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SUN LIFE FINANCIAL INC

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13F filer, CIK 1097362, Toronto, Ontario, Canada

SUN LIFE FINANCIAL INC reported $1,960,987,000 across 36 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-10. Its ten largest share positions make up 86.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-108855

Period
2025-09-30
Reported value
$1.96B
Holdings
36
Top 10 weight
86.98%
New
1
Sold out
2

Part of the filer group SUN LIFE FINANCIAL INC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNPEadded+1,180,166$70.8M
THDnew+216,529$12.8M
EWSadded+252,559$7.16M
EQIXadded+2,145$1.68M
AVBadded+8,660$1.67M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SGOVreduced-227,550-$22.9M
VGSHreduced-268,725-$15.8M
EIDOreduced-510,669-$8.96M
VGITreduced-148,050-$8.89M
EWYreduced-98,029-$7.85M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001104659-25-108855, largest first. % of portfolio is the value over $1,960,987,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,029 shares; 2024Q4: 644,174 shares; 2025Q1: 638,529 shares; 2025Q2: 632,149 shares; 2025Q3: 634,059 shares 634,059$422M21.54%+1,910Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,026 shares; 2024Q4: 527,026 shares; 2025Q1: 464,479 shares; 2025Q2: 464,479 shares; 2025Q3: 464,479 shares 464,479$311M15.85%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,600 shares; 2024Q4: 558,474 shares; 2025Q1: 495,084 shares; 2025Q2: 493,833 shares; 2025Q3: 488,928 shares 488,928$299M15.27%-4,905Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,231,800 shares; 2025Q3: 3,411,966 shares 3,411,966$205M10.44%+1,180,166Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405,773 shares; 2024Q4: 1,271,473 shares; 2025Q1: 1,549,773 shares; 2025Q2: 1,660,773 shares; 2025Q3: 1,562,744 shares 1,562,744$125M6.38%-98,029Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916,150 shares; 2024Q4: 2,024,250 shares; 2025Q1: 1,917,150 shares; 2025Q2: 1,892,950 shares; 2025Q3: 1,801,529 shares 1,801,529$115M5.84%-91,421Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,660 shares; 2024Q4: 163,910 shares; 2025Q1: 162,840 shares; 2025Q2: 160,740 shares; 2025Q3: 156,640 shares 156,640$94M4.8%-4,100Timeline
LODIETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000,000 shares; 2025Q1: 2,000,000 shares; 2025Q2: 2,000,000 shares; 2025Q3: 2,000,000 shares 2,000,000$50.5M2.57%0Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,040 shares; 2024Q4: 823,040 shares; 2025Q1: 823,040 shares; 2025Q2: 823,040 shares; 2025Q3: 823,040 shares 823,040$42.4M2.16%0Timeline
EWSISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,239,900 shares; 2024Q4: 1,522,600 shares; 2025Q1: 1,530,100 shares; 2025Q2: 1,209,600 shares; 2025Q3: 1,462,159 shares 1,462,159$41.4M2.11%+252,559Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,570 shares; 2024Q4: 203,570 shares; 2025Q1: 213,509 shares; 2025Q2: 213,509 shares; 2025Q3: 213,509 shares 213,509$36.9M1.88%0Timeline
CCAPCRESCENT CAP BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226,308 shares; 2024Q4: 2,226,308 shares; 2025Q1: 2,226,308 shares; 2025Q2: 2,226,308 shares; 2025Q3: 2,226,308 shares 2,226,308$31.7M1.62%0Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,427 shares; 2024Q4: 150,427 shares; 2025Q1: 150,427 shares; 2025Q2: 152,427 shares; 2025Q3: 161,087 shares 161,087$31.1M1.59%+8,660Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,524 shares; 2024Q4: 220,524 shares; 2025Q1: 220,524 shares; 2025Q2: 224,643 shares; 2025Q3: 224,643 shares 224,643$25.7M1.31%0Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,528 shares; 2024Q4: 159,528 shares; 2025Q1: 159,528 shares; 2025Q2: 159,528 shares; 2025Q3: 159,528 shares 159,528$17M0.87%0Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,300 shares; 2024Q4: 306,100 shares; 2025Q1: 306,100 shares; 2025Q2: 316,000 shares; 2025Q3: 314,300 shares 314,300$16.4M0.83%-1,700Timeline
THDISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,500 shares; 2024Q4: 181,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216,529 shares 216,529$12.8M0.65%newTimeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,145 shares; 2024Q4: 59,145 shares; 2025Q1: 59,145 shares; 2025Q2: 59,145 shares; 2025Q3: 59,145 shares 59,145$11.1M0.57%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,256 shares; 2024Q4: 11,256 shares; 2025Q1: 11,256 shares; 2025Q2: 11,256 shares; 2025Q3: 13,401 shares 13,401$10.5M0.54%+2,145Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,239 shares; 2024Q4: 120,239 shares; 2025Q1: 120,239 shares; 2025Q2: 120,239 shares; 2025Q3: 120,239 shares 120,239$8.94M0.46%0Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,376 shares; 2024Q4: 151,376 shares; 2025Q1: 151,376 shares; 2025Q2: 160,142 shares; 2025Q3: 160,142 shares 160,142$8.24M0.42%0Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,578 shares; 2024Q4: 160,448 shares; 2025Q1: 160,448 shares; 2025Q2: 172,391 shares; 2025Q3: 172,391 shares 172,391$7.09M0.36%0Timeline
ASHRDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,300 shares; 2025Q3: 198,300 shares 198,300$6.54M0.33%0Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,459 shares; 2024Q4: 80,264 shares; 2025Q1: 57,182 shares; 2025Q2: 60,282 shares; 2025Q3: 58,972 shares 58,972$4.73M0.24%-1,310Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,802 shares; 2024Q4: 61,102 shares; 2025Q1: 1,062 shares; 2025Q2: 55,762 shares; 2025Q3: 47,262 shares 47,262$4.41M0.23%-8,500Timeline
EPHEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,800 shares; 2024Q4: 191,200 shares; 2025Q1: not reported; 2025Q2: 279,000 shares; 2025Q3: 168,832 shares 168,832$4.19M0.21%-110,168Timeline
EIDOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716,700 shares; 2024Q4: 774,800 shares; 2025Q1: 725,000 shares; 2025Q2: 707,000 shares; 2025Q3: 196,331 shares 196,331$3.45M0.18%-510,669Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256,050 shares; 2025Q3: 28,500 shares 28,500$2.87M0.15%-227,550Timeline
EWQISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,950 shares; 2024Q4: 57,750 shares; 2025Q1: 56,950 shares; 2025Q2: 59,920 shares; 2025Q3: 58,910 shares 58,910$2.59M0.13%-1,010Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312,225 shares; 2025Q3: 43,500 shares 43,500$2.56M0.13%-268,725Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,393 shares; 2024Q4: 273,793 shares; 2025Q1: 55,365 shares; 2025Q2: 52,315 shares; 2025Q3: 51,240 shares 51,240$2.15M0.11%-1,075Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,700 shares; 2025Q3: 27,650 shares 27,650$1.66M0.08%-148,050Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,635 shares; 2024Q4: 14,205 shares; 2025Q1: 13,775 shares; 2025Q2: 18,825 shares; 2025Q3: 18,825 shares 18,825$1.28M0.07%0Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,700 shares; 2025Q3: 9,150 shares 9,150$818K0.04%-48,550Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,425 shares; 2024Q4: 15,425 shares; 2025Q1: 14,895 shares; 2025Q2: 13,095 shares; 2025Q3: 13,095 shares 13,095$545K0.03%0Timeline
BBGIBEASLEY BROADCAST GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares 1,524$8K<0.01%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BILSPDR SERIES TRUST80,725$7.41Mshares
GRAFTECH INTL LTDGRAFTECH INTL LTD841,528$319Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-108855 base2025-11-10acceptance time not in the bulk data set