Sun Life Financial INC

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$1.8B

Reporting period: 2026-03-31 · Number of holdings: 48

SUN LIFE FINANCIAL INC disclosed 48 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.8B and a quarterly turnover rate of 17.2%.

Personality snowflake

Concentration: 54.22
Portfolio Stability: 17.24
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 90
Sizing Uniformity: 77.16

Recent moves

Add SNPE
+22.1%　$39.5M
Add VOO
+2.3%　-$7.4M
Add EWS
+17.5%　$8.3M
Add EWT
-11.3%　-$1.2M
Add ASHR
+55.5%　$5.9M
Add IVV
-0.8%　-$16.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 45 holdings (of 48 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	22.34%	—	-3.08%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	16.03%	+0.36%	-0.83%
3	SNPE	Xtrckr S&p 500 Scor&scrn ETF	ETF-Large Cap & Growth	15.92%	+3.28%	+22.09%
4	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	15.88%	+0.81%	+2.28%
5	EWT	Ishares Msci Taiwan ETF	ETF-Other	6.65%	+0.44%	-11.27%
6	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	3.52%	-0.35%	-10.45%
7	LODI	Aam Slc Low Duration INC ETF	ETF-Other	2.86%	+0.21%	—
8	CLOC	Aam Crescent Clo ETF	ETF-Other	2.82%	+0.19%	—
9	EWS	Ishares Msci Singapore ETF	ETF-Other	2.77%	+0.64%	+17.48%
10	XVV	Ishares Esg Select Screened	ETF-Other	2.30%	+0.02%	—
11	CCAP	Crescent Capital Bdc INC	Stock-Other	1.54%	-0.10%	—
12	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-Other	1.34%	+1.34%	NEW
13	INDA	Ishares Msci India ETF	ETF-Other	1.02%	+0.05%	+12.64%
14	ASHR	Xtrackers Harvest Csi 300 Ch	ETF-Other	0.95%	+0.38%	+55.52%
15	THD	Ishares Msci Thailand ETF	ETF-Other	0.87%	+0.19%	+1.26%
16	EIDO	Ishares Msci Indonesia ETF	ETF-Other	0.72%	+0.01%	+10.11%
17	EWM	Ishares Msci Malaysia ETF	ETF-Other	0.66%	+0.12%	+7.97%
18	EFA	Ishares Msci Eafe ETF	ETF-Other	0.40%	+0.04%	+0.11%
19	EWJ	Ishares Msci Japan ETF	ETF-Other	0.28%	-0.04%	-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%	-0.03%	-6.76%
22	EWU	Ishares Msci United Kingdom	ETF-Other	0.13%	+0.01%	—
23	EQIX	Equinix INC	Stock-Real Estate	0.09%	+0.02%	—
24	DLR	Digital Realty Trust INC	Stock-Real Estate	0.08%	+0.01%	—
25	EWW	Ishares Msci Mexico ETF	ETF-Other	0.08%	+0.01%	—
26	SPG	Simon Property Group INC	Stock-Real Estate	0.07%	+0.02%	+19.30%
27	WELL	Welltower INC	Stock-Real Estate	0.06%	+0.06%	NEW
28	PLD	Prologis INC	Stock-Real Estate	0.06%	+0.01%	—
29	FR	First Industrial Realty Tr	Stock-Real Estate	0.06%	—	—
30	EWG	Ishares Msci Germany ETF	ETF-Other	0.03%	—	—
31	VTR	Ventas INC	Stock-Real Estate	0.03%	+0.03%	NEW
32	IVT	Inventrust Properties CORP	Stock-Other	0.02%	+0.02%	NEW
33	PECO	Phillips Edison & Company In	Stock-Real Estate	0.02%	+0.02%	NEW
34	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.02%	+0.02%	NEW
35	EQR	Equity Residential	Stock-Real Estate	0.02%	+0.02%	NEW
36	MAA	Mid-america Apartment Comm	Stock-Real Estate	0.02%	+0.02%	NEW
37	KRG	Kite Realty Group Trust	Stock-Real Estate	0.01%	+0.01%	NEW
38	CPT	Camden Property Trust	Stock-Real Estate	0.01%	-0.05%	-77.27%
39	AVB	Avalonbay Communities INC	Stock-Real Estate	0.01%	-0.04%	-76.88%
40	REG	Regency Centers CORP	Stock-Real Estate	0.01%	+0.01%	NEW
41	KIM	Kimco Realty CORP	Stock-Real Estate	0.01%	+0.01%	NEW
42	AKR	Acadia Realty Trust	Stock-Other	0.01%	+0.01%	NEW
43	UDR	Udr INC	Stock-Real Estate	0.01%	+0.01%	NEW
44	BBGI	Beasley Broadcast Grp INC -a	Stock-Other	—	—	—
45	SEATW	Vivid Seats INC -cw26	Stock-Other	—	—	-95.34%

Portfolio Performance

Performance for Q3 2026

+6.6%

Performance Last 4 Quarters

+31%

Based on 74% of reported portfolio value with available pricing

Stdev: +13.3%
Beta: +0.97
Alpha: +1.9%
Max Drawdown: -6.6%
Annualized Perf: +20.7%
Batting Avg vs S&P: +47.2%
Sortino: +3.21
Stutzer: +0.44
Treynor: +0.2
Sterling: +1.27
Calmar: +3.12
Information Ratio: +0.33
Tracking Error: +4%
Stdev Down: +6.2%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +40.8%
Worst 12 Months: +5.7%
Efficiency Ratio: +0.64
Sharpe: +1.49
Stdev Sectors: 0%
Skewness: +0.24
Kurtosis: +0.39
Upside Potential: +4.82

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	48	$1.8B	17	1SPY 2IVV 3SNPE Top holdings2026-03-31 1.SPY 2.IVV 3.SNPE 4.VOO 5.EWT 6.QQQ 7.LODI 8.CLOC 9.EWS 10.XVV
2025-12-31	43	$1.9B	18	1SPY 2IVV 3VOO Top holdings2025-12-31 1.SPY 2.IVV 3.VOO 4.SNPE 5.EWY 6.EWT 7.QQQ 8.LODI 9.CLOC 10.XVV
2025-09-30	39	$2.0B	34	1SPY 2IVV 3VOO Top holdings2025-09-30 1.SPY 2.IVV 3.VOO 4.SNPE 5.EWY 6.EWT 7.QQQ 8.LODI 9.XVV 10.EWS
2025-06-30	40	$1.8B	0	1SPY 2IVV 3VOO Top holdings2025-06-30 1.SPY 2.IVV 3.VOO 4.SNPE 5.EWY 6.EWT 7.QQQ 8.LODI 9.XVV 10.DLR
2025-03-31	36	$1.6B	100	1SPY 2IVV 3VOO Top holdings2025-03-31 1.SPY 2.IVV 3.VOO 4.EWT 5.EWY 6.QQQ 7.BKLN 8.LODI 9.CCAP 10.EWS
2024-12-31	39	$1.8B	0	1SPY 2IVV 3VOO Top holdings2024-12-31 1.SPY 2.IVV 3.VOO 4.EWT 5.QQQ 6.IGSB 7.EWY 8.LODI 9.BKLN 10.CCAP
2024-09-30	37	$1.8B	0	1SPY 2IVV 3VOO Top holdings2024-09-30 1.SPY 2.IVV 3.VOO 4.EWT 5.EWY 6.QQQ 7.IGSB 8.60646V 9.BKLN 10.CCAP
2024-06-30	33	$1.7B	0	1SPY 2IVV 3VOO Top holdings2024-06-30 1.SPY 2.IVV 3.VOO 4.EWT 5.EWY 6.QQQ 7.IGSB 8.60646V 9.PLD 10.CCAP
2024-03-31	36	$1.6B	0	1SPY 2IVV 3VOO Top holdings2024-03-31 1.SPY 2.IVV 3.VOO 4.EWT 5.QQQ 6.IGSB 7.60646V 8.EWY 9.PLD 10.XVV
2023-12-31	28	$1.7B	0	1SPY 2INDA 3EWY Top holdings2023-12-31 1.SPY 2.INDA 3.EWY 4.60646V 5.IGSB 6.QQQ 7.EWT 8.PLD 9.XVV 10.CCAP
2023-09-30	28	$1.4B	0	1SPY 2INDA 3IGSB Top holdings2023-09-30 1.SPY 2.INDA 3.IGSB 4.QQQ 5.60646V 6.EWT 7.PLD 8.CCAP 9.XVV 10.AVB
2023-06-30	34	$1.6B	0	1SPY 2INDA360646V Top holdings2023-06-30 1.SPY 2.INDA 3.60646V 4.IGSB 5.EWT 6.QQQ 7.JPST 8.PLD 9.NEAR 10.MINT
2023-03-31	70	$1.4B	0	1SPY260646V3IGSB Top holdings2023-03-31 1.SPY 2.60646V 3.IGSB 4.QQQ 5.JPST 6.PLD 7.NEAR 8.MINT 9.VOO 10.XVV
2022-12-31	70	$1.3B	0	1SPY260646V3IGSB Top holdings2022-12-31 1.SPY 2.60646V 3.IGSB 4.QQQ 5.JPST 6.PLD 7.NEAR 8.MINT 9.VOO 10.CPT
2022-09-30	70	$1.2B	0	1SPY260646V3IGSB Top holdings2022-09-30 1.SPY 2.60646V 3.IGSB 4.QQQ 5.JPST 6.NEAR 7.MINT 8.PLD 9.CPT 10.VOO
2022-06-30	71	$1.3B	0	1SPY260646V3IGSB Top holdings2022-06-30 1.SPY 2.60646V 3.IGSB 4.QQQ 5.JPST 6.PLD 7.NEAR 8.MINT 9.CPT 10.XVV
2022-03-31	88	$2.2B	0	1SPY 2JPST 3ICSH Top holdings2022-03-31 1.SPY 2.JPST 3.ICSH 4.60646V 5.IGSB 6.QQQ 7.PLD 8.MINT 9.NEAR 10.XVV
2021-12-31	95	$2.7B	0	1SPY 2JPST 3XVV Top holdings2021-12-31 1.SPY 2.JPST 3.XVV 4.ICSH 5.60646V 6.IGSB 7.QQQ 8.PLD 9.MINT 10.NEAR
2021-09-30	81	$1.7B	0	1SPY260646V3JPST Top holdings2021-09-30 1.SPY 2.60646V 3.JPST 4.XVV 5.QQQ 6.MINT 7.NEAR 8.PLD 9.ICSH 10.AVB
2021-06-30	81	$2.0B	74	1SPY 2ICSH360646V Top holdings2021-06-30 1.SPY 2.ICSH 3.60646V 4.JPST 5.MINT 6.NEAR 7.QQQ 8.XVV 9.PLD 10.AVB
2021-03-31	517	$1.2B	48	1SPY 2JPST 3QQQ Top holdings2021-03-31 1.SPY 2.JPST 3.QQQ 4.NEAR 5.MINT 6.PLD 7.XVV 8.AVB 9.VEU 10.CPT
2020-12-31	510	$762.3M	34	1SPY 2QQQ 3PLD Top holdings2020-12-31 1.SPY 2.QQQ 3.PLD 4.VEU 5.AVB 6.CPT 7.BXP 8.VOO 9.IVV 10.EWU
2020-09-30	513	$627.3M	26	1SPY 2QQQ 3VOO Top holdings2020-09-30 1.SPY 2.QQQ 3.VOO 4.AVB 5.VEU 6.BXP 7.CPT 8.IVV 9.VNO 10.HST
2020-06-30	470	$514.5M	27	1SPY 2QQQ 3VOO Top holdings2020-06-30 1.SPY 2.QQQ 3.VOO 4.VEU 5.BXP 6.CPT 7.VNO 8.IVV 9.SPG 10.HST
2020-03-31	466	$397.0M	33	1SPY 2QQQ 3VEU Top holdings2020-03-31 1.SPY 2.QQQ 3.VEU 4.VOO 5.IVV 6.EWU 7.VYM 8.EFA 9.MDY 10.VTI
2019-12-31	466	$374.2M	38	1SPY 2QQQ 3VEU Top holdings2019-12-31 1.SPY 2.QQQ 3.VEU 4.VOO 5.IVV 6.EWU 7.VYM 8.MDY 9.VTI 10.EWJ
2019-09-30	614	$388.4M	20	1SPY 2QQQ 3LQD Top holdings2019-09-30 1.SPY 2.QQQ 3.LQD 4.VEU 5.VOO 6.IVV 7.EWU 8.VYM 9.MDY 10.VTI
2019-06-30	608	$397.7M	21	1SPY 2QQQ 3LQD Top holdings2019-06-30 1.SPY 2.QQQ 3.LQD 4.VEU 5.VOO 6.IVV 7.EWU 8.VYM 9.MDY 10.VTI
2019-03-31	609	$452.9M	29	1SPY 2QQQ 3LQD Top holdings2019-03-31 1.SPY 2.QQQ 3.LQD 4.VEU 5.VOO 6.AGG 7.IVV 8.EWU 9.VYM 10.MDY
2018-12-31	613	$474.0M	23	1SPY 2QQQ 3LQD Top holdings2018-12-31 1.SPY 2.QQQ 3.LQD 4.IVV 5.VEU 6.VOO 7.LRGF 8.EWU 9.VYM 10.IEFA
2018-09-30	621	$551.4M	44	1SPY 2QQQ 3LQD Top holdings2018-09-30 1.SPY 2.QQQ 3.LQD 4.IVV 5.VEU 6.VOO 7.XLK 8.LRGF 9.EWU 10.VYM
2018-06-30	628	$701.8M	100	1SPY 2VNQ 3LRGF Top holdings2018-06-30 1.SPY 2.VNQ 3.LRGF 4.QQQ 5.EFA 6.LQD 7.VEU 8.IVV 9.XLK 10.VOO
2018-03-31	489	$11.2M	100	1LRGF 2EFA 3VNQ Top holdings2018-03-31 1.LRGF 2.EFA 3.VNQ 4.SPY 5.XLF 6.VEU 7.73935A 8.XLK 9.EWU 10.F
2017-12-31	492	$976.5M	19	1SPY 2VNQ 3EFA Top holdings2017-12-31 1.SPY 2.VNQ 3.EFA 4.LRGF 5.73935A 6.XLK 7.IVV 8.VOO 9.LQD 10.VEU
2017-09-30	515	$1.0B	25	1SPY 2VNQ 3EFA Top holdings2017-09-30 1.SPY 2.VNQ 3.EFA 4.LRGF 5.LQD 6.73935A 7.XLK 8.IVV 9.VOO 10.VEU
2017-06-30	539	$933.9M	100	1SPY 2VNQ373935A Top holdings2017-06-30 1.SPY 2.VNQ 3.73935A 4.EFA 5.XLK 6.VOO 7.XLF 8.XLV 9.IVV 10.XLY
2017-03-31	552	$45.6M	100	1GE V0 PERP D 2PNC V0 PERP O 3JPM V0 PERP S Top holdings2017-03-31 1.GE V0 PERP D 2.PNC V0 PERP O 3.JPM V0 PERP S 4.AXP V0 PERP B 5.JPM V0 PERP I 6.WFC V0 PERP 7.BNY V3.64738 PERP E 8.BACR V6.278 PERP 9.CMCSA 5.25 PERP 10.LLOYDS V6.413 PERP 144A
2016-12-31	502	$8.9M	100	1XLF 2SPY 3VNQ Top holdings2016-12-31 1.XLF 2.SPY 3.VNQ 4.XLK 5.XLV 6.EFA 7.XLP 8.XLI 9.XLY 10.73935A
2016-09-30	102	$804.1M	16	1SPY 2VNQ 3XLK Top holdings2016-09-30 1.SPY 2.VNQ 3.XLK 4.73935A 5.EFA 6.IVV 7.XLV 8.XLY 9.XLF 10.XLP
2016-06-30	127	$846.4M	100	1SPY 2VNQ 3EFA Top holdings2016-06-30 1.SPY 2.VNQ 3.EFA 4.XLK 5.73935A 6.IVV 7.XLV 8.XLF 9.XLY 10.XLP
2016-03-31	192	$51.5B	100	1VEU 2VOO 3VTI Top holdings2016-03-31 1.VEU 2.VOO 3.VTI 4.MDY 5.SPY 6.VTWO 7.VYM 8.IVOO 9.IUSG 10.SCHM
2015-12-31	135	$731.1M	68	1VOO 2VEU 3VNQ Top holdings2015-12-31 1.VOO 2.VEU 3.VNQ 4.XLK 5.XLV 6.XLY 7.XLF 8.IVV 9.KYN 10.XLP
2015-09-30	96	$468.2M	71	1VNQ 2XLK 3XLY Top holdings2015-09-30 1.VNQ 2.XLK 3.XLY 4.XLV 5.IVV 6.KYN 4.25 04-01-19 E 7.XLF 8.48660P 9.XLP 10.XLI
2015-06-30	92	$939.3M	4	1SPY 2VNQ 3XLK Top holdings2015-06-30 1.SPY 2.VNQ 3.XLK 4.XLY 5.73935A 6.XLV 7.IVV 8.EFA 9.XLF 10.KYN 4.25 04-01-19 E
2015-03-31	93	$965.4M	10	1SPY 2VNQ 3XLK Top holdings2015-03-31 1.SPY 2.VNQ 3.XLK 4.IVV 5.73935A 6.XLY 7.XLV 8.EFA 9.XLF 10.KYN 4.25 04-01-19 E
2014-12-31	92	$954.1M	5	1SPY 2VNQ 3XLK Top holdings2014-12-31 1.SPY 2.VNQ 3.XLK 4.IVV 5.73935A 6.XLY 7.XLV 8.XLF 9.KYN 4.25 04-01-19 E 10.48660P
2014-09-30	90	$952.8M	11	1SPY 2VNQ 3XLK Top holdings2014-09-30 1.SPY 2.VNQ 3.XLK 4.IVV 5.73935A 6.XLY 7.XLV 8.XLF 9.KYN 4.25 04-01-19 E 10.48660P
2014-06-30	149	$964.6M	13	1SPY 2VNQ 3XLK Top holdings2014-06-30 1.SPY 2.VNQ 3.XLK 4.73935A 5.XLY 6.XLV 7.XLF 8.KYN 4.25 04-01-19 E 9.48660P 10.KYN
2014-03-31	161	$998.4M	22	1SPY 2VNQ 3XLK Top holdings2014-03-31 1.SPY 2.VNQ 3.XLK 4.XLY 5.73935A 6.XLF 7.XLV 8.KYN 4.25 04-01-19 E 9.48660P 10.KYN
2013-12-31	167	$1.1B	25	1SPY 2VNQ373935A Top holdings2013-12-31 1.SPY 2.VNQ 3.73935A 4.XLY 5.EFA 6.SIMO 7.XLK 8.XLF 9.KYN 4.25 04-01-19 E 10.48660P
2013-09-30	171	$1.1B	16	1SPY 2VNQ 3SIMO Top holdings2013-09-30 1.SPY 2.VNQ 3.SIMO 4.73935A 5.EFA 6.BSX 7.KYN 4.25 04-01-19 E 8.48660P 9.36112J 10.KYN
2013-06-30	167	$1.2B	0	1SPY 2VNQ 3EFA Top holdings2013-06-30 1.SPY 2.VNQ 3.EFA 4.73935A 5.SIMO 6.XNROX 7.BACR V6.278 PERP 8.007865 9.AXP 10.36112J

Holding changes this quarter

Sun Life Financial INC's most significant position changes for 2026-03-31: Sold out: Ishares Msci South Korea ETF (EWY); New buy: Ss Spdr P S&p 400 Midcap ETF (SPMD); Sold out: Vanguard Intermediate-term T (VGIT); Sold out: Vanguard Short-term Treasury (VGSH); Sold out: Ishares Core Msci Europe ETF (IEUR).

Position changes disclosed by Sun Life Financial INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SNPE	Xtrckr S&p 500 Scor&scrn ETF	+3.3%	+22.09%	Add
2	VOO	Vanguard S&p 500 ETF	+0.8%	+2.28%	Add
3	EWS	Ishares Msci Singapore ETF	+0.6%	+17.48%	Add
4	EWT	Ishares Msci Taiwan ETF	+0.4%	-11.27%	Trim
5	ASHR	Xtrackers Harvest Csi 300 Ch	+0.4%	+55.52%	Add
6	IVV	Ishares Core S&p 500 ETF	+0.4%	-0.83%	Trim
7	LODI	Aam Slc Low Duration INC ETF	+0.2%	—	Unchanged
8	THD	Ishares Msci Thailand ETF	+0.2%	+1.26%	Add
9	CLOC	Aam Crescent Clo ETF	+0.2%	—	Unchanged
10	EWM	Ishares Msci Malaysia ETF	+0.1%	+7.97%	Add
11	INDA	Ishares Msci India ETF	+0.1%	+12.64%	Add
12	EFA	Ishares Msci Eafe ETF	0%	+0.11%	Add
13	XVV	Ishares Esg Select Screened	0%	—	Unchanged
14	EQIX	Equinix INC	0%	—	Unchanged
15	SPG	Simon Property Group INC	0%	+19.30%	Add
16	EIDO	Ishares Msci Indonesia ETF	0%	+10.11%	Add
17	DLR	Digital Realty Trust INC	0%	—	Unchanged
18	EWW	Ishares Msci Mexico ETF	0%	—	Unchanged
19	EWQ	Ishares Msci France ETF	0%	—	Unchanged
20	EWU	Ishares Msci United Kingdom	0%	—	Unchanged
21	PLD	Prologis INC	0%	—	Unchanged
22	SPY	Ss Spdr S&p 500 ETF Trust-us	—	-3.08%	Trim
23	EWG	Ishares Msci Germany ETF	—	—	Unchanged
24	SEATW	Vivid Seats INC -cw26	—	-95.34%	Trim
25	SEAT	Vivid Seats INC - Class A	0%	-6.76%	Trim
26	EWJ	Ishares Msci Japan ETF	0%	-24.53%	Trim
27	AVB	Avalonbay Communities INC	0%	-76.88%	Trim
28	CPT	Camden Property Trust	-0.1%	-77.27%	Trim
29	CCAP	Crescent Capital Bdc INC	-0.1%	—	Unchanged
30	QQQ	Invesco Qqq Trust Series 1	-0.4%	-10.45%	Trim
31	EWY	Ishares Msci South Korea ETF	—	EXIT	Sold out
32	SPMD	Ss Spdr P S&p 400 Midcap ETF	—	NEW	New buy
33	VGIT	Vanguard Intermediate-term T	—	EXIT	Sold out
34	VGSH	Vanguard Short-term Treasury	—	EXIT	Sold out
35	IEUR	Ishares Core Msci Europe ETF	—	EXIT	Sold out
36	WELL	Welltower INC	—	NEW	New buy
37	BXP	Bxp INC	—	EXIT	Sold out
38	TLT	Ishares 20+ Year Treasury Bd	—	EXIT	Sold out
39	VTR	Ventas INC	—	NEW	New buy
40	IVT	Inventrust Properties CORP	—	NEW	New buy
41	PECO	Phillips Edison & Company In	—	NEW	New buy
42	RSP	Invesco S&p 500 Equal Weight	—	NEW	New buy
43	EQR	Equity Residential	—	NEW	New buy
44	MAA	Mid-america Apartment Comm	—	NEW	New buy
45	KRG	Kite Realty Group Trust	—	NEW	New buy
46	REG	Regency Centers CORP	—	NEW	New buy
47	KIM	Kimco Realty CORP	—	NEW	New buy
48	AKR	Acadia Realty Trust	—	NEW	New buy
49	UDR	Udr INC	—	NEW	New buy
50	EPHE	Ishares Msci Philippines ETF	—	EXIT	Sold out

FAQ

What is Sun Life Financial INC and what type of investor is it?

Sun Life Financial INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.8B, spread across 48 disclosed positions.

What are Sun Life Financial INC's largest equity positions?

Based on the latest 13F filing, Sun Life Financial INC's top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $393.4M (22.3%) 2. Ishares Core S&p 500 ETF (IVV) — $282.4M (16.0%) 3. Xtrckr S&p 500 Scor&scrn ETF (SNPE) — $280.4M (15.9%) 4. Vanguard S&p 500 ETF (VOO) — $279.7M (15.9%) 5. Ishares Msci Taiwan ETF (EWT) — $117.2M (6.7%)

What changes did Sun Life Financial INC make in its most recent portfolio filing?

In the latest reported quarter, Sun Life Financial INC made 39 notable position adjustments: 13 new positions were initiated, 10 existing holdings were added to, 9 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Ishares Msci South Korea ETF (EWY); New buy: Ss Spdr P S&p 400 Midcap ETF (SPMD); Sold out: Vanguard Intermediate-term T (VGIT); Sold out: Vanguard Short-term Treasury (VGSH); Sold out: Ishares Core Msci Europe ETF (IEUR)

What sectors does Sun Life Financial INC focus on?

Sun Life Financial INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Real Estate: 100.0%