Institutional Fund
Sun Life Financial Inc
Toronto, OntarioCIK 10973625 filings on record
Portfolio Value
$1.76M
Q1 2026
Holdings
45
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-7.6%
from $1.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr22.3%
- Ishares Tr16.0%
- Dbx ETF Tr15.9%
- Vanguard Index Fds15.9%
- Ishares Inc6.7%
- Invesco Qqq Tr3.5%
- Other19.7%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 605.0K | $393.4K | 22.3% | −19.2K | Reduced |
| 2 | Ishares Tr | 432.3K | $282.4K | 16.0% | −3.6K | Reduced |
| 3 | Dbx ETF Tr | 4.71M | $280.4K | 15.9% | +851.9K | Added |
| 4 | Vanguard Index Fds | 468.2K | $279.7K | 15.9% | +10.4K | Added |
| 5 | Ishares Inc | 1.65M | $117.2K | 6.7% | −210.0K | Reduced |
| 6 | Invesco Qqq Tr | 107.4K | $62.0K | 3.5% | −12.5K | Reduced |
| 7 | ETF Ser Solutions | 2.00M | $50.4K | 2.9% | 0 | Held |
| 8 | ETF Ser Solutions | 2.00M | $49.6K | 2.8% | 0 | Held |
| 9 | Ishares Inc | 1.73M | $48.8K | 2.8% | +257.4K | Added |
| 10 | Ishares Tr | 823.0K | $40.5K | 2.3% | 0 | Held |
35 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio