Sun Life Financial Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Sun Life Financial Inc. reported 35 stock positions worth $1.8 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 21.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 17.3%) and Vanguard S&P 500 ETF (VOO, 16.8%). Compared with Q3 2024, it opened 2 new positions, added to 6 and reduced 12. The biggest buy was a new position in Aam SLC Low Duration Inc. ETF (LODI) and the biggest sale Mister Car Wash (MCW, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- Toronto, A6
- CIK
- 0001097362
- Portfolio Value
- $1.8B (Q4 2024)
- SEC Filing
- 0001104659-25-012323 ↗ filed Feb 13, 2025
Holdings Value
Holdings 35 stocks · $1.8B
| SPY SS SPDR S&P 500 ETF Trust-US | 21.06% | 644,174 | $377.5M | Add +1.9% |
| IVV iShares Core S&P 500 ETF | 17.30% | 527,026 | $310.2M | No change |
| VOO Vanguard S&P 500 ETF | 16.78% | 558,474 | $300.9M | Reduce -1.8% |
| EWT iShares MSCI Taiwan ETF | 5.84% | 2,024,250 | $104.8M | Add +5.6% |
| QQQ Invesco QQQ Trust Series 1 | 4.67% | 163,910 | $83.8M | Reduce -3.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 4.35% | 1,509,000 | $78.0M | No change |
| EWY iShares MSCI South Korea ETF | 3.61% | 1,271,473 | $64.7M | Reduce -9.6% |
| LODI Aam SLC Low Duration Inc. ETF | 2.80% | 2,000,000 | $50.1M | New |
| BKLN Invesco Senior Loan ETF | 2.52% | 2,145,000 | $45.2M | No change |
| CCAP Crescent Capital BDC Inc. | 2.39% | 2,226,308 | $42.8M | No change |
| XVV iShares ESG Select Screened | 2.08% | 823,040 | $37.3M | No change |
| DLR Digital Realty Trust Inc. | 2.01% | 203,570 | $36.1M | No change |
| EWS iShares MSCI Singapore ETF | 1.86% | 1,522,600 | $33.3M | Add +22.8% |
| AVB Avalonbay Communities Inc. | 1.85% | 150,427 | $33.1M | No change |
| MCW Mister Car Wash Inc. | 1.55% | 3,801,138 | $27.7M | Reduce -59.0% |
| PLD Prologis Inc. | 1.30% | 220,524 | $23.3M | No change |
| CPT Camden Property Trust | 1.03% | 159,528 | $18.5M | No change |
| INDA iShares MSCI India ETF | 0.90% | 306,100 | $16.1M | Reduce -12.9% |
| EIDO iShares MSCI Indonesia ETF | 0.80% | 774,800 | $14.3M | Add +8.1% |
| EWM iShares MSCI Malaysia ETF | 0.71% | 520,700 | $12.8M | Reduce -6.7% |
| THD iShares MSCI Thailand ETF | 0.61% | 181,300 | $11.0M | Reduce -16.6% |
| EQIX Equinix Inc. | 0.59% | 11,256 | $10.6M | No change |
| SPG Simon Property Group Inc. | 0.57% | 59,145 | $10.2M | No change |
| EWU iShares MSCI United Kingdom | 0.52% | 273,793 | $9.3M | Reduce -0.2% |
| BXP BXP Inc. | 0.50% | 120,239 | $8.9M | No change |
| FR First Industrial Realty TR | 0.42% | 151,376 | $7.6M | No change |
| REXR Rexford Industrial Realty Inc. | 0.35% | 160,448 | $6.2M | Add +7.3% |
| EWJ iShares MSCI Japan ETF | 0.30% | 80,264 | $5.4M | Reduce -7.2% |
| EPHE iShares MSCI Philippines ETF | 0.27% | 191,200 | $4.8M | Reduce -11.0% |
| EFA iShares MSCI Eafe ETF | 0.26% | 61,102 | $4.6M | Add +9.5% |
| EWQ iShares MSCI France ETF | 0.12% | 57,750 | $2.1M | Reduce -2.0% |
| EWW iShares MSCI Mexico ETF | 0.04% | 14,205 | $665K | Reduce -2.9% |
| EAF Graftech International Ltd. | 0.03% | 841,528 | $568K | No change |
| EWG iShares MSCI Germany ETF | 0.03% | 15,425 | $491K | No change |
| BBGI Beasley Broadcast Grp Inc. Class A | 0.00% | 1,524 | $14K | New |
Portfolio Sells Q3 2024 → Q4 2024
| MCW Mister Car Wash Inc. | Reduce -59.0% | 1.55% | −1.91 |
| EWY iShares MSCI South Korea ETF | Reduce -9.6% | 3.61% | −1.41 |
| INDA iShares MSCI India ETF | Reduce -12.9% | 0.90% | −0.25 |
| THD iShares MSCI Thailand ETF | Reduce -16.6% | 0.61% | −0.23 |
| EWM iShares MSCI Malaysia ETF | Reduce -6.7% | 0.71% | −0.13 |
| EPHE iShares MSCI Philippines ETF | Reduce -11.0% | 0.27% | −0.08 |
| EWU iShares MSCI United Kingdom | Reduce -0.2% | 0.52% | −0.06 |
| EWJ iShares MSCI Japan ETF | Reduce -7.2% | 0.30% | −0.04 |
| EWQ iShares MSCI France ETF | Reduce -2.0% | 0.12% | −0.02 |
| EWW iShares MSCI Mexico ETF | Reduce -2.9% | 0.04% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 16.78% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.4% | 4.67% | +0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| LODI Aam SLC Low Duration Inc. ETF | New | 2.80% | +2.80 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.9% | 21.06% | +0.83 |
| EWS iShares MSCI Singapore ETF | Add +22.8% | 1.86% | +0.32 |
| EWT iShares MSCI Taiwan ETF | Add +5.6% | 5.84% | +0.09 |
| BBGI Beasley Broadcast Grp Inc. Class A | New | 0.00% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +9.5% | 0.26% | −0.00 |
| REXR Rexford Industrial Realty Inc. | Add +7.3% | 0.35% | −0.07 |
| EIDO iShares MSCI Indonesia ETF | Add +8.1% | 0.80% | −0.10 |
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 |