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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, QQQ, and represent 66.86% of Sun Life Financial's stock portfolio.
Added to shares of these 10 stocks: IVV (+$261M), VOO (+$258M), EWT (+$16M), JNK (+$15M), IEF (+$15M), EWS (+$10M), LQD (+$9.3M), EIDO (+$5.7M), EWM, EPHE.
Started 8 new stock positions in IEF, THD, EWS, EIDO, JNK, EWM, EPHE, LQD.
Reduced shares in these 6 stocks: SPY (-$606M), INDA (-$131M), EWY (-$33M), QQQ, EWJ, EFA.
Sun Life Financial was a net seller of stock by $-170M.
Sun Life Financial has $1.6B in assets under management (AUM), dropping by -3.94%.
Central Index Key (CIK): 0001097362

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Portfolio Holdings for Sun Life Financial

Sun Life Financial holds 32 positions in its portfolio as reported in the March 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)	21.6	$343M	-63%	655k	523.07	View chart
Ishares Core S&p 500 Etf Ishares Tr Core S&p500 Etf (IVV)	18.2	$290M	+911%	551k	525.72	View chart
Vanguard S&p 500 Etf Vanguard Index Fds S&p 500 Etf Shs (VOO)	17.3	$275M	+1531%	572k	480.70	View chart
Ishares Msci Taiwan Etf Ishares Inc Msci Taiwan Etf (EWT)	4.9	$78M	+26%	1.6M	48.68	View chart
Invesco Qqq Trust Series 1 Invesco Qqq Tr Unit Ser 1 (QQQ)	4.9	$77M		174k	444.01	View chart
Ishares Trust Ishares 1-5 Year Investment Grade Corporate Bond Etf Ishares Tr Ishs 1-5yr Invs (IGSB)	4.9	$77M		1.5M	51.28	View chart
Mister Car Wash (MCW)	4.5	$72M		9.3M	7.75	View chart
Ishares Msci South Korea Etf Ishares Inc Msci Sth Kor Etf (EWY)	4.3	$69M	-32%	1.0M	67.11	View chart
Prologis Prologis Inc. Com (PLD)	3.0	$48M		368k	130.22	View chart
Ishares Esg Screened S&p 500 Etf Ishares Tr Esg Scrnd S&p500 (XVV)	2.1	$33M		823k	40.29	View chart
Crescent Capital Bdc Crescent Cap Bdc Inc Com (CCAP)	1.9	$29M		1.7M	17.26	View chart
Avalonbay Communities Avalonbay Cmntys Inc Com (AVB)	1.8	$28M		150k	185.56	View chart
Digital Realty Trust Digital Rlty Tr Inc Com (DLR)	1.4	$23M	+2%	160k	144.04	View chart
Ishares Msci India Etf Ishares Tr Msci India Etf (INDA)	1.0	$16M	-89%	311k	51.59	View chart
Camden Property Trust Camden Ppty Tr Sh Ben Int (CPT)	1.0	$16M		160k	98.40	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	1.0	$15M	NEW	168k	91.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$15M	NEW	152k	98.58	View chart
First Industrial Realty Trust First Indl Rlty Tr Inc Com (FR)	0.8	$13M		253k	52.54	View chart
Rexford Industrial Realty Rexford Indl Rlty Inc Com (REXR)	0.8	$13M		250k	50.30	View chart
Ishares Msci Singapore Etf Ishares Inc Msci Singpor Etf (EWS)	0.6	$10M	NEW	544k	18.36	View chart
Ishares Msci United Kingdom Index Fund Ishares Tr Msci Uk Etf New (EWU)	0.6	$9.4M		274k	34.20	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$9.3M	NEW	86k	108.63	View chart
Ishares Msci Japan Ucits Etf Ishares Inc Msci Jpn Etf New (EWJ)	0.4	$6.3M	-18%	88k	71.35	View chart
Ishares Msci Indonesia Etf Ishares Tr Msci Indonia Etf (EIDO)	0.4	$5.7M	NEW	255k	22.53	View chart
Ishares Msci Malaysia Etf Ishares Inc Msci Mly Etf New (EWM)	0.3	$4.3M	NEW	197k	21.79	View chart
Ishares Msci Philippines Etf Ishares Tr Msci Philips Etf (EPHE)	0.2	$3.9M	NEW	141k	27.63	View chart
Ishares Msci Thailand Etf Ishares Inc Msci Thailnd Etf (THD)	0.2	$3.5M	NEW	60k	58.41	View chart
Ishares Msci Eafe Index Fund Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.5M	-22%	31k	79.87	View chart
Ishares Msci France Etf Ishares Inc Msci France Etf (EWQ)	0.2	$2.5M		61k	41.40	View chart
Ishares Msci Mexico Capped Etf Ishares Inc Msci Mexico Etf (EWW)	0.1	$1.1M		16k	69.30	View chart
Ishares Msci Germany Etf Ishares Inc Msci Germany Etf (EWG)	0.0	$544k		17k	31.77	View chart
Graftech International Graftech Intl Ltd Com (EAF)	0.0	$456k		842k	0.54	View chart

Past Filings by Sun Life Financial

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

Sun Life Financial 2024 Q1 filed May 7, 2024
Sun Life Financial 2023 Q4 restated filed Feb. 22, 2024
Sun Life Financial 2023 Q4 filed Feb. 7, 2024
Sun Life Financial 2023 Q3 filed Nov. 14, 2023
Sun Life Financial 2023 Q2 filed Aug. 11, 2023
Sun Life Financial 2023 Q1 filed May 11, 2023
Sun Life Financial 2022 Q4 filed Feb. 14, 2023
Sun Life Financial 2022 Q3 filed Nov. 14, 2022
Sun Life Financial 2022 Q2 filed Aug. 15, 2022
Sun Life Financial 2022 Q1 filed May 12, 2022
Sun Life Financial 2021 Q4 filed Feb. 11, 2022
Sun Life Financial 2021 Q3 filed Nov. 12, 2021
Sun Life Financial 2021 Q2 filed Aug. 10, 2021
Sun Life Financial 2021 Q1 filed May 12, 2021
Sun Life Financial 2020 Q4 filed Feb. 11, 2021
Sun Life Financial 2020 Q3 filed Nov. 9, 2020

View all past filings

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