SUN LIFE FINANCIAL INC

Q3 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
36
Total value ($000)
$1,960,987
Net value change ($000)
+132,446 (7.2%)
New positions
1
Sold out positions
2
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/13/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SNPE 81,401 66.0%
SPY 31,824 8.1%
IVV 22,481 7.8%
VOO 18,898 6.7%
THD 12,751 NEW
EWS 10,013 31.9%
EWY 5,966 5.0%
EWT 5,958 5.5%
QQQ 5,371 6.1%
XVV 3,154 8.0%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -22,912 -88.9%
VGSH -15,793 -86.1%
EIDO -9,018 -72.4%
VGIT -8,849 -84.2%
BIL -7,405 -100.0%
TLT -4,274 -83.9%
EPHE -3,372 -44.6%
INDA -1,233 -7.0%
CPT -943 -5.2%
EFA -572 -11.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type