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CIK: 0001097362
Total reported value
$2.0B
$2.0B
36 檔
69.8%
According to the latest 13F quarterly dataset, Sun Life Financial Inc managed an equity portfolio of $2.0B at the end of Q3 2025, spanning 36 distinct U.S. exchange-listed positions.
In Q3 2025, Sun Life Financial Inc displayed an active expansion posture, initiating 8 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | 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 | 21.54% | +0.63% | +0.30% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.85% | +0.54% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.27% | +0.47% | -0.99% | |
| 4 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 10.44% | +0.95% | +52.88% | |
| 5 | EWY | Ishares Msci South Korea ETF | ETF-Other | 6.38% | — | -5.90% | |
| 6 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 5.84% | +0.81% | -4.83% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.80% | +1.15% | -2.55% | |
| 8 | LODI | Aam Slc Low Duration Inc ETF | ETF-Other | 2.57% | -0.28% | — | |
| 9 | XVV | Ishares Esg Select Screened | ETF-Other | 2.16% | -1.02% | — | |
| 10 | EWS | Ishares Msci Singapore ETF | ETF-Other | 2.11% | -2.72% | +20.88% | |
| 11 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.88% | -0.01% | — | |
| 12 | CCAP | Crescent Capital Bdc Inc | Stock-Other | 1.62% | -0.29% | — | |
| 13 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.59% | — | +5.68% | |
| 14 | PLD | Prologis Inc | Stock-Real Estate | 1.31% | -0.01% | — | |
| 15 | CPT | Camden Property Trust | Stock-Real Estate | 0.87% | — | — | |
| 16 | INDA | Ishares Msci India ETF | ETF-Other | 0.83% | +0.03% | -0.54% | |
| 17 | THD | Ishares Msci Thailand ETF | ETF-Other | 0.65% | +0.13% | — | |
| 18 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.57% | — | — | |
| 19 | EQIX | Equinix Inc | Stock-Real Estate | 0.54% | — | +19.06% | |
| 20 | BXP | Bxp Inc | Stock-Real Estate | 0.46% | — | — | |
| 21 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.42% | -0.01% | — | |
| 22 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.36% | — | — | |
| 23 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.33% | +0.09% | — | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.24% | -0.03% | -2.17% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.23% | -0.24% | -15.24% | |
| 26 | EPHE | Ishares Msci Philippines ETF | ETF-Other | 0.21% | — | -39.49% | |
| 27 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.18% | -0.35% | -72.23% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.15% | — | -88.87% | |
| 29 | EWQ | Ishares Msci France ETF | ETF-Other | 0.13% | -0.01% | -1.69% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.13% | — | -86.07% | |
| 31 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.11% | -0.02% | -2.05% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.08% | — | -84.26% | |
| 33 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.07% | -0.03% | — | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.04% | — | -84.14% | |
| 35 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.03% | — | — | |
| 36 | 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 36 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, VOO) accounted for 69.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SNPE
市值: $204.8M
Top Position Liquidated / Trimmed
BKLN
前期市值: $52.7M
During Q3 2025, Sun Life Financial Inc's top holdings by market value included SPY (21.5%)、IVV (15.8%)、VOO (15.3%). The largest single position, SPY, represented 21.5% of total portfolio value.
In Q3 2025, Sun Life Financial Inc made 32 total portfolio adjustments, initiating 8 new buys, adding to 11 positions, trimming 8 holdings, and fully liquidating 5 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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