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CIK: 0001097362
Total reported value
$2.0B
$2.0B
29 檔
57.8%
According to the latest 13F quarterly dataset, Sun Life Financial Inc managed an equity portfolio of $2.0B at the end of Q2 2024, spanning 29 distinct U.S. exchange-listed positions.
During Q2 2024, Sun Life Financial Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 20.78% | +0.63% | -2.50% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.47% | +0.54% | -3.08% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.00% | +0.47% | -0.54% | |
| 4 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 6.32% | +0.81% | +21.17% | |
| 5 | EWY | Ishares Msci South Korea ETF | ETF-Other | 5.89% | — | +45.97% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.85% | +1.15% | -2.94% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.62% | — | — | |
| 8 | ✓ | Mister Car Wash, Inc | Stock-Other | 3.95% | — | — | |
| 9 | PLD | Prologis Inc | Stock-Real Estate | 2.47% | -0.01% | — | |
| 10 | CCAP | Crescent Capital Bdc Inc | Stock-Other | 2.07% | -0.29% | +8.07% | |
| 11 | XVV | Ishares Esg Select Screened | ETF-Other | 2.07% | -1.02% | — | |
| 12 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.86% | — | — | |
| 13 | EWS | Ishares Msci Singapore ETF | ETF-Other | 1.73% | -2.72% | +176.52% | |
| 14 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.45% | -0.01% | — | |
| 15 | INDA | Ishares Msci India ETF | ETF-Other | 1.14% | +0.03% | +9.78% | |
| 16 | CPT | Camden Property Trust | Stock-Real Estate | 1.04% | — | — | |
| 17 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.90% | -0.35% | +204.63% | |
| 18 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.72% | -0.01% | — | |
| 19 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 0.69% | -0.10% | +159.50% | |
| 20 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.67% | — | — | |
| 21 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.57% | -0.02% | — | |
| 22 | THD | Ishares Msci Thailand ETF | ETF-Other | 0.56% | +0.13% | +187.38% | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.39% | -0.03% | +9.03% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.24% | +103.15% | |
| 25 | EPHE | Ishares Msci Philippines ETF | ETF-Other | 0.26% | — | +28.97% | |
| 26 | EWQ | Ishares Msci France ETF | ETF-Other | 0.13% | -0.01% | -1.73% | |
| 27 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.05% | -0.03% | -6.69% | |
| 28 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.03% | — | -6.13% | |
| 29 | EAFEUR | Graftech International LTD | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, Sun Life Financial Inc reported a total U.S. public equity portfolio value of $2.0B across 29 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, VOO) accounted for 57.8% of total reported equity market value during Q2 2024.
During Q2 2024, Sun Life Financial Inc's top holdings by market value included SPY (20.8%)、IVV (17.5%)、VOO (17.0%). The largest single position, SPY, represented 20.8% of total portfolio value.
In Q2 2024, Sun Life Financial Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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