SUN LIFE FINANCIAL INC
InsurerRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 96.2%; sector active share 88.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.5% | $1,512,603,699 |
| Financial Services | 1.6% | $24,311,283 |
| Real Estate | 0.7% | $11,495,915 |
| Communication Services | 0.2% | $2,749,254 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SNPE | Xtrackers S&P 500 Scored & Screened ETF | +74,706 | 4,783,652 | $329,402,276 | |
| THD | iShares Trust | +48,319 | 268,832 | $0 | |
| ASHR | DBX ETF Trust | +38,311 | 552,918 | $20,269,973 | |
| INDA | iShares MSCI India ETF | +30,560 | 415,685 | $0 | |
| QQQ | Invesco Qqq Trust, Series 1 | +16,336 | 123,779 | $91,150,855 | |
| EWQ | iShares MSCI France ETF | +3,150 | 62,060 | $2,819,385 | |
| UDR | UDR, Inc. | +1,493 | 4,708 | $187,943 | |
| EWG | iShares MSCI Germany ETF | +410 | 13,505 | $558,701 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EWS | iShares MSCI Singapore ETF | −1,693,895 | 36,074 | $1,068,151 | |
| XVV | iShares ESG Select Screened S&P 500 ETF | −381,421 | 441,619 | $0 | |
| EWT | iShares MSCI Taiwan ETF | −311,290 | 1,341,618 | $145,713,130 | |
| SPMD | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | −159,823 | 238,587 | $16,118,937 | |
| EIDO | iShares MSCI Indonesia ETF | −158,723 | 640,290 | $0 | |
| EFA | iShares MSCI EAFE ETF | −42,754 | 29,494 | $0 | |
| EWJ | iShares MSCI Japan ETF | −5,200 | 52,172 | $4,866,082 | |
| SPY | Spdr S&P 500 ETF Trust | −4,419 | 600,571 | $448,488,404 | |
| EWU | iShares MSCI United Kingdom ETF | −4,251 | 46,989 | $0 | |
| EWW | iShares MSCI Mexico ETF | −4,200 | 14,195 | $1,068,457 | |
| VOO | VANGUARD 500 INDEX FUND | −3,362 | 464,796 | $319,226,540 | |
| EWM | iShares MSCI Malaysia ETF | −2,265 | 404,976 | $10,914,103 | |
| IVV | iShares Core S&P 500 ETF | −323 | 431,993 | $0 | |
| — | −315 | 992 | $187,180 | ||
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RECS | Columbia Research Enhanced Core ETF | 478,020 | $20,688,705 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 600,571 | $448,488,404 | 28.91% | |
| SNPE |
Xtrackers S&P 500 Scored & Screened ETF
|
Added | 4,783,652 | $329,402,276 | 21.24% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 464,796 | $319,226,540 | 20.58% | |
| EWT |
iShares MSCI Taiwan ETF
|
Reduced | 1,341,618 | $145,713,130 | 9.39% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 123,779 | $91,150,855 | 5.88% | |
|
|
Held | 2,000,000 | $50,370,000 | 3.25% | ||
| CLOC |
AAM Crescent CLO ETF
|
Held | 2,000,000 | $49,880,000 | 3.22% | |
| CCAP |
Crescent Capital BDC, Inc.
Financial Services
|
Held | 2,226,308 | $24,311,283 | 1.57% | |
| RECS |
Columbia Research Enhanced Core ETF
|
NEW | 478,020 | $20,688,705 | 1.33% | |
| ASHR |
DBX ETF Trust
|
Added | 552,918 | $20,269,973 | 1.31% | |
| SPMD |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
Reduced | 238,587 | $16,118,937 | 1.04% | |
| EWM |
iShares MSCI Malaysia ETF
|
Reduced | 404,976 | $10,914,103 | 0.70% | |
| EWJ |
iShares MSCI Japan ETF
|
Reduced | 52,172 | $4,866,082 | 0.31% | |
| EWQ |
iShares MSCI France ETF
|
Added | 62,060 | $2,819,385 | 0.18% | |
| SEAT |
Vivid Seats Inc.
Communication Services
|
Held | 415,529 | $2,709,249 | 0.17% | |
| EQIX |
Equinix Inc
Real Estate
|
Held | 1,666 | $1,736,621 | 0.11% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Held | 6,535 | $1,461,552 | 0.09% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Held | 8,136 | $1,461,062 | 0.09% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 5,760 | $1,307,347 | 0.08% | |
| EWW |
iShares MSCI Mexico ETF
|
Reduced | 14,195 | $1,068,457 | 0.07% | |
| EWS |
iShares MSCI Singapore ETF
|
Reduced | 36,074 | $1,068,151 | 0.07% | |
| FR |
First Industrial Realty Trust Inc
Real Estate
|
Held | 17,185 | $1,053,612 | 0.07% | |
| PLD |
Prologis, Inc.
Real Estate
|
Held | 7,682 | $1,040,680 | 0.07% | |
| EWG |
iShares MSCI Germany ETF
|
Added | 13,505 | $558,701 | 0.04% | |
| VTR |
Ventas, Inc.
Real Estate
|
Held | 5,949 | $528,271 | 0.03% | |
| IVT |
InvenTrust Properties Corp.
Real Estate
|
Held | 13,122 | $464,518 | 0.03% | |
| PECO |
Phillips Edison & Company, Inc.
Real Estate
|
Held | 10,630 | $442,420 | 0.03% | |
| VMRK |
Vivmark Residential
Real Estate
|
Held | 4,805 | $326,403 | 0.02% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Held | 2,266 | $314,838 | 0.02% | |
| KRG |
Kite Realty Group Trust
Real Estate
|
Held | 10,705 | $303,807 | 0.02% | |
| CPT |
Camden Property Trust
Real Estate
|
Held | 2,181 | $249,702 | 0.02% | |
| UDR |
UDR, Inc.
Real Estate
|
Added | 4,708 | $187,943 | 0.01% | |
|
|
Reduced | 992 | $187,180 | 0.01% | ||
| KIM |
Kimco Realty Corp
Real Estate
|
Held | 5,911 | $149,843 | 0.01% | |
| REG |
Regency Centers Corp
Real Estate
|
Held | 1,773 | $141,379 | 0.01% | |
| AKR |
Acadia Realty Trust
Real Estate
|
Held | 6,635 | $138,737 | 0.01% | |
| BBGI |
Beasley Broadcast Group Inc
Communication Services
|
Held | 1,524 | $40,005 | 0.00% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 29,494 | $0 | 0.00% | |
| EIDO |
iShares MSCI Indonesia ETF
|
Reduced | 640,290 | $0 | 0.00% | |
| EWU |
iShares MSCI United Kingdom ETF
|
Reduced | 46,989 | $0 | 0.00% | |
| INDA |
iShares MSCI India ETF
|
Added | 415,685 | $0 | 0.00% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 431,993 | $0 | 0.00% | |
| THD |
iShares Trust
|
Added | 268,832 | $0 | 0.00% | |
| XVV |
iShares ESG Select Screened S&P 500 ETF
|
Reduced | 441,619 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.