Sun Life Financial

Latest statistics and disclosures from Sun Life Financial's latest quarterly 13F-HR filing:

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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 88 positions in its portfolio as reported in the March 2022 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) 38.2 $827M -5% 1.8M 451.64
Jpmorgan Ultra-short Income Etf * J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 21.5 $464M -2% 9.2M 50.27
Blackrock Ultra Short-term Bond Etf * Ishares Tr Blackrock Ultra (ICSH) 7.9 $172M 3.4M 50.15
Mister Car Wash (MCW) 6.3 $137M 9.3M 14.79
Ishares Trust Ishares 1-5 Year Investment Grade Corporate Bond Etf * Ishares Tr Ishs 1-5yr Invs (IGSB) 3.6 $78M -9% 1.5M 51.72
Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ) 3.4 $74M 203k 362.54
Prologis * Prologis Inc. Com (PLD) 2.7 $60M -19% 368k 161.48
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.9 $40M -24% 402k 100.16
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.9 $40M -24% 810k 49.57
Ishares Esg Screened S&p 500 Etf Ishares Tr Esg Scrnd S&p500 (XVV) 1.3 $28M -91% 823k 34.37
Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT) 1.1 $24M +4% 146k 166.20
Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB) 1.1 $24M 96k 248.37
Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP) 0.9 $19M +62% 1.1M 17.80
Ishares Msci Eafe Index Fund * Ishares Tr Core S&p500 Etf (IVV) 0.8 $18M +30% 39k 453.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $17M 42k 415.16
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $16M 278k 57.59
First Industrial Realty Trust * First Indl Rlty Tr Inc Com (FR) 0.6 $12M +197% 193k 61.91
Ishares Msci United Kingdom Index Fund * Ishares Tr Msci Uk Etf New (EWU) 0.4 $9.5M 283k 33.64
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $8.2M 17k 490.48
Rexford Industrial Realty * Rexford Indl Rlty Inc Com (REXR) 0.4 $7.8M +102% 104k 74.59
Ishares Msci Japan Ucits Etf * Ishares Inc Msci Jpn Etf New (EWJ) 0.3 $7.4M +5% 120k 61.61
Boston Properties * Boston Properties Inc Com (BXP) 0.3 $7.0M -74% 55k 128.79
Douglas Emmett * Douglas Emmett Inc Com (DEI) 0.3 $6.4M 192k 33.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $6.3M +6% 57k 112.25
Host Hotels & Resorts * Host Hotels & Resorts Inc Com (HST) 0.2 $5.4M -21% 277k 19.43
Ishares Msci Eafe Index Fund * Ishares Tr Msci Eafe Etf (EFA) 0.2 $3.9M +62% 54k 73.59
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $3.7M 44k 82.84
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $2.9M 16k 181.82
Ishares Msci France Etf * Ishares Inc Msci France Etf (EWQ) 0.1 $2.6M 73k 35.33
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $2.1M 11k 198.03
Thermo Fisher Scientific * Thermo Fisher Scientific Inc Com (TMO) 0.1 $2.0M -4% 3.5k 589.75
Visa * Visa Inc Com Cl A (V) 0.1 $1.9M -3% 8.6k 221.77
Medtronic * Medtronic Plc Shs (MDT) 0.1 $1.7M -3% 15k 110.66
Comcast Corp * Comcast Corp New Cl A (CMCSA) 0.1 $1.6M -6% 35k 46.69
Oracle Corp * Oracle Corp Com (ORCL) 0.1 $1.6M -3% 20k 82.50
Canadian Pacific Railway * Canadian Pac Ry Ltd Com (CP) 0.1 $1.4M -12% 17k 82.33
Vornado Realty Trust * Vornado Rlty Tr Sh Ben Int (VNO) 0.1 $1.3M -82% 29k 45.34
Ishares Msci Mexico Capped Etf * Ishares Inc Msci Mexico Etf (EWW) 0.1 $1.3M 23k 54.96
Honeywell International * Honeywell Intl Inc Com (HON) 0.1 $1.2M -3% 6.4k 194.01
Cognizant Technology Solutions Corp * Cognizant Technology Solutio Cl A (CTSH) 0.1 $1.2M -3% 13k 89.42
Stryker Corp * Stryker Corporation Com (SYK) 0.1 $1.1M -3% 4.2k 266.54
Canadian National Railway * Canadian Natl Ry Co Com (CNI) 0.1 $1.1M -13% 8.4k 133.81
Charles Schwab Corp * Schwab Charles Corp Com (SCHW) 0.0 $1.0M -3% 13k 84.06
Goldman Sachs Group * Goldman Sachs Group Inc Com (GS) 0.0 $1.0M +8% 3.1k 329.35
Walt Disney * Disney Walt Co Com (DIS) 0.0 $972k -3% 7.1k 136.88
iShares iBoxx $ Investment Grade Corporate Bond ETF Iboxx Inv Cp Etf (LQD) 0.0 $970k 8.0k 121.25
Proshares Ultrashort Real Estate * Proshares Tr Ultsht Real Est (SRS) 0.0 $961k 73k 13.19
Boston Scientific Corp * Boston Scientific Corp Com (BSX) 0.0 $956k 22k 44.19
Abbott Laboratories * Abbott Labs Com (ABT) 0.0 $941k -3% 8.0k 118.02
Fiserv * Fiserv Inc Com (FISV) 0.0 $908k 9.0k 101.15
Ishares Tr Core Total Usd (IUSB) 0.0 $898k -33% 18k 49.62
American Express * American Express Co Com (AXP) 0.0 $858k -8% 4.6k 186.40
Liberty Broadband Corp * Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $858k 6.4k 135.05
Fidelity National Information Services * Fidelity Natl Information Sv Com (FIS) 0.0 $829k 8.3k 100.21
Microchip Technology * Microchip Technology Inc. Com (MCHP) 0.0 $797k -3% 11k 74.86
Equifax * Equifax Inc Com (EFX) 0.0 $792k -3% 3.4k 236.42
Union Pacific Corp * Union Pac Corp Com (UNP) 0.0 $705k -3% 2.6k 272.52
3M * 3m Co Com (MMM) 0.0 $704k -3% 4.7k 148.52
United Parcel Service * United Parcel Service Inc Cl B (UPS) 0.0 $694k -9% 3.2k 213.87
Cooper Cos * Cooper Cos Inc Com New (COO) 0.0 $639k -3% 1.5k 416.83
Ppg Industries * Ppg Inds Inc Com (PPG) 0.0 $601k 4.6k 130.62
Cisco Systems * Cisco Sys Inc Com (CSCO) 0.0 $586k -3% 11k 55.59
Ebay * Ebay Inc. Com (EBAY) 0.0 $532k -3% 9.3k 57.06
Colgate-palmolive * Colgate Palmolive Co Com (CL) 0.0 $527k -3% 7.0k 75.67
Waters Corp * Waters Corp Com (WAT) 0.0 $465k -3% 1.5k 309.59
International Flavors & Fragrances * International Flavors&fragra Com (IFF) 0.0 $460k +35% 3.5k 131.13
Ishares Msci Germany Etf * Ishares Inc Msci Germany Etf (EWG) 0.0 $452k 16k 28.38
Zimmer Biomet Holdings * Zimmer Biomet Holdings Inc Com (ZBH) 0.0 $448k -9% 3.5k 127.53
Marriott International * Marriott Intl Inc New Cl A (MAR) 0.0 $439k -3% 2.5k 175.18
Amphenol Corp * Amphenol Corp New Cl A (APH) 0.0 $385k -3% 5.1k 75.12
Paypal Holdings * Paypal Hldgs Inc Com (PYPL) 0.0 $335k -3% 2.9k 115.28
Prudential Financial (PRU) 0.0 $329k 2.8k 118.13
Alpha Metallurgical Resources (AMR) 0.0 $326k 2.5k 131.98
Otis Worldwide Corp * Otis Worldwide Corp Com (OTIS) 0.0 $309k -3% 4.0k 76.73
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $298k 1.1k 268.47
Unum (UNM) 0.0 $230k 7.3k 31.51
International Business Machines (IBM) 0.0 $217k 1.7k 130.02
Omnicom Group * Omnicom Group Inc Com (OMC) 0.0 $172k -3% 2.0k 84.56
Carrier Global Corp * Carrier Global Corporation Com (CARR) 0.0 $157k -3% 3.4k 45.84
Mgm Growth Pptys Cl A Com 0.0 $143k 3.7k 38.78
Kkr Real Estate Finance Trust (KREF) 0.0 $139k 6.8k 20.56
At&t (T) 0.0 $117k 4.9k 23.73
Starwood Property Trust (STWD) 0.0 $109k 4.5k 24.22
Proshares Ultrapro Short S&p 500 * Proshares Tr Ultrapro Short S (SPXU) 0.0 $89k -91% 6.6k 13.39
Redwood Trust (RWT) 0.0 $67k 6.4k 10.47
Iqvia Holdings (IQV) 0.0 $67k 289.00 231.83
Kinder Morgan (KMI) 0.0 $29k 1.5k 18.83
Kyndryl Hldgs Common Stock (KD) 0.0 $4.0k 333.00 12.01

Past Filings by Sun Life Financial

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

View all past filings