Sun Life Financial Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Sun Life Financial Inc. reported 37 stock positions worth $1.8 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 21.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.8%) and Vanguard S&P 500 ETF (VOO, 15.3%). Compared with Q1 2025, it opened 8 new positions, sold out of 4, added to 10 and reduced 8. The biggest buy was a new position in Xtrckr S&P 500 Scor&scrn ETF (SNPE) and the biggest sale an exit from Invesco Senior Loan ETF (BKLN).
- Most Recent 13F
- Q2 2026
- Location
- Toronto, A6
- CIK
- 0001097362
- Portfolio Value
- $1.8B (Q2 2025)
- SEC Filing
- 0001104659-25-077368 ↗ filed Aug 13, 2025
Holdings Value
Holdings 37 stocks · $1.8B
| SPY SS SPDR S&P 500 ETF Trust-US | 21.36% | 632,149 | $390.6M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 15.77% | 464,479 | $288.4M | No change |
| VOO Vanguard S&P 500 ETF | 15.34% | 493,833 | $280.5M | Reduce -0.3% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 6.75% | 2,231,800 | $123.4M | New |
| EWY iShares MSCI South Korea ETF | 6.52% | 1,660,773 | $119.2M | Add +7.2% |
| EWT iShares MSCI Taiwan ETF | 5.94% | 1,892,950 | $108.7M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 4.85% | 160,740 | $88.7M | Reduce -1.3% |
| LODI Aam SLC Low Duration Inc. ETF | 2.76% | 2,000,000 | $50.4M | No change |
| XVV iShares ESG Select Screened | 2.15% | 823,040 | $39.3M | No change |
| DLR Digital Realty Trust Inc. | 2.04% | 213,509 | $37.2M | No change |
| EWS iShares MSCI Singapore ETF | 1.72% | 1,209,600 | $31.4M | Reduce -20.9% |
| CCAP Crescent Capital BDC Inc. | 1.72% | 2,226,308 | $31.4M | No change |
| AVB Avalonbay Communities Inc. | 1.70% | 152,427 | $31.0M | Add +1.3% |
| SGOV iShares 0-3 Month Treasury B | 1.41% | 256,050 | $25.8M | New |
| PLD Prologis Inc. | 1.29% | 224,643 | $23.6M | Add +1.9% |
| VGSH Vanguard Short-Term Treasury | 1.00% | 312,225 | $18.4M | New |
| CPT Camden Property Trust | 0.98% | 159,528 | $18.0M | No change |
| INDA iShares MSCI India ETF | 0.96% | 316,000 | $17.6M | Add +3.2% |
| EIDO iShares MSCI Indonesia ETF | 0.68% | 707,000 | $12.5M | Reduce -2.5% |
| VGIT Vanguard Intermediate-Term T | 0.57% | 175,700 | $10.5M | New |
| SPG Simon Property Group Inc. | 0.52% | 59,145 | $9.5M | No change |
| EQIX Equinix Inc. | 0.49% | 11,256 | $9.0M | No change |
| BXP BXP Inc. | 0.44% | 120,239 | $8.1M | No change |
| FR First Industrial Realty TR | 0.42% | 160,142 | $7.7M | Add +5.8% |
| EPHE iShares MSCI Philippines ETF | 0.41% | 279,000 | $7.6M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.41% | 80,725 | $7.4M | New |
| REXR Rexford Industrial Realty Inc. | 0.34% | 172,391 | $6.1M | Add +7.4% |
| ASHR Xtrackers Harvest Csi 300 CH | 0.30% | 198,300 | $5.5M | New |
| TLT iShares 20+ Year Treasury BD | 0.28% | 57,700 | $5.1M | New |
| EFA iShares MSCI Eafe ETF | 0.27% | 55,762 | $5.0M | Add +5150.7% |
| EWJ iShares MSCI Japan ETF | 0.25% | 60,282 | $4.5M | Add +5.4% |
| EWQ iShares MSCI France ETF | 0.14% | 59,920 | $2.6M | Add +5.2% |
| EWU iShares MSCI United Kingdom | 0.11% | 52,315 | $2.1M | Reduce -5.5% |
| EWW iShares MSCI Mexico ETF | 0.06% | 18,825 | $1.1M | Add +36.7% |
| EWG iShares MSCI Germany ETF | 0.03% | 13,095 | $554K | Reduce -12.1% |
| EAF Graftech International Ltd. | 0.02% | 841,528 | $319K | No change |
| BBGI Beasley Broadcast Grp Inc. Class A | 0.00% | 1,524 | $6K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −3.33 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | −1.59 |
| MCW Mister Car Wash Inc. | Sold out | 0.00% | −1.45 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 21.36% | −1.25 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 15.34% | −0.76 |
| EWJV iShares MSCI Japan Value ETF | Sold out | 0.00% | −0.61 |
| EWS iShares MSCI Singapore ETF | Reduce -20.9% | 1.72% | −0.58 |
| EIDO iShares MSCI Indonesia ETF | Reduce -2.5% | 0.68% | −0.07 |
| EWU iShares MSCI United Kingdom | Reduce -5.5% | 0.11% | −0.02 |
| EWG iShares MSCI Germany ETF | Reduce -12.1% | 0.03% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.3% | 4.85% | +0.02 |
| EWT iShares MSCI Taiwan ETF | Reduce -1.3% | 5.94% | +0.18 |
Portfolio Buys Q1 2025 → Q2 2025
| SNPE Xtrckr S&P 500 Scor&scrn ETF | New | 6.75% | +6.75 |
| SGOV iShares 0-3 Month Treasury B | New | 1.41% | +1.41 |
| EWY iShares MSCI South Korea ETF | Add +7.2% | 6.52% | +1.22 |
| VGSH Vanguard Short-Term Treasury | New | 1.00% | +1.00 |
| VGIT Vanguard Intermediate-Term T | New | 0.57% | +0.57 |
| EPHE iShares MSCI Philippines ETF | New | 0.41% | +0.41 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.41% | +0.41 |
| ASHR Xtrackers Harvest Csi 300 CH | New | 0.30% | +0.30 |
| TLT iShares 20+ Year Treasury BD | New | 0.28% | +0.28 |
| EFA iShares MSCI Eafe ETF | Add +5150.7% | 0.27% | +0.27 |
| EWW iShares MSCI Mexico ETF | Add +36.7% | 0.06% | +0.02 |
| EWJ iShares MSCI Japan ETF | Add +5.4% | 0.25% | −0.00 |
| EWQ iShares MSCI France ETF | Add +5.2% | 0.14% | −0.00 |
| INDA iShares MSCI India ETF | Add +3.2% | 0.96% | −0.04 |
| REXR Rexford Industrial Realty Inc. | Add +7.4% | 0.34% | −0.06 |
| FR First Industrial Realty TR | Add +5.8% | 0.42% | −0.10 |
| PLD Prologis Inc. | Add +1.9% | 1.29% | −0.27 |
| AVB Avalonbay Communities Inc. | Add +1.3% | 1.70% | −0.35 |
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 |