SUN LIFE FINANCIAL INC
CIK 0001097362 · TORONTO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.0M
2026 Q2
Positions
44
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
92.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPY
SPDR S&P 500 ETF TRUST
23.0%
SNPE
XTRACKERS S&P 500 SCORED & SCREENED ETF
16.9%
IVV
ISHARES CORE S&P 500 ETF
16.6%
VOO
VANGUARD S&P 500 ETF
16.4%
EWT
ISHARES MSCI TAIWAN ETF
7.5%
QQQ
INVESCO QQQ TRUST SERIES 1
4.7%
LODI
AAM SLC LOW DURATION INCOME ETF
2.6%
CLOC
AAM CRESCENT CLO ETF
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.