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 $1.83 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 Holdings SPDR S&P 500 ETF Trust $390,574iShares Core S&P 500 ETF $288,395Vanguard S&P 500 ETF $280,512Xtrackers S&P 500 Scored & Screened ETF $123,419iShares MSCI South Korea ETF $119,210 Largest New Holdings this Quarter 233051143 - Xtrackers S&P 500 Scored & Screened ETF $123,419 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $25,782 Holding92206C102 - Vanguard Short-Term Treasury ETF $18,353 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $10,509 Holding46429B408 - 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 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$390,574$3,942 ▼-1.0%632,14921.4%FinanceIVViShares Core S&P 500 ETF$288,3950.0%464,47915.8%ETFVOOVanguard S&P 500 ETF$280,512$711 ▼-0.3%493,83315.3%ETFSNPEXtrackers S&P 500 Scored & Screened ETF$123,419$123,419 ▲New Holding2,231,8006.7%ETFEWYiShares MSCI South Korea ETF$119,210$7,968 ▲7.2%1,660,7736.5%ETFEWTiShares MSCI Taiwan ETF$108,655$1,389 ▼-1.3%1,892,9505.9%ETFQQQInvesco QQQ$88,671$1,158 ▼-1.3%160,7404.8%FinanceAAM SLC LOW DURATION INCOME ETF$50,4000.0%2,000,0002.8%ETF SER SOLUTIONS AAM SLC LOW DURXVViShares ESG Select Screened S&P 500 ETF$39,2500.0%823,0402.1%ETFDLRDigital Realty Trust$37,2210.0%213,5092.0%FinanceEWSiShares MSCI Singapore ETF$31,425$8,326 ▼-20.9%1,209,6001.7%ETFCCAPCrescent Capital BDC$31,3910.0%2,226,3081.7%FinanceAVBAvalonBay Communities$31,019$407 ▲1.3%152,4271.7%FinanceSGOViShares 0-3 Month Treasury Bond ETF$25,782$25,782 ▲New Holding256,0501.4%ETFPLDPrologis$23,614$433 ▲1.9%224,6431.3%FinanceVGSHVanguard Short-Term Treasury ETF$18,353$18,353 ▲New Holding312,2251.0%ETFCPTCamden Property Trust$17,9770.0%159,5281.0%FinanceINDAiShares MSCI India ETF$17,595$551 ▲3.2%316,0001.0%ETFEIDOiShares MSCI Indonesia ETF$12,464$317 ▼-2.5%707,0000.7%ETFVGITVanguard Intermediate-Term Treasury ETF$10,509$10,509 ▲New Holding175,7000.6%ETFSPGSimon Property Group$9,5080.0%59,1450.5%FinanceEQIXEquinix$8,9540.0%11,2560.5%FinanceBXPBXP$8,1130.0%120,2390.4%FinanceFRFirst Industrial Realty Trust$7,708$422 ▲5.8%160,1420.4%FinanceEPHEiShares MSCI Philippines ETF$7,566$7,566 ▲New Holding279,0000.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,405$7,405 ▲New Holding80,7250.4%ETFREXRRexford Industrial Realty$6,132$425 ▲7.4%172,3910.3%FinanceASHRXtrackers Harvest CSI 300 China A-Shares ETF$5,461$5,461 ▲New Holding198,3000.3%ETFTLTiShares 20+ Year Treasury Bond ETF$5,092$5,092 ▲New Holding57,7000.3%ETFEFAiShares MSCI EAFE ETF$4,985$4,890 ▲5,150.7%55,7620.3%FinanceEWJiShares MSCI Japan ETF$4,519$232 ▲5.4%60,2820.2%ETFEWQiShares MSCI France ETF$2,565$127 ▲5.2%59,9200.1%ETFEWUiShares MSCI United Kingdom ETF$2,078$121 ▼-5.5%52,3150.1%ETFEWWiShares MSCI Mexico ETF$1,140$306 ▲36.7%18,8250.1%ETFEWGiShares MSCI Germany ETF$554$76 ▼-12.1%13,0950.0%ETFEAFGrafTech International$3190.0%841,5280.0%IndustrialsBEASLEY BROADCAST GROUP INC$60.0%1,5240.0%CL ABKLNInvesco Senior Loan ETF$0$52,682 ▼-100.0%00.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$0$25,119 ▼-100.0%00.0%ETFMCWMister Car Wash$0$22,841 ▼-100.0%00.0%Auto/Tires/TrucksEWJViShares MSCI Japan Value ETF$0$9,672 ▼-100.0%00.0%ManufacturingShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.