SLF.NYSESun Life Financial INC
13F-HR: Sun Life Financial 13F Holdings — June 30, 2026
Institutional Holdings Report (13F)
Sun Life Financial Inc reported 47 holdings worth $2.0M for the period ended June 30, 2026.
Summary
- Sun Life Financial Inc reported 47 holdings worth $2.0M as of June 30, 2026.
- SPDR S&P 500 ETF TRUST — $429.8K (22.02%), 575,523 SH.
- XTRACKERS S&P 500 SCORED & SCREENED ETF — $329.4K (16.87%), 4,783,652 SH.
- VANGUARD S&P 500 ETF — $319.2K (16.35%), 464,796 SH.
- ISHARES CORE S&P 500 ETF — $316.8K (16.23%), 423,008 SH.
- ISHARES MSCI TAIWAN ETF — $145.7K (7.46%), 1,341,618 SH.
Top Holdings
Sun Life Financial Inc · 47 positions · $2.0M total · as of June 30, 2026
| Issuer | Value | % Port. | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | $429.8K | 22.02% | 575,523 |
| XTRACKERS S&P 500 SCORED & SCREENED ETF | $329.4K | 16.87% | 4,783,652 |
| VANGUARD S&P 500 ETF | $319.2K | 16.35% | 464,796 |
| ISHARES CORE S&P 500 ETF | $316.8K | 16.23% | 423,008 |
| ISHARES MSCI TAIWAN ETF | $145.7K | 7.46% | 1,341,618 |
| INVESCO QQQ TRUST SERIES 1 | $91.2K | 4.67% | 123,779 |
| AAM SLC LOW DURATION INCOME ETF | $50.4K | 2.58% | 2,000,000 |
| AAM CRESCENT CLO ETF | $49.9K | 2.56% | 2,000,000 |
| ISHARES ESG SCREENED S&P 500 ETF | $25.1K | 1.28% | 441,619 |
| CRESCENT CAPITAL BDC INC | $24.3K | 1.25% | 2,226,308 |
Keywords
13F, institutional holdings, Sun Life Financial Inc, SPDR S&P 500 ETF TRUST, XTRACKERS S&P 500 SCORED & SCREENED ETF, VANGUARD S&P 500 ETF, ISHARES CORE S&P 500 ETF, ISHARES MSCI TAIWAN ETF
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