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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Sun Life Financial

Sun Life Financial holds 33 positions in its portfolio as reported in the March 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) 22.6 $357M 639k 559.39
 View chart
Ishares Core S&p 500 Etf * Ishares Tr Core S&p500 Etf (IVV) 16.5 $261M -11% 465k 561.90
 View chart
Vanguard S&p 500 Etf * Vanguard Index Fds S&p 500 Etf Shs (VOO) 16.1 $254M -11% 495k 513.91
 View chart
Ishares Msci Taiwan Etf * Ishares Inc Msci Taiwan Etf (EWT) 5.8 $91M -5% 1.9M 47.48
 View chart
Ishares Msci South Korea Etf * Ishares Inc Msci Sth Kor Etf (EWY) 5.3 $84M +21% 1.5M 54.04
 View chart
Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $76M 163k 468.92
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf Sr Ln Etf (BKLN) 3.3 $53M +18% 2.5M 20.70
 View chart
Aam Slc Low Duration Income Etf Etf Ser Solutions Aam Slc Low Dur (LODI) 3.2 $50M 2.0M 25.07
 View chart
Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP) 2.4 $38M 2.2M 17.12
 View chart
Ishares Msci Singapore Etf * Ishares Inc Msci Singpor Etf (EWS) 2.3 $36M 1.5M 23.76
 View chart
Ishares Esg Screened S&p 500 Etf * Ishares Tr Esg Select Scre (XVV) 2.2 $35M 823k 42.78
 View chart
Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB) 2.0 $32M 150k 214.62
 View chart
Digital Realty Trust * Digital Rlty Tr Inc Com (DLR) 1.9 $31M +4% 214k 143.29
 View chart
Spdr Portfolio S&p 400 Mid Cap Etf * Spdr Ser Tr Portfolio S&p400 (SPMD) 1.6 $25M NEW 491k 51.18
 View chart
Prologis * Prologis Inc. Com (PLD) 1.6 $25M 221k 111.79
 View chart
Mister Car Wash (MCW) 1.4 $23M -23% 2.9M 7.89
 View chart
Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT) 1.2 $20M 160k 122.30
 View chart
Ishares Msci India Etf * Ishares Tr Msci India Etf (INDA) 1.0 $16M 306k 51.48
 View chart
Ishares Msci Indonesia Etf * Ishares Tr Msci Indonia Etf (EIDO) 0.7 $12M -6% 725k 16.30
 View chart
Simon Property Group * Simon Ppty Group Inc New Com (SPG) 0.6 $9.8M 59k 166.08
 View chart
Ishares Msci Japan Value Etf Ishares Tr Msci Jp Value (EWJV) 0.6 $9.7M NEW 291k 33.27
 View chart
Equinix * Equinix Inc Com (EQIX) 0.6 $9.2M 11k 815.39
 View chart
First Industrial Realty Trust * First Indl Rlty Tr Inc Com (FR) 0.5 $8.2M 151k 53.96
 View chart
Boston Properties * Bxp Inc Com (BXP) 0.5 $8.1M 120k 67.19
 View chart
Rexford Industrial Realty * Rexford Indl Rlty Inc Com (REXR) 0.4 $6.3M 160k 39.15
 View chart
Ishares Msci Japan Ucits Etf * Ishares Inc Msci Jpn Etf New (EWJ) 0.2 $3.9M -28% 57k 68.55
 View chart
Ishares Msci France Etf * Ishares Inc Msci France Etf (EWQ) 0.1 $2.3M 57k 39.81
 View chart
Ishares Msci United Kingdom Index Fund * Ishares Tr Msci Uk Etf New (EWU) 0.1 $2.1M -79% 55k 37.48
 View chart
Ishares Msci Mexico Capped Etf * Ishares Inc Msci Mexico Etf (EWW) 0.0 $702k -3% 14k 50.96
 View chart
Ishares Msci Germany Etf * Ishares Inc Msci Germany Etf (EWG) 0.0 $552k -3% 15k 37.06
 View chart
Graftech International * Graftech Intl Ltd Com (EAF) 0.0 $285k 842k 0.34
 View chart
Ishares Msci Eafe Index Fund * Ishares Tr Msci Eafe Etf (EFA) 0.0 $87k -98% 1.1k 81.92
 View chart
Beasley Broadcast Group Cl A (BBGI) 0.0 $8.0k 1.5k 5.25
 View chart

Past Filings by Sun Life Financial

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

View all past filings