SUN LIFE FINANCIAL INC

Q2 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$1,952,194
Net value change ($000)
+190,838 (10.8%)
New positions
1
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 55,039 14.0%
SNPE 48,984 17.5%
IVV 41,122 14.6%
VOO 39,534 14.1%
QQQ 29,137 47.0%
EWT 28,515 24.3%
RECS 20,689 NEW
THD 4,141 27.1%
ASHR 3,489 20.8%
INDA 2,524 14.0%
Top Reduces (Value $000, Stocks/ETFs)
EWS -47,749 -97.8%
XVV -15,430 -38.1%
SPMD -7,468 -31.7%
EIDO -5,374 -42.6%
EFA -3,953 -56.3%
CCAP -2,739 -10.1%
EWM -655 -5.7%
EWW -316 -22.8%
RSP -313 -100.0%
EWU -166 -7.1%
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