Sun Life Financial Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.8M
Q ending 2026-03-31
Prior quarter
$1.9M
Q ending 2025-12-31
Change
-7.6% QoQ · +11.5% YoY
Positions
45
reported holdings
Largest positions
All 45 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr S&P 500 Etf Trust | SPY | Shares | $393K | 605K |
| Ishares Core S&P 500 Etf | IVV | Shares | $282K | 432K |
| Xtrackers S&P 500 Scored & Screene | SNPE | Shares | $280K | 4.7M |
| Vanguard S&P 500 Etf | VOO | Shares | $280K | 468K |
| Ishares Msci Taiwan Etf | EWT | Shares | $117K | 1.7M |
| Invesco Qqq Trust Series 1 | QQQ | Shares | $62K | 107K |
| Aam Slc Low Duration Income Etf | LODI | Shares | $50K | 2.0M |
| Aam Crescent Clo Etf | CLOC | Shares | $50K | 2.0M |
| Ishares Msci Singapore Etf | EWS | Shares | $49K | 1.7M |
| Ishares Esg Screened S&P 500 Etf | XVV | Shares | $41K | 823K |
| Crescent Capital Bdc Inc | CCAP | Shares | $27K | 2.2M |
| Spdr Portfolio S&P 400 Mid Cap Etf | SPMD | Shares | $24K | 398K |
| Ishares Msci India Etf | INDA | Shares | $18K | 385K |
| Xtrackers Harvest Csi 300 China A- | ASHR | Shares | $17K | 515K |
| Ishares Msci Thailand Etf | THD | Shares | $15K | 221K |
| Ishares Msci Indonesia Etf | EIDO | Shares | $13K | 799K |
| Ishares Msci Malaysia Etf | EWM | Shares | $12K | 407K |
| Ishares Msci Eafe Index Fund | EFA | Shares | $7K | 72K |
| Ishares Msci Japan Ucits Etf | EWJ | Shares | $5K | 57K |
| Ishares Msci France Etf | EWQ | Shares | $3K | 59K |
| Vivid Seats Inc | SEAT | Shares | $2K | 416K |
| Ishares Msci United Kingdom Index | EWU | Shares | $2K | 51K |
| Equinix Inc | EQIX | Shares | $2K | 2K |
| Digital Realty Trust Inc | DLR | Shares | $1K | 8K |
| Ishares Msci Mexico Capped Etf | EWW | Shares | $1K | 18K |
| Simon Property Group Inc | SPG | Shares | $1K | 7K |
| Welltower Inc | WELL | Shares | $1K | 6K |
| Prologis Inc | PLD | Shares | $1K | 8K |
| First Industrial Realty Trust Inc | FR | Shares | $994 | 17K |
| Ishares Msci Germany Etf | EWG | Shares | $519 | 13K |
| Ventas Inc | VTR | Shares | $487 | 6K |
| Inventrust Properties Corp | IVT | Shares | $400 | 13K |
| Philips Edison & Co Inc | PECO | Shares | $398 | 11K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $313 | 2K |
| Equity Residential Properties | EQR | Shares | $284 | 5K |
| Mid-America Apartment Communities | MAA | Shares | $277 | 2K |
| Kite Realty Group Trust | KRG | Shares | $263 | 11K |
| Camden Property Trust | CPT | Shares | $213 | 2K |
| Avalonbay Communities Inc | AVB | Shares | $213 | 1K |
| Regency Centers Corp | REG | Shares | $134 | 2K |
| Kimco Realty Corp | KIM | Shares | $133 | 6K |
| Acadia Realty Trust | AKR | Shares | $127 | 7K |
| Udr Inc | UDR | Shares | $109 | 3K |
| Beasley Broadcast Group Inc | BBGI | Shares | $5 | 2K |
| Vivid Seats Inc | SEATW | Shares | $1 | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.