Sun Life Financial
$2.0B 13F equity value
46 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sun Life Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUST | 600,571 | $448M | 23.0% |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | 4,783,652 | $329M | 16.9% |
| IVV | ISHARES CORE S&P 500 ETF | 431,993 | $324M | 16.6% |
| VOO | VANGUARD S&P 500 ETF | 464,796 | $319M | 16.4% |
| EWT | ISHARES MSCI TAIWAN ETF | 1,341,618 | $146M | 7.5% |
| QQQ | INVESCO QQQ TRUST SERIES 1 | 123,779 | $91M | 4.7% |
| LODI | AAM SLC LOW DURATION INCOME ETF | 2,000,000 | $50M | 2.6% |
| CLOC | AAM CRESCENT CLO ETF | 2,000,000 | $50M | 2.6% |
| XVV | ISHARES ESG SCREENED S&P 500 ETF | 441,619 | $25M | 1.3% |
| CCAP | CRESCENT CAPITAL BDC INC | 2,226,308 | $24M | 1.2% |
Track Sun Life Financial's 13F portfolio: $2.0B in reported holdings, 46 positions. Top holdings and quarterly changes on SentiSense.
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