SUN LIFE FINANCIAL INC 13F Holdings

CIK 0001097362 · Toronto, A6

As of Sep 30, 2025, SUN LIFE FINANCIAL INC reported 36 positions worth $2.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—634,059$422.4K21.54%
ISHARES CORE S&P 500 ETFIVV—464,479$310.9K15.85%
VANGUARD 500 INDEX FUNDVOO—488,928$299.4K15.27%
XTRACKERS S&P 500 SCORED & SCREENED ETFSNPE—3,411,966$204.8K10.44%
ISHARES MSCI SOUTH KOREA ETFEWY—1,562,744 25.2K6.38%
ISHARES MSCI TAIWAN ETFEWT—1,801,529 14.6K5.84%
INVESCO QQQ TRUST SERIES 1QQQ—156,640$94.0K4.80%
ETF SER SOLUTIONSLODI—2,000,000$50.5K2.57%
ISHARES ESG SELECT SCREENED S&P 500 ETFXVV—823,040$42.4K2.16%
ISHARES MSCI SINGAPORE ETFEWS—1,462,159$41.4K2.11%
DIGITAL REALTY TRUST INCDLRReal Estate213,509$36.9K1.88%
CRESCENT CAPITAL BDC INCCCAPFinancial Services2,226,308$31.7K1.62%
AVALONBAY COMMUNITIES INCAVBReal Estate161,087$31.1K1.59%
PROLOGIS INCPLDReal Estate224,643$25.7K1.31%
CAMDEN PROPERTY TRUSTCPTReal Estate159,528 7.0K0.87%
ISHARES MSCI INDIA ETFINDA—314,300 6.4K0.83%
ISHARES INC MSCI THAILND ETFTHD—216,529 2.8K0.65%
SIMON PROPERTY GROUP INCSPGReal Estate59,145 1.1K0.57%
EQUINIX INCEQIXReal Estate13,401 0.5K0.54%
BXP INCBXPReal Estate120,239$8.9K0.46%
FIRST INDUSTRIAL REALTY TRUST INCFRReal Estate160,142$8.2K0.42%
REXFORD INDUSTRIAL REALTY INCREXRReal Estate172,391$7.1K0.36%
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETFASHR—198,300$6.5K0.33%
ISHARES MSCI JAPAN ETFEWJ—58,972$4.7K0.24%
ISHARES MSCI EAFE ETFEFA—47,262$4.4K0.23%