Sun Life Financial Inc

13F Filings History

Latest 13F report
Q2 2025 - Aug 13, 2025
Value $
$1.83B
Signature - Title
Randolph Brown - CIO, Sun Life
Location
Toronto, Ontario, Canada
Summary
This page shows a list of all the recent 13F filings made by Sun Life Financial Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sun Life Financial Inc reported 37 stock holdings with total value $1.83B as of Q2 2025. Top holdings included SPY, IVV, VOO, SNPE, and EWY.
Holdings Value

List of Other Managers Reporting for Sun Life Financial Inc:

Name Holdings Value Location File Number
Massachusetts Financial Services Co /Ma/ $315B Boston, MA 028-04968
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 37 $1.83B +$219M -$126M +$93M SPY, IVV, VOO, SNPE, EWY 13F-HR 8/13/2025, 11:48 AM
Q1 2025 33 $1.58B +$59.7M -$206M -$146M SPY, IVV, VOO, EWT, EWY 13F-HR 5/8/2025, 05:05 PM
Q4 2024 35 $1.79B +$70.9M -$61.7M +$9.26M SPY, IVV, VOO, EWT, QQQ 13F-HR 2/12/2025, 06:18 PM
Q3 2024 33 $1.79B +$94.9M -$53.1M +$41.9M SPY, IVV, VOO, EWT, EWY 13F-HR 10/24/2024, 03:53 PM
Q2 2024 29 $1.67B +$99.5M -$62.1M +$37.4M SPY, IVV, VOO, EWT, EWY 13F-HR 8/12/2024, 08:02 AM
Q1 2024 31 $1.59B +$603M -$773M -$170M SPY, IVV, VOO, EWT, QQQ 13F-HR 5/7/2024, 09:07 AM
Q4 2023 23 $1.65B +$150M -$18.1M +$132M SPY, INDA, EWY, MCW, IGSB Restatement 2/22/2024, 07:16 AM
Q3 2023 33 $1.36B +$19.1M -$210M -$191M SPY, INDA, IGSB, QQQ, MCW 13F-HR 11/14/2023, 01:44 PM
Q2 2023 33 $1.64B +$182M -$10.8M +$171M SPY, INDA, MCW, IGSB, EWT 13F-HR 8/11/2023, 12:19 PM
Q1 2023 69 $1.41B +$44.8M -$6.2M +$38.6M SPY, MCW, IGSB, QQQ, JPST 13F-HR 5/11/2023, 12:37 PM
Q4 2022 70 $1.31B +$1.54M -$6.82M -$5.29M SPY, MCW, IGSB, QQQ, JPST 13F-HR 2/14/2023, 10:12 AM
Q3 2022 70 $1.25B +$13.1M -$5.06M +$8.06M SPY, MCW, IGSB, QQQ, JPST 13F-HR 11/14/2022, 02:20 PM
Q2 2022 70 $1.33B +$39.5M -$432M -$392M SPY, MCW, IGSB, QQQ, JPST 13F-HR 8/15/2022, 08:37 AM
Q1 2022 87 $2.16B +$26.7M -$433M -$407M SPY, JPST, ICSH, MCW, IGSB 13F-HR 5/12/2022, 09:29 AM
Q4 2021 95 $2.69B +$861M -$40.6M +$821M SPY, JPST, XVV, ICSH, MCW 13F-HR 2/11/2022, 08:59 AM
Q3 2021 81 $1.75B +$68M -$273M -$205M SPY, MCW, JPST, XVV, QQQ 13F-HR 11/12/2021, 09:20 AM
Q2 2021 81 $1.98B +$813M -$67.3M +$746M SPY, ICSH, MCW, JPST, MINT 13F-HR 8/10/2021, 08:58 AM
Q1 2021 517 $1.16B +$387M -$42.8M +$345M SPY, JPST, QQQ, NEAR, MINT 13F-HR 5/12/2021, 10:46 AM
Q4 2020 509 $762M +$130M -$75.7M +$54.3M SPY, QQQ, PLD, VEU, AVB 13F-HR 2/11/2021, 10:09 AM
Q3 2020 512 $627M +$103M -$19.8M +$83.4M SPY, QQQ, VOO, AVB, VEU 13F-HR 11/9/2020, 02:02 PM
Q2 2020 466 $515M +$73.4M -$33.3M +$40.1M SPY, QQQ, VOO, VEU, BXP 13F-HR 8/12/2020, 10:48 AM
Q1 2020 458 $397M +$112M -$7.46M +$104M SPY, QQQ, VEU, VOO, IVV 13F-HR 5/12/2020, 04:31 PM
Q4 2019 466 $374M +$46.9M -$29.2M +$17.7M SPY, QQQ, VEU, VOO, IVV 13F-HR 2/10/2020, 10:00 AM
Q3 2019 612 $388M +$32.4M -$39.8M -$7.34M SPY, QQQ, LQD, VEU, VOO 13F-HR 11/13/2019, 08:39 AM
Q2 2019 607 $398M +$10.1M -$59.5M -$49.5M SPY, QQQ, LQD, VEU, VOO 13F-HR 8/8/2019, 01:18 PM
Q1 2019 608 $453M +$37.4M -$102M -$65.1M SPY, QQQ, LQD, VEU, VOO 13F-HR 5/14/2019, 03:34 PM
Q4 2018 612 $474M +$43.6M -$6.93M +$36.7M SPY, QQQ, LQD, IVV, VEU 13F-HR 2/6/2019, 10:32 AM
Q3 2018 619 $551M +$38.9M -$130M -$91.3M SPY, QQQ, LQD, IVV, VEU 13F-HR 11/13/2018, 09:28 AM
Q2 2018 627 $702M SPY, VNQ, LRGF, QQQ, EFA 13F-HR 8/9/2018, 03:07 PM
Q1 2018 24 $2.37M LRGF, EWU, EWQ, XLRE, IRM 13F-HR 5/14/2018, 08:11 AM
Q4 2017 491 $977M +$41.1M -$113M -$71.5M SPY, VNQ, EFA, LRGF, QQQXXXX 13F-HR 2/13/2018, 01:19 PM
Q3 2017 515 $1.01B +$149M -$96.3M +$52.7M SPY, VNQ, EFA, LRGF, LQD 13F-HR 11/13/2017, 08:28 AM
Q2 2017 538 $932M SPY, VNQ, QQQXXXX, EFA, XLK 13F-HR 8/14/2017, 03:05 PM
Q1 2017 43 $15.5M XLRE, EWU, IYZ, MSPRE, GEXXXX 13F-HR 5/11/2017, 04:15 PM
Q4 2016 33 $660K XLRE, EWU, IYZ, GM, HCP 13F-HR 2/8/2017, 03:05 PM
Q3 2016 99 $804M +$31M -$37.1M -$6.08M SPY, VNQ, XLK, QQQXXXX, EFA 13F-HR 11/10/2016, 12:01 PM
Q2 2016 122 $829M +$33.3M -$82.7M -$49.5M SPY, VNQ, EFA, XLK, QQQXXXX 13F-HR 8/10/2016, 01:12 PM
Q1 2016 153 $892M +$415M -$199M +$216M SPY, VNQ, XLK, XLY, QQQXXXX 13F-HR 5/13/2016, 12:11 PM
Q4 2015 103 $674M +$282M -$22.1M +$260M VOO, VEU, VNQ, XLK, XLV 13F-HR 2/16/2016, 01:54 PM
Q3 2015 79 $430M +$12.4M -$65.6M -$53.2M VNQ, XLK, XLY, XLV, IVV 13F-HR 11/13/2015, 01:36 PM
Q2 2015 86 $902M +$48.3K -$13.1M -$13M SPY, VNQ, XLK, XLY, QQQXXXX 13F-HR 8/14/2015, 10:32 AM
Q1 2015 88 $945M +$29.3M -$45.6M -$16.4M SPY, VNQ, XLK, IVV, QQQXXXX 13F-HR 5/15/2015, 12:21 PM
Q4 2014 87 $934M +$168K -$41.7M -$41.5M SPY, VNQ, XLK, IVV, QQQXXXX 13F-HR 2/17/2015, 11:38 AM
Q3 2014 85 $933M +$46.9M -$48.2M -$1.36M SPY, VNQ, XLK, IVV, QQQXXXX 13F-HR 11/14/2014, 07:55 AM
Q2 2014 90 $944M +$30.6M -$53.8M -$23.2M SPY, VNQ, XLK, QQQXXXX, XLY 13F-HR 8/13/2014, 02:38 PM
Q1 2014 96 $978M +$47.8M -$141M -$93.5M SPY, VNQ, XLK, XLY, QQQXXXX 13F-HR 5/15/2014, 09:20 AM
Q4 2013 102 $1.11B SPY, VNQ, QQQXXXX, XLY, EFA 13F-HR 2/14/2014, 10:28 AM