Sun Life Financial Top Holdings and 13F Report (2026) 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. Sun Life Financial Inc., a financial services company, provides savings, retirement, and pension products worldwide. The company operates in five segments: Asset Management, Canada, U.S., Asia, and Corporate. For more information on Sun Life Financial stock, visit the Sun Life Financial stock profile here.Investment ActivitySun Life Financial has $1.76 million in total holdings as of March 31, 2026.Sun Life Financial owns shares of 45 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 5.81% of the portfolio was purchased this quarter.About 10.71% of the portfolio was sold this quarter.This quarter, Sun Life Financial has purchased 39 new stocks and bought additional shares in 10 stocks.Sun Life Financial sold shares of 9 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $393,449iShares Core S&P 500 ETF $282,393Xtrackers S&P 500 Scored & Screened ETF $280,418Vanguard S&P 500 ETF $279,693iShares MSCI Taiwan ETF $117,198 Largest New Holdings this Quarter 78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF $23,582 Holding95040Q104 - Welltower $1,139 Holding92276F100 - Ventas $487 Holding46124J201 - InvenTrust Properties $400 Holding71844V201 - Phillips Edison & Company, Inc. $398 Holding Largest Purchases this Quarter Xtrackers S&P 500 Scored & Screened ETF 851,879 shares (about $50.73K)SPDR Portfolio S&P 400 Mid Cap ETF 398,410 shares (about $23.58K)iShares MSCI Singapore ETF 257,364 shares (about $7.26K)Vanguard S&P 500 ETF 10,433 shares (about $6.23K)Xtrackers Harvest CSI 300 China A-Shares ETF 183,707 shares (about $5.99K) Largest Sales this Quarter iShares MSCI Taiwan ETF 209,973 shares (about $14.89K)SPDR S&P 500 ETF Trust 19,204 shares (about $12.49K)Invesco QQQ 12,537 shares (about $7.24K)iShares Core S&P 500 ETF 3,615 shares (about $2.36K)iShares MSCI Japan ETF 18,650 shares (about $1.57K) 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$393,449$12,489 â–¼-3.1%604,99022.3%FinanceIVViShares Core S&P 500 ETF$282,393$2,361 â–¼-0.8%432,31616.0%ETFSNPEXtrackers S&P 500 Scored & Screened ETF$280,418$50,729 â–²22.1%4,708,94615.9%ETFVOOVanguard S&P 500 ETF$279,693$6,233 â–²2.3%468,15815.9%ETFEWTiShares MSCI Taiwan ETF$117,198$14,888 â–¼-11.3%1,652,9086.7%ETFQQQInvesco QQQ$62,014$7,236 â–¼-10.4%107,4433.5%FinanceAAM SLC LOW DURATION INCOME ETF$50,3980.0%2,000,0002.9%ETF SER SOLUTIONS AAM SLC LOW DURAAM CRESCENT CLO ETF$49,6300.0%2,000,0002.8%ETF SER SOLUTIONS AAM CRESCENT CLOEWSiShares MSCI Singapore ETF$48,817$7,262 â–²17.5%1,729,9692.8%ETFXVViShares ESG Select Screened S&P 500 ETF$40,5100.0%823,0402.3%ETFCCAPCrescent Capital BDC$27,0500.0%2,226,3081.5%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$23,582$23,582 â–²New Holding398,4101.3%ETFINDAiShares MSCI India ETF$18,007$2,021 â–²12.6%385,1251.0%ETFASHRXtrackers Harvest CSI 300 China A-Shares ETF$16,781$5,991 â–²55.5%514,6071.0%ETFTHDiShares MSCI Thailand ETF$15,298$190 â–²1.3%220,5130.9%ETFEIDOiShares MSCI Indonesia ETF$12,616$1,158 â–²10.1%799,0130.7%ETFEWMiShares MSCI Malaysia ETF$11,569$854 â–²8.0%407,2410.7%FinanceEFAiShares MSCI EAFE ETF$7,017$7 â–²0.1%72,2480.4%FinanceEWJiShares MSCI Japan ETF$4,844$1,575 â–¼-24.5%57,3720.3%ETFEWQiShares MSCI France ETF$2,5560.0%58,9100.1%ETFVIVID SEATS INC$2,456$178 â–¼-6.8%415,5290.1%COM CL AEWUiShares MSCI United Kingdom ETF$2,3340.0%51,2400.1%ETFEQIXEquinix$1,6330.0%1,6660.1%FinanceDLRDigital Realty Trust$1,4660.0%8,1360.1%FinanceEWWiShares MSCI Mexico ETF$1,3840.0%18,3950.1%ETFSPGSimon Property Group$1,219$197 â–²19.3%6,5350.1%FinanceWELLWelltower$1,139$1,139 â–²New Holding5,7600.1%FinancePLDPrologis$1,0150.0%7,6820.1%FinanceFRFirst Industrial Realty Trust$9940.0%17,1850.1%FinanceEWGiShares MSCI Germany ETF$5190.0%13,0950.0%ETFVTRVentas$487$487 â–²New Holding5,9490.0%FinanceIVTInvenTrust Properties$400$400 â–²New Holding13,1220.0%FinancePECOPhillips Edison & Company, Inc.$398$398 â–²New Holding10,6300.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$313$313 â–²New Holding1,6360.0%ETFEQREquity Residential$284$284 â–²New Holding4,8050.0%FinanceMAAMid-America Apartment Communities$277$277 â–²New Holding2,2660.0%FinanceKRGKite Realty Group Trust$263$263 â–²New Holding10,7050.0%FinanceCPTCamden Property Trust$213$724 â–¼-77.3%2,1810.0%FinanceAVBAvalonBay Communities$213$708 â–¼-76.9%1,3070.0%FinanceREGRegency Centers$134$134 â–²New Holding1,7730.0%FinanceKIMKimco Realty$133$133 â–²New Holding5,9110.0%FinanceAKRAcadia Realty Trust$127$127 â–²New Holding6,6350.0%FinanceUDRUnited Dominion Realty Trust$109$109 â–²New Holding3,2150.0%FinanceBEASLEY BROADCAST GROUP INC$50.0%1,5240.0%CL ASEATWVivid Seats$1$20 â–¼-95.3%19,7200.0%Communication ServicesEWYiShares MSCI South Korea ETF$0$141,842 â–¼-100.0%00.0%ETFVGITVanguard Intermediate-Term Treasury ETF$0$1,657 â–¼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury ETF$0$1,553 â–¼-100.0%00.0%ETFIEURiShares Core MSCI Europe ETF$0$1,512 â–¼-100.0%00.0%ETFBXPBXP$0$945 â–¼-100.0%00.0%FinanceTLTiShares 20+ Year Treasury Bond ETF$0$798 â–¼-100.0%00.0%ETFEPHEiShares MSCI Philippines ETF$0$85 â–¼-100.0%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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