TraderTrends

Manager Profile

SUN LIFE FINANCIAL INC

Diversified · Financial Services 99%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

Toronto, A6

Portfolio Value

$1.8M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

SPDR S&P 500 ETF TRUST

Latest disclosed holding

Top 4

78462F103 233051143 922908363 464287200 46434G772

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
99.2%
Real Estate
0.3%
Communication Services
0.1%
Industrials
0.1%
Technology
0%
Basic Materials
0%
Consumer Cyclical
0%
Consumer Defensive
0%
Energy
0%
Healthcare
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
SPDR S&P 500 ETF TRUST

Shares: 560.4K

364.5K

Position Value
2
XTRACKERS S&P 500 SCORED & SCREENED ETF

Shares: 4.7M

280.4K

Position Value
3
VANGUARD S&P 500 ETF

Shares: 468.2K

279.7K

Position Value
4
ISHARES CORE S&P 500 ETF

Shares: 423.3K

276.5K

Position Value
5
ISHARES MSCI TAIWAN ETF

Shares: 1.7M

117.2K

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID