SUN LIFE FINANCIAL INC

Q3 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$2,449,703
Net value change ($000)
+497,509 (25.5%)
New positions
52
Sold out positions
21
Turnover %
125.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ASHR 123,126 607.4%
EWS 100,638 9423.0%
AMZN 16,058 NEW
GOOGL 14,366 NEW
AVGO 10,421 NEW
JNJ 9,280 NEW
MU 8,844 NEW
GOOG 7,899 NEW
MA 7,679 NEW
CRM 6,751 NEW
Top Reduces (Value $000, Stocks/ETFs)
SNPE -329,402 -100.0%
IVV -323,515 -100.0%
VOO -319,227 -100.0%
QQQ -91,151 -100.0%
LODI -50,370 -100.0%
XVV -25,080 -100.0%
RECS -20,689 -100.0%
INDA -20,531 -100.0%
THD -19,439 -100.0%
SPMD -16,114 -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