Sun Life Financial

Sun Life Financial as of March 31, 2025

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