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CIK: 0001097362
Total reported value
$2.0B
$2.0B
45 檔
69.3%
At the close of Q1 2026, Sun Life Financial Inc disclosed equity holdings valued at approximately $2.0B, spread across 45 reported holdings.
In Q1 2026, Sun Life Financial Inc displayed an active expansion posture, initiating 13 new positions and adding to 10 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, SNPE) accounted for 69.3% of total reported equity market value during Q1 2026.
| # | 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 | 22.34% | +0.63% | -3.08% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.03% | +0.54% | -0.83% | |
| 3 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 15.92% | +0.95% | +22.09% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.88% | +0.47% | +2.28% | |
| 5 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 6.65% | +0.81% | -11.27% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.52% | +1.15% | -10.45% | |
| 7 | LODI | Aam Slc Low Duration Inc ETF | ETF-Other | 2.86% | -0.28% | — | |
| 8 | CLOC | Aam Crescent Clo ETF | ETF-Other | 2.82% | -0.26% | — | |
| 9 | EWS | Ishares Msci Singapore ETF | ETF-Other | 2.77% | -2.72% | +17.48% | |
| 10 | XVV | Ishares Esg Select Screened | ETF-Other | 2.30% | -1.02% | — | |
| 11 | CCAP | Crescent Capital Bdc Inc | Stock-Other | 1.54% | -0.29% | — | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.34% | -0.51% | — | |
| 13 | INDA | Ishares Msci India ETF | ETF-Other | 1.02% | +0.03% | +12.64% | |
| 14 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 0.95% | +0.09% | +55.52% | |
| 15 | THD | Ishares Msci Thailand ETF | ETF-Other | 0.87% | +0.13% | +1.26% | |
| 16 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.72% | -0.35% | +10.11% | |
| 17 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 0.66% | -0.10% | +7.97% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | -0.24% | +0.11% | |
| 19 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.28% | -0.03% | -24.53% | |
| 20 | EWQ | Ishares Msci France ETF | ETF-Other | 0.15% | -0.01% | — | |
| 21 | SEAT | Vivid Seats Inc - Class A | Stock-Other | 0.14% | — | -6.76% | |
| 22 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.13% | -0.02% | — | |
| 23 | EQIX | Equinix Inc | Stock-Real Estate | 0.09% | — | — | |
| 24 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.08% | -0.01% | — | |
| 25 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.08% | -0.03% | — | |
| 26 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.07% | — | +19.30% | |
| 27 | WELL | Welltower Inc | Stock-Real Estate | 0.06% | +0.01% | — | |
| 28 | PLD | Prologis Inc | Stock-Real Estate | 0.06% | -0.01% | — | |
| 29 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.06% | -0.01% | — | |
| 30 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.03% | — | — | |
| 31 | VTR | Ventas Inc | Stock-Real Estate | 0.03% | — | — | |
| 32 | IVT | Inventrust Properties CORP | Stock-Other | 0.02% | — | — | |
| 33 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.02% | — | — | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | -0.02% | EXIT | |
| 35 | EQR | Equity Residential | Stock-Real Estate | 0.02% | — | — | |
| 36 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.02% | — | — | |
| 37 | KRG | Kite Realty Group Trust | Stock-Real Estate | 0.01% | +0.01% | — | |
| 38 | CPT | Camden Property Trust | Stock-Real Estate | 0.01% | — | -77.27% | |
| 39 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.01% | — | -76.88% | |
| 40 | REG | Regency Centers CORP | Stock-Real Estate | 0.01% | — | — | |
| 41 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.01% | — | — | |
| 42 | AKR | Acadia Realty Trust | Stock-Other | 0.01% | — | — | |
| 43 | UDR | Udr Inc | Stock-Real Estate | 0.01% | — | — | |
| 44 | BBGI | Beasley Broadcast Grp Inc -a | Stock-Other | — | — | — | |
| 45 | SEATW | Vivid Seats Inc -cw26 | Stock-Other | — | — | EXIT |
According to official SEC Form 13F filings, Sun Life Financial Inc reported a total U.S. public equity portfolio value of $2.0B across 45 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SPMD
市值: $23.6M
Top Position Liquidated / Trimmed
EWY
前期市值: $141.8M
During Q1 2026, Sun Life Financial Inc's top holdings by market value included SPY (22.3%)、IVV (16.0%)、SNPE (15.9%). The largest single position, SPY, represented 22.3% of total portfolio value.
In Q1 2026, Sun Life Financial Inc made 39 total portfolio adjustments, initiating 13 new buys, adding to 10 positions, trimming 9 holdings, and fully liquidating 7 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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