Q2 2026 13F · SEC CIK 1097362

Sun Life Financial Inc

Insurance companyFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 44
Top holdings a year, 3 yrs: +20.2%
Average holding period: 7.6 yrs

Sun Life Financial Inc is an insurance company that reported 44 positions worth $2.0B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 23.0%), Dbx ETF Tr (SNPE, 16.9%), Ishares Tr (IVV, 16.6%). A portfolio copying its top holdings returned 20.2% a year over the last 3 years, against 20.4% for the S&P 500.

Sun Life Financial Inc holdings all 44 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sun Life Financial Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	23.0%	22.3%	600,571	-0.7%	$448.5M
SNPEDbx ETF Tr	16.9%	15.9%	4,783,652	+1.6%	$329.4M
IVVIshares Tr	16.6%	16.0%	431,993	-0.1%	$323.5M
VOOVanguard Index Fds	16.4%	15.9%	464,796	-0.7%	$319.2M
EWTIshares Inc	7.5%	6.7%	1,341,618	-18.8%	$145.7M
QQQInvesco Qqq Tr	4.7%	3.5%	123,779	+15.2%	$91.2M
LODIETF Ser Solutions	2.6%	2.9%	2,000,000	+0.0%	$50.4M
CLOCAam Crescent Clo ETF	2.6%	2.8%	2,000,000	+0.0%	$49.9M
XVVIshares Tr	1.3%	2.3%	441,619	-46.3%	$25.1M
CCAPCrescent Cap Bdc Inc	1.2%	1.5%	2,226,308	+0.0%	$24.3M
RECSColumbia ETF Tr I	1.1%	New	478,020	—	$20.7M
INDAIshares Tr	1.1%	1.0%	415,685	+7.9%	$20.5M
ASHRDbx ETF Tr	1.0%	1.0%	552,918	+7.4%	$20.3M
THDIshares Inc	1.0%	0.9%	268,832	+21.9%	$19.4M
SPMDSpdr Series Trust	0.8%	1.3%	238,587	-40.1%	$16.1M
EWMIshares Inc	0.6%	0.7%	404,976	-0.6%	$10.9M
EIDOIshares Tr	0.4%	0.7%	640,290	-19.9%	$7.2M
EWJIshares Inc	0.2%	0.3%	52,172	-9.1%	$4.9M
EFAIshares Tr	0.2%	0.4%	29,494	-59.2%	$3.1M
EWQIshares Inc	0.1%	0.1%	62,060	+5.3%	$2.8M
SEATVivid Seats Inc	0.1%	0.1%	415,529	+0.0%	$2.7M
EWUIshares Tr	0.1%	0.1%	46,989	-8.3%	$2.2M
EQIXEquinix Inc	0.1%	0.1%	1,666	+0.0%	$1.7M
SPGSimon Ppty Group Inc New	0.1%	0.1%	6,535	+0.0%	$1.5M
DLRDigital Rlty Tr Inc	0.1%	0.1%	8,136	+0.0%	$1.5M
WELLWelltower Inc	0.1%	0.1%	5,760	+0.0%	$1.3M
EWWIshares Inc	0.1%	0.1%	14,195	-22.8%	$1.1M
EWSIshares Inc Msci Singpor	0.1%	2.8%	36,074	-97.9%	$1.1M
FRFirst Industrial Realty Trus Co	0.1%	0.1%	17,185	+0.0%	$1.1M
PLDPrologis Inc	0.1%	0.1%	7,682	+0.0%	$1.0M
EWGIshares Inc	0.0%	0.0%	13,505	+3.1%	$559K
VTRVentas Inc	0.0%	0.0%	5,949	+0.0%	$528K
46124J201InvenTrust Properties Corporation	0.0%	0.0%	13,122	+0.0%	$465K
PECOPhillips Edison & Co Inc	0.0%	0.0%	10,630	+0.0%	$442K
EQRVivmark Residential	0.0%	0.0%	4,805	+0.0%	$326K
MAAMid-Amer Apt Cmntys Inc	0.0%	0.0%	2,266	+0.0%	$315K
KRGKite Realty Group Trust	0.0%	0.0%	10,705	+0.0%	$304K
CPTCamden Ppty Tr	0.0%	0.0%	2,181	+0.0%	$250K
UDRUdr Inc	0.0%	0.0%	4,708	+46.4%	$188K
AVBAvalonBay Communities Inc	0.0%	0.0%	992	-24.1%	$187K
KIMKimco Realty Corp	0.0%	0.0%	5,911	+0.0%	$150K
REGRegency Ctrs Corp	0.0%	0.0%	1,773	+0.0%	$141K
AKRAcadia Rlty Tr	0.0%	0.0%	6,635	+0.0%	$139K
BBGIBeasley Broadcast Group Inc	0.0%	0.0%	1,524	+0.0%	$40K

What Sun Life Financial Inc bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +28.6% /yr; S&P 500 +20.1%
3 years: +20.2% /yr; S&P 500 +20.4%
5 years: +10.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.0B	44
Q1 2026	$1.8B	45
Q4 2025	$1.9B	39
Q3 2025	$2.0B	36
Q2 2025	$1.8B	37
Q1 2025	$1.6B	33
Q4 2024	$1.8B	35
Q3 2024	$1.8B	33
Q2 2024	$1.7B	29
Q1 2024	$1.6B	32
Q4 2023	$1.7B	24
Q3 2023	$1.4B	24

Questions about Sun Life Financial Inc's portfolio

What stocks does Sun Life Financial Inc own?

Sun Life Financial Inc's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 44 positions worth $2.0B. The largest are State Str Spdr S&p 500 ETF T (SPY) at 23.0%, Dbx ETF Tr (SNPE) at 16.9%, Ishares Tr (IVV) at 16.6%, Vanguard Index Fds (VOO) at 16.4% and Ishares Inc (EWT) at 7.5%.

What did Sun Life Financial Inc buy last quarter?

In Q2 2026, Sun Life Financial Inc added a new position in Columbia ETF Tr I (RECS), Udr Inc (UDR) (+46.4% shares), Ishares Inc (THD) (+21.9% shares) and Invesco Qqq Tr (QQQ) (+15.2% shares), compared with its Q1 2026 filing.

What did Sun Life Financial Inc sell last quarter?

In Q2 2026, Sun Life Financial Inc sold all of Invesco Exchange Traded Fd T (RSP), sold all of Vivid Seats Inc (SEATW), Ishares Inc Msci Singpor (EWS) (-97.9% shares), Ishares Tr (EFA) (-59.2% shares) and Ishares Tr (XVV) (-46.3% shares), compared with its Q1 2026 filing.

How has Sun Life Financial Inc's portfolio performed?

A portfolio copying Sun Life Financial Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.6% against +20.1%. Over 5 years: +10.1% a year against +11.6%.

When is Sun Life Financial Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sun Life Financial Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.