SUN LIFE FINANCIAL INC

Name: SUN LIFE FINANCIAL INC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001097362 · TORONTO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗

SUN LIFE FINANCIAL INC reported 44 positions worth $2.0M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: SPY (23.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$2.0M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

92.6%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 44 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPY	SPDR S&P 500 ETF TRUST	SH	$448.5K	22.97%	600,571	—	—
▸ 2	SNPE	XTRACKERS S&P 500 SCORED & SCREENED ETF	SH	$329.4K	16.87%	4,783,652	—	—
▸ 3	IVV	ISHARES CORE S&P 500 ETF	SH	$323.5K	16.57%	431,993	—	—
▸ 4	VOO	VANGUARD S&P 500 ETF	SH	$319.2K	16.35%	464,796	—	—
▸ 5	EWT	ISHARES MSCI TAIWAN ETF	SH	$145.7K	7.46%	1,341,618	—	—
▸ 6	QQQ	INVESCO QQQ TRUST SERIES 1	SH	$91.2K	4.67%	123,779	—	—
▸ 7	LODI	AAM SLC LOW DURATION INCOME ETF	SH	$50.4K	2.58%	2,000,000	—	—
▸ 8	CLOC	AAM CRESCENT CLO ETF	SH	$49.9K	2.56%	2,000,000	—	—
▸ 9	XVV	ISHARES ESG SCREENED S&P 500 ETF	SH	$25.1K	1.28%	441,619	—	—
▸ 10	CCAP	CRESCENT CAPITAL BDC INC	SH	$24.3K	1.25%	2,226,308	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SUN LIFE FINANCIAL INC hold as of Q2 2026?

SUN LIFE FINANCIAL INC reported 44 positions worth $2.0M in its Q2 2026 13F filing. Largest positions: SPY (23.0%), SNPE (16.9%), IVV (16.6%), VOO (16.4%) and EWT (7.5%).

What did SUN LIFE FINANCIAL INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SUN LIFE FINANCIAL INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.