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The Analysis of SUN LIFE FINANCIAL INC's Holdings & P&L

Currently, SUN LIFE FINANCIAL INC holds 45 types of securities in its portfolio with a total value $1.8M. In the most recent quarter, they have increased their positions in SNPE (+851.9K shares, valued at $50.7K), SPMD (+398.4K shares, valued at $23.6K), EWS (+257.4K shares, valued at $7.3K); decreased their positions in EWT (-210.0K shares, valued at $14.9K), SPY (-19.2K shares, valued at $12.5K), N/A (-12.5K shares, valued at $7.2K); initiated new positions in SPMD (+398.4K shares, valued at $23.6K), WELL (+5.8K shares, valued at $1.1K), VTR (+5.9K shares, valued at $487).

1M P&L

+120.3M+7.31%

3M P&L

+171.0M+10.71%

HY P&L

+309.2M+21.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.5M

97.3%

2Asset Management31.3K

2.1%

3REIT - Specialty2.5K

0.2%

Top Industries by Stock Count

1N/A25 stocks

73.5%

2REIT - Residential2 stocks

5.9%

3REIT - Specialty2 stocks

5.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TRUST605.0K shares-3.08%2026-03-312026-05-14

IVV ISHARES CORE S&P 500 ETF432.3K shares-0.83%2026-03-312026-05-14

SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF4.7M shares22.09%2026-03-312026-05-14

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF468.2K shares2.28%2026-03-312026-05-14

EWT ISHARES MSCI TAIWAN ETF1.7M shares-11.27%2026-03-312026-05-14

INVESCO QQQ TRUST SERIES 1 INVESCO QQQ TRUST SERIES 1107.4K shares-10.45%2026-03-312026-05-14

LODI AAM SLC LOW DURATION INCOME ETF2.0M shares0.00%2026-03-312026-05-14

AAM CRESCENT CLO ETF AAM CRESCENT CLO ETF2.0M shares0.00%2026-03-312026-05-14

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EWS ISHARES MSCI SINGAPORE ETF1.7M shares17.48%2026-03-312026-05-14

XVV ISHARES ESG SCREENED S&P 500 ETF823.0K shares0.00%2026-03-312026-05-14

CCAP CRESCENT CAPITAL BDC INC2.2M shares0.00%2026-03-312026-05-14

SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF398.4K sharesnew addition2026-03-312026-05-14

INDA ISHARES MSCI INDIA ETF385.1K shares12.64%2026-03-312026-05-14

ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF514.6K shares55.52%2026-03-312026-05-14

THD ISHARES MSCI THAILAND ETF220.5K shares1.26%2026-03-312026-05-14

EIDO ISHARES MSCI INDONESIA ETF799.0K shares10.11%2026-03-312026-05-14

Sponsored

EWM ISHARES MSCI MALAYSIA ETF407.2K shares7.97%2026-03-312026-05-14

EFA ISHARES MSCI EAFE INDEX FUND72.2K shares0.11%2026-03-312026-05-14

EWJ ISHARES MSCI JAPAN UCITS ETF57.4K shares-24.53%2026-03-312026-05-14

EWQ ISHARES MSCI FRANCE ETF58.9K shares0.00%2026-03-312026-05-14

VIVID SEATS INC VIVID SEATS INC415.5K shares-6.76%2026-03-312026-05-14

EWU ISHARES MSCI UNITED KINGDOM INDEX FUND51.2K shares0.00%2026-03-312026-05-14

EQIX EQUINIX INC1.7K shares0.00%2026-03-312026-05-14

DLR DIGITAL REALTY TRUST INC8.1K shares0.00%2026-03-312026-05-14

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EWW ISHARES MSCI MEXICO CAPPED ETF18.4K shares0.00%2026-03-312026-05-14

SPG SIMON PROPERTY GROUP INC6.5K shares19.30%2026-03-312026-05-14

WELL WELLTOWER INC5.8K sharesnew addition2026-03-312026-05-14

PLD PROLOGIS INC7.7K shares0.00%2026-03-312026-05-14

FR FIRST INDUSTRIAL REALTY TRUST INC17.2K shares0.00%2026-03-312026-05-14

EWG ISHARES MSCI GERMANY ETF13.1K shares0.00%2026-03-312026-05-14

VTR VENTAS INC5.9K sharesnew addition2026-03-312026-05-14

IVT INVENTRUST PROPERTIES CORP13.1K sharesnew addition2026-03-312026-05-14

Sponsored

PECO PHILIPS EDISON & CO INC10.6K sharesnew addition2026-03-312026-05-14

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF1.6K sharesnew addition2026-03-312026-05-14

EQR EQUITY RESIDENTIAL PROPERTIES4.8K sharesnew addition2026-03-312026-05-14

MAA MID-AMERICA APARTMENT COMMUNITIES INC2.3K sharesnew addition2026-03-312026-05-14

KRG KITE REALTY GROUP TRUST10.7K sharesnew addition2026-03-312026-05-14

AVB AVALONBAY COMMUNITIES INC1.3K shares-76.88%2026-03-312026-05-14

CPT CAMDEN PROPERTY TRUST2.2K shares-77.27%2026-03-312026-05-14

REG REGENCY CENTERS CORP1.8K sharesnew addition2026-03-312026-05-14

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KIM KIMCO REALTY CORP5.9K sharesnew addition2026-03-312026-05-14

AKR ACADIA REALTY TRUST6.6K sharesnew addition2026-03-312026-05-14

UDR UDR INC3.2K sharesnew addition2026-03-312026-05-14

BEASLEY BROADCAST GROUP INC BEASLEY BROADCAST GROUP INC1.5K shares0.00%2026-03-312026-05-14

SEATW VIVID SEATS INC19.7K shares-95.34%2026-03-312026-05-14

SPY

SPDR S&P 500 ETF TRUST

-3.08%

Shares605.0K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES CORE S&P 500 ETF

-0.83%

Shares432.3K

Event2026-03-31

Filed2026-05-14

SNPE

XTRACKERS S&P 500 SCORED & SCREENED ETF

22.09%

Shares4.7M

Event2026-03-31

Filed2026-05-14

VANGUARD S&P 500 ETF

2.28%

Shares468.2K

Event2026-03-31

Filed2026-05-14

EWT

ISHARES MSCI TAIWAN ETF

-11.27%

Shares1.7M

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TRUST SERIES 1

-10.45%

Shares107.4K

Event2026-03-31

Filed2026-05-14

LODI

AAM SLC LOW DURATION INCOME ETF

0.00%

Shares2.0M

Event2026-03-31

Filed2026-05-14

AAM CRESCENT CLO ETF

0.00%

Shares2.0M

Event2026-03-31

Filed2026-05-14

EWS

ISHARES MSCI SINGAPORE ETF

17.48%

Shares1.7M

Event2026-03-31

Filed2026-05-14

XVV

ISHARES ESG SCREENED S&P 500 ETF

0.00%

Shares823.0K

Event2026-03-31

Filed2026-05-14

CCAP

CRESCENT CAPITAL BDC INC

0.00%

Shares2.2M

Event2026-03-31

Filed2026-05-14

SPMD

SPDR PORTFOLIO S&P 400 MID CAP ETF

New

Shares398.4K

Event2026-03-31

Filed2026-05-14

INDA

ISHARES MSCI INDIA ETF

12.64%

Shares385.1K

Event2026-03-31

Filed2026-05-14

ASHR

XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF

55.52%

Shares514.6K

Event2026-03-31

Filed2026-05-14

THD

ISHARES MSCI THAILAND ETF

1.26%

Shares220.5K

Event2026-03-31

Filed2026-05-14

EIDO

ISHARES MSCI INDONESIA ETF

10.11%

Shares799.0K

Event2026-03-31

Filed2026-05-14

EWM

ISHARES MSCI MALAYSIA ETF

7.97%

Shares407.2K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES MSCI EAFE INDEX FUND

0.11%

Shares72.2K

Event2026-03-31

Filed2026-05-14

EWJ

ISHARES MSCI JAPAN UCITS ETF

-24.53%

Shares57.4K

Event2026-03-31

Filed2026-05-14

EWQ

ISHARES MSCI FRANCE ETF

0.00%

Shares58.9K

Event2026-03-31

Filed2026-05-14

VIVID SEATS INC

-6.76%

Shares415.5K

Event2026-03-31

Filed2026-05-14

EWU

ISHARES MSCI UNITED KINGDOM INDEX FUND

0.00%

Shares51.2K

Event2026-03-31

Filed2026-05-14

EQIX

EQUINIX INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

DLR

DIGITAL REALTY TRUST INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-14

EWW

ISHARES MSCI MEXICO CAPPED ETF

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-14

SPG

SIMON PROPERTY GROUP INC

19.30%

Shares6.5K

Event2026-03-31

Filed2026-05-14

WELL

WELLTOWER INC

New

Shares5.8K

Event2026-03-31

Filed2026-05-14

PLD

PROLOGIS INC

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-14

FIRST INDUSTRIAL REALTY TRUST INC

0.00%

Shares17.2K

Event2026-03-31

Filed2026-05-14

EWG

ISHARES MSCI GERMANY ETF

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-14

VTR

VENTAS INC

New

Shares5.9K

Event2026-03-31

Filed2026-05-14

IVT

INVENTRUST PROPERTIES CORP

New

Shares13.1K

Event2026-03-31

Filed2026-05-14

PECO

PHILIPS EDISON & CO INC

New

Shares10.6K

Event2026-03-31

Filed2026-05-14

INVESCO S&P 500 EQUAL WEIGHT ETF

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

EQR

EQUITY RESIDENTIAL PROPERTIES

New

Shares4.8K

Event2026-03-31

Filed2026-05-14

MAA

MID-AMERICA APARTMENT COMMUNITIES INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-14

KRG

KITE REALTY GROUP TRUST

New

Shares10.7K

Event2026-03-31

Filed2026-05-14

AVB

AVALONBAY COMMUNITIES INC

-76.88%

Shares1.3K

Event2026-03-31

Filed2026-05-14

CPT

CAMDEN PROPERTY TRUST

-77.27%

Shares2.2K

Event2026-03-31

Filed2026-05-14

REG

REGENCY CENTERS CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-14

KIM

KIMCO REALTY CORP

New

Shares5.9K

Event2026-03-31

Filed2026-05-14

AKR

ACADIA REALTY TRUST

New

Shares6.6K

Event2026-03-31

Filed2026-05-14

UDR

UDR INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-14

BEASLEY BROADCAST GROUP INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

SEATW

VIVID SEATS INC

-95.34%

Shares19.7K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available