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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.46B
$62 Million 3.46% of portfolio
9,269,238
Q3 2021 Reduced 4.6%
$7.12B
$8.47 Million 0.47% of portfolio
151,376
Q3 2024 Reduced 40.13%
$7.77B
$7.53 Million 0.42% of portfolio
149,578
Q3 2024 Reduced 40.13%

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
Track This Portfolio

Track Sun Life Financial Inc Portfolio

Follow Sun Life Financial Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sun Life Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sun Life Financial Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email