SUN LIFE FINANCIAL INC

CIK 0001097362 · SEC filing index. Filing dates describe disclosures, not live market data.

Listed symbols

SLF on NYSE, SLFIF, SLFQF, SUNFF on OTC

Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal

Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$1.95B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F

$1.95B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F

SPY SNPE IVV VOO EWT

+15 more

QQQ LODI CLOC XVV CCAP RECS INDA ASHR THD SPMD EWM EIDO EWJ EFA EWQ

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

SPY SNPE IVV VOO EWT QQQ LODI CLOC

+12 more

XVV CCAP RECS INDA ASHR THD SPMD EWM EIDO EWJ EFA EWQ

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

Carlyle Tactical Private Credit Fund XFLT Ares Dynamic Credit Allocation Fund, Inc. Crescent Private Credit Income Corp CADCX

How to read these SEC ownership signals

• Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
• Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
• Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.

At a glance Names, identifiers, and filing context for this profile. 2 identity fields

SEC industry group

Life Insurance (Office of Finance)

Business address

Sun Life Assurance Co Of Canada, One York Street, Toronto, M5J 0B6

EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available

Incorporated in

Canada (Federal Level)

Fiscal year end

31 December

Former names on EDGAR

SUN LIFE FINANCIAL SERVICES INC (to 14 Aug 2003), SUN LIFE FINANCIAL SERVICES OF CANADA INC (to 30 Jun 2003)

SUN LIFE FINANCIAL INC investment portfolio