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%
Performance for 2026 Q1 is -3.19%, and YTD is -3.19%, and 2025 is 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.
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.
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).
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.
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
Sun 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 |
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.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACSG | xtrackers s&p 500 scored & screened etf | 15.92 | 4,708,950 | 280,418,000 | added | 22.09 | ||
| ACSG | xtrackers harvest csi 300 china a-shares etf | 0.95 | 514,607 | 16,781,000 | added | 55.52 | ||
| ACWF | ishares core msci europe etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWV | ishares msci thailand etf | 0.87 | 220,513 | 15,298,000 | added | 1.26 | ||
| ACWV | ishares msci france etf | 0.14 | 58,910 | 2,556,000 | unchanged | 0.00 | ||
| ACWV | ishares msci mexico capped etf | 0.08 | 18,395 | 1,384,000 | unchanged | 0.00 | ||
| ACWV | ishares msci germany etf | 0.03 | 13,095 | 519,000 | unchanged | 0.00 | ||
| ACWV | ishares msci south korea etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares msci united kingdom index fund | 0.13 | 51,240 | 2,334,000 | unchanged | 0.00 | ||
| AKR | acadia realty trust | 0.01 | 6,635 | 127,000 | new | |||
| AMPS | ishares msci india etf | 1.02 | 385,125 | 18,007,000 | added | 12.64 | ||
| AMPS | ishares msci indonesia etf | 0.72 | 799,013 | 12,616,000 | added | 10.11 | ||
| AMPS | ishares msci philippines etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVB | avalonbay communities inc | 0.01 | 1,307 | 213,000 | reduced | -76.88 | ||
| BBGI | beasley broadcast group inc | 0.00 | 1,524 | 5,000 | unchanged | 0.00 | ||
| BIGY | aam slc low duration income etf | 2.86 | 2,000,000 | 50,398,000 | unchanged | 0.00 | ||
| BIL | spdr portfolio s&p 400 mid cap etf | 1.34 | 398,410 | 23,582,000 | new | |||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BXP | boston properties inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||