§ 13F · FUND PROFILE
SUN LIFE FINANCIAL INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8T (13F)Positions · 40Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$65.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | 580K | $395.3B | 20.7% | −2% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 423K | $290.0B | 15.2% | −6% |
| 3 | VOO | VANGUARD S&P 500 ETF | 458K | $287.1B | 15.1% | −6% |
| 4 | SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | 3.86M | $240.9B | 12.6% | +13% |
| 5 | EWY | ISHARES MSCI SOUTH KOREA ETF | 1.46M | $141.8B | 7.4% | −7% |
| 6 | EWT | ISHARES MSCI TAIWAN ETF | 1.86M | $118.3B | 6.2% | +3% |
| 7 | QQQ | INVESCO QQQ TRUST SERIES 1 | 120K | $73.7B | 3.9% | −23% |
| 8 | LODI | AAM SLC LOW DURATION INCOME ETF | 2.00M | $50.5B | 2.7% | ±0% |
| 9 | CLOC | AAM CRESCENT CLO ETF | 2.00M | $50.1B | 2.6% | NEW |
| 10 | XVV | ISHARES ESG SCREENED S&P 500 ETF | 823K | $43.4B | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUN SIGNAL
AC read
SUN LIFE FINANCIAL INC is a Other fund managing $1828.5 trillion in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed