Sun Life Financial Top Holdings and 13F Report (2025) About Sun Life FinancialSun Life Financial NYSE: SLF has filed 13-F forms with the SEC as an investor. Sun Life Financial is itself a publicly traded company. For more information on Sun Life Financial stock, visit the Sun Life Financial stock profile here.Investment ActivitySun Life Financial has $1.79 million in total holdings as of December 31, 2024.Sun Life Financial owns shares of 35 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 3.44% of the portfolio was sold this quarter.This quarter, Sun Life Financial has purchased 33 new stocks and bought additional shares in 6 stocks.Sun Life Financial sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $377,537iShares Core S&P 500 ETF $310,249Vanguard S&P 500 ETF $300,911iShares MSCI Taiwan ETF $104,775Invesco QQQ $83,796 Largest New Holdings this Quarter AAM SLC LOW DURATION INCOME ETF $50,132 HoldingBEASLEY BROADCAST GROUP INC $14 Holding Largest Purchases this Quarter AAM SLC LOW DURATION INCOME ETF 2,000,000 shares (about $50.13K)SPDR S&P 500 ETF Trust 12,145 shares (about $7.12K)iShares MSCI Singapore ETF 282,700 shares (about $6.18K)iShares MSCI Taiwan ETF 108,100 shares (about $5.60K)iShares MSCI Indonesia ETF 58,100 shares (about $1.07K) Largest Sales this Quarter Mister Car Wash 5,468,100 shares (about $39.86K)iShares MSCI South Korea ETF 134,300 shares (about $6.83K)Vanguard S&P 500 ETF 10,126 shares (about $5.46K)Invesco QQQ 5,750 shares (about $2.94K)iShares MSCI India ETF 45,200 shares (about $2.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSun Life Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$377,537$7,118 ▲1.9%644,17421.1%FinanceIVViShares Core S&P 500 ETF$310,2490.0%527,02617.3%ETFVOOVanguard S&P 500 ETF$300,911$5,456 ▼-1.8%558,47416.8%ETFEWTiShares MSCI Taiwan ETF$104,775$5,595 ▲5.6%2,024,2505.8%ETFQQQInvesco QQQ$83,796$2,940 ▼-3.4%163,9104.7%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$78,0150.0%1,509,0004.4%ManufacturingEWYiShares MSCI South Korea ETF$64,705$6,834 ▼-9.6%1,271,4733.6%ETFAAM SLC LOW DURATION INCOME ETF$50,132$50,132 ▲New Holding2,000,0002.8%ETF SER SOLUTIONS AAM SLC LOW DUR ADDEDBKLNInvesco Senior Loan ETF$45,1950.0%2,145,0002.5%ETFCCAPCrescent Capital BDC$42,7900.0%2,226,3082.4%FinanceXVViShares ESG Screened S&P 500 ETF$37,2830.0%823,0402.1%ETFDLRDigital Realty Trust$36,0990.0%203,5702.0%FinanceEWSiShares MSCI Singapore ETF$33,269$6,177 ▲22.8%1,522,6001.9%ETFAVBAvalonBay Communities$33,0890.0%150,4271.8%FinanceMCWMister Car Wash$27,710$39,862 ▼-59.0%3,801,1381.5%Auto/Tires/TrucksPLDPrologis$23,3090.0%220,5241.3%FinanceCPTCamden Property Trust$18,5120.0%159,5281.0%FinanceINDAiShares MSCI India ETF$16,113$2,379 ▼-12.9%306,1000.9%ETFEIDOiShares MSCI Indonesia ETF$14,318$1,074 ▲8.1%774,8000.8%ETFEWMiShares MSCI Malaysia ETF$12,773$917 ▼-6.7%520,7000.7%FinanceTHDiShares MSCI Thailand ETF$10,958$2,188 ▼-16.6%181,3000.6%ETFEQIXEquinix$10,6130.0%11,2560.6%FinanceSPGSimon Property Group$10,1850.0%59,1450.6%FinanceEWUiShares MSCI United Kingdom ETF$9,282$20 ▼-0.2%273,7930.5%ETFBXPBoston Properties$8,9410.0%120,2390.5%FinanceFRFirst Industrial Realty Trust$7,5880.0%151,3760.4%FinanceREXRRexford Industrial Realty$6,203$420 ▲7.3%160,4480.3%FinanceEWJiShares MSCI Japan ETF$5,386$416 ▼-7.2%80,2640.3%ETFEPHEiShares MSCI Philippines ETF$4,786$591 ▼-11.0%191,2000.3%ETFEFAiShares MSCI EAFE ETF$4,620$401 ▲9.5%61,1020.3%FinanceEWQiShares MSCI France ETF$2,072$43 ▼-2.0%57,7500.1%ETFEWWiShares MSCI Mexico ETF$665$20 ▼-2.9%14,2050.0%ETFEAFGrafTech International$5680.0%841,5280.0%Industrial ProductsEWGiShares MSCI Germany ETF$4910.0%15,4250.0%ETFBEASLEY BROADCAST GROUP INC$14$14 ▲New Holding1,5240.0%CLAShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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