Latest Sun Life Financial INC Stock Portfolio
Sun Life Financial INC Performance:
2025 Q4: 2.9%YTD: 15.58%2024: 11.29%
Performance for 2025 Q4 is 2.9%, and YTD is 15.58%, and 2024 is 11.29%.
About Sun Life Financial INC and 13F Hedge Fund Stock Holdings
On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUN LIFE FINANCIAL INC reported an equity portfolio of $1.9 Billions as of 31 Dec, 2025.
The top stock holdings of SUN LIFE FINANCIAL INC are SPY, IJR, VB. The fund has invested 22.3% of it's portfolio in SPDR S&P 500 ETF TRUST and 15.7% of portfolio in ISHARES CORE S&P 500 ETF.
The fund managers got completely rid off REXFORD INDUSTRIAL REALTY INC (REXR) and ISHARES 0-3 MONTH TREASURY BOND ETF (DMXF) stocks. They significantly reduced their stock positions in ISHARES MSCI PHILIPPINES ETF (AMPS), PROLOGIS INC (PLD) and AVALONBAY COMMUNITIES INC (AVB). SUN LIFE FINANCIAL INC opened new stock positions in AAM CRESCENT CLO ETF, ISHARES MSCI MALAYSIA ETF (EMGF) and VIVID SEATS INC (SEAT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES MSCI INDONESIA ETF (AMPS), XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF (ACSG) and ISHARES MSCI EAFE INDEX FUND (IJR).
The top stock holdings of SUN LIFE FINANCIAL INC are SPY, IJR, VB. The fund has invested 22.3% of it's portfolio in SPDR S&P 500 ETF TRUST and 15.7% of portfolio in ISHARES CORE S&P 500 ETF.
The fund managers got completely rid off REXFORD INDUSTRIAL REALTY INC (REXR) and ISHARES 0-3 MONTH TREASURY BOND ETF (DMXF) stocks. They significantly reduced their stock positions in ISHARES MSCI PHILIPPINES ETF (AMPS), PROLOGIS INC (PLD) and AVALONBAY COMMUNITIES INC (AVB). SUN LIFE FINANCIAL INC opened new stock positions in AAM CRESCENT CLO ETF, ISHARES MSCI MALAYSIA ETF (EMGF) and VIVID SEATS INC (SEAT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES MSCI INDONESIA ETF (AMPS), XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF (ACSG) and ISHARES MSCI EAFE INDEX FUND (IJR).
Sun Life Financial INC Annual Return Estimates Vs S&P 500
Our best estimate is that SUN LIFE FINANCIAL INC made a return of 2.9% in the last quarter. In trailing 12 months, it's portfolio return was 15.58%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| aam crescent clo etf | 50,130,000 |
| ishares msci malaysia etf | 10,320,000 |
| vivid seats inc | 3,213,000 |
| ishares core msci europe etf | 1,512,000 |
| vivid seats inc | 21,000 |
New stocks bought by Sun Life Financial INC
Additions
| Ticker | % Inc. |
|---|---|
| ishares msci indonesia etf | 269 |
| xtrackers harvest csi 300 china a-shares etf | 66.87 |
| ishares msci eafe index fund | 52.71 |
| ishares msci japan ucits etf | 28.91 |
| xtrackers s&p 500 scored & screened etf | 13.05 |
| ishares msci india etf | 8.78 |
| ishares msci taiwan etf | 3.41 |
| ishares msci singapore etf | 0.71 |
Additions to existing portfolio by Sun Life Financial INC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares msci philippines etf | -97.99 |
| prologis inc | -96.58 |
| avalonbay communities inc | -96.49 |
| digital realty trust inc | -96.19 |
| camden property trust | -93.99 |
| simon property group inc | -90.74 |
| first industrial realty trust inc | -89.27 |
| boston properties inc | -88.35 |
Sun Life Financial INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| rexford industrial realty inc | -7,087,000 |
| ishares 0-3 month treasury bond etf | -2,870,000 |
Sun Life Financial INC got rid off the above stocks
Sector Distribution
SUN LIFE FINANCIAL INC has about 96.1% of it's holdings in Others sector.
- Others
- Utilities
- Financial Services
| Sector | % |
|---|---|
| Others | 96.1 |
| Utilities | 1.7 |
| Financial Services | 1.6 |
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 | 96.1 |
| MID-CAP | 1.8 |
| SMALL-CAP | 1.6 |
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 | 97.7 |
| RUSSELL 2000 | 1.9 |
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 39 stocks in it's portfolio. About 90.8% of the portfolio is in top 10 stocks. DLR proved to be the most loss making stock for the portfolio. ACWV was the most profitable stock for SUN LIFE FINANCIAL INC last quarter.
Last Reported on: 12 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACSG | xtrackers s&p 500 scored & screened etf | 12.64 | 3,857,070 | 240,874,000 | added | 13.05 | ||
| ACSG | xtrackers harvest csi 300 china a-shares etf | 0.57 | 330,900 | 10,870,000 | added | 66.87 | ||
| ACWF | ishares core msci europe etf | 0.08 | 21,300 | 1,512,000 | new | |||
| ACWV | ishares msci south korea etf | 7.44 | 1,458,980 | 141,842,000 | reduced | -6.64 | ||
| ACWV | ishares msci thailand etf | 0.68 | 217,775 | 12,995,000 | added | 0.58 | ||
| ACWV | ishares msci france etf | 0.14 | 58,910 | 2,650,000 | unchanged | 0.00 | ||
| ACWV | ishares msci mexico capped etf | 0.07 | 18,395 | 1,275,000 | reduced | -2.28 | ||
| ACWV | ishares msci germany etf | 0.03 | 13,095 | 557,000 | unchanged | 0.00 | ||
| AGT | ishares msci united kingdom index fund | 0.12 | 51,240 | 2,254,000 | unchanged | 0.00 | ||
| AMPS | ishares msci india etf | 0.97 | 341,900 | 18,480,000 | added | 8.78 | ||
| AMPS | ishares msci indonesia etf | 0.71 | 725,660 | 13,570,000 | added | 269 | ||
| AMPS | ishares msci philippines etf | 0.00 | 3,400 | 85,000 | reduced | -97.99 | ||
| AVB | avalonbay communities inc | 0.05 | 5,653 | 1,025,000 | reduced | -96.49 | ||
| BBGI | beasley broadcast group inc | 0.00 | 1,524 | 8,000 | unchanged | 0.00 | ||
| BIGY | aam slc low duration income etf | 2.65 | 2,000,000 | 50,500,000 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.09 | 27,650 | 1,657,000 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.08 | 26,450 | 1,553,000 | reduced | -39.2 | ||
| BXP | boston properties inc | 0.05 | 14,004 | 945,000 | reduced | -88.35 | ||
| CCAP | crescent capital bdc inc | 1.64 | 2,226,310 | 31,280,000 | unchanged | 0.00 | ||
| CPT | camden property trust | 0.06 | 9,594 | 1,056,000 | reduced | -93.99 | ||