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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, SNPE, VOO, EWT, and represent 76.82% of Sun Life Financial's stock portfolio.
Added to shares of these 10 stocks: SNPE (+$51M), SPMD (+$24M), EWS (+$7.3M), VOO (+$6.2M), ASHR (+$6.0M), INDA, EIDO, WELL, EWM, VTR.
Started 13 new stock positions in UDR, WELL, RSP, VTR, KIM, AKR, IVT, EQR, PECO, MAA. SPMD, REG, KRG.
Reduced shares in these 10 stocks: EWY (-$142M), EWT (-$15M), SPY (-$13M), QQQ (-$7.2M), IVV, , EWJ, , IEUR, BXP.
Sold out of its positions in BXP, EWY, TLT, EPHE, IEUR, VGSH, VGIT.
Sun Life Financial was a net seller of stock by $-86M.
Sun Life Financial has $1.8B in assets under management (AUM), dropping by -7.55%.
Central Index Key (CIK): 0001097362

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

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Portfolio Holdings for Sun Life Financial

Sun Life Financial holds 45 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust * State Str Spdr S&p 500 Etf T Tr Unit (SPY)	22.3	$393M	-3%	605k	650.34	View chart
Ishares Core S&p 500 Etf * Ishares Tr Core S&p500 Etf (IVV)	16.0	$282M		432k	653.20	View chart
Xtrackers S&p 500 Scored & Screened Etf * Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	15.9	$280M	+22%	4.7M	59.55	View chart
Vanguard S&p 500 Etf * Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.9	$280M	+2%	468k	597.43	View chart
Ishares Msci Taiwan Etf * Ishares Inc Msci Taiwan Etf (EWT)	6.7	$117M	-11%	1.7M	70.90	View chart
Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$62M	-10%	107k	577.18	View chart
Aam Slc Low Duration Income Etf Etf Ser Solutions Aam Slc Low Dur (LODI)	2.9	$50M		2.0M	25.20	View chart
Aam Crescent Clo Etf Etf Ser Solutions Aam Crescent Clo (CLOC)	2.8	$50M		2.0M	24.82	View chart
Ishares Msci Singapore Etf * Ishares Inc Msci Singpor Etf (EWS)	2.8	$49M	+17%	1.7M	28.22	View chart
Ishares Esg Screened S&p 500 Etf * Ishares Tr Esg Select Scre (XVV)	2.3	$41M		823k	49.22	View chart
Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP)	1.5	$27M		2.2M	12.15	View chart
Spdr Portfolio S&p 400 Mid Cap Etf * Spdr Series Trust State Street Spd (SPMD)	1.3	$24M	NEW	398k	59.19	View chart
Ishares Msci India Etf * Ishares Tr Msci India Etf (INDA)	1.0	$18M	+12%	385k	46.76	View chart
Xtrackers Harvest Csi 300 China A-shares Etf * Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	1.0	$17M	+55%	515k	32.61	View chart
Ishares Msci Thailand Etf * Ishares Inc Msci Thailnd Etf (THD)	0.9	$15M		221k	69.37	View chart
Ishares Msci Indonesia Etf * Ishares Tr Msci Indonia Etf (EIDO)	0.7	$13M	+10%	799k	15.79	View chart
Ishares Msci Malaysia Etf * Ishares Inc Msci Mly Etf New (EWM)	0.7	$12M	+7%	407k	28.41	View chart
Ishares Msci Eafe Index Fund * Ishares Tr Msci Eafe Etf (EFA)	0.4	$7.0M		72k	97.12	View chart
Ishares Msci Japan Ucits Etf * Ishares Inc Msci Japan Etf (EWJ)	0.3	$4.8M	-24%	57k	84.43	View chart
Ishares Msci France Etf * Ishares Inc Msci France Etf (EWQ)	0.1	$2.6M		59k	43.39	View chart
Vivid Seats Com Cl A (SEAT)	0.1	$2.5M	-6%	416k	5.91	View chart
Ishares Msci United Kingdom Index Fund * Ishares Tr Msci Uk Etf New (EWU)	0.1	$2.3M		51k	45.55	View chart
Equinix * Equinix Inc Com (EQIX)	0.1	$1.6M		1.7k	980.19	View chart
Digital Realty Trust * Digital Rlty Tr Inc Com (DLR)	0.1	$1.5M		8.1k	180.19	View chart
Ishares Msci Mexico Capped Etf * Ishares Inc Msci Mexico Etf (EWW)	0.1	$1.4M		18k	75.24	View chart
Simon Property Group * Simon Ppty Group Inc New Com (SPG)	0.1	$1.2M	+19%	6.5k	186.53	View chart
Welltower * Welltower Inc Com (WELL)	0.1	$1.1M	NEW	5.8k	197.74	View chart
Prologis * Prologis Inc. Com (PLD)	0.1	$1.0M		7.7k	132.13	View chart
First Industrial Realty Trust * First Indl Rlty Tr Inc Com (FR)	0.1	$994k		17k	57.84	View chart
Ishares Msci Germany Etf * Ishares Inc Msci Germany Etf (EWG)	0.0	$519k		13k	39.63	View chart
Ventas * Ventas Inc Com (VTR)	0.0	$487k	NEW	5.9k	81.86	View chart
Inventrust Properties Corp * Inventrust Pptys Corp Com New (IVT)	0.0	$400k	NEW	13k	30.48	View chart
Philips Edison & Co * Phillips Edison & Co Inc Common Stock (PECO)	0.0	$398k	NEW	11k	37.44	View chart
Invesco S&p 500 Equal Weight Etf * Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$313k	NEW	1.6k	191.32	View chart
Equity Residential Properties * Equity Residential Sh Ben Int (EQR)	0.0	$284k	NEW	4.8k	59.11	View chart
Mid-america Apartment Communities * Mid-amer Apt Cmntys Inc Com (MAA)	0.0	$277k	NEW	2.3k	122.24	View chart
Kite Realty Group Trust * Kite Realty Group Trust Com New (KRG)	0.0	$263k	NEW	11k	24.57	View chart
Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB)	0.0	$213k	-76%	1.3k	162.97	View chart
Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT)	0.0	$213k	-77%	2.2k	97.66	View chart
Regency Centers Corp * Regency Ctrs Corp Com (REG)	0.0	$134k	NEW	1.8k	75.58	View chart
Kimco Realty Corp * Kimco Realty Corp Com (KIM)	0.0	$133k	NEW	5.9k	22.50	View chart
Acadia Realty Trust * Acadia Rlty Tr Com Sh Ben Int (AKR)	0.0	$127k	NEW	6.6k	19.14	View chart
Udr * Udr Inc Com (UDR)	0.0	$109k	NEW	3.2k	33.90	View chart
Beasley Broadcast Group Cl A (BBGI)	0.0	$5.0k		1.5k	3.28	View chart
Vivid Seats *w Exp 10/18/202 (SEATW)	0.0	$999.804000	-95%	20k	0.05	View chart

Past Filings by Sun Life Financial

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

Sun Life Financial 2026 Q1 filed May 14, 2026
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

View all past filings

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