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Sun Life Financial Top Holdings and 13F Report (2025)

About Sun Life Financial

Sun Life Financial NYSE: SLF has filed 13-F forms with the SEC as an investor. Sun Life Financial is itself a publicly traded company. For more information on Sun Life Financial stock, visit the Sun Life Financial stock profile here.

Investment Activity

  • Sun Life Financial has $1.83 million in total holdings as of June 30, 2025.
  • Sun Life Financial owns shares of 37 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 12.00% of the portfolio was purchased this quarter.
  • About 6.91% of the portfolio was sold this quarter.
  • This quarter, Sun Life Financial has purchased 33 new stocks and bought additional shares in 10 stocks.
  • Sun Life Financial sold shares of 8 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

233051143 - Xtrackers S&P 500 Scored & Screened ETF
$123,419 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF
$25,782 Holding
92206C102 - Vanguard Short-Term Treasury ETF
$18,353 Holding
92206C706 - Vanguard Intermediate-Term Treasury ETF
$10,509 Holding
46429B408 - iShares MSCI Philippines ETF
$7,566 Holding

Largest Purchases this Quarter

Xtrackers S&P 500 Scored & Screened ETF
2,231,800 shares (about $123.42K)
iShares 0-3 Month Treasury Bond ETF
256,050 shares (about $25.78K)
Vanguard Short-Term Treasury ETF
312,225 shares (about $18.35K)
Vanguard Intermediate-Term Treasury ETF
175,700 shares (about $10.51K)
iShares MSCI South Korea ETF
111,000 shares (about $7.97K)

Largest Sales this Quarter

iShares MSCI Singapore ETF
320,500 shares (about $8.33K)
SPDR S&P 500 ETF Trust
6,380 shares (about $3.94K)
iShares MSCI Taiwan ETF
24,200 shares (about $1.39K)
Invesco QQQ
2,100 shares (about $1.16K)
Vanguard S&P 500 ETF
1,251 shares (about $710.61)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSun Life Financial

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$390,574$3,942 -1.0%632,14921.4%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$288,3950.0%464,47915.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$280,512$711 -0.3%493,83315.3%ETF
Xtrackers S&P 500 Scored & Screened ETF stock logo
SNPE
Xtrackers S&P 500 Scored & Screened ETF
$123,419$123,419 New Holding2,231,8006.7%ETF
iShares MSCI South Korea ETF stock logo
EWY
iShares MSCI South Korea ETF
$119,210$7,968 7.2%1,660,7736.5%ETF
iShares MSCI Taiwan ETF stock logo
EWT
iShares MSCI Taiwan ETF
$108,655$1,389 -1.3%1,892,9505.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$88,671$1,158 -1.3%160,7404.8%Finance
AAM SLC LOW DURATION INCOME ETF
$50,4000.0%2,000,0002.8%ETF SER SOLUTIONS AAM SLC LOW DUR
iShares ESG Select Screened S&P 500 ETF stock logo
XVV
iShares ESG Select Screened S&P 500 ETF
$39,2500.0%823,0402.1%ETF
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$37,2210.0%213,5092.0%Finance
iShares MSCI Singapore ETF stock logo
EWS
iShares MSCI Singapore ETF
$31,425$8,326 -20.9%1,209,6001.7%ETF
Crescent Capital BDC, Inc. stock logo
CCAP
Crescent Capital BDC
$31,3910.0%2,226,3081.7%Finance
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$31,019$407 1.3%152,4271.7%Finance
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$25,782$25,782 New Holding256,0501.4%ETF
Prologis, Inc. stock logo
PLD
Prologis
$23,614$433 1.9%224,6431.3%Finance
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$18,353$18,353 New Holding312,2251.0%ETF
Camden Property Trust stock logo
CPT
Camden Property Trust
$17,9770.0%159,5281.0%Finance
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$17,595$551 3.2%316,0001.0%ETF
iShares MSCI Indonesia ETF stock logo
EIDO
iShares MSCI Indonesia ETF
$12,464$317 -2.5%707,0000.7%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$10,509$10,509 New Holding175,7000.6%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$9,5080.0%59,1450.5%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$8,9540.0%11,2560.5%Finance
BXP, Inc. stock logo
BXP
BXP
$8,1130.0%120,2390.4%Finance
First Industrial Realty Trust, Inc. stock logo
FR
First Industrial Realty Trust
$7,708$422 5.8%160,1420.4%Finance
iShares MSCI Philippines ETF stock logo
EPHE
iShares MSCI Philippines ETF
$7,566$7,566 New Holding279,0000.4%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$7,405$7,405 New Holding80,7250.4%ETF
Rexford Industrial Realty, Inc. stock logo
REXR
Rexford Industrial Realty
$6,132$425 7.4%172,3910.3%Finance
Xtrackers Harvest CSI 300 China A-Shares ETF stock logo
ASHR
Xtrackers Harvest CSI 300 China A-Shares ETF
$5,461$5,461 New Holding198,3000.3%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$5,092$5,092 New Holding57,7000.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$4,985$4,890 5,150.7%55,7620.3%Finance
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$4,519$232 5.4%60,2820.2%ETF
iShares MSCI France ETF stock logo
EWQ
iShares MSCI France ETF
$2,565$127 5.2%59,9200.1%ETF
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$2,078$121 -5.5%52,3150.1%ETF
iShares MSCI Mexico ETF stock logo
EWW
iShares MSCI Mexico ETF
$1,140$306 36.7%18,8250.1%ETF
iShares MSCI Germany ETF stock logo
EWG
iShares MSCI Germany ETF
$554$76 -12.1%13,0950.0%ETF
GrafTech International Ltd. stock logo
EAF
GrafTech International
$3190.0%841,5280.0%Industrials
BEASLEY BROADCAST GROUP INC
$60.0%1,5240.0%CL A
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$0$52,682 -100.0%00.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$0$25,119 -100.0%00.0%ETF
Mister Car Wash, Inc. stock logo
MCW
Mister Car Wash
$0$22,841 -100.0%00.0%Auto/Tires/Trucks
iShares MSCI Japan Value ETF stock logo
EWJV
iShares MSCI Japan Value ETF
$0$9,672 -100.0%00.0%Manufacturing

Showing largest 100 holdings. View all holdings.
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