SUN LIFE FINANCIAL INC

Q1 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$1,761,356
Net value change ($000)
-143,926 (-7.6%)
New positions
13
Sold out positions
7
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 39,544 16.4%
SPMD 23,582 NEW
EWS 8,306 20.5%
ASHR 5,911 54.4%
THD 2,303 17.7%
EWM 1,249 12.1%
WELL 1,139 NEW
VTR 487 NEW
IVT 400 NEW
PECO 398 NEW
Top Reduces (Value $000, Stocks/ETFs)
EWY -141,842 -100.0%
SPY -32,202 -7.6%
IVV -16,193 -5.4%
QQQ -11,691 -15.9%
VOO -7,360 -2.6%
CCAP -4,230 -13.5%
XVV -2,864 -6.6%
VGIT -1,657 -100.0%
VGSH -1,553 -100.0%
iSHARES TRUST -1,512 -100.0%
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