Latest Sun Life Financial INC Stock Portfolio
Sun Life Financial INC Performance:
2025 Q3: 3.49%YTD: 10.32%2024: 8.17%
Performance for 2025 Q3 is 3.49%, and YTD is 10.32%, and 2024 is 8.17%.
About Sun Life Financial INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SUN LIFE FINANCIAL INC reported an equity portfolio of $2 Billions as of 30 Sep, 2025.
The top stock holdings of SUN LIFE FINANCIAL INC are SPY, IJR, VB. The fund has invested 21.5% of it's portfolio in SPDR S&P 500 ETF TRUST and 15.8% of portfolio in ISHARES CORE S&P 500 ETF.
The fund managers got completely rid off SPDR BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) and GRAFTECH INTERNATIONAL LTD (EAF) stocks. They significantly reduced their stock positions in ISHARES 0-3 MONTH TREASURY BOND ETF (DMXF), VANGUARD SHORT-TERM TREASURY ETF (BNDW) and ISHARES 20 YEAR TREASURY BOND ETF (IJR). SUN LIFE FINANCIAL INC opened new stock positions in ISHARES MSCI THAILAND ETF (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to XTRACKERS S&P 500 SCORED & SCREENED ETF (ACSG), ISHARES MSCI SINGAPORE ETF (EMGF) and EQUINIX INC (EQIX).
The top stock holdings of SUN LIFE FINANCIAL INC are SPY, IJR, VB. The fund has invested 21.5% of it's portfolio in SPDR S&P 500 ETF TRUST and 15.8% of portfolio in ISHARES CORE S&P 500 ETF.
The fund managers got completely rid off SPDR BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) and GRAFTECH INTERNATIONAL LTD (EAF) stocks. They significantly reduced their stock positions in ISHARES 0-3 MONTH TREASURY BOND ETF (DMXF), VANGUARD SHORT-TERM TREASURY ETF (BNDW) and ISHARES 20 YEAR TREASURY BOND ETF (IJR). SUN LIFE FINANCIAL INC opened new stock positions in ISHARES MSCI THAILAND ETF (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to XTRACKERS S&P 500 SCORED & SCREENED ETF (ACSG), ISHARES MSCI SINGAPORE ETF (EMGF) and EQUINIX INC (EQIX).
Sun Life Financial INC Annual Return Estimates Vs S&P 500
Our best estimate is that SUN LIFE FINANCIAL INC made a return of 3.49% in the last quarter. In trailing 12 months, it's portfolio return was 11.27%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares msci thailand etf | 12,751,000 |
New stocks bought by Sun Life Financial INC
Additions
| Ticker | % Inc. |
|---|---|
| xtrackers s&p 500 scored & screened etf | 52.88 |
| ishares msci singapore etf | 20.88 |
| equinix inc | 19.06 |
| avalonbay communities inc | 5.68 |
| spdr s&p 500 etf trust | 0.3 |
Additions to existing portfolio by Sun Life Financial INC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares 0-3 month treasury bond etf | -88.87 |
| vanguard short-term treasury etf | -86.07 |
| vanguard intermediate-term treasury etf | -84.26 |
| ishares 20 year treasury bond etf | -84.14 |
| ishares msci indonesia etf | -72.23 |
| ishares msci philippines etf | -39.49 |
| ishares msci eafe index fund | -15.24 |
| ishares msci south korea etf | -5.9 |
Sun Life Financial INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| graftech international ltd | -319,000 |
| spdr bloomberg 1-3 month t-bill etf | -7,405,000 |
Sun Life Financial INC got rid off the above stocks
Sector Distribution
SUN LIFE FINANCIAL INC has about 89.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 89.2 |
| Real Estate | 8 |
| Financial Services | 1.6 |
| Utilities | 1.2 |
Market Cap. Distribution
SUN LIFE FINANCIAL INC has about 7.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 89.2 |
| LARGE-CAP | 7.6 |
| SMALL-CAP | 2.8 |
Stocks belong to which Index?
About 8.4% of the stocks held by SUN LIFE FINANCIAL INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 91.6 |
| S&P 500 | 7.2 |
| RUSSELL 2000 | 1.2 |
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 36 stocks in it's portfolio. About 87% of the portfolio is in top 10 stocks. AVB proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for SUN LIFE FINANCIAL INC last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACSG | xtrackers s&p 500 scored & screened etf | 10.45 | 3,411,970 | 204,820,000 | added | 52.88 | ||
| ACSG | xtrackers harvest csi 300 china a-shares etf | 0.33 | 198,300 | 6,540,000 | unchanged | 0.00 | ||
| ACWV | ishares msci south korea etf | 6.38 | 1,562,740 | 125,176,000 | reduced | -5.9 | ||
| ACWV | ishares msci thailand etf | 0.65 | 216,529 | 12,751,000 | new | |||
| ACWV | ishares msci france etf | 0.13 | 58,910 | 2,588,000 | reduced | -1.69 | ||
| ACWV | ishares msci mexico capped etf | 0.06 | 18,825 | 1,284,000 | unchanged | 0.00 | ||
| ACWV | ishares msci germany etf | 0.03 | 13,095 | 545,000 | unchanged | 0.00 | ||
| AGT | ishares msci united kingdom index fund | 0.11 | 51,240 | 2,151,000 | reduced | -2.05 | ||
| AMPS | ishares msci india etf | 0.83 | 314,300 | 16,362,000 | reduced | -0.54 | ||
| AMPS | ishares msci philippines etf | 0.21 | 168,832 | 4,194,000 | reduced | -39.49 | ||
| AMPS | ishares msci indonesia etf | 0.18 | 196,331 | 3,446,000 | reduced | -72.23 | ||
| AVB | avalonbay communities inc | 1.59 | 161,087 | 31,117,000 | added | 5.68 | ||
| BBGI | beasley broadcast group inc | 0.00 | 1,524 | 8,000 | unchanged | 0.00 | ||
| BIGY | aam slc low duration income etf | 2.58 | 2,000,000 | 50,490,000 | unchanged | 0.00 | ||
| BIL | spdr bloomberg 1-3 month t-bill etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard short-term treasury etf | 0.13 | 43,500 | 2,560,000 | reduced | -86.07 | ||
| BNDW | vanguard intermediate-term treasury etf | 0.09 | 27,650 | 1,660,000 | reduced | -84.26 | ||
| BXP | boston properties inc | 0.46 | 120,239 | 8,939,000 | unchanged | 0.00 | ||
| CCAP | crescent capital bdc inc | 1.62 | 2,226,310 | 31,747,000 | unchanged | 0.00 | ||
| CPT | camden property trust | 0.87 | 159,528 | 17,034,000 | unchanged | 0.00 | ||