Sun Life Financial Top Holdings and 13F Report (2025) About Sun Life FinancialSun 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 ActivitySun Life Financial has $1.58 million in total holdings as of March 31, 2025.Sun Life Financial owns shares of 33 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.78% of the portfolio was purchased this quarter.About 13.02% of the portfolio was sold this quarter.This quarter, Sun Life Financial has purchased 35 new stocks and bought additional shares in 4 stocks.Sun Life Financial sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $357,186iShares Core S&P 500 ETF $260,991Vanguard S&P 500 ETF $254,429iShares MSCI Taiwan ETF $91,026iShares MSCI South Korea ETF $83,750 Largest New Holdings this Quarter 78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF $25,119 Holding46435U374 - iShares MSCI Japan Value ETF $9,672 Holding Largest Purchases this Quarter SPDR Portfolio S&P 400 Mid Cap ETF 490,800 shares (about $25.12K)iShares MSCI South Korea ETF 278,300 shares (about $15.04K)iShares MSCI Japan Value ETF 290,700 shares (about $9.67K)Invesco Senior Loan ETF 400,000 shares (about $8.28K)Digital Realty Trust 9,939 shares (about $1.42K) Largest Sales this Quarter iShares Core S&P 500 ETF 62,547 shares (about $35.15K)Vanguard S&P 500 ETF 63,390 shares (about $32.58K)iShares MSCI United Kingdom ETF 218,428 shares (about $8.19K)Mister Car Wash 906,200 shares (about $7.15K)iShares MSCI Taiwan ETF 107,100 shares (about $5.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSun Life Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$357,186$3,158 ▼-0.9%638,52922.6%FinanceIVViShares Core S&P 500 ETF$260,991$35,145 ▼-11.9%464,47916.5%ETFVOOVanguard S&P 500 ETF$254,429$32,577 ▼-11.4%495,08416.1%ETFEWTiShares MSCI Taiwan ETF$91,026$5,085 ▼-5.3%1,917,1505.8%ETFEWYiShares MSCI South Korea ETF$83,750$15,039 ▲21.9%1,549,7735.3%ETFQQQInvesco QQQ$76,359$502 ▼-0.7%162,8404.8%FinanceBKLNInvesco Senior Loan ETF$52,682$8,280 ▲18.6%2,545,0003.3%ETFAAM SLC LOW DURATION INCOME ETF$50,1410.0%2,000,0003.2%ETF SER SOLUTIONS AAM SLC LOW DURCCAPCrescent Capital BDC$38,1140.0%2,226,3082.4%FinanceEWSiShares MSCI Singapore ETF$36,355$178 ▲0.5%1,530,1002.3%ETFXVViShares ESG Select Screened S&P 500 ETF$35,2120.0%823,0402.2%ETFAVBAvalonBay Communities$32,2850.0%150,4272.0%FinanceDLRDigital Realty Trust$30,594$1,424 ▲4.9%213,5091.9%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$25,119$25,119 ▲New Holding490,8001.6%ETFPLDPrologis$24,6520.0%220,5241.6%FinanceMCWMister Car Wash$22,841$7,150 ▼-23.8%2,894,9381.4%Auto/Tires/TrucksCPTCamden Property Trust$19,5100.0%159,5281.2%FinanceINDAiShares MSCI India ETF$15,7580.0%306,1001.0%ETFEIDOiShares MSCI Indonesia ETF$11,817$812 ▼-6.4%725,0000.7%ETFSPGSimon Property Group$9,8230.0%59,1450.6%FinanceEWJViShares MSCI Japan Value ETF$9,672$9,672 ▲New Holding290,7000.6%ManufacturingEQIXEquinix$9,1780.0%11,2560.6%FinanceFRFirst Industrial Realty Trust$8,1680.0%151,3760.5%FinanceBXPBoston Properties$8,0790.0%120,2390.5%FinanceREXRRexford Industrial Realty$6,2820.0%160,4480.4%FinanceEWJiShares MSCI Japan ETF$3,920$1,582 ▼-28.8%57,1820.2%ETFEWQiShares MSCI France ETF$2,267$32 ▼-1.4%56,9500.1%ETFEWUiShares MSCI United Kingdom ETF$2,075$8,186 ▼-79.8%55,3650.1%ETFEWWiShares MSCI Mexico ETF$702$22 ▼-3.0%13,7750.0%ETFEWGiShares MSCI Germany ETF$552$20 ▼-3.4%14,8950.0%ETFEAFGrafTech International$2850.0%841,5280.0%IndustrialsEFAiShares MSCI EAFE ETF$87$4,919 ▼-98.3%1,0620.0%FinanceBEASLEY BROADCAST GROUP INC$80.0%1,5240.0%CL AIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$0$78,015 ▼-100.0%00.0%ManufacturingEWMiShares MSCI Malaysia ETF$0$12,773 ▼-100.0%00.0%FinanceTHDiShares MSCI Thailand ETF$0$10,958 ▼-100.0%00.0%ETFEPHEiShares MSCI Philippines ETF$0$4,786 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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