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:
Top Holdings: SPY(22.61%)IVV(16.52%)VOO(16.10%)EWT(5.76%)EWY(5.30%)
Summary Stock Picks Current Portfolio
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
+17.14%
+7.04%
641,384.0
 
IVV
iShares Core S&P 500 ETF
464,479
260,990.0
-11.87%
16.520
-2.05%
0.050
+17.02%
+7.08%
622,054.4
 
VOO
Vanguard S&P 500 ETF
495,084
254,430.0
-11.35%
16.100
-1.90%
0.040
+17.21%
+7.08%
654,655.2
 
EWT
iShares MSCI Taiwan ETF
1,917,150
91,030.0
-5.29%
5.760
-0.31%
1.910
+27.79%
+12.64%
6,139.3
 
EWY
iShares MSCI South Korea ETF
1,549,773
83,750.0
+21.89%
5.300
+0.95%
3.010
+33.60%
+42.58%
4,923.3
 
QQQ
INVESCO QQQ Trust
162,840
76,360.0
-0.65%
4.830
-0.03%
0.030
+22.10%
+8.69%
355,935.0
 
BKLN
Invesco Senior Loan ETF
2,545,000
52,680.0
+18.65%
3.330
+0.52%
0.850
+4.66%
+3.36%
6,939.6
 
LODI
AAM SLC Low Duration Income ETF
2,000,000
50,140.0
0%
3.170
0%
88.890
+2.71%
+3.16%
57.9
 
CCAP
Crescent Capital BDC Inc
2,226,308
38,110.0
0%
2.410
0%
6.010
+4.96%
-18.59%
546.3
Asset Management
EWS
iShares MSCI Singapore ETF
1,530,100
36,360.0
+0.49%
2.300
+0.01%
5.530
+21.00%
+22.27%
770.0
 

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
$52.45
0.88%
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
$626.44
6.08%
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
$573.22
6.04%
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
$55.60
2.00%
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
$72.56
30.86%
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
$24.08
1.73%
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
$34.27
5.19%
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
$51.89
-7.21%
Sold Out
0
-181,300
BKLN
Invesco Senior Loan ETF
2025-03-31
Add
Add
+0.52%
●
20.7 ($20.97) 21.15
$21.01
0.19%
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
$39.92
10.34%
Reduce -79.78%
55,365
-218,428

Sun Life Financial INC Total Holding History ($B)

To

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

Top Ranked Articles

  • 1

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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Sun Life Financial INC's Holdings Bubble Chart

Sun Life Financial INC News

  • 1

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