Latest Sun Life Financial INC Stock Portfolio
$1.76Billion | No. of Holdings #45
Sun Life Financial INC Performance
2026 Q1-3.19%
YTD-3.19%
2025+15.58%
About Sun Life Financial INC and 13F Hedge Fund Stock Holdings
On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUN LIFE FINANCIAL INC reported an equity portfolio of $1.8 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of SUN LIFE FINANCIAL INC are SPY, IJR, ACSG. The fund has invested 22.3% of it's portfolio in SPDR S&P 500 ETF TRUST and 16% of portfolio in ISHARES CORE S&P 500 ETF. <br><br> The fund managers got completely rid off ISHARES MSCI SOUTH KOREA ETF (ACWV), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES CORE MSCI EUROPE ETF (ACWF) stocks. They significantly reduced their stock positions in VIVID SEATS INC (SEAT), CAMDEN PROPERTY TRUST (CPT) and AVALONBAY COMMUNITIES INC (AVB). SUN LIFE FINANCIAL INC opened new stock positions in SPDR PORTFOLIO S&P 400 MID CAP ETF (BIL), WELLTOWER INC (WELL) and VENTAS INC (VTR). The fund showed a lot of confidence in some stocks as they added substantially to XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF (ACSG), SIMON PROPERTY GROUP INC (SPG) and ISHARES MSCI SINGAPORE ETF (EMGF).
Sun Life Financial INC Equity Portfolio Value
Last Reported on: 14 May, 2026
$1.76Billion
as of May 14, 2026Sun Life Financial INC Annual Return Estimates Vs S&P 500
Our best estimate is that SUN LIFE FINANCIAL INC made a return of -3.19% in the last quarter. In trailing 12 months, it's portfolio return was 16.27%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| spdr portfolio s&p 400 mid cap etf | 23,582,000 |
| welltower inc | 1,139,000 |
| ventas inc | 487,000 |
| inventrust properties corp | 400,000 |
| philips edison & co inc | 398,000 |
| invesco s&p 500 equal weight etf | 313,000 |
| equity residential properties | 284,000 |
| mid-america apartment communities inc | 277,000 |
New stocks bought by Sun Life Financial INC
Additions
| Ticker | % Inc. |
|---|---|
| xtrackers harvest csi 300 china a-shares etf | 55.52 |
| xtrackers s&p 500 scored & screened etf | 22.09 |
| simon property group inc | 19.3 |
| ishares msci singapore etf | 17.48 |
| ishares msci india etf | 12.64 |
| ishares msci indonesia etf | 10.11 |
| ishares msci malaysia etf | 7.97 |
| vanguard s&p 500 etf | 2.28 |
Additions to existing portfolio by Sun Life Financial INC
Reductions
| Ticker | % Reduced |
|---|---|
| vivid seats inc | -95.34 |
| camden property trust | -77.27 |
| avalonbay communities inc | -76.88 |
| ishares msci japan ucits etf | -24.53 |
| ishares msci taiwan etf | -11.27 |
| invesco qqq trust series 1 | -10.45 |
| vivid seats inc | -6.76 |
| spdr s&p 500 etf trust | -3.08 |
Sun Life Financial INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares msci south korea etf | -141,842,000 |
| vanguard scottsdale fds | -1,657,000 |
| vanguard scottsdale fds | -1,553,000 |
| ishares core msci europe etf | -1,512,000 |
| boston properties inc | -945,000 |
| ishares tr | -798,000 |
| ishares msci philippines etf | -85,000 |
Sun Life Financial INC got rid off the above stocks
Sector Distribution
SUN LIFE FINANCIAL INC has about 96% of it's holdings in Others sector.
- Others
- Utilities
- Financial Services
| Sector | % |
|---|---|
| Others | 96 |
| Utilities | 1.7 |
| Financial Services | 1.5 |
Market Cap. Distribution
SUN LIFE FINANCIAL INC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96 |
| MID-CAP | 1.9 |
| SMALL-CAP | 1.5 |
Stocks belong to which Index?
About 1.9% of the stocks held by SUN LIFE FINANCIAL INC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 97.6 |
| RUSSELL 2000 | 1.9 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| EMGF | ishares msci taiwan etf | 13.0 M |
| ACWV | ishares msci thailand etf | 2.1 M |
| EMGF | ishares msci singapore etf | 1.1 M |
| EMGF | ishares msci malaysia etf | 0.4 M |
| EQIX | equinix inc | 0.4 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| SPY | spdr s&p 500 etf trust | -19.4 M |
| IJR | ishares core s&p 500 etf | -13.8 M |
| VB | vanguard s&p 500 etf | -13.7 M |
| ACSG | xtrackers s&p 500 scored & screened etf | -12.4 M |
| CCAP | crescent capital bdc inc | -4.2 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 45 stocks in it's portfolio. About 91.1% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. EMGF was the most profitable stock for SUN LIFE FINANCIAL INC last quarter.
$1.76BTotal Value
52.00Positions
14 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 ACSG Xtrackers S&P 500 Scored & Screened EtfXtrackers S&P 500 Scored & Screened EtfACSG | 15.92% | 4,708,950 | $280.42M 15.92% | 22.09%increased 22.09 percentadded | |
ACSG Xtrackers Harvest Csi 300 China A-Shares EtfXtrackers Harvest Csi 300 China A-Shares EtfACSG | 0.95% | 514,607 | $16.78M 0.95% | 55.52%increased 55.52 percentadded | |
 ACWF Ishares Core Msci Europe EtfIshares Core Msci Europe EtfACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWV Ishares Msci Thailand EtfIshares Msci Thailand EtfACWV | 0.87% | 220,513 | $15.30M 0.87% | 1.26%increased 1.26 percentadded | |
ACWV Ishares Msci France EtfIshares Msci France EtfACWV | 0.14% | 58,910 | $2.56M 0.14% | 0%unchanged 0 percentunchanged | |
ACWV Ishares Msci Mexico Capped EtfIshares Msci Mexico Capped EtfACWV | 0.08% | 18,395 | $1.38M 0.08% | 0%unchanged 0 percentunchanged | |
ACWV Ishares Msci Germany EtfIshares Msci Germany EtfACWV | 0.03% | 13,095 | $519.0K 0.03% | 0%unchanged 0 percentunchanged | |
ACWV Ishares Msci South Korea EtfIshares Msci South Korea EtfACWV | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AGT Ishares Msci United Kingdom Index FundIshares Msci United Kingdom Index FundAGT | 0.13% | 51,240 | $2.33M 0.13% | 0%unchanged 0 percentunchanged | |
 Acadia Realty Trust Sun Life Financial INC's holding in Acadia Realty Trust over time | 0.01% | 6,635 | $127.0K 0.01% | Newnew position | |
 Ishares Msci India Etf Sun Life Financial INC's holding in Ishares Msci India Etf over time | 1.02% | 385,125 | $18.01M 1.02% | 12.64%increased 12.64 percentadded | |
Ishares Msci Indonesia Etf Sun Life Financial INC's holding in Ishares Msci Indonesia Etf over time | 0.72% | 799,013 | $12.62M 0.72% | 10.11%increased 10.11 percentadded | |
Ishares Msci Philippines Etf Sun Life Financial INC's holding in Ishares Msci Philippines Etf over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Avalonbay Communities Inc Sun Life Financial INC's holding in Avalonbay Communities Inc over time | 0.01% | 1,307 | $213.0K 0.01% | 76.88%decreased 76.88 percentreduced | |
 Beasley Broadcast Group Inc Sun Life Financial INC's holding in Beasley Broadcast Group Inc over time | 0% | 1,524 | $5.0K 0% | 0%unchanged 0 percentunchanged | |
 BIGY Aam Slc Low Duration Income EtfAam Slc Low Duration Income EtfBIGY | 2.86% | 2,000,000 | $50.40M 2.86% | 0%unchanged 0 percentunchanged | |
 BIL Spdr Portfolio S&P 400 Mid Cap EtfSpdr Portfolio S&P 400 Mid Cap EtfBIL | 1.34% | 398,410 | $23.58M 1.34% | Newnew position | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Boston Properties Inc Sun Life Financial INC's holding in Boston Properties Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |