Sun Life Financial

Sun Life Financial as of June 30, 2025

Portfolio Holdings for Sun Life Financial

Sun Life Financial holds 37 positions in its portfolio as reported in the June 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) 21.4 $391M 632k 617.85
Ishares Core S&p 500 Etf * Ishares Tr Core S&p500 Etf (IVV) 15.8 $288M 465k 620.87
Vanguard S&p 500 Etf * Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.3 $281M 494k 568.03
Xtrackers S&p 500 Scored & Screened Etf * Dbx Etf Tr Xtrackrs S&p 500 (SNPE) 6.7 $123M 2.2M 55.30
Ishares Msci South Korea Etf * Ishares Inc Msci Sth Kor Etf (EWY) 6.5 $119M 1.7M 71.78
Ishares Msci Taiwan Etf * Ishares Inc Msci Taiwan Etf (EWT) 5.9 $109M 1.9M 57.40
Invesco Qqq Trust Series 1 * Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $89M 161k 551.64
Aam Slc Low Duration Income Etf Etf Ser Solutions Aam Slc Low Dur (LODI) 2.8 $50M 2.0M 25.20
Ishares Esg Screened S&p 500 Etf * Ishares Tr Esg Select Scre (XVV) 2.1 $39M 823k 47.69
Digital Realty Trust * Digital Rlty Tr Inc Com (DLR) 2.0 $37M 214k 174.33
Ishares Msci Singapore Etf * Ishares Inc Msci Singpor Etf (EWS) 1.7 $31M 1.2M 25.98
Crescent Capital Bdc * Crescent Cap Bdc Inc Com (CCAP) 1.7 $31M 2.2M 14.10
Avalonbay Communities * Avalonbay Cmntys Inc Com (AVB) 1.7 $31M 152k 203.50
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV) 1.4 $26M 256k 100.69
Prologis * Prologis Inc. Com (PLD) 1.3 $24M 225k 105.12
Vanguard Short-term Treasury Etf Short Term Treas (VGSH) 1.0 $18M 312k 58.78
Camden Property Trust * Camden Ppty Tr Sh Ben Int (CPT) 1.0 $18M 160k 112.69
Ishares Msci India Etf * Ishares Tr Msci India Etf (INDA) 1.0 $18M 316k 55.68
Ishares Msci Indonesia Etf * Ishares Tr Msci Indonia Etf (EIDO) 0.7 $13M 707k 17.63
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT) 0.6 $11M 176k 59.81
Simon Property Group * Simon Ppty Group Inc New Com (SPG) 0.5 $9.5M 59k 160.76
Equinix * Equinix Inc Com (EQIX) 0.5 $9.0M 11k 795.49
Boston Properties * Bxp Inc Com (BXP) 0.4 $8.1M 120k 67.47
First Industrial Realty Trust * First Indl Rlty Tr Inc Com (FR) 0.4 $7.7M 160k 48.13
Ishares Msci Philippines Etf Ishares Tr Msci Philips Etf (EPHE) 0.4 $7.6M 279k 27.12
Spdr Bloomberg 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL) 0.4 $7.4M 81k 91.73
Rexford Industrial Realty * Rexford Indl Rlty Inc Com (REXR) 0.3 $6.1M 172k 35.57
Xtrackers Harvest Csi 300 China A-shares Etf * Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.3 $5.5M 198k 27.54
Ishares 20plus Year Treasury Bond Etf 20 Yr Tr Bd Etf (TLT) 0.3 $5.1M 58k 88.25
Ishares Msci Eafe Index Fund * Ishares Tr Msci Eafe Etf (EFA) 0.3 $5.0M 56k 89.40
Ishares Msci Japan Ucits Etf * Ishares Inc Msci Jpn Etf New (EWJ) 0.2 $4.5M 60k 74.96
Ishares Msci France Etf * Ishares Inc Msci France Etf (EWQ) 0.1 $2.6M 60k 42.81
Ishares Msci United Kingdom Index Fund * Ishares Tr Msci Uk Etf New (EWU) 0.1 $2.1M 52k 39.72
Ishares Msci Mexico Capped Etf * Ishares Inc Msci Mexico Etf (EWW) 0.1 $1.1M 19k 60.56
Ishares Msci Germany Etf * Ishares Inc Msci Germany Etf (EWG) 0.0 $554k 13k 42.31
Graftech International * Graftech Intl Ltd Com (EAF) 0.0 $319k 842k 0.38
Beasley Broadcast Group Cl A (BBGI) 0.0 $6.0k 1.5k 3.94