Sun Life Financial Inc Portfolio Holdings

Sun Life Financial Inc

  • $1.79 Billion
  • Q3 2024

Sun Life Financial Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 37 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 $363M, Ishares Core S&P 500 ETF with a value of $304M, Vanguard Index Fds S&P 500 ETF with a value of $300M, Ishares Inc Msci Taiwan ETF with a value of $103M, and Ishares Inc Msci South Korea E with a value of $89.9M.

Examining the 13F form we can see an increase of $120M in the current position value, from $1.67B to 1.79B.

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 $1.79 Billion
ETFs: $1.53 Billion
Real Estate: $160 Million
Consumer Cyclical: $62 Million
Financial Services: $41.2 Million
Industrials: $420,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.4B
$33.9 Million 1.89% of portfolio
150,427
Q4 2023 Added 434.13%
$54.6B
$32.9 Million 1.84% of portfolio
203,570
Q3 2024 Added 27.33%
$107B
$27.8 Million 1.55% of portfolio
220,524
Q3 2024 Reduced 40.13%
$13.1B
$19.7 Million 1.1% of portfolio
159,528
Q4 2023 Added 907.12%
$59.3B
$10 Million 0.56% of portfolio
59,145
Q3 2024 New
$85.3B
$9.99 Million 0.56% of portfolio
11,256
Q3 2024 New
$12.6B
$9.67 Million 0.54% of portfolio
120,239
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $1.79 Billion
  • Prior Value $1.67 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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