SUN LIFE FINANCIAL INC
Sector Allocation
- Other99.3%$1.9B
- Real Estate0.6%$11.5M
- Communication Services0.1%$2.7M
AUM History
13fpro.ai/research/fund/sun-life-financial-inc-1097362
Conviction and streaks
Concentrating · top 10 = 92.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$448.5M- XTRACKERS$329.4M
- ISHARES$323.5M
- VANGUARD$319.2M
- ISHARES$145.7M
QQQ
$91.2M- AAM$50.4M
- AAM$49.9M
- ISHARES$25.1M
CCAP
$24.3M- COLUMBIA$20.7M
- ISHARES$20.5M
- XTRACKERS$20.3M
- ISHARES$19.4M
- SPDR$16.1M
- ISHARES$10.9M
- ISHARES$7.2M
- ISHARES$4.9M
- ISHARES$3.1M
- ISHARES$2.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sun-life-financial-inc-1097362
SUN LIFE FINANCIAL INC 13F holdings — Q2 2026
$2.0B portfolio (+10.8% QoQ) · 44 holdings · Q2 2026 13F · top 10 are 93% of the stock portfolio
$448.5M
23.0% of stocks
-0.7%This quarter-0.9%Since filed10+ qtrsHeld- 2
XTRACKERS S&P 500 SCORED & SCREENED ETF - * DBX ETF TR XTRACKRS S&P 500
$329.4M
16.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES CORE S&P 500 ETF - * ISHARES TR CORE S&P500 ETF
$323.5M
16.6% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD S&P 500 ETF - * VANGUARD INDEX FDS S&P 500 ETF SHS
$319.2M
16.4% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES MSCI TAIWAN ETF - * ISHARES INC MSCI TAIWAN ETF
$145.7M
7.5% of stocks
-19%This quarter—Since filed—HeldAIQuality—Est. buy— $91.2M
4.7% of stocks
+15%This quarter-1.6%Since filed10+ qtrsHeld- 7
AAM SLC LOW DURATION INCOME ETF - ETF SER SOLUTIONS AAM SLC LOW DUR
$50.4M
2.6% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 8
AAM CRESCENT CLO ETF - ETF SER SOLUTIONS AAM CRES CLO ETF
$49.9M
2.6% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES ESG SCREENED S&P 500 ETF - * ISHARES TR ESG SELECT SCRE
$25.1M
1.3% of stocks
-46%This quarter—Since filed—HeldAIQuality—Est. buy— $24.3M
1.3% of stocks
No changeThis quarter-21.5%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $448.5M | 23.0% | -0.7% | -0.9% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | XTRACKERS S&P 500 SCORED & SCREENED ETF - * DBX ETF TR XTRACKRS S&P 500 | $329.4M | 16.9% | +2% | — | — | — | — | |
| 3 | ISHARES CORE S&P 500 ETF - * ISHARES TR CORE S&P500 ETF | $323.5M | 16.6% | -0.1% | — | — | — | — | |
| 4 | VANGUARD S&P 500 ETF - * VANGUARD INDEX FDS S&P 500 ETF SHS | $319.2M | 16.4% | -0.7% | — | — | — | — | |
| 5 | ISHARES MSCI TAIWAN ETF - * ISHARES INC MSCI TAIWAN ETF | $145.7M | 7.5% | -19% | — | — | — | — | |
| 6 | $91.2M | 4.7% | +15% | -1.6% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | AAM SLC LOW DURATION INCOME ETF - ETF SER SOLUTIONS AAM SLC LOW DUR | $50.4M | 2.6% | No change | — | — | — | — | |
| 8 | AAM CRESCENT CLO ETF - ETF SER SOLUTIONS AAM CRES CLO ETF | $49.9M | 2.6% | No change | — | — | — | — | |
| 9 | ISHARES ESG SCREENED S&P 500 ETF - * ISHARES TR ESG SELECT SCRE | $25.1M | 1.3% | -46% | — | — | — | — | |
| 10 | $24.3M | 1.3% | No change | -21.5% | 10+ qtrs | 40.9#2,073 | Estimated buy price is Pro: unlock with a free trial |
All holdings — SUN LIFE FINANCIAL INC (Q2 2026)
44 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | COLUMBIA RESEARCH ENHANCED CORE ETF - COLUMBIA ETF TR I RESH ENHNC CORetf/fund | — | $20.7M | 1.1% | 478K | New | — | — | 13F |
| 12 | — | ISHARES MSCI INDIA ETF - * ISHARES TR MSCI INDIA ETFetf/fund | — | $20.5M | 1.1% | 416K | +8% | — | — | 13F |
| 13 | — | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF - * DBX ETF TR XTRACK HRVST CSIetf/fund | — | $20.3M | 1.0% | 553K | +7% | — | — | 13F |
| 14 | — | ISHARES MSCI THAILAND ETF - * ISHARES INC MSCI THAILND ETFetf/fund | — | $19.4M | 1.0% | 269K | +22% | — | — | 13F |
| 15 | — | SPDR PORTFOLIO S&P 400 MID CAP ETF - * SPDR SERIES TRUST ST STR P400MIDetf/fund | — | $16.1M | 0.8% | 239K | -40% | — | — | 13F |
| 16 | — | ISHARES MSCI MALAYSIA ETF - * ISHARES INC MSCI MLY ETF NEWetf/fund | — | $10.9M | 0.6% | 405K | -0.6% | — | — | 13F |
| 17 | — | ISHARES MSCI INDONESIA ETF - * ISHARES TR MSCI INDONIA ETFetf/fund | — | $7.2M | 0.4% | 640K | -20% | — | — | 13F |
| 18 | — | ISHARES MSCI JAPAN UCITS ETF - * ISHARES INC MSCI JAPAN ETFetf/fund | — | $4.9M | 0.3% | 52K | -9% | — | — | 13F |
| 19 | — | ISHARES MSCI EAFE INDEX FUND - * ISHARES TR MSCI EAFE ETFetf/fund | — | $3.1M | 0.2% | 29K | -59% | — | — | 13F |
| 20 | — | ISHARES MSCI FRANCE ETF - * ISHARES INC MSCI FRANCE ETFetf/fund | — | $2.8M | 0.1% | 62K | +5% | — | — | 13F |
| 21 | Vivid Seats Inc. | Communication Services | $2.7M | 0.1% | 416K | — | 3 qtrsTrimmed 2 qtrs in a row | 45.0 | 13F | |
| 22 | — | ISHARES MSCI UNITED KINGDOM INDEX FUND - * ISHARES TR MSCI UK ETF NEWetf/fund | — | $2.2M | 0.1% | 47K | -8% | — | — | 13F |
| 23 | EQUINIX INC | Real Estate | $1.7M | 0.1% | 1,666 | — | 8 qtrs | 59.0 | 13F | |
| 24 | SIMON PROPERTY GROUP INC. | Real Estate | $1.5M | 0.1% | 6,535 | — | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | DIGITAL REALTY TRUST, INC. | Real Estate | $1.5M | 0.1% | 8,136 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WELL | WELLTOWER INC. | Real Estate | $1.3M | 0.1% | 5,760 | — | |||
| 27 | — | ISHARES MSCI SINGAPORE ETF - * ISHARES INC MSCI SINGPOR ETF | — | $1.1M | 0.1% | 36K | -98% | |||
| 28 | — | ISHARES MSCI MEXICO CAPPED ETF - * ISHARES INC MSCI MEXICO ETF | — | $1.1M | 0.1% | 14K | -23% | |||
| 29 | $FR | FIRST INDUSTRIAL REALTY TRUST INC | Real Estate | $1.1M | 0.1% | 17K | — | |||
| 30 | $PLD | Prologis, Inc. | Real Estate | $1.0M | 0.1% | 7,682 | — | |||
| 31 | — | ISHARES MSCI GERMANY ETF - * ISHARES INC MSCI GERMANY ETF | — | $559K | 0.0% | 14K | +3% | |||
| 32 | $VTR | Ventas, Inc. | Real Estate | $528K | 0.0% | 5,949 | — | |||
| 33 | $IVT | InvenTrust Properties Corp. | Real Estate | $465K | 0.0% | 13K | — | |||
| 34 | $PECO | Phillips Edison & Company, Inc. | Real Estate | $442K | 0.0% | 11K | — | |||
| 35 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $326K | 0.0% | 4,805 | — | |||
| 36 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $315K | 0.0% | 2,266 | — | |||
| 37 | $KRG | KITE REALTY GROUP TRUST | Real Estate | $304K | 0.0% | 11K | — | |||
| 38 | $CPT | CAMDEN PROPERTY TRUST | Real Estate | $250K | 0.0% | 2,181 | — | |||
| 39 | $UDR | UDR, Inc. | Real Estate | $188K | 0.0% | 4,708 | +46% | |||
| 40 | $AVB | AVALONBAY COMMUNITIES INC | Real Estate | $187K | 0.0% | 992 | -24% | |||
| 41 | $KIM | KIMCO REALTY CORP | Real Estate | $150K | 0.0% | 5,911 | — | |||
| 42 | $REG | REGENCY CENTERS CORP | Real Estate | $141K | 0.0% | 1,773 | — | |||
| 43 | $AKR | ACADIA REALTY TRUST | Real Estate | $139K | 0.0% | 6,635 | — | |||
| 44 | $BBGI | BEASLEY BROADCAST GROUP INC | Communication Services | $40K | 0.0% | 1,524 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 8 added to, 14 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
- COLUMBIA RESEARCH ENHANCED CORE ETF - COLUMBIA ETF TR I RESH ENHNC COR$20.7M
first bought this quarter
Added to (8)
now $91.2M · held 10+ qtrs
- XTRACKERS S&P 500 SCORED & SCREENED ETF - * DBX ETF TR XTRACKRS S&P 500+2%
now $329.4M
- ISHARES MSCI THAILAND ETF - * ISHARES INC MSCI THAILND ETF+22%
now $19.4M
- ISHARES MSCI INDIA ETF - * ISHARES TR MSCI INDIA ETF+8%
now $20.5M
- XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF - * DBX ETF TR XTRACK HRVST CSI+7%
now $20.3M
- ISHARES MSCI FRANCE ETF - * ISHARES INC MSCI FRANCE ETF+5%
now $2.8M
+2 more in the Excel export
Trimmed (14)
- ISHARES MSCI SINGAPORE ETF - * ISHARES INC MSCI SINGPOR ETF-98%
now $1.1M
- ISHARES MSCI TAIWAN ETF - * ISHARES INC MSCI TAIWAN ETF-19%
now $145.7M
- ISHARES ESG SCREENED S&P 500 ETF - * ISHARES TR ESG SELECT SCRE-46%
now $25.1M
- SPDR PORTFOLIO S&P 400 MID CAP ETF - * SPDR SERIES TRUST ST STR P400MID-40%
now $16.1M
- ISHARES MSCI EAFE INDEX FUND - * ISHARES TR MSCI EAFE ETF-59%
now $3.1M
now $448.5M · held 10+ qtrs
+8 more in the Excel export
Sold out (1)
$IVZInvesco Ltd.was $313K
held 1 qtr
Holdings by quarter
Every 13F SUN LIFE FINANCIAL INC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow SUN LIFE FINANCIAL?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SUN LIFE FINANCIAL's top 20 holdings: 48/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 17% over the last 4
Top 10 weight
93%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SUN LIFE FINANCIAL INC disclosed 44 positions worth $2.0B in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 23.0% of the equity portfolio. During the quarter the fund opened 1 new position and exited 1 and a full exit from $IVZ. The portfolio is most concentrated in Other (99.3% of disclosed assets). All figures are sourced directly from SUN LIFE FINANCIAL INC’s Form 13F-HR filing with the SEC under CIK 1097362.
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AI-Powered Hedge Fund Analysis: SUN LIFE FINANCIAL INC
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