SUN LIFE FINANCIAL INC
SUN LIFE FINANCIAL INC is an Investment Adviser institutional filer with the SEC under CIK 1097362, reporting 44 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- Sector: Life Insurance
- State of incorporation: Z4
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-12
Top 10 portfolio positions
The largest reported holdings in SUN LIFE FINANCIAL INC's most recent 13F filing, ranked by reported market value.
- SPDR S&P 500 ETF TRUST (SPY)
- XTRACKERS S&P 500 SCORED & SCREENED ETF (SNPE)
- ISHARES CORE S&P 500 ETF (IVV)
- VANGUARD S&P 500 ETF (VOO)
- ISHARES MSCI TAIWAN ETF (EWT)
- INVESCO QQQ TRUST SERIES 1 (QQQ)
- AAM SLC LOW DURATION INCOME ETF (LODI)
- AAM CRESCENT CLO ETF (CLOC)
- ISHARES ESG SCREENED S&P 500 ETF (XVV)
- CRESCENT CAPITAL BDC INC (CCAP)
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