Sun Life Financial

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

  • Top 5 stock holdings are SPY, SNPE, IVV, VOO, EWT, and represent 80.24% of Sun Life Financial's stock portfolio.
  • Added to shares of these 9 stocks: RECS (+$21M), QQQ (+$12M), SNPE (+$5.1M), THD, INDA, ASHR, EWQ, UDR, EWG.
  • Started 1 new stock position in RECS.
  • Reduced shares in these 10 stocks: EWS (-$50M), EWT (-$34M), XVV (-$22M), SPMD (-$11M), EFA, SPY, VOO, EIDO, EWJ, EWW.
  • Sold out of its positions in RSP, SEATW.
  • Sun Life Financial was a net seller of stock by $-85M.
  • Sun Life Financial has $2.0B in assets under management (AUM), dropping by 10.84%.
  • Central Index Key (CIK): 0001097362

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Portfolio Holdings for Sun Life Financial

Sun Life Financial holds 44 positions in its portfolio as reported in the June 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) 23.0 $449M 601k 746.77
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Xtrackers S&p 500 Scored & Screened Etf * Dbx Etf Tr Xtrackrs S&p 500 (SNPE) 16.9 $329M 4.8M 68.86
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Ishares Core S&p 500 Etf * Ishares Tr Core S&p500 Etf (IVV) 16.6 $324M 432k 748.91
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Vanguard S&p 500 Etf * Vanguard Index Fds S&p 500 Etf Shs (VOO) 16.4 $319M 465k 686.81
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Ishares Msci Taiwan Etf * Ishares Inc Msci Taiwan Etf (EWT) 7.5 $146M -18% 1.3M 108.61
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Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ) 4.7 $91M +15% 124k 736.40
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Aam Slc Low Duration Income Etf Etf Ser Solutions Aam Slc Low Dur (LODI) 2.6 $50M 2.0M 25.18
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Aam Crescent Clo Etf Etf Ser Solutions Aam Cres Clo Etf (CLOC) 2.6 $50M 2.0M 24.94
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Ishares Esg Screened S&p 500 Etf * Ishares Tr Esg Select Scre (XVV) 1.3 $25M -46% 442k 56.79
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Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP) 1.2 $24M 2.2M 10.92
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Columbia Research Enhanced Core Etf Columbia Etf Tr I Resh Enhnc Cor (RECS) 1.1 $21M NEW 478k 43.28
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Ishares Msci India Etf * Ishares Tr Msci India Etf (INDA) 1.1 $21M +7% 416k 49.39
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Xtrackers Harvest Csi 300 China A-shares Etf * Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 1.0 $20M +7% 553k 36.66
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Ishares Msci Thailand Etf * Ishares Inc Msci Thailnd Etf (THD) 1.0 $19M +21% 269k 72.31
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Spdr Portfolio S&p 400 Mid Cap Etf * Spdr Series Trust St Str P400mid (SPMD) 0.8 $16M -40% 239k 67.54
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Ishares Msci Malaysia Etf * Ishares Inc Msci Mly Etf New (EWM) 0.6 $11M 405k 26.95
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Ishares Msci Indonesia Etf * Ishares Tr Msci Indonia Etf (EIDO) 0.4 $7.2M -19% 640k 11.31
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Ishares Msci Japan Ucits Etf * Ishares Inc Msci Japan Etf (EWJ) 0.2 $4.9M -9% 52k 93.27
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Ishares Msci Eafe Index Fund * Ishares Tr Msci Eafe Etf (EFA) 0.2 $3.1M -59% 30k 103.89
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Ishares Msci France Etf * Ishares Inc Msci France Etf (EWQ) 0.1 $2.8M +5% 62k 45.42
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Vivid Seats Com Cl A (SEAT) 0.1 $2.7M 416k 6.52
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Ishares Msci United Kingdom Index Fund * Ishares Tr Msci Uk Etf New (EWU) 0.1 $2.2M -8% 47k 46.14
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Equinix * Equinix Inc Com (EQIX) 0.1 $1.7M 1.7k 1042.62
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Simon Property Group * Simon Ppty Group Inc New Com (SPG) 0.1 $1.5M 6.5k 223.72
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Digital Realty Trust * Digital Rlty Tr Inc Com (DLR) 0.1 $1.5M 8.1k 179.57
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Welltower * Welltower Inc Com (WELL) 0.1 $1.3M 5.8k 226.91
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Ishares Msci Mexico Capped Etf * Ishares Inc Msci Mexico Etf (EWW) 0.1 $1.1M -22% 14k 75.24
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Ishares Msci Singapore Etf * Ishares Inc Msci Singpor Etf (EWS) 0.1 $1.1M -97% 36k 29.61
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First Industrial Realty Trust * First Indl Rlty Tr Inc Com (FR) 0.1 $1.1M 17k 61.33
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Prologis * Prologis Inc. Com (PLD) 0.1 $1.0M 7.7k 135.51
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Ishares Msci Germany Etf * Ishares Inc Msci Germany Etf (EWG) 0.0 $559k +3% 14k 41.39
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Ventas * Ventas Inc Com (VTR) 0.0 $528k 5.9k 88.75
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Inventrust Properties Corp * Inventrust Pptys Corp Com New (IVT) 0.0 $465k 13k 35.44
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Philips Edison & Co * Phillips Edison & Co Inc Common Stock (PECO) 0.0 $442k 11k 41.58
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Equity Residential Properties * Equity Residential Sh Ben Int (EQR) 0.0 $326k 4.8k 67.85
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Mid-america Apartment Communities * Mid-amer Apt Cmntys Inc Com (MAA) 0.0 $315k 2.3k 139.01
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Kite Realty Group Trust * Kite Realty Group Trust Com New (KRG) 0.0 $304k 11k 28.40
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Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT) 0.0 $250k 2.2k 114.63
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Udr * Udr Inc Com (UDR) 0.0 $188k +46% 4.7k 39.93
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Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB) 0.0 $187k -24% 992.00 188.51
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Kimco Realty Corp * Kimco Realty Corp Com (KIM) 0.0 $150k 5.9k 25.38
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Regency Centers Corp * Regency Ctrs Corp Com (REG) 0.0 $141k 1.8k 79.53
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Acadia Realty Trust * Acadia Rlty Tr Com Sh Ben Int (AKR) 0.0 $139k 6.6k 20.95
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Beasley Broadcast Group Cl A (BBGI) 0.0 $40k 1.5k 26.25
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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