SUN LIFE FINANCIAL INC

Q4 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
39
Total value ($000)
$1,905,282
Net value change ($000)
-55,705 (-2.8%)
New positions
4
Sold out positions
2
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
CLOC 50,130 NEW
SNPE 36,054 17.6%
EWY 16,666 13.3%
EWM 10,320 NEW
EIDO 10,124 293.8%
ASHR 4,330 66.2%
EWT 3,736 3.3%
SPY 3,253 0.8%
SEAT 3,213 NEW
EFA 2,518 57.1%
Top Reduces (Value $000, Stocks/ETFs)
DLR -35,652 -96.6%
AVB -30,092 -96.7%
PLD -24,745 -96.2%
QQQ -20,337 -21.6%
CPT -15,978 -93.8%
VOO -12,357 -4.1%
IVV -12,290 -4.0%
SPG -10,086 -90.9%
EQIX -9,220 -87.8%
BXP -7,994 -89.4%
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