Funds › Sun Life Financial Inc.
Sun Life Financial Inc.
13F for Q3 2026, filed Nov 13, 2026. 150 positions worth $2.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Reported in thousands of dollars; shown in dollars. The filing on the SEC site shows the figures as filed.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 590,226 | $450.1M | 18.4% | -1.7% | 13F ↗ |
| 2 | iShares Tr Core S&P500 Etf | 431,219 | $330.2M | 13.5% | -0.2% | 13F ↗ |
| 3 | Vanguard Index Fds S&P 500 Etf Shs | 466,838 | $327.2M | 13.4% | +0.4% | 13F ↗ |
| 4 | Dbx ETF Tr Xtrackrs S&P 500 | 3.35M | $234.1M | 9.6% | -30.0% | 13F ↗ |
| 5 | Dbx ETF Tr Xtrack Hrvst Csi | 4.39M | $143.4M | 5.9% | +694% | 13F ↗ |
| 6 | iShares Inc | 1.20M | $135.7M | 5.5% | -10.4% | 13F ↗ |
| 7 | iShares Inc Msci Singpor Etf | 3.06M | $101.7M | 4.2% | +8377% | 13F ↗ |
| 8 | Invesco Qqq Tr | 126,608 | $93.7M | 3.8% | +2.3% | 13F ↗ |
| 9 | ETF Ser Solutions | 2.00M | $50.0M | 2.0% | Unchanged | 13F ↗ |
| 10 | ETF Ser Solutions Aam Slc Low Dur | 2.00M | $49.8M | 2.0% | Unchanged | 13F ↗ |
| 11 | NVDA NVIDIA Corporation | 169,140 | $38.6M | 1.6% | New | 13F ↗ |
| 12 | AAPL Apple Inc. | 91,362 | $30.4M | 1.2% | New | 13F ↗ |
| 13 | iShares Tr Etf | 441,619 | $25.7M | 1.1% | Unchanged | 13F ↗ |
| 14 | iShares Tr Msci India Etf | 453,811 | $21.2M | 0.9% | +9.2% | 13F ↗ |
| 15 | Columbia ETF Tr I Resh Enhnc Cor | 456,693 | $20.6M | 0.8% | -4.5% | 13F ↗ |
| 16 | CCAP Crescent Capital BDC, Inc. | 2.23M | $20.4M | 0.8% | Unchanged | 13F ↗ |
| 17 | MSFT Microsoft Corporation | 39,668 | $20.3M | 0.8% | New | 13F ↗ |
| 18 | iShares Inc Msci Thailnd Etf | 252,982 | $17.8M | 0.7% | -5.9% | 13F ↗ |
| 19 | AMZN Amazon.com, Inc. | 64,452 | $16.1M | 0.7% | New | 13F ↗ |
| 20 | iShares Inc Msci Mly Etf New | 525,339 | $14.4M | 0.6% | +29.7% | 13F ↗ |
| 21 | GOOGL Alphabet Inc. Class A | 41,753 | $14.4M | 0.6% | New | 13F ↗ |
| 22 | AVGO Broadcom Inc. | 29,674 | $10.4M | 0.4% | New | 13F ↗ |
| 23 | JNJ Johnson & Johnson | 35,053 | $9.3M | 0.4% | New | 13F ↗ |
| 24 | MU Micron Technology, Inc. | 8,303 | $8.8M | 0.4% | New | 13F ↗ |
| 25 | GOOG Alphabet Inc. Class C | 23,181 | $7.9M | 0.3% | New | 13F ↗ |
| 26 | MA Mastercard Incorporated | 13,925 | $7.7M | 0.3% | New | 13F ↗ |
| 27 | V Visa Inc. | 20,993 | $7.5M | 0.3% | New | 13F ↗ |
| 28 | META Meta Platforms, Inc. | 10,168 | $7.4M | 0.3% | New | 13F ↗ |
| 29 | VLO Valero Energy Corporation | 18,425 | $7.1M | 0.3% | New | 13F ↗ |
| 30 | CRM Salesforce, Inc. | 29,406 | $6.8M | 0.3% | New | 13F ↗ |
| 31 | GEV GE Vernova Inc. | 6,856 | $6.5M | 0.3% | New | 13F ↗ |
| 32 | ANET Arista Networks, Inc. | 31,498 | $6.4M | 0.3% | New | 13F ↗ |
| 33 | PFE Pfizer, Inc. | 215,300 | $6.1M | 0.3% | New | 13F ↗ |
| 34 | C Citigroup, Inc. | 45,141 | $5.8M | 0.2% | New | 13F ↗ |
| 35 | NTRS Northern Trust Corporation | 33,134 | $5.6M | 0.2% | New | 13F ↗ |
| 36 | CI The Cigna Group | 19,364 | $5.3M | 0.2% | New | 13F ↗ |
| 37 | GD General Dynamics Corporation | 15,648 | $5.2M | 0.2% | New | 13F ↗ |
| 38 | MNST Monster Beverage Corporation | 123,401 | $5.1M | 0.2% | New | 13F ↗ |
| 39 | iShares Inc Msci Japan Etf | 52,172 | $5.1M | 0.2% | Unchanged | 13F ↗ |
| 40 | PEP PepsiCo, Inc. | 39,882 | $5.1M | 0.2% | New | 13F ↗ |
| 41 | CL Colgate-Palmolive Company | 53,015 | $4.5M | 0.2% | New | 13F ↗ |
| 42 | PLTR Palantir Technologies Inc. | 24,174 | $4.5M | 0.2% | New | 13F ↗ |
| 43 | ARMK Aramark | 84,204 | $4.5M | 0.2% | New | 13F ↗ |
| 44 | AMD Advanced Micro Devices, Inc. | 7,371 | $4.5M | 0.2% | New | 13F ↗ |
| 45 | AMP Ameriprise Financial, Inc. | 9,142 | $4.5M | 0.2% | New | 13F ↗ |
| 46 | BPOP Popular, Inc. | 28,111 | $4.4M | 0.2% | New | 13F ↗ |
| 47 | GILD Gilead Sciences, Inc. | 29,223 | $4.4M | 0.2% | New | 13F ↗ |
| 48 | iShares Tr Msci Eafe Etf | 40,936 | $4.3M | 0.2% | +38.8% | 13F ↗ |
| 49 | OKTA Okta, Inc. | 20,034 | $4.2M | 0.2% | New | 13F ↗ |
| 50 | WAB Westinghouse Air Brake Technologies Corporation | 14,226 | $4.1M | 0.2% | New | 13F ↗ |
Changes since Q2 2026
108 new, 9 added to, 7 trimmed, 2 exited, 26 unchanged. By estimated dollars.
New positions (108)
| NVDA NVIDIA Corporation | 169,140 | New | $38.6M |
| AAPL Apple Inc. | 91,362 | New | $30.4M |
| MSFT Microsoft Corporation | 39,668 | New | $20.3M |
| AMZN Amazon.com, Inc. | 64,452 | New | $16.1M |
| GOOGL Alphabet Inc. Class A | 41,753 | New | $14.4M |
| AVGO Broadcom Inc. | 29,674 | New | $10.4M |
| JNJ Johnson & Johnson | 35,053 | New | $9.3M |
| MU Micron Technology, Inc. | 8,303 | New | $8.8M |
| GOOG Alphabet Inc. Class C | 23,181 | New | $7.9M |
| MA Mastercard Incorporated | 13,925 | New | $7.7M |
Added to (9)
| Dbx ETF Tr Xtrack Hrvst Csi | 4.39M | +694% | $125.3M |
| iShares Inc Msci Singpor Etf | 3.06M | +8377% | $100.5M |
| iShares Inc Msci Mly Etf New | 525,339 | +29.7% | $3.3M |
| Invesco Qqq Tr | 126,608 | +2.3% | $2.1M |
| iShares Tr Msci India Etf | 453,811 | +9.2% | $1.8M |
| Vanguard Index Fds S&P 500 Etf Shs | 466,838 | +0.4% | $1.4M |
| iShares Tr Msci Eafe Etf | 40,936 | +38.8% | $1.2M |
| PLD Prologis, Inc. | 11,384 | +48.2% | $480.6K |
| VMRK Vivmark Residential · Sh Ben Int | 7,574 | +57.6% | $168.2K |
Trimmed (7)
| Dbx ETF Tr Xtrackrs S&P 500 | 3.35M | -30.0% | -$100.4M |
| iShares Inc | 1.20M | -10.4% | -$15.8M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 590,226 | -1.7% | -$7.9M |
| iShares Tr Msci Indonia Etf | 249,094 | -61.1% | -$4.6M |
| iShares Inc Msci Thailnd Etf | 252,982 | -5.9% | -$1.1M |
| Columbia ETF Tr I Resh Enhnc Cor | 456,693 | -4.5% | -$961.6K |
| iShares Tr Core S&P500 Etf | 431,219 | -0.2% | -$592.8K |
Exited (2)
| Spdr Series Trust St Str P400MID | 238,587 | Exited | -$16.1M |
| Avalonbay Communities Inc Reit | 992 | Exited | -$187.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 150 | $2.4B * | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 44 | $2.0B * | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 45 | $1.8B * | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 39 | $1.9B * | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 36 | $2.0B * | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 37 | $1.8B * | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 33 | $1.6B * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer