Sun Life Financial

Sun Life Financial as of Dec. 31, 2024

Portfolio Holdings for Sun Life Financial

Sun Life Financial holds 35 positions in its portfolio as reported in the December 2024 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) 21.1 $378M 644k 586.08
Ishares Core S&p 500 Etf * Ishares Tr Core S&p500 Etf (IVV) 17.3 $310M 527k 588.65
Vanguard S&p 500 Etf * Vanguard Index Fds S&p 500 Etf Shs (VOO) 16.8 $301M 559k 538.81
Ishares Msci Taiwan Etf * Ishares Inc Msci Taiwan Etf (EWT) 5.8 $105M 2.0M 51.76
Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ) 4.7 $84M 164k 511.23
Ishares Trust Ishares 1-5 Year Investment Grade Corporate Bond Etf * Ishares Tr Ishs 1-5yr Invs (IGSB) 4.4 $78M 1.5M 51.70
Ishares Msci South Korea Etf * Ishares Inc Msci Sth Kor Etf (EWY) 3.6 $65M 1.3M 50.89
Aam Slc Low Duration Income Etf Etf Ser Solutions Aam Slc Low Dur Added (LODI) 2.8 $50M 2.0M 25.07
Invesco Exch Traded Fd Tr Ii Sr Ln Etf Sr Ln Etf (BKLN) 2.5 $45M 2.1M 21.07
Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP) 2.4 $43M 2.2M 19.22
Ishares Esg Screened S&p 500 Etf * Ishares Tr Esg Scrnd S&p500 (XVV) 2.1 $37M 823k 45.30
Digital Realty Trust * Digital Rlty Tr Inc Com (DLR) 2.0 $36M 204k 177.33
Ishares Msci Singapore Etf * Ishares Inc Msci Singpor Etf (EWS) 1.9 $33M 1.5M 21.85
Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB) 1.8 $33M 150k 219.97
Mister Car Wash (MCW) 1.5 $28M 3.8M 7.29
Prologis * Prologis Inc. Com (PLD) 1.3 $23M 221k 105.70
Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT) 1.0 $19M 160k 116.04
Ishares Msci India Etf * Ishares Tr Msci India Etf (INDA) 0.9 $16M 306k 52.64
Ishares Msci Indonesia Etf * Ishares Tr Msci Indonia Etf (EIDO) 0.8 $14M 775k 18.48
Ishares Msci Malaysia Etf * Ishares Inc Msci Mly Etf New (EWM) 0.7 $13M 521k 24.53
Ishares Msci Thailand Etf * Ishares Inc Msci Thailnd Etf (THD) 0.6 $11M 181k 60.44
Equinix * Equinix Inc Com (EQIX) 0.6 $11M 11k 942.87
Simon Property Group * Simon Ppty Group Inc New Com (SPG) 0.6 $10M 59k 172.20
Ishares Msci United Kingdom Index Fund * Ishares Tr Msci Uk Etf New (EWU) 0.5 $9.3M 274k 33.91
Boston Properties * Bxp Inc Com (BXP) 0.5 $8.9M 120k 74.36
First Industrial Realty Trust * First Indl Rlty Tr Inc Com (FR) 0.4 $7.6M 151k 50.13
Rexford Industrial Realty * Rexford Indl Rlty Inc Com (REXR) 0.3 $6.2M 160k 38.66
Ishares Msci Japan Ucits Etf * Ishares Inc Msci Jpn Etf New (EWJ) 0.3 $5.4M 80k 67.10
Ishares Msci Philippines Etf Ishares Tr Msci Philips Etf (EPHE) 0.3 $4.8M 191k 25.03
Ishares Msci Eafe Index Fund * Ishares Tr Msci Eafe Etf (EFA) 0.3 $4.6M 61k 75.61
Ishares Msci France Etf * Ishares Inc Msci France Etf (EWQ) 0.1 $2.1M 58k 35.88
Ishares Msci Mexico Capped Etf * Ishares Inc Msci Mexico Etf (EWW) 0.0 $665k 14k 46.81
Graftech International * Graftech Intl Ltd Com (EAF) 0.0 $568k 842k 0.68
Ishares Msci Germany Etf * Ishares Inc Msci Germany Etf (EWG) 0.0 $491k 15k 31.83
Beasley Broadcast Group Cla (BBGI) 0.0 $14k 1.5k 9.19