SUN LIFE FINANCIAL INC

Q2 2025 13F Combination Report, Stock Holdings

Signature - Title
Randolph Brown - CIO, Sun Life
Location
Toronto, Ontario, Canada
Holdings as of
30 Jun 2025
Value $
$1,828,222,000
Num holdings
37
Filing time
13 Aug 2025, 11:48:56 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included SPY, IVV, VOO, SNPE, and EWY.
Previous filing
Q1 2025 - 08 May 2025
Next filing
Q3 2025 - 10 Nov 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Randolph Brown CIO, Sun Life Wellesley Hills, Massachusetts 11 Aug 2025

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

Other Included Managers (3):

Num Name Location File Number
1 SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC Wellesley Hills, MA 028-12046
2 Sun Life Assurance Co of Canada Toronto, Ontario, Canada 028-12047
3 Crescent Capital Group LP Los Angeles, CA 028-15882