StockDriftsStockDriftsTop 44 Sun Life Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUST | 22.97% | 600.6K | $448.5M | -0.73%(-4.42K) | $348.44(+122.52%) | 2026-06-30 | |
| SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | 16.87% | 4.78M | $329.4M | +1.59%(+74.71K) | $56.35(+27.53%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 16.57% | 432.0K | $323.5M | -0.07%(-323) | $476.67(+63.41%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 16.35% | 464.8K | $319.2M | -0.72%(-3.36K) | $452.79(+57.40%) | 2026-06-30 | |
| EWT | ISHARES MSCI TAIWAN ETF | 7.46% | 1.34M | $145.7M | -18.83%(-311.29K) | $48.04(+122.89%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST SERIES 1 | 4.67% | 123.8K | $91.2M | +15.20%(+16.34K) | $142.53(+413.94%) | 2026-06-30 | |
| LODI | AAM SLC LOW DURATION INCOME ETF | 2.58% | 2.00M | $50.4M | +0.00%(+0) | $25.07(+0.61%) | 2026-06-30 | |
| CLOC | AAM CRESCENT CLO ETF | 2.56% | 2.00M | $49.9M | +0.00%(+0) | $25.07(-0.18%) | 2026-06-30 | |
| XVV | ISHARES ESG SCREENED S&P 500 ETF | 1.28% | 441.6K | $25.1M | -46.34%(-381.42K) | $36.53(+63.14%) | 2026-06-30 | |
| CCAP | CRESCENT CAPITAL BDC INC | 1.25% | 2.23M | $24.3M | +0.00%(+0) | $17.60(-36.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.22% | +56.96% | +9.32% | +56.16% |
| Top 20 Holdings Unweighted | +8.71% | +28.47% | +3.36% | +17.96% |
Sun Life Financial INC reports $1.95B in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are SPY (23.0%), SNPE (16.9%) and IVV (16.6%). The top 20 holdings account for 99.02% of reported assets. Its disclosed equity book has returned +56.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sun Life Financial INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1097362). View Sun Life Financial INC’s 13F filings on SEC