Sun Life Financial Inc Portfolio Holdings

Sun Life Financial Inc

  • $1.58 Billion
  • Q1 2025

Sun Life Financial Inc has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.58 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $357M, Ishares Core S&P 500 ETF with a value of $261M, Vanguard Index Fds S&P 500 ETF with a value of $254M, Ishares Inc Msci Taiwan ETF with a value of $91M, and Ishares Inc Msci South Korea E with a value of $83.8M.

Examining the 13F form we can see an decrease of $213M in the current position value, from $1.79B to 1.58B.

Sun Life Financial Inc is based out at Toronto, A6

Below you can find more details about Sun Life Financial Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.58 Billion
ETFs: $1.31 Billion
Real Estate: $149 Million
Financial Services: $38.1 Million
Consumer Cyclical: $22.8 Million
Industrials: $285,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$357 Million 22.61% of portfolio
638,529
Q1 2025 Reduced 0.88%
$0
$261 Million 16.52% of portfolio
464,479
Q1 2025 Reduced 11.87%
$0
$254 Million 16.1% of portfolio
495,084
Q1 2025 Reduced 11.35%
$0
$91 Million 5.76% of portfolio
1,917,150
Q1 2025 Reduced 5.29%
$0
$83.8 Million 5.3% of portfolio
1,549,773
Q1 2025 Added 21.89%
$0
$76.4 Million 4.83% of portfolio
162,840
Q1 2025 Reduced 0.65%
$0
$52.7 Million 3.33% of portfolio
2,545,000
Q1 2025 Added 18.65%
Aam Slc Low Duration Income ETF
-
$50.1 Million 3.17% of portfolio
-
Q4 2024 New
$449M
$38.1 Million 2.41% of portfolio
2,226,308
Q3 2024 Added 20.75%
$0
$36.4 Million 2.3% of portfolio
1,530,100
Q1 2025 Added 0.49%
$0
$35.2 Million 2.23% of portfolio
823,040
Q4 2023 Added 2,648.32%
$28.7B
$32.3 Million 2.04% of portfolio
150,427
Q4 2023 Added 434.13%
$48.2B
$30.6 Million 1.94% of portfolio
213,509
Q1 2025 Added 4.88%
$0
$25.1 Million 1.59% of portfolio
490,800
Q1 2025 New
$101B
$24.7 Million 1.56% of portfolio
220,524
Q3 2024 Reduced 40.13%
$2.34B
$22.8 Million 1.45% of portfolio
2,894,938
Q1 2025 Reduced 23.84%
$0
$15.8 Million 1.0% of portfolio
306,100
Q4 2024 Reduced 12.87%
$0
$11.8 Million 0.75% of portfolio
725,000
Q1 2025 Reduced 6.43%
$53.4B
$9.82 Million 0.62% of portfolio
59,145
Q3 2024 New
-
$9.67 Million 0.61% of portfolio
-
Q1 2025 New
$79B
$9.18 Million 0.58% of portfolio
11,256
Q3 2024 New
$6.73B
$8.17 Million 0.52% of portfolio
151,376
Q3 2024 Reduced 40.13%
$10.5B
$8.08 Million 0.51% of portfolio
120,239
Q3 2024 New
$6.5B
$6.28 Million 0.4% of portfolio
160,448
Q4 2024 Added 7.27%
$0
$3.92 Million 0.25% of portfolio
57,182
Q1 2025 Reduced 28.76%
$0
$2.27 Million 0.14% of portfolio
56,950
Q1 2025 Reduced 1.39%
$0
$2.08 Million 0.13% of portfolio
55,365
Q1 2025 Reduced 79.78%
$0
$702,000 0.04% of portfolio
13,775
Q1 2025 Reduced 3.03%
$0
$552,000 0.03% of portfolio
14,895
Q1 2025 Reduced 3.44%
$216M
$285,000 0.02% of portfolio
841,528
Q4 2023 Added 116,941.45%
$0
$87,000 0.01% of portfolio
1,062
Q1 2025 Reduced 98.26%
Beasley Broadcast Group Inc
-
$8,000 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $1.58 Billion
  • Prior Value $1.79 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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