13F Filings History of SUN LIFE FINANCIAL INC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$1,905,282,000
Signature - Title
Randolph Brown - CIO, Sun Life
Location
Toronto
Summary
This page shows a list of all the recent 13F filings made by SUN LIFE FINANCIAL INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SUN LIFE FINANCIAL INC reported 39 stock holdings with total value $1,905,282,000 as of Q4 2025. Top holdings included SPY, IVV, VOO, SNPE, and EWY.

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Holdings Value

List of Other Managers Reporting for SUN LIFE FINANCIAL INC:

Name Holdings Value Location File Number
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $309,900,266,454 Boston, MA 028-04968
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $1,905,282,000 +$116,767,082 -$232,030,652 -$115,263,570 SPY, IVV, VOO, SNPE, EWY 13F-HR 12 Feb 2026, 09:06
Q3 2025 36 $1,960,987,000 +$95,379,116 -$91,273,258 +$4,105,858 SPY, IVV, VOO, SNPE, EWY 13F-HR 10 Nov 2025, 08:41
Q2 2025 37 $1,828,222,000 +$219,347,926 -$126,355,133 +$92,992,793 SPY, IVV, VOO, SNPE, EWY 13F-HR 13 Aug 2025, 11:48
Q1 2025 33 $1,579,634,000 +$59,712,831 -$205,720,826 -$146,007,995 SPY, IVV, VOO, EWT, EWY 13F-HR 08 May 2025, 17:05
Q4 2024 35 $1,792,384,000 +$70,930,853 -$61,666,786 +$9,264,067 SPY, IVV, VOO, EWT, QQQ 13F-HR 12 Feb 2025, 18:18
Q3 2024 33 $1,792,050,000 +$94,943,449 -$53,083,303 +$41,860,146 SPY, IVV, VOO, EWT, EWY 13F-HR 24 Oct 2024, 15:53
Q2 2024 29 $1,672,133,000 +$99,495,169 -$62,060,082 +$37,435,087 SPY, IVV, VOO, EWT, EWY 13F-HR 12 Aug 2024, 08:02
Q1 2024 32 $1,589,155,000 +$603,157,362 -$773,449,432 -$170,292,070 SPY, IVV, VOO, EWT, QQQ 13F-HR 07 May 2024, 09:07
Q4 2023 24 $1,654,166,000 +$150,028,083 -$18,121,844 +$131,906,239 SPY, INDA, EWY, MCW, IGSB Restatement 22 Feb 2024, 07:16
Q3 2023 24 $1,358,040,000 +$19,133,479 -$210,044,833 -$190,911,354 SPY, INDA, IGSB, QQQ, MCW 13F-HR 14 Nov 2023, 13:44
Q2 2023 33 $1,635,064,906 +$181,993,282 -$47,477,458 +$134,515,824 SPY, INDA, MCW, IGSB, EWT 13F-HR 11 Aug 2023, 12:19
Q1 2023 69 $1,410,273,863 +$44,798,875 -$10,476,889 +$34,321,986 SPY, MCW, IGSB, QQQ, JPST 13F-HR 11 May 2023, 12:37
Q4 2022 70 $1,306,553,937 +$1,536,575 -$6,823,078 -$5,286,503 SPY, MCW, IGSB, QQQ, JPST 13F-HR 14 Feb 2023, 11:12
Q3 2022 70 $1,247,918,000 +$13,119,220 -$5,512,065 +$7,607,155 SPY, MCW, IGSB, QQQ, JPST 13F-HR 14 Nov 2022, 15:20
Q2 2022 71 $1,326,320,000 +$39,479,727 -$624,453,957 -$584,974,230 SPY, MCW, IGSB, QQQ, JPST 13F-HR 15 Aug 2022, 08:37
Q1 2022 88 $2,164,402,000 +$26,700,653 -$435,430,393 -$408,729,740 SPY, JPST, ICSH, MCW, IGSB 13F-HR 12 May 2022, 09:29
Q4 2021 95 $2,694,727,000 +$861,269,842 -$52,485,743 +$808,784,099 SPY, JPST, XVV, ICSH, MCW 13F-HR 11 Feb 2022, 09:59
Q3 2021 81 $1,747,877,000 +$67,952,971 -$273,326,689 -$205,373,718 SPY, MCW, JPST, XVV, QQQ 13F-HR 12 Nov 2021, 09:20
Q2 2021 81 $1,983,811,000 +$813,290,850 -$67,262,723 +$746,028,127 SPY, ICSH, MCW, JPST, MINT 13F-HR 10 Aug 2021, 08:58
Q1 2021 517 $1,157,948,000 +$387,341,961 -$42,755,606 +$344,586,355 SPY, JPST, QQQ, NEAR, MINT 13F-HR 12 May 2021, 10:46
Q4 2020 510 $762,310,000 +$129,974,608 -$78,466,036 +$51,508,572 SPY, QQQ, PLD, VEU, AVB 13F-HR 11 Feb 2021, 11:09
Q3 2020 513 $627,328,000 +$103,145,860 -$20,830,713 +$82,315,147 SPY, QQQ, VOO, AVB, VEU 13F-HR 09 Nov 2020, 15:02
Q2 2020 469 $514,510,000 +$73,398,445 -$33,757,787 +$39,640,658 SPY, QQQ, VOO, VEU, BXP 13F-HR 12 Aug 2020, 10:48
Q1 2020 466 $396,970,000 +$111,669,982 -$9,960,831 +$101,709,151 SPY, QQQ, VEU, VOO, IVV 13F-HR 12 May 2020, 16:31
Q4 2019 466 $374,187,000 +$46,922,434 -$87,010,869 -$40,088,435 SPY, QQQ, VEU, VOO, IVV 13F-HR 10 Feb 2020, 11:00
Q3 2019 613 $388,406,000 +$32,445,105 -$43,966,539 -$11,521,434 SPY, QQQ, LQD, VEU, VOO 13F-HR 13 Nov 2019, 09:39
Q2 2019 608 $397,694,000 +$10,050,014 -$75,810,161 -$65,760,147 SPY, QQQ, LQD, VEU, VOO 13F-HR 08 Aug 2019, 13:18
Q1 2019 609 $452,897,000 +$37,383,642 -$118,598,732 -$81,215,090 SPY, QQQ, LQD, VEU, VOO 13F-HR 14 May 2019, 15:34
Q4 2018 613 $473,956,000 +$43,630,036 -$53,476,170 -$9,846,134 SPY, QQQ, LQD, IVV, VEU 13F-HR 06 Feb 2019, 11:32
Q3 2018 621 $551,102,000 +$38,919,109 -$220,506,447 -$181,587,338 SPY, QQQ, LQD, IVV, VEU 13F-HR 13 Nov 2018, 10:28
Q2 2018 628 $701,845,000 +$157,096,760 $0 +$157,096,760 SPY, VNQ, LRGF, QQQ, EFA 13F-HR 09 Aug 2018, 15:07
Q1 2018 487 $2,371,566 $0 $0 $0 LRGF, EWU, EWQ, XLRE, IRM 13F-HR 14 May 2018, 08:11
Q4 2017 492 $976,542,000 +$41,110,398 -$124,233,914 -$83,123,516 SPY, VNQ, EFA, LRGF, QQQ 13F-HR 13 Feb 2018, 14:19
Q3 2017 515 $1,011,403,000 +$148,961,611 -$103,125,878 +$45,835,733 SPY, VNQ, EFA, LRGF, LQD 13F-HR 13 Nov 2017, 09:28
Q2 2017 538 $933,817,000 +$37,581,361 -$35,696,519 +$1,884,842 SPY, VNQ, QQQ, EFA, XLK 13F-HR 14 Aug 2017, 15:05
Q1 2017 550 $36,362,081 $0 $0 $0 General Electric Co, PNC Financial Services Group, JP Morgan Chase & Co, American Express Co, JP Morgan Chase & Co 13F-HR 11 May 2017, 16:15
Q4 2016 501 $660,290 $0 $0 $0 XLRE, EWU, IYZ, GM, HCP 13F-HR 08 Feb 2017, 16:05
Q3 2016 99 $804,089,000 +$30,998,302 -$92,057,092 -$61,058,790 SPY, VNQ, XLK, QQQ, EFA 13F-HR 10 Nov 2016, 13:01
Q2 2016 123 $846,442,000 +$33,258,323 -$110,379,751 -$77,121,428 SPY, VNQ, EFA, XLK, QQQ 13F-HR 10 Aug 2016, 13:12
Q1 2016 157 $906,632,321 +$428,872,986 -$204,334,575 +$224,538,411 SPY, VNQ, XLK, XLY, QQQ 13F-HR 13 May 2016, 12:11
Q4 2015 107 $675,409,000 +$282,037,988 -$61,358,812 +$220,679,176 VOO, VEU, VNQ, XLK, XLV 13F-HR 16 Feb 2016, 14:54
Q3 2015 83 $430,864,000 +$12,375,692 -$440,715,183 -$428,339,491 VNQ, XLK, XLY, XLV, IVV 13F-HR 13 Nov 2015, 14:36
Q2 2015 89 $903,430,000 +$48,348 -$13,969,289 -$13,920,941 SPY, VNQ, XLK, XLY, QQQ 13F-HR 14 Aug 2015, 10:32
Q1 2015 90 $945,017,000 +$29,271,873 -$45,625,283 -$16,353,410 SPY, VNQ, XLK, IVV, QQQ 13F-HR 15 May 2015, 12:21
Q4 2014 89 $933,925,000 +$168,000 -$41,676,964 -$41,508,964 SPY, VNQ, XLK, IVV, QQQ 13F-HR 17 Feb 2015, 12:38
Q3 2014 87 $932,632,000 +$46,890,331 -$59,332,367 -$12,442,036 SPY, VNQ, XLK, IVV, QQQ 13F-HR 14 Nov 2014, 08:55
Q2 2014 92 $944,420,000 +$30,558,939 -$90,535,054 -$59,976,115 SPY, VNQ, XLK, QQQ, XLY 13F-HR 13 Aug 2014, 14:38
Q1 2014 98 $978,101,000 +$47,766,938 -$201,830,323 -$154,063,385 SPY, VNQ, XLK, XLY, QQQ 13F-HR 15 May 2014, 09:20
Q4 2013 104 $1,110,737,000 $0 $0 $0 SPY, VNQ, QQQ, XLY, EFA 13F-HR 14 Feb 2014, 11:28