SUN LIFE FINANCIAL INC Portfolio Holdings
Q3 2025•35 long positions•$1.9B portfolio value
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Holding37 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $422.4M 22.11% | +$1.3M Bought | — 634.1K shares | 632.1K → 634.1K +$1.3M | +0.3% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $310.9M 16.27% | — | — 464.5K shares | — | — | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $299.4M 15.67% | -$3.0M Sold | — 488.9K shares | 493.8K → 488.9K −$3.0M | -0.99% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $204.8M 10.72% | +$70.8M Bought | — 3.4M shares | 2.2M → 3.4M +$70.8M | +52.88% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $125.2M 6.55% | -$7.9M Sold | — 1.6M shares | 1.7M → 1.6M −$7.9M | -5.9% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $114.6M 6.0% | -$5.8M Sold | — 1.8M shares | 1.9M → 1.8M −$5.8M | -4.83% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $94.0M 4.92% | -$2.5M Sold | — 156.6K shares | 160.7K → 156.6K −$2.5M | -2.55% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $42.4M 2.22% | — | — 823.0K shares | — | — | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $41.4M 2.17% | +$7.2M Bought | — 1.5M shares | 1.2M → 1.5M +$7.2M | +20.88% | — — | Q1 2024 Held for 1y 8m | |
REIT - Office Real Estate | $36.9M 1.93% | — | 0.063% 213.5K shares | — | — | $59.0B Large Cap | Q4 2023 Held for 1y 11m | |
Asset Management Financial Services | $31.7M 1.66% | — | 6.01% 2.2M shares | — | — | $528.5M Small Cap | Q2 2021 Held for 4y 5m | |
REIT - Residential Real Estate | $31.1M 1.63% | +$1.7M Bought | 0.113% 161.1K shares | 152.4K → 161.1K +$1.7M | +5.68% | $27.5B Large Cap | Q3 2020 Held for 5y 2m | |
REIT - Industrial Real Estate | $25.7M 1.35% | — | 0.024% 224.6K shares | — | — | $106.28B Large Cap | Q4 2016 Held for 8y 11m | |
REIT - Residential Real Estate | $17.0M 0.892% | — | 0.149% 159.5K shares | — | — | $11.4B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $16.4M 0.856% | -$88.5K Sold | — 314.3K shares | 316.0K → 314.3K −$88.5K | -0.54% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $12.8M 0.667% | +$12.8M Bought | — 216.5K shares | — | — | — — | Q3 2025 Held for 2 months | |
REIT - Retail Real Estate | $11.1M 0.581% | — | 0.018% 59.1K shares | — | — | $61.3B Large Cap | Q3 2024 Held for 1y 2m | |
REIT - Specialty Real Estate | $10.5M 0.549% | +$1.7M Bought | 0.014% 13.4K shares | 11.3K → 13.4K +$1.7M | +19.06% | $76.7B Large Cap | Q3 2024 Held for 1y 2m | |
REIT - Office Real Estate | $8.9M 0.468% | — | 0.076% 120.2K shares | — | — | $11.8B Large Cap | Q3 2024 Held for 1y 2m | |
REIT - Industrial Real Estate | $8.2M 0.431% | — | 0.121% 160.1K shares | — | — | $6.8B Mid Cap | Q4 2021 Held for 3y 11m | |
REIT - Industrial Real Estate | $7.1M 0.371% | — | 0.073% 172.4K shares | — | — | $9.7B Mid Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.5M 0.342% | — | — 198.3K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.7M 0.248% | -$105.1K Sold | — 59.0K shares | 60.3K → 59.0K −$105.1K | -2.17% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $4.4M 0.231% | -$793.6K Sold | — 47.3K shares | 55.8K → 47.3K −$793.6K | -15.24% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $4.2M 0.22% | -$2.7M Sold | — 168.8K shares | 279.0K → 168.8K −$2.7M | -39.49% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.4M 0.18% | -$9.0M Sold | — 196.3K shares | 707.0K → 196.3K −$9.0M | -72.23% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.9M 0.15% | -$22.9M Sold | — 28.5K shares | 256.1K → 28.5K −$22.9M | -88.87% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.6M 0.135% | -$44.4K Sold | — 58.9K shares | 59.9K → 58.9K −$44.4K | -1.69% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $2.6M 0.134% | -$15.8M Sold | — 43.5K shares | 312.2K → 43.5K −$15.8M | -86.07% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 0.113% | -$45.1K Sold | — 51.2K shares | 52.3K → 51.2K −$45.1K | -2.05% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $1.7M 0.087% | -$8.9M Sold | — 27.7K shares | 175.7K → 27.7K −$8.9M | -84.26% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 0.067% | — | — 18.8K shares | — | — | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $817.7K 0.043% | -$4.3M Sold | — 9.2K shares | 57.7K → 9.2K −$4.3M | -84.14% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $544.9K 0.029% | — | — 13.1K shares | — | — | — — | Q1 2016 Held for 9y 8m | |
Broadcasting Communication Services | $8.0K 0.0% | — | 0.084% 1.5K shares | — | — | $9.5M Nano Cap | Q4 2024 Held for 11 months | |
Electrical Equipment & Parts Industrials | - — | -$818.8K Sold | — - shares | 84.2K → 0 −$818.8K | Sold | $276.2M Micro Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | - — | -$7.4M Sold | — - shares | 80.7K → 0 −$7.4M | Sold | — — | Q2 2025 Held for 5 months |
