Data as of Q4 2025 (Dec 31, 2025)

SUN LIFE FINANCIAL INC

•CIK: 1097362•Filing: Q4 2025

**SUN LIFE FINANCIAL INC** manages $1.9B across a portfolio of 39 positions, exhibiting a strong tilt toward broad market equity exposure. Top holdings are heavily weighted in major indices, including SPY ($425.7M), IVV ($298.6M), and VOO ($287.1M), suggesting a core focus on established market beta. Significant allocations are also visible in sector-specific ETFs such as SNPE ($240.9M) and EWY ($141.8M). This structure indicates a systematic, large-cap equity mandate with tactical overweighting in specific market segments.

Total AUM
$1.9B
QoQ Performance
-2.8%
Positions
37
Top 10 Concentration
90.8%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY
IVV
VOO
SNPE
EWY
EWT
SPY22.3%
IVV15.7%
VOO15.1%
SNPE12.6%
EWY7.4%
EWT6.2%
NDQ3.9%
LODI2.7%

📈 Biggest Buys

CLOC
AAM CRESCENT CLO ETF
NEW
2.6% of portfolio
SNPE
XTRACKERS S&P 500 SCORED & SCREENED ETF
+13.0%
12.6% of portfolio
EWM
ISHARES MSCI MALAYSIA ETF
NEW
0.5% of portfolio
EIDO
ISHARES MSCI INDONESIA ETF
+269.6%
0.7% of portfolio
ASHR
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF
+66.9%
0.6% of portfolio

📉 Biggest Sells

FQI
DIGITAL REALTY TRUST INC
-96.2%
0.1% of portfolio
AVB
AVALONBAY COMMUNITIES INC
-96.5%
0.1% of portfolio
PLD
PROLOGIS INC
-96.6%
0.1% of portfolio
NDQ
INVESCO QQQ TRUST SERIES 1
-23.4%
3.9% of portfolio
VOO
VANGUARD S&P 500 ETF
-6.4%
15.1% of portfolio

Sector Breakdown

ETF53.1%
Other46.7%
Real Estate0.2%

🚪 Exited Positionssold since Q3 2025

REXR
REXFORD INDUSTRIAL REALTY INC
SOLD
$7.1M
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
SOLD
$2.9M

Changes from Q3 2025

NEW5 new positions
↑9 increased
↓16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPY22.3%
SPDR S&P 500 ETF TRUST
$425.7M
IVV15.7%
ISHARES CORE S&P 500 ETF
$298.6M
VOO15.1%
VANGUARD S&P 500 ETF
$287.1M
SNPE12.6%
XTRACKERS S&P 500 SCORED & SCREENED ETF
$240.9M
EWY7.4%
ISHARES MSCI SOUTH KOREA ETF
$141.8M

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