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CIK: 0001097362
Total reported value
$2.0B
$2.0B
35 檔
60.3%
According to the latest 13F quarterly dataset, Sun Life Financial Inc managed an equity portfolio of $2.0B at the end of Q4 2024, spanning 35 distinct U.S. exchange-listed positions.
During Q4 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 | 21.06% | +0.63% | +1.92% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.30% | +0.54% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.78% | +0.47% | -1.78% | |
| 4 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 5.84% | +0.81% | +5.64% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.67% | +1.15% | -3.39% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.35% | — | — | |
| 7 | EWY | Ishares Msci South Korea ETF | ETF-Other | 3.61% | — | -9.55% | |
| 8 | LODI | Aam Slc Low Duration Inc ETF | ETF-Other | 2.80% | -0.28% | — | |
| 9 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.52% | — | — | |
| 10 | CCAP | Crescent Capital Bdc Inc | Stock-Other | 2.39% | -0.29% | — | |
| 11 | XVV | Ishares Esg Select Screened | ETF-Other | 2.08% | -1.02% | — | |
| 12 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.01% | -0.01% | — | |
| 13 | EWS | Ishares Msci Singapore ETF | ETF-Other | 1.86% | -2.72% | +22.80% | |
| 14 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.85% | — | — | |
| 15 | ✓ | Mister Car Wash, Inc | Stock-Other | 1.55% | — | -58.99% | |
| 16 | PLD | Prologis Inc | Stock-Real Estate | 1.30% | -0.01% | — | |
| 17 | CPT | Camden Property Trust | Stock-Real Estate | 1.03% | — | — | |
| 18 | INDA | Ishares Msci India ETF | ETF-Other | 0.90% | +0.03% | -12.87% | |
| 19 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.80% | -0.35% | +8.11% | |
| 20 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 0.71% | -0.10% | -6.70% | |
| 21 | THD | Ishares Msci Thailand ETF | ETF-Other | 0.61% | +0.13% | -16.64% | |
| 22 | EQIX | Equinix Inc | Stock-Real Estate | 0.59% | — | — | |
| 23 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.57% | — | — | |
| 24 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.52% | -0.02% | -0.22% | |
| 25 | BXP | Bxp Inc | Stock-Real Estate | 0.50% | — | — | |
| 26 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.42% | -0.01% | — | |
| 27 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.35% | — | +7.27% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.30% | -0.03% | -7.17% | |
| 29 | EPHE | Ishares Msci Philippines ETF | ETF-Other | 0.27% | — | -10.99% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.24% | +9.50% | |
| 31 | EWQ | Ishares Msci France ETF | ETF-Other | 0.12% | -0.01% | -2.04% | |
| 32 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.04% | -0.03% | -2.94% | |
| 33 | EAFEUR | Graftech International LTD | Stock-Other | 0.03% | — | — | |
| 34 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.03% | — | — | |
| 35 | BBGI | Beasley Broadcast Grp Inc -a | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Sun Life Financial Inc reported a total U.S. public equity portfolio value of $2.0B across 35 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, VOO) accounted for 60.3% of total reported equity market value during Q4 2024.
During Q4 2024, Sun Life Financial Inc's top holdings by market value included SPY (21.1%)、IVV (17.3%)、VOO (16.8%). The largest single position, SPY, represented 21.1% of total portfolio value.
In Q4 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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