You're signed outSign in or to get full access.
Sun Life Financial Inc.
Sun Life Financial Inc. is a leading international financial services organization headquartered in Toronto, Ontario, Canada. Founded in 1865, Sun Life offers a broad range of insurance, wealth, and asset management solutions to individuals and corporations worldwide. With thousands of employees across several countries, Sun Life serves millions of clients globally, focusing on health, wealth, and insurance services.
Investment Strategy
Sun Life Financial delivers diversified financial services, including life insurance, wealth management, and asset management. Their investment strategy focuses on long-term, responsible investing across asset classes, supporting sustainable growth for their clients. Sun Life actively manages investments through its asset management arms and emphasizes risk management, asset diversification, and sustainable investing practices.
Latest 13F Filing Activity
Sun Life Financial Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $2B. The fund increased holdings in Xtrackers S&P 500 Scored & Screened Etf, Ishares Msci South Korea Etf, SPDR S&P 500 Etf Trust among other positions. Sun Life Financial Inc. reduced exposure to Invesco Exch Traded FD TR II SR LN Etf, SPDR Portfolio S&P 400 Mid Cap Etf, Mister Car Wash Inc. among others.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | 21.36% | $390.6M | 632,149 | $351.94 | $617.85 | +$33.4M |
I IVV | ISHARES CORE S&P 500 ETF | 15.77% | $288.4M | 464,479 | $505.85 | $620.90 | +$27.4M |
V VOO | VANGUARD S&P 500 ETF | 15.34% | $280.5M | 493,833 | $468.86 | $568.03 | +$26.1M |
S SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | 6.75% | $123.4M | 2,231,800 | $55.30 | $55.30 | +$123.4M |
E EWY | ISHARES MSCI SOUTH KOREA ETF | 6.52% | $119.2M | 1,660,773 | $64.16 | $71.78 | +$35.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more