Sun Life Financial Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Sun Life Financial Inc. reported 36 stock positions worth $2.0 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 21.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.9%) and Vanguard S&P 500 ETF (VOO, 15.3%). Compared with Q2 2025, it opened 1 new position, sold out of 2, added to 5 and reduced 15. The biggest buy was Xtrckr S&P 500 Scor&scrn ETF (SNPE, shares +53%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- Toronto, A6
- CIK
- 0001097362
- Portfolio Value
- $2.0B (Q3 2025)
- SEC Filing
- 0001104659-25-108855 ↗ filed Nov 10, 2025
Holdings Value
Holdings 36 stocks · $2.0B
| SPY SS SPDR S&P 500 ETF Trust-US | 21.54% | 634,059 | $422.4M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 15.85% | 464,479 | $310.9M | No change |
| VOO Vanguard S&P 500 ETF | 15.27% | 488,928 | $299.4M | Reduce -1.0% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 10.44% | 3,411,966 | $204.8M | Add +52.9% |
| EWY iShares MSCI South Korea ETF | 6.38% | 1,562,744 | $125.2M | Reduce -5.9% |
| EWT iShares MSCI Taiwan ETF | 5.84% | 1,801,529 | $114.6M | Reduce -4.8% |
| QQQ Invesco QQQ Trust Series 1 | 4.80% | 156,640 | $94.0M | Reduce -2.5% |
| LODI Aam SLC Low Duration Inc. ETF | 2.57% | 2,000,000 | $50.5M | No change |
| XVV iShares ESG Select Screened | 2.16% | 823,040 | $42.4M | No change |
| EWS iShares MSCI Singapore ETF | 2.11% | 1,462,159 | $41.4M | Add +20.9% |
| DLR Digital Realty Trust Inc. | 1.88% | 213,509 | $36.9M | No change |
| CCAP Crescent Capital BDC Inc. | 1.62% | 2,226,308 | $31.7M | No change |
| AVB Avalonbay Communities Inc. | 1.59% | 161,087 | $31.1M | Add +5.7% |
| PLD Prologis Inc. | 1.31% | 224,643 | $25.7M | No change |
| CPT Camden Property Trust | 0.87% | 159,528 | $17.0M | No change |
| INDA iShares MSCI India ETF | 0.83% | 314,300 | $16.4M | Reduce -0.5% |
| THD iShares MSCI Thailand ETF | 0.65% | 216,529 | $12.8M | New |
| SPG Simon Property Group Inc. | 0.57% | 59,145 | $11.1M | No change |
| EQIX Equinix Inc. | 0.54% | 13,401 | $10.5M | Add +19.1% |
| BXP BXP Inc. | 0.46% | 120,239 | $8.9M | No change |
| FR First Industrial Realty TR | 0.42% | 160,142 | $8.2M | No change |
| REXR Rexford Industrial Realty Inc. | 0.36% | 172,391 | $7.1M | No change |
| ASHR Xtrackers Harvest Csi 300 CH | 0.33% | 198,300 | $6.5M | No change |
| EWJ iShares MSCI Japan ETF | 0.24% | 58,972 | $4.7M | Reduce -2.2% |
| EFA iShares MSCI Eafe ETF | 0.23% | 47,262 | $4.4M | Reduce -15.2% |
| EPHE iShares MSCI Philippines ETF | 0.21% | 168,832 | $4.2M | Reduce -39.5% |
| EIDO iShares MSCI Indonesia ETF | 0.18% | 196,331 | $3.4M | Reduce -72.2% |
| SGOV iShares 0-3 Month Treasury B | 0.15% | 28,500 | $2.9M | Reduce -88.9% |
| EWQ iShares MSCI France ETF | 0.13% | 58,910 | $2.6M | Reduce -1.7% |
| VGSH Vanguard Short-Term Treasury | 0.13% | 43,500 | $2.6M | Reduce -86.1% |
| EWU iShares MSCI United Kingdom | 0.11% | 51,240 | $2.2M | Reduce -2.0% |
| VGIT Vanguard Intermediate-Term T | 0.08% | 27,650 | $1.7M | Reduce -84.3% |
| EWW iShares MSCI Mexico ETF | 0.07% | 18,825 | $1.3M | No change |
| TLT iShares 20+ Year Treasury BD | 0.04% | 9,150 | $818K | Reduce -84.1% |
| EWG iShares MSCI Germany ETF | 0.03% | 13,095 | $545K | No change |
| BBGI Beasley Broadcast Grp Inc. Class A | 0.00% | 1,524 | $8K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -88.9% | 0.15% | −1.26 |
| VGSH Vanguard Short-Term Treasury | Reduce -86.1% | 0.13% | −0.87 |
| EIDO iShares MSCI Indonesia ETF | Reduce -72.2% | 0.18% | −0.51 |
| VGIT Vanguard Intermediate-Term T | Reduce -84.3% | 0.08% | −0.49 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.41 |
| TLT iShares 20+ Year Treasury BD | Reduce -84.1% | 0.04% | −0.24 |
| EPHE iShares MSCI Philippines ETF | Reduce -39.5% | 0.21% | −0.20 |
| EWY iShares MSCI South Korea ETF | Reduce -5.9% | 6.38% | −0.14 |
| INDA iShares MSCI India ETF | Reduce -0.5% | 0.83% | −0.13 |
| EWT iShares MSCI Taiwan ETF | Reduce -4.8% | 5.84% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -1.0% | 15.27% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.5% | 4.80% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -15.2% | 0.23% | −0.05 |
| EAF Graftech International Ltd. | Sold out | 0.00% | −0.02 |
| EWQ iShares MSCI France ETF | Reduce -1.7% | 0.13% | −0.01 |
| EWJ iShares MSCI Japan ETF | Reduce -2.2% | 0.24% | −0.01 |
| EWU iShares MSCI United Kingdom | Reduce -2.0% | 0.11% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +52.9% | 10.44% | +3.70 |
| THD iShares MSCI Thailand ETF | New | 0.65% | +0.65 |
| EWS iShares MSCI Singapore ETF | Add +20.9% | 2.11% | +0.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 21.54% | +0.18 |
| EQIX Equinix Inc. | Add +19.1% | 0.54% | +0.05 |
| AVB Avalonbay Communities Inc. | Add +5.7% | 1.59% | −0.11 |
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 |