Latest Sun Life Financial INC Stock Portfolio
$1.95Billion | No. of Holdings #44
Sun Life Financial INC Performance
2026 Q2+14.90%
YTD+11.23%
2025+15.58%
About Sun Life Financial INC and 13F Hedge Fund Stock Holdings
On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUN LIFE FINANCIAL INC reported an equity portfolio of $2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of SUN LIFE FINANCIAL INC are SPY, ACSG, IJR. The fund has invested 23% of it's portfolio in SPDR S&P 500 ETF TRUST and 16.9% of portfolio in XTRACKERS S&P 500 SCORED & SCREENED ETF. <br><br> The fund managers got completely rid off INVESCO S&P 500 EQUAL WEIGHT ETF (CSD) and VIVID SEATS INC (SEAT) stocks. They significantly reduced their stock positions in ISHARES MSCI SINGAPORE ETF (EMGF), ISHARES MSCI EAFE INDEX FUND (IJR) and ISHARES ESG SCREENED S&P 500 ETF (DMXF). SUN LIFE FINANCIAL INC opened new stock positions in COLUMBIA RESEARCH ENHANCED CORE ETF (DIAL). The fund showed a lot of confidence in some stocks as they added substantially to UDR INC (UDR), ISHARES MSCI THAILAND ETF (ACWV) and INVESCO QQQ TRUST SERIES 1 (QQQ).
Sun Life Financial INC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$1.95Billion
as of Aug 12, 2026Sun Life Financial INC Annual Return Estimates Vs S&P 500
Our best estimate is that SUN LIFE FINANCIAL INC made a return of 14.9% in the last quarter. In trailing 12 months, it's portfolio return was 22.29%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| columbia research enhanced core etf | 20,689,000 |
New stocks bought by Sun Life Financial INC
Additions
| Ticker | % Inc. |
|---|---|
| udr inc | 46.44 |
| ishares msci thailand etf | 21.91 |
| invesco qqq trust series 1 | 15.2 |
| ishares msci india etf | 7.94 |
| xtrackers harvest csi 300 china a-shares etf | 7.44 |
| ishares msci france etf | 5.35 |
| ishares msci germany etf | 3.13 |
| xtrackers s&p 500 scored & screened etf | 1.59 |
Additions to existing portfolio by Sun Life Financial INC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares msci singapore etf | -97.91 |
| ishares msci eafe index fund | -59.18 |
| ishares esg screened s&p 500 etf | -46.34 |
| spdr portfolio s&p 400 mid cap etf | -40.12 |
| avalonbay communities inc | -24.1 |
| ishares msci mexico capped etf | -22.83 |
| ishares msci indonesia etf | -19.86 |
| ishares msci taiwan etf | -18.83 |
Sun Life Financial INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vivid seats inc | -1,000 |
| invesco s&p 500 equal weight etf | -313,000 |
Sun Life Financial INC got rid off the above stocks
Sector Distribution
SUN LIFE FINANCIAL INC has about 96.6% of it's holdings in Others sector.
- Others
- Utilities
- Financial Services
| Sector | % |
|---|---|
| Others | 96.6 |
| Utilities | 1.4 |
| Financial Services | 1.2 |
Market Cap. Distribution
SUN LIFE FINANCIAL INC has about 1.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.6 |
| MEGA-CAP | 1.4 |
| SMALL-CAP | 1.2 |
Stocks belong to which Index?
About 1.6% of the stocks held by SUN LIFE FINANCIAL INC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 97.9 |
| RUSSELL 2000 | 1.6 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| SPY | spdr s&p 500 etf trust | 58.1 M |
| EMGF | ishares msci taiwan etf | 56.5 M |
| ACSG | xtrackers s&p 500 scored & screened etf | 44.2 M |
| VB | vanguard s&p 500 etf | 41.7 M |
| IJR | ishares core s&p 500 etf | 41.3 M |
Sun Life Financial INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Sun Life Financial INC
SUN LIFE FINANCIAL INC has 44 stocks in it's portfolio. About 92.6% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for SUN LIFE FINANCIAL INC last quarter.
$1.95BTotal Value
46.00Positions
12 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 ACSG Xtrackers S&P 500 Scored & Screened EtfXtrackers S&P 500 Scored & Screened EtfACSG | 16.87% | 4,783,650 | $329.40M 16.87% | 1.59%increased 1.59 percentadded | |
ACSG Xtrackers Harvest Csi 300 China A-Shares EtfXtrackers Harvest Csi 300 China A-Shares EtfACSG | 1.04% | 552,918 | $20.27M 1.04% | 7.44%increased 7.44 percentadded | |
 ACWV Ishares Msci Thailand EtfIshares Msci Thailand EtfACWV | 1% | 268,832 | $19.44M 1% | 21.91%increased 21.91 percentadded | |
ACWV Ishares Msci France EtfIshares Msci France EtfACWV | 0.14% | 62,060 | $2.82M 0.14% | 5.35%increased 5.35 percentadded | |
ACWV Ishares Msci Mexico Capped EtfIshares Msci Mexico Capped EtfACWV | 0.06% | 14,195 | $1.07M 0.06% | 22.83%decreased 22.83 percentreduced | |
ACWV Ishares Msci Germany EtfIshares Msci Germany EtfACWV | 0.03% | 13,505 | $559.0K 0.03% | 3.13%increased 3.13 percentadded | |
 AGT Ishares Msci United Kingdom Index FundIshares Msci United Kingdom Index FundAGT | 0.11% | 46,989 | $2.17M 0.11% | 8.3%decreased 8.3 percentreduced | |
 Acadia Realty Trust Sun Life Financial INC's holding in Acadia Realty Trust over time | 0.01% | 6,635 | $139.0K 0.01% | 0%unchanged 0 percentunchanged | |
 Ishares Msci India Etf Sun Life Financial INC's holding in Ishares Msci India Etf over time | 1.05% | 415,685 | $20.53M 1.05% | 7.94%increased 7.94 percentadded | |
Ishares Msci Indonesia Etf Sun Life Financial INC's holding in Ishares Msci Indonesia Etf over time | 0.37% | 640,290 | $7.24M 0.37% | 19.86%decreased 19.86 percentreduced | |
 Avalonbay Communities Inc Sun Life Financial INC's holding in Avalonbay Communities Inc over time | 0.01% | 992 | $187.0K 0.01% | 24.1%decreased 24.1 percentreduced | |
 Beasley Broadcast Group Inc Sun Life Financial INC's holding in Beasley Broadcast Group Inc over time | 0% | 1,524 | $40.0K 0% | 0%unchanged 0 percentunchanged | |
 BIGY Aam Slc Low Duration Income EtfAam Slc Low Duration Income EtfBIGY | 2.58% | 2,000,000 | $50.37M 2.58% | 0%unchanged 0 percentunchanged | |
 BIL Spdr Portfolio S&P 400 Mid Cap EtfSpdr Portfolio S&P 400 Mid Cap EtfBIL | 0.82% | 238,587 | $16.11M 0.82% | 40.12%decreased 40.12 percentreduced | |
 Crescent Capital Bdc Inc Sun Life Financial INC's holding in Crescent Capital Bdc Inc over time | 1.25% | 2,226,310 | $24.31M 1.25% | 0%unchanged 0 percentunchanged | |
 Camden Property Trust Sun Life Financial INC's holding in Camden Property Trust over time | 0.01% | 2,181 | $250.0K 0.01% | 0%unchanged 0 percentunchanged | |
 CSD Invesco S&P 500 Equal Weight EtfInvesco S&P 500 Equal Weight EtfCSD | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 DIAL Columbia Research Enhanced Core EtfColumbia Research Enhanced Core EtfDIAL | 1.06% | 478,020 | $20.69M 1.06% | Newnew position | |
 Digital Realty Trust Inc Sun Life Financial INC's holding in Digital Realty Trust Inc over time | 0.07% | 8,136 | $1.46M 0.07% | 0%unchanged 0 percentunchanged | |
 DMXF Ishares Esg Screened S&P 500 EtfIshares Esg Screened S&P 500 EtfDMXF | 1.28% | 441,619 | $25.08M 1.28% | 46.34%decreased 46.34 percentreduced | |