SL

Sun Life Financial INC

13F
Sun Life Financial INC
Last update 2025-05-08 33 Stocks (2 new)
Value $1.58 Bil Turnover 4 %
Countries:
Sun Life Financial INC Top Holdings of 2025-03-31 View Full List
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 View Full List
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)

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Sun Life Financial INC's Asset Allocation

To

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 %

Sun Life Financial INC's Holdings Heat Map

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