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Sun Life Financial Top Holdings and 13F Report (2024)

About Sun Life Financial

Sun 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 Activity

  • Sun Life Financial has $1.79 million in total holdings as of September 30, 2024.
  • Sun Life Financial owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 5.30% of the portfolio was purchased this quarter.
  • About 2.96% of the portfolio was sold this quarter.
  • This quarter, Sun Life Financial has purchased 29 new stocks and bought additional shares in 7 stocks.
  • Sun Life Financial sold shares of 13 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

Invesco Senior Loan ETF
$44,959 Holding
Simon Property Group
$9,997 Holding
Equinix
$9,991 Holding
Boston Properties
$9,674 Holding

Largest Purchases this Quarter

Invesco Senior Loan ETF
2,145,000 shares (about $44.96K)
Simon Property Group
59,145 shares (about $10.00K)
Equinix
11,256 shares (about $9.99K)
Boston Properties
120,239 shares (about $9.67K)
Crescent Capital BDC
382,542 shares (about $7.08K)

Largest Sales this Quarter

Prologis
147,835 shares (about $18.67K)
iShares MSCI Singapore ETF
264,100 shares (about $5.85K)
First Industrial Realty Trust
101,480 shares (about $5.68K)
iShares MSCI South Korea ETF
85,000 shares (about $5.44K)
Rexford Industrial Realty
100,276 shares (about $5.04K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSun Life Financial

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$362,633$3,818 -1.0%632,02920.2%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$303,999$4,030 -1.3%527,02617.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$300,0330.0%568,60016.7%ETF
iShares MSCI Taiwan ETF stock logo
EWT
iShares MSCI Taiwan ETF
$103,223$1,821 -1.7%1,916,1505.8%ETF
iShares MSCI South Korea ETF stock logo
EWY
iShares MSCI South Korea ETF
$89,913$5,437 -5.7%1,405,7735.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$82,806$234 0.3%169,6604.6%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$79,4640.0%1,509,0004.4%Manufacturing
Mister Car Wash, Inc. stock logo
MCW
Mister Car Wash
$62,0110.0%9,269,2383.5%Consumer Discretionary
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$44,959$44,959 New Holding2,145,0002.5%ETF
Crescent Capital BDC, Inc. stock logo
CCAP
Crescent Capital BDC
$41,187$7,077 20.7%2,226,3082.3%Finance
iShares ESG Screened S&P 500 ETF stock logo
XVV
iShares ESG Screened S&P 500 ETF
$36,3980.0%823,0402.0%ETF
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$33,8840.0%150,4271.9%Finance
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$32,944$7,070 27.3%203,5701.8%Finance
Prologis, Inc. stock logo
PLD
Prologis
$27,848$18,669 -40.1%220,5241.6%Finance
iShares MSCI Singapore ETF stock logo
EWS
iShares MSCI Singapore ETF
$27,464$5,850 -17.6%1,239,9001.5%ETF
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$20,562$597 3.0%351,3001.1%ETF
Camden Property Trust stock logo
CPT
Camden Property Trust
$19,7060.0%159,5281.1%Finance
iShares MSCI Indonesia ETF stock logo
EIDO
iShares MSCI Indonesia ETF
$16,126$1,352 -7.7%716,7000.9%ETF
iShares MSCI Malaysia ETF stock logo
EWM
iShares MSCI Malaysia ETF
$15,097$1,282 9.3%558,1000.8%Finance
iShares MSCI Thailand ETF stock logo
THD
iShares MSCI Thailand ETF
$15,068$3,083 25.7%217,5000.8%ETF
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$10,2650.0%274,3930.6%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$9,997$9,997 New Holding59,1450.6%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$9,991$9,991 New Holding11,2560.6%Finance
Boston Properties, Inc. stock logo
BXP
Boston Properties
$9,674$9,674 New Holding120,2390.5%Finance
First Industrial Realty Trust, Inc. stock logo
FR
First Industrial Realty Trust
$8,474$5,681 -40.1%151,3760.5%Finance
Rexford Industrial Realty, Inc. stock logo
REXR
Rexford Industrial Realty
$7,525$5,045 -40.1%149,5780.4%Finance
iShares MSCI Philippines ETF stock logo
EPHE
iShares MSCI Philippines ETF
$6,257$979 18.5%214,8000.3%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$6,185$665 -9.7%86,4590.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$4,667$670 -12.6%55,8020.3%Finance
iShares MSCI France ETF stock logo
EWQ
iShares MSCI France ETF
$2,382$24 -1.0%58,9500.1%ETF
iShares MSCI Mexico ETF stock logo
EWW
iShares MSCI Mexico ETF
$7860.0%14,6350.0%ETF
iShares MSCI Germany ETF stock logo
EWG
iShares MSCI Germany ETF
$522$22 -4.0%15,4250.0%ETF
GrafTech International Ltd. stock logo
EAF
GrafTech International
$4200.0%841,5280.0%Industrial Products

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data