Universe · entity
SUN LIFE FINANCIAL INC
Institutional manager (13F) · CIK 1097362
13F holdings · as of 2026-03-31 · top 45 · reported portfolio $2M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR S&P 500 ETF TRUST | $393k | 604,990 |
| 2 | ISHARES CORE S&P 500 ETF | $282k | 432,316 |
| 3 | XTRACKERS S&P 500 SCORED & SCREENED ETF | $280k | 4,708,946 |
| 4 | VANGUARD S&P 500 ETF | $280k | 468,158 |
| 5 | ISHARES MSCI TAIWAN ETF | $117k | 1,652,908 |
| 6 | INVESCO QQQ TRUST SERIES 1 | $62k | 107,443 |
| 7 | AAM SLC LOW DURATION INCOME ETF | $50k | 2,000,000 |
| 8 | AAM CRESCENT CLO ETF | $50k | 2,000,000 |
| 9 | ISHARES MSCI SINGAPORE ETF | $49k | 1,729,969 |
| 10 | ISHARES ESG SCREENED S&P 500 ETF | $41k | 823,040 |
| 11 | CRESCENT CAPITAL BDC INC | $27k | 2,226,308 |
| 12 | SPDR PORTFOLIO S&P 400 MID CAP ETF | $24k | 398,410 |
| 13 | ISHARES MSCI INDIA ETF | $18k | 385,125 |
| 14 | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | $17k | 514,607 |
| 15 | ISHARES MSCI THAILAND ETF | $15k | 220,513 |
| 16 | ISHARES MSCI INDONESIA ETF | $13k | 799,013 |
| 17 | ISHARES MSCI MALAYSIA ETF | $12k | 407,241 |
| 18 | ISHARES MSCI EAFE INDEX FUND | $7k | 72,248 |
| 19 | ISHARES MSCI JAPAN UCITS ETF | $5k | 57,372 |
| 20 | ISHARES MSCI FRANCE ETF | $3k | 58,910 |
| 21 | VIVID SEATS INC | $2k | 415,529 |
| 22 | ISHARES MSCI UNITED KINGDOM INDEX FUND | $2k | 51,240 |
| 23 | EQUINIX INC | $2k | 1,666 |
| 24 | DIGITAL REALTY TRUST INC | $1k | 8,136 |
| 25 | ISHARES MSCI MEXICO CAPPED ETF | $1k | 18,395 |
| 26 | SIMON PROPERTY GROUP INC | $1k | 6,535 |
| 27 | WELLTOWER INC | $1k | 5,760 |
| 28 | PROLOGIS INC | $1k | 7,682 |
| 29 | FIRST INDUSTRIAL REALTY TRUST INC | $994 | 17,185 |
| 30 | ISHARES MSCI GERMANY ETF | $519 | 13,095 |
| 31 | VENTAS INC | $487 | 5,949 |
| 32 | INVENTRUST PROPERTIES CORP | $400 | 13,122 |
| 33 | PHILIPS EDISON & CO INC | $398 | 10,630 |
| 34 | INVESCO S&P 500 EQUAL WEIGHT ETF | $313 | 1,636 |
| 35 | EQUITY RESIDENTIAL PROPERTIES | $284 | 4,805 |
| 36 | MID-AMERICA APARTMENT COMMUNITIES INC | $277 | 2,266 |
| 37 | KITE REALTY GROUP TRUST | $263 | 10,705 |
| 38 | AVALONBAY COMMUNITIES INC | $213 | 1,307 |
| 39 | CAMDEN PROPERTY TRUST | $213 | 2,181 |
| 40 | REGENCY CENTERS CORP | $134 | 1,773 |
| 41 | KIMCO REALTY CORP | $133 | 5,911 |
| 42 | ACADIA REALTY TRUST | $127 | 6,635 |
| 43 | UDR INC | $109 | 3,215 |
| 44 | BEASLEY BROADCAST GROUP INC | $5 | 1,524 |
| 45 | VIVID SEATS INC | $1 | 19,720 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.