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 69.49% of Sun Life Financial's stock portfolio.
  • Added to shares of these 6 stocks: SNPE (+$71M), THD (+$13M), EWS (+$7.2M), EQIX, AVB, SPY.
  • Started 1 new stock position in THD.
  • Reduced shares in these 10 stocks: SGOV (-$23M), VGSH (-$16M), EIDO (-$9.0M), VGIT (-$8.9M), EWY (-$7.9M), BIL (-$7.4M), EWT (-$5.8M), TLT, VOO, EPHE.
  • Sold out of its positions in EAF, BIL.
  • Sun Life Financial was a net buyer of stock by $3.8M.
  • Sun Life Financial has $2.0B in assets under management (AUM), dropping by 7.24%.
  • Central Index Key (CIK): 0001097362

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Portfolio Holdings for Sun Life Financial

Sun Life Financial holds 36 positions in its portfolio as reported in the September 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) 21.5 $422M 634k 666.18
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Ishares Core S&p 500 Etf * Ishares Tr Core S&p500 Etf (IVV) 15.9 $311M 465k 669.29
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Vanguard S&p 500 Etf * Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.3 $299M 489k 612.38
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Xtrackers S&p 500 Scored & Screened Etf * Dbx Etf Tr Xtrackrs S&p 500 (SNPE) 10.4 $205M +52% 3.4M 60.03
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Ishares Msci South Korea Etf * Ishares Inc Msci Sth Kor Etf (EWY) 6.4 $125M -5% 1.6M 80.10
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Ishares Msci Taiwan Etf * Ishares Inc Msci Taiwan Etf (EWT) 5.8 $115M -4% 1.8M 63.62
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Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $94M -2% 157k 600.37
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Aam Slc Low Duration Income Etf Etf Ser Solutions Aam Slc Low Dur (LODI) 2.6 $51M 2.0M 25.25
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Ishares Esg Screened S&p 500 Etf * Ishares Tr Esg Select Scre (XVV) 2.2 $42M 823k 51.52
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Ishares Msci Singapore Etf * Ishares Inc Msci Singpor Etf (EWS) 2.1 $41M +20% 1.5M 28.34
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Digital Realty Trust * Digital Rlty Tr Inc Com (DLR) 1.9 $37M 214k 172.88
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Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP) 1.6 $32M 2.2M 14.26
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Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB) 1.6 $31M +5% 161k 193.17
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Prologis * Prologis Inc. Com (PLD) 1.3 $26M 225k 114.52
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Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT) 0.9 $17M 160k 106.78
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Ishares Msci India Etf * Ishares Tr Msci India Etf (INDA) 0.8 $16M 314k 52.06
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Ishares Msci Thailand Etf * Ishares Inc Msci Thailnd Etf (THD) 0.7 $13M NEW 217k 58.89
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Simon Property Group * Simon Ppty Group Inc New Com (SPG) 0.6 $11M 59k 187.67
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Equinix * Equinix Inc Com (EQIX) 0.5 $11M +19% 13k 783.23
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Boston Properties * Bxp Inc Com (BXP) 0.5 $8.9M 120k 74.34
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First Industrial Realty Trust * First Indl Rlty Tr Inc Com (FR) 0.4 $8.2M 160k 51.47
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Rexford Industrial Realty * Rexford Indl Rlty Inc Com (REXR) 0.4 $7.1M 172k 41.11
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Xtrackers Harvest Csi 300 China A-shares Etf * Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.3 $6.5M 198k 32.98
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Ishares Msci Japan Ucits Etf * Ishares Inc Msci Jpn Etf New (EWJ) 0.2 $4.7M -2% 59k 80.21
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Ishares Msci Eafe Index Fund * Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.4M -15% 47k 93.37
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Ishares Msci Philippines Etf Ishares Tr Msci Philips Etf (EPHE) 0.2 $4.2M -39% 169k 24.84
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Ishares Msci Indonesia Etf * Ishares Tr Msci Indonia Etf (EIDO) 0.2 $3.4M -72% 196k 17.55
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Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV) 0.1 $2.9M -88% 29k 100.70
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Ishares Msci France Etf * Ishares Inc Msci France Etf (EWQ) 0.1 $2.6M 59k 43.93
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Vanguard Short-term Treasury Etf Short Term Treas (VGSH) 0.1 $2.6M -86% 44k 58.85
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Ishares Msci United Kingdom Index Fund * Ishares Tr Msci Uk Etf New (EWU) 0.1 $2.2M -2% 51k 41.98
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Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT) 0.1 $1.7M -84% 28k 60.04
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Ishares Msci Mexico Capped Etf * Ishares Inc Msci Mexico Etf (EWW) 0.1 $1.3M 19k 68.21
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Ishares 20 Year Treasury Bond Etf 20 Yr Tr Bd Etf (TLT) 0.0 $818k -84% 9.2k 89.40
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Ishares Msci Germany Etf * Ishares Inc Msci Germany Etf (EWG) 0.0 $545k 13k 41.62
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Beasley Broadcast Group Cl A (BBGI) 0.0 $8.0k 1.5k 5.25
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Past Filings by Sun Life Financial

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

View all past filings