Sun Life Financial Inc has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 39 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 $378M, Ishares Core S&P 500 ETF with a value of $310M, Vanguard Index Fds S&P 500 ETF with a value of $301M, Ishares Inc Msci Taiwan ETF with a value of $105M, and Invesco Qqq Trust, Series 1 with a value of $83.8M.

Examining the 13F form we can see an increase of $482K in the current position value, from $1.79B 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: $1.52 Billion
Real Estate: $155 Million
Financial Services: $42.8 Million
Consumer Cyclical: $27.7 Million
Industrials: $568,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $1.79 Billion
  • Prior Value $1.79 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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