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 66.29% of Sun Life Financial's stock portfolio.
- Added to shares of these 6 stocks: SPMD (+$25M), EWY (+$15M), EWJV (+$9.7M), BKLN (+$8.3M), DLR, EWS.
- Started 2 new stock positions in EWJV, SPMD.
- Reduced shares in these 10 stocks: IGSB (-$78M), IVV (-$35M), VOO (-$33M), EWM (-$13M), THD (-$11M), EWU (-$8.2M), MCW (-$7.1M), EWT (-$5.1M), EFA, .
- Sold out of its positions in THD, IGSB, EPHE, EWM.
- Sun Life Financial was a net seller of stock by $-146M.
- Sun Life Financial has $1.6B in assets under management (AUM), dropping by -11.88%.
- Central Index Key (CIK): 0001097362
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Portfolio Holdings for Sun Life Financial
Sun Life Financial holds 33 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Past Filings by Sun Life Financial
SEC 13F filings are viewable for Sun Life Financial going back to 2010
- 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
- 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