Sun Life Financial Inc

Holdings as of Mar 31, 2026 · filed May 14, 2026

$1761356
Portfolio value
45
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Spdr S&P 500 Etf Trust $393449 22.34% NEW BUY
2 Ishares Core S&P 500 Etf $282393 16.03% NEW BUY
3 Xtrackers S&P 500 Scored & Screened Etf $280418 15.92% NEW BUY
4 Vanguard S&P 500 Etf $279693 15.88% NEW BUY
5 Ishares Msci Taiwan Etf $117198 6.65% NEW BUY
6 Invesco Qqq Trust Series 1 $62014 3.52% NEW BUY
7 Aam Slc Low Duration Income Etf $50398 2.86% NEW BUY
8 Aam Crescent Clo Etf $49630 2.82% NEW BUY
9 Ishares Msci Singapore Etf $48817 2.77% NEW BUY
10 Ishares Esg Screened S&P 500 Etf $40510 2.30% NEW BUY
11 Crescent Capital Bdc Inc $27050 1.54% NEW BUY
12 Spdr Portfolio S&P 400 Mid Cap Etf $23582 1.34% NEW BUY
13 Ishares Msci India Etf $18007 1.02% NEW BUY
14 Xtrackers Harvest Csi 300 China A-Shares Etf $16781 0.95% NEW BUY
15 Ishares Msci Thailand Etf $15298 0.87% NEW BUY
16 Ishares Msci Indonesia Etf $12616 0.72% NEW BUY
17 Ishares Msci Malaysia Etf $11569 0.66% NEW BUY
18 Ishares Msci Eafe Index Fund $7017 0.40% NEW BUY
19 Ishares Msci Japan Ucits Etf $4844 0.28% NEW BUY
20 Ishares Msci France Etf $2556 0.15% NEW BUY
21 Vivid Seats Inc $2456 0.14% NEW BUY
22 Ishares Msci United Kingdom Index Fund $2334 0.13% NEW BUY
23 Equinix Inc $1633 0.09% NEW BUY
24 Digital Realty Trust Inc $1466 0.08% NEW BUY
25 Ishares Msci Mexico Capped Etf $1384 0.08% NEW BUY
26 Simon Property Group Inc $1219 0.07% NEW BUY
27 Welltower Inc $1139 0.06% NEW BUY
28 Prologis Inc $1015 0.06% NEW BUY
29 First Industrial Realty Trust Inc $994 0.06% NEW BUY
30 Ishares Msci Germany Etf $519 0.03% NEW BUY
31 Ventas Inc $487 0.03% NEW BUY
32 Inventrust Properties Corp $400 0.02% NEW BUY
33 Philips Edison & Co Inc $398 0.02% NEW BUY
34 Invesco S&P 500 Equal Weight Etf $313 0.02% NEW BUY
35 Equity Residential Properties $284 0.02% NEW BUY
36 Mid-America Apartment Communities Inc $277 0.02% NEW BUY
37 Kite Realty Group Trust $263 0.01% NEW BUY
38 Avalonbay Communities Inc $213 0.01% NEW BUY
39 Camden Property Trust $213 0.01% NEW BUY
40 Regency Centers Corp $134 0.01% NEW BUY
41 Kimco Realty Corp $133 0.01% NEW BUY
42 Acadia Realty Trust $127 0.01% NEW BUY
43 Udr Inc $109 0.01% NEW BUY
44 Beasley Broadcast Group Inc $5 0.00% NEW BUY
45 Vivid Seats Inc $1 0.00% NEW BUY

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.