Sun Life Financial
$1.8B Assets Reported
52 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUST | 604,990 | $393M | 22.3% |
| IVV | ISHARES CORE S&P 500 ETF | 432,316 | $282M | 16.0% |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | 4,708,946 | $280M | 15.9% |
| VOO | VANGUARD S&P 500 ETF | 468,158 | $280M | 15.9% |
| EWT | ISHARES MSCI TAIWAN ETF | 1,652,908 | $117M | 6.7% |
| QQQ | INVESCO QQQ TRUST SERIES 1 | 107,443 | $62M | 3.5% |
| LODI | AAM SLC LOW DURATION INCOME ETF | 2,000,000 | $50M | 2.9% |
| CLOC | AAM CRESCENT CLO ETF | 2,000,000 | $50M | 2.8% |
| EWS | ISHARES MSCI SINGAPORE ETF | 1,729,969 | $49M | 2.8% |
| XVV | ISHARES ESG SCREENED S&P 500 ETF | 823,040 | $41M | 2.3% |
Track Sun Life Financial's 13F portfolio: $1.8B in reported holdings, 52 positions. Top holdings, AUM, and quarterly changes on SentiSense.