Sun Life Financial Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Sun Life Financial Inc. reported 44 stock positions worth $2.0 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 23.0% of the portfolio, followed by Xtrckr S&P 500 Scor&scrn ETF (SNPE, 16.9%) and iShares Core S&P 500 ETF (IVV, 16.6%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 8 and reduced 14. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +15%) and the biggest sale iShares MSCI Singapore ETF (EWS, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- Toronto, A6
- CIK
- 0001097362
- Portfolio Value
- $2.0B (Q2 2026)
- SEC Filing
- 0001104659-26-094558 ↗ filed Aug 12, 2026
Holdings Value
Holdings 44 stocks · $2.0B
| SPY SS SPDR S&P 500 ETF Trust-US | 22.97% | 600,571 | $448.5M | Reduce -0.7% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 16.87% | 4,783,652 | $329.4M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 16.57% | 431,993 | $323.5M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 16.35% | 464,796 | $319.2M | Reduce -0.7% |
| EWT iShares MSCI Taiwan ETF | 7.46% | 1,341,618 | $145.7M | Reduce -18.8% |
| QQQ Invesco QQQ Trust Series 1 | 4.67% | 123,779 | $91.2M | Add +15.2% |
| LODI Aam SLC Low Duration Inc. ETF | 2.58% | 2,000,000 | $50.4M | No change |
| CLOC Aam Crescent Clo ETF | 2.56% | 2,000,000 | $49.9M | No change |
| XVV iShares ESG Select Screened | 1.28% | 441,619 | $25.1M | Reduce -46.3% |
| CCAP Crescent Capital BDC Inc. | 1.25% | 2,226,308 | $24.3M | No change |
| RECS Columbia Resear Enh Cor ETF | 1.06% | 478,020 | $20.7M | New |
| INDA iShares MSCI India ETF | 1.05% | 415,685 | $20.5M | Add +7.9% |
| ASHR Xtrackers Harvest Csi 300 CH | 1.04% | 552,918 | $20.3M | Add +7.4% |
| THD iShares MSCI Thailand ETF | 1.00% | 268,832 | $19.4M | Add +21.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.83% | 238,587 | $16.1M | Reduce -40.1% |
| EWM iShares MSCI Malaysia ETF | 0.56% | 404,976 | $10.9M | Reduce -0.6% |
| EIDO iShares MSCI Indonesia ETF | 0.37% | 640,290 | $7.2M | Reduce -19.9% |
| EWJ iShares MSCI Japan ETF | 0.25% | 52,172 | $4.9M | Reduce -9.1% |
| EFA iShares MSCI Eafe ETF | 0.16% | 29,494 | $3.1M | Reduce -59.2% |
| EWQ iShares MSCI France ETF | 0.14% | 62,060 | $2.8M | Add +5.3% |
| SEAT Vivid Seats Inc. Class A | 0.14% | 415,529 | $2.7M | No change |
| EWU iShares MSCI United Kingdom | 0.11% | 46,989 | $2.2M | Reduce -8.3% |
| EQIX Equinix Inc. | 0.09% | 1,666 | $1.7M | No change |
| SPG Simon Property Group Inc. | 0.07% | 6,535 | $1.5M | No change |
| DLR Digital Realty Trust Inc. | 0.07% | 8,136 | $1.5M | No change |
| WELL Welltower Inc. | 0.07% | 5,760 | $1.3M | No change |
| EWW iShares MSCI Mexico ETF | 0.05% | 14,195 | $1.1M | Reduce -22.8% |
| EWS iShares MSCI Singapore ETF | 0.05% | 36,074 | $1.1M | Reduce -97.9% |
| FR First Industrial Realty TR | 0.05% | 17,185 | $1.1M | No change |
| PLD Prologis Inc. | 0.05% | 7,682 | $1.0M | No change |
| EWG iShares MSCI Germany ETF | 0.03% | 13,505 | $559K | Add +3.1% |
| VTR Ventas Inc. | 0.03% | 5,949 | $528K | No change |
| IVT Inventrust Properties Corp. | 0.02% | 13,122 | $465K | No change |
| PECO Phillips Edison & Company Inc. | 0.02% | 10,630 | $442K | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.02% | 4,805 | $326K | No change |
| MAA Mid-America Apartment Comm | 0.02% | 2,266 | $315K | No change |
| KRG Kite Realty Group Trust | 0.02% | 10,705 | $304K | No change |
| CPT Camden Property Trust | 0.01% | 2,181 | $250K | No change |
| UDR Udr Inc. | 0.01% | 4,708 | $188K | Add +46.4% |
| AVB Avalonbay Communities Inc. | 0.01% | 992 | $187K | Reduce -24.1% |
| KIM Kimco Realty Corp. | 0.01% | 5,911 | $150K | No change |
| REG Regency Centers Corp. | 0.01% | 1,773 | $141K | No change |
| AKR Acadia Realty Trust | 0.01% | 6,635 | $139K | No change |
| BBGI Beasley Broadcast Grp Inc. Class A | 0.00% | 1,524 | $40K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| EWS iShares MSCI Singapore ETF | Reduce -97.9% | 0.05% | −2.72 |
| XVV iShares ESG Select Screened | Reduce -46.3% | 1.28% | −1.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -40.1% | 0.83% | −0.51 |
| EIDO iShares MSCI Indonesia ETF | Reduce -19.9% | 0.37% | −0.35 |
| EFA iShares MSCI Eafe ETF | Reduce -59.2% | 0.16% | −0.24 |
| EWM iShares MSCI Malaysia ETF | Reduce -0.6% | 0.56% | −0.10 |
| EWJ iShares MSCI Japan ETF | Reduce -9.1% | 0.25% | −0.03 |
| EWW iShares MSCI Mexico ETF | Reduce -22.8% | 0.05% | −0.02 |
| EWU iShares MSCI United Kingdom | Reduce -8.3% | 0.11% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.02 |
| AVB Avalonbay Communities Inc. | Reduce -24.1% | 0.01% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.7% | 16.35% | +0.47 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 16.57% | +0.54 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 22.97% | +0.64 |
| EWT iShares MSCI Taiwan ETF | Reduce -18.8% | 7.46% | +0.81 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +15.2% | 4.67% | +1.15 |
| RECS Columbia Resear Enh Cor ETF | New | 1.06% | +1.06 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +1.6% | 16.87% | +0.95 |
| THD iShares MSCI Thailand ETF | Add +21.9% | 1.00% | +0.13 |
| ASHR Xtrackers Harvest Csi 300 CH | Add +7.4% | 1.04% | +0.09 |
| INDA iShares MSCI India ETF | Add +7.9% | 1.05% | +0.03 |
| UDR Udr Inc. | Add +46.4% | 0.01% | +0.00 |
| EWQ iShares MSCI France ETF | Add +5.3% | 0.14% | −0.00 |
| EWG iShares MSCI Germany ETF | Add +3.1% | 0.03% | −0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| SEATW Vivid Seats Inc. -CW26 | *W EXP 10/18/202 | Sold out | 19,720 | $1Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 44 | $2.0B | SPY, SNPE, IVV, VOO, EWT |
| Q1 2026 | 44 | $1.8B | SPY, IVV, SNPE, VOO, EWT |
| Q4 2025 | 38 | $1.9B | SPY, IVV, VOO, SNPE, EWY |
| Q3 2025 | 36 | $2.0B | SPY, IVV, VOO, SNPE, EWY |
| Q2 2025 | 37 | $1.8B | SPY, IVV, VOO, SNPE, EWY |
| Q1 2025 | 33 | $1.6B | SPY, IVV, VOO, EWT, EWY |
| Q4 2024 | 35 | $1.8B | SPY, IVV, VOO, EWT, QQQ |
| Q3 2024 | 33 | $1.8B | SPY, IVV, VOO, EWT, EWY |
| Q2 2024 | 29 | $1.7B | SPY, IVV, VOO, EWT, EWY |
| Q1 2024 | 32 | $1.6B | SPY, IVV, VOO, EWT, QQQ |