Who owns SLFWhat SLF owns
What Sun Life Financial Inc. owns
The company's own 13F portfolio · as of 2026-03-31 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F
$1.8M
disclosed stock portfolio
45
positions
22.3%
in SPY
Positions, as of 2026-03-31
ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TRUST | 604,990 | $393,449 | 22.3% |
| 2 | IVVISHARES CORE S&P 500 ETF | 432,316 | $282,393 | 16% |
| 3 | SNPEXTRACKERS S&P 500 SCORED & SCREENED ETF | 4.7M | $280,418 | 15.9% |
| 4 | VOOVANGUARD S&P 500 ETF | 468,158 | $279,693 | 15.9% |
| 5 | EWTISHARES MSCI TAIWAN ETF | 1.7M | $117,198 | 6.7% |
| 6 | QQQINVESCO QQQ TRUST SERIES 1 | 107,443 | $62,014 | 3.5% |
| 7 | AAM SLC LOW DURATION INCOME ETF | 2.0M | $50,398 | 2.9% |
| 8 | AAM CRESCENT CLO ETF | 2.0M | $49,630 | 2.8% |
| 9 | ISHARES MSCI SINGAPORE ETF | 1.7M | $48,817 | 2.8% |
| 10 | ISHARES ESG SCREENED S&P 500 ETF | 823,040 | $40,510 | 2.3% |
| 11 | CRESCENT CAPITAL BDC INC | 2.2M | $27,050 | 1.5% |
| 12 | SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF | 398,410 | $23,582 | 1.3% |
| 13 | INDAISHARES MSCI INDIA ETF | 385,125 | $18,007 | 1% |
| 14 | ASHRXTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | 514,607 | $16,781 | 1% |
| 15 | ISHARES MSCI THAILAND ETF | 220,513 | $15,298 | 0.9% |
| 16 | ISHARES MSCI INDONESIA ETF | 799,013 | $12,616 | 0.7% |
| 17 | ISHARES MSCI MALAYSIA ETF | 407,241 | $11,569 | 0.7% |
| 18 | EFAISHARES MSCI EAFE INDEX FUND | 72,248 | $7,017 | 0.4% |
| 19 | EWJISHARES MSCI JAPAN UCITS ETF | 57,372 | $4,844 | 0.3% |
| 20 | ISHARES MSCI FRANCE ETF | 58,910 | $2,556 | 0.1% |
| 21 | VIVID SEATS INC | 415,529 | $2,456 | 0.1% |
| 22 | EWUISHARES MSCI UNITED KINGDOM INDEX FUND | 51,240 | $2,334 | 0.1% |
| 23 | EQIXEQUINIX INC | 1,666 | $1,633 | 0.1% |
| 24 | DLRDIGITAL REALTY TRUST INC | 8,136 | $1,466 | 0.1% |
| 25 | EWWISHARES MSCI MEXICO CAPPED ETF | 18,395 | $1,384 | 0.1% |
| 26 | SPGSIMON PROPERTY GROUP INC | 6,535 | $1,219 | 0.1% |
| 27 | WELLWELLTOWER INC | 5,760 | $1,139 | 0.1% |
| 28 | PLDPROLOGIS INC | 7,682 | $1,015 | 0.1% |
| 29 | FRFIRST INDUSTRIAL REALTY TRUST INC | 17,185 | $994 | 0.1% |
| 30 | EWGISHARES MSCI GERMANY ETF | 13,095 | $519 | 0% |
| 31 | VTRVENTAS INC | 5,949 | $487 | 0% |
| 32 | IVTINVENTRUST PROPERTIES CORP | 13,122 | $400 | 0% |
| 33 | PECOPHILIPS EDISON & CO INC | 10,630 | $398 | 0% |
| 34 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 1,636 | $313 | 0% |
| 35 | EQREQUITY RESIDENTIAL PROPERTIES | 4,805 | $284 | 0% |
| 36 | MAAMID-AMERICA APARTMENT COMMUNITIES INC | 2,266 | $277 | 0% |
| 37 | KRGKITE REALTY GROUP TRUST | 10,705 | $263 | 0% |
| 38 | AVBAVALONBAY COMMUNITIES INC | 1,307 | $213 | 0% |
| 39 | CPTCAMDEN PROPERTY TRUST | 2,181 | $213 | 0% |
| 40 | REGREGENCY CENTERS CORP | 1,773 | $134 | 0% |
| 41 | KIMKIMCO REALTY CORP | 5,911 | $133 | 0% |
| 42 | AKRACADIA REALTY TRUST | 6,635 | $127 | 0% |
| 43 | UDRUDR INC | 3,215 | $109 | 0% |
| 44 | BEASLEY BROADCAST GROUP INC | 1,524 | $5 | 0% |
| 45 | VIVID SEATS INC | 19,720 | $1 | 0% |
Source: SEC Form 13F-HR filed by SUN LIFE FINANCIAL INC (CIK 1097362), reporting period 2026-03-31. Values are quarter-end filed marks. Research, not investment advice.