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Sun Life Financial INC13F | |
Sun Life Financial INC | |
Last update 2025-05-08 | 33 Stocks (2 new) |
Value $1.58 Bil | Turnover 4 % |
Sun Life Financial INC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 638,529 | 357,190.0 | -0.88% | 22.610 | -0.18% | 0.060 | +18.45% | +8.54% | 652,437.1 | ||
IVV | iShares Core S&P 500 ETF | 464,479 | 260,990.0 | -11.87% | 16.520 | -2.05% | 0.050 | +18.51% | +8.61% | 640,274.4 | ||
VOO | Vanguard S&P 500 ETF | 495,084 | 254,430.0 | -11.35% | 16.100 | -1.90% | 0.040 | +18.41% | +8.51% | 661,345.3 | ||
EWT | iShares MSCI Taiwan ETF | 1,917,150 | 91,030.0 | -5.29% | 5.760 | -0.31% | 1.910 | +30.90% | +15.07% | 6,354.6 | ||
EWY | iShares MSCI South Korea ETF | 1,549,773 | 83,750.0 | +21.89% | 5.300 | +0.95% | 3.010 | +32.57% | +44.84% | 5,174.3 | ||
QQQ | INVESCO QQQ Trust | 162,840 | 76,360.0 | -0.65% | 4.830 | -0.03% | 0.030 | +23.59% | +10.05% | 357,789.2 | ||
BKLN | Invesco Senior Loan ETF | 2,545,000 | 52,680.0 | +18.65% | 3.330 | +0.52% | 0.850 | +3.54% | +3.58% | 7,006.9 | ||
LODI | AAM SLC Low Duration Income ETF | 2,000,000 | 50,140.0 | 0% | 3.170 | 0% | 88.890 | +2.59% | +3.16% | 58.6 | ||
CCAP | Crescent Capital BDC Inc | 2,226,308 | 38,110.0 | 0% | 2.410 | 0% | 6.010 | -0.16% | -16.85% | 558.0 | Asset Management | |
EWS | iShares MSCI Singapore ETF | 1,530,100 | 36,360.0 | +0.49% | 2.300 | +0.01% | 5.530 | +17.90% | +27.07% | 808.5 |
Sun Life Financial INC's Historical Top Holdings Breakdowns
Sun Life Financial INC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Sold Out Sold Out | -4.35% | 51.52 ($51.99) 52.37 | $52.64 | 1.24% | Sold Out | 0 | -1,509,000 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -2.05% | 554.06 ($590.51) 615.85 | $635.41 | 7.60% | Reduce -11.87% | 464,479 | -62,547 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.90% | 507.05 ($540.58) 563.67 | $580.86 | 7.45% | Reduce -11.35% | 495,084 | -63,390 | |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-03-31 | New Buy New Buy | +1.59% | 50.21 ($54.51) 57.73 | $56.37 | 3.40% | New holding | 490,800 | 490,800 | |
EWY | iShares MSCI South Korea ETF | 2025-03-31 | Add Add | +0.95% | 51.12 ($55.45) 58.46 | $73.71 | 32.93% | Add 21.89% | 1,549,773 | 278,300 | |
EWM | iShares MSCI Malaysia ETF | 2025-03-31 | Sold Out Sold Out | -0.71% | 22.53 ($23.67) 24.43 | $24.17 | 2.11% | Sold Out | 0 | -520,700 | |
EWJV | The iShares MSCI Japan Value ETF | 2025-03-31 | New Buy New Buy | +0.61% | 30.26 ($32.58) 34.77 | $36.38 | 11.66% | New holding | 290,700 | 290,700 | |
THD | iShares MSCI Thailand ETF | 2025-03-31 | Sold Out Sold Out | -0.61% | 51.96 ($55.92) 59.9 | $56.85 | 1.67% | Sold Out | 0 | -181,300 | |
BKLN | Invesco Senior Loan ETF | 2025-03-31 | Add Add | +0.52% | 20.7 ($20.97) 21.15 | $20.93 | -0.17% | Add 18.65% | 2,545,000 | 400,000 | |
EWU | iShares MSCI United Kingdom ETF | 2025-03-31 | Reduce Reduce | -0.41% | 33.37 ($36.18) 37.99 | $40.80 | 12.77% | Reduce -79.78% | 55,365 | -218,428 |
Sun Life Financial INC Total Holding History ($B)
Sun Life Financial INC's Asset Allocation
Sun Life Financial INC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Sun Life Financial INC's Hypothetical Growth since 2025-03-31
Sun Life Financial INC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Sun Life Financial INC's Holdings Heat Map
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Sun Life Financial INC's Holdings Bubble Chart
Sun Life Financial INC News
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