 0.03%.
Central Index Key (CIK): 0001097362

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Portfolio Holdings for Sun Life Financial

Sun Life Financial holds 35 positions in its portfolio as reported in the December 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)	21.1	$378M		644k	586.08	View chart
Ishares Core S&p 500 Etf * Ishares Tr Core S&p500 Etf (IVV)	17.3	$310M		527k	588.65	View chart
Vanguard S&p 500 Etf * Vanguard Index Fds S&p 500 Etf Shs (VOO)	16.8	$301M		559k	538.81	View chart
Ishares Msci Taiwan Etf * Ishares Inc Msci Taiwan Etf (EWT)	5.8	$105M	+5%	2.0M	51.76	View chart
Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ)	4.7	$84M	-3%	164k	511.23	View chart
Ishares Trust Ishares 1-5 Year Investment Grade Corporate Bond Etf * Ishares Tr Ishs 1-5yr Invs (IGSB)	4.4	$78M		1.5M	51.70	View chart
Ishares Msci South Korea Etf * Ishares Inc Msci Sth Kor Etf (EWY)	3.6	$65M	-9%	1.3M	50.89	View chart
Aam Slc Low Duration Income Etf Etf Ser Solutions Aam Slc Low Dur Added	2.8	$50M	NEW	2.0M	25.07	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf Sr Ln Etf (BKLN)	2.5	$45M		2.1M	21.07	View chart
Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP)	2.4	$43M		2.2M	19.22	View chart
Ishares Esg Screened S&p 500 Etf * Ishares Tr Esg Scrnd S&p500 (XVV)	2.1	$37M		823k	45.30	View chart
Digital Realty Trust * Digital Rlty Tr Inc Com (DLR)	2.0	$36M		204k	177.33	View chart
Ishares Msci Singapore Etf * Ishares Inc Msci Singpor Etf (EWS)	1.9	$33M	+22%	1.5M	21.85	View chart
Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB)	1.8	$33M		150k	219.97	View chart
Mister Car Wash (MCW)	1.5	$28M	-58%	3.8M	7.29	View chart
Prologis * Prologis Inc. Com (PLD)	1.3	$23M		221k	105.70	View chart
Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT)	1.0	$19M		160k	116.04	View chart
Ishares Msci India Etf * Ishares Tr Msci India Etf (INDA)	0.9	$16M	-12%	306k	52.64	View chart
Ishares Msci Indonesia Etf * Ishares Tr Msci Indonia Etf (EIDO)	0.8	$14M	+8%	775k	18.48	View chart
Ishares Msci Malaysia Etf * Ishares Inc Msci Mly Etf New (EWM)	0.7	$13M	-6%	521k	24.53	View chart
Ishares Msci Thailand Etf * Ishares Inc Msci Thailnd Etf (THD)	0.6	$11M	-16%	181k	60.44	View chart
Equinix * Equinix Inc Com (EQIX)	0.6	$11M		11k	942.87	View chart
Simon Property Group * Simon Ppty Group Inc New Com (SPG)	0.6	$10M		59k	172.20	View chart
Ishares Msci United Kingdom Index Fund * Ishares Tr Msci Uk Etf New (EWU)	0.5	$9.3M		274k	33.91	View chart
Boston Properties * Bxp Inc Com (BXP)	0.5	$8.9M		120k	74.36	View chart
First Industrial Realty Trust * First Indl Rlty Tr Inc Com (FR)	0.4	$7.6M		151k	50.13	View chart
Rexford Industrial Realty * Rexford Indl Rlty Inc Com (REXR)	0.3	$6.2M	+7%	160k	38.66	View chart
Ishares Msci Japan Ucits Etf * Ishares Inc Msci Jpn Etf New (EWJ)	0.3	$5.4M	-7%	80k	67.10	View chart
Ishares Msci Philippines Etf Ishares Tr Msci Philips Etf (EPHE)	0.3	$4.8M	-10%	191k	25.03	View chart
Ishares Msci Eafe Index Fund * Ishares Tr Msci Eafe Etf (EFA)	0.3	$4.6M	+9%	61k	75.61	View chart
Ishares Msci France Etf * Ishares Inc Msci France Etf (EWQ)	0.1	$2.1M	-2%	58k	35.88	View chart
Ishares Msci Mexico Capped Etf * Ishares Inc Msci Mexico Etf (EWW)	0.0	$665k	-2%	14k	46.81	View chart
Graftech International * Graftech Intl Ltd Com (EAF)	0.0	$568k		842k	0.68	View chart
Ishares Msci Germany Etf * Ishares Inc Msci Germany Etf (EWG)	0.0	$491k		15k	31.83	View chart
Beasley Broadcast Group Cla (BBGI)	0.0	$14k	NEW	1.5k	9.19	View chart

Past Filings by Sun Life Financial

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

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
Sun Life Financial 2022 Q1 filed May 12, 2022
Sun Life Financial 2021 Q4 filed Feb. 11, 2022
Sun Life Financial 2021 Q3 filed Nov. 12, 2021
Sun Life Financial 2021 Q2 filed Aug. 10, 2021

View all past filings

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