SUN LIFE FINANCIAL INC

CIK 1097362

13F filing for Q2 2026・No. 1,665

Holdings: US$1.95B
Quarter change: +US$190.84M
Entries: 47
Net bought (estimate): −US$85.44M

This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

New 1
Sold out 2
Cut 14
Added 8
Corporate actions 0
Unchanged 21

Largest holdings

44 stocks worth US$1.95B, options and bonds left out.

Stock	This quarter	Shares	Value	Weight
SPYSPDR S&P 500 ETF TRUST* STATE STR SPDR S&P 500 ETF T TR UNIT	Cut	600,571	US$448.49M	22.97%
XTRACKERS S&P 500 SCORED & SCREENED ETF* DBX ETF TR XTRACKRS S&P 500	Added	4,783,652	US$329.4M	16.87%
IVVISHARES CORE S&P 500 ETF* ISHARES TR CORE S&P500 ETF	Cut	431,993	US$323.52M	16.57%
VOOVanguard S&P 500 ETF* VANGUARD INDEX FDS S&P 500 ETF SHS	Cut	464,796	US$319.23M	16.35%
ISHARES MSCI TAIWAN ETF* ISHARES INC MSCI TAIWAN ETF	Cut	1,341,618	US$145.71M	7.46%
QQQInvesco QQQ* INVESCO QQQ TR UNIT SER 1	Added	123,779	US$91.15M	4.67%
AAM SLC LOW DURATION INCOME ETFETF SER SOLUTIONS AAM SLC LOW DUR	Unchanged	2,000,000	US$50.37M	2.58%
AAM CRESCENT CLO ETFETF SER SOLUTIONS AAM CRES CLO ETF	Unchanged	2,000,000	US$49.88M	2.56%
ISHARES ESG SCREENED S&P 500 ETF* ISHARES TR ESG SELECT SCRE	Cut	441,619	US$25.08M	1.28%
CRESCENT CAPITAL BDC INC* CRESCENT CAP BDC INC COM	Unchanged	2,226,308	US$24.31M	1.25%

Filings

The quarter's original 13F filings (SEC).

13F-HRFiled August 12, 2026SEC ↗

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.