1y return+26.2%S&P 500 +20.9%
3y return+60.6%S&P 500 +68.5%
5y return+58.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2018: $233 against $275 in the S&P 500.2
Sun Life Financial IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYSpdr S&p 500 Etf Trust | $448K | 23.0% | |
| SNPEXtrackers S&p 500 Scored & Screened Etf | $329K | 16.9% | +1.6% |
| IVVIshares Core S&p 500 Etf | $324K | 16.6% | |
| VOOVanguard S&p 500 Etf | $319K | 16.4% | |
| EWTIshares Msci Taiwan Etf | $146K | 7.5% | −18.8% |
| QQQInvesco Qqq Trust Series 1 | $91K | 4.7% | +15.2% |
| LODIAam Slc Low Duration Income Etf | $50K | 2.6% | |
| CLOCAam Crescent Clo Etf | $50K | 2.6% | |
| XVVIshares Esg Screened S&p 500 Etf | $25K | 1.3% | −46.3% |
| CCAPCrescent Capital Bdc Inc | $24K | 1.2% | |
| RECSColumbia Research Enhanced Core Etf | $21K | 1.1% | New |
| INDAIshares Msci India Etf | $21K | 1.1% | +7.9% |
| ASHRXtrackers Harvest Csi 300 China A-shares Etf | $20K | 1.0% | +7.4% |
| THDIshares Msci Thailand Etf | $19K | 1.0% | +21.9% |
| SPMDSpdr Portfolio S&p 400 Mid Cap Etf | $16K | 0.8% | −40.1% |
| EWMIshares Msci Malaysia Etf | $11K | 0.6% | |
| EIDOIshares Msci Indonesia Etf | $7,242 | 0.4% | −19.9% |
| EWJIshares Msci Japan Ucits Etf | $4,866 | 0.2% | −9.1% |
| EFAIshares Msci Eafe Index Fund | $3,064 | 0.2% | −59.2% |
| EWQIshares Msci France Etf | $2,819 | 0.1% | +5.3% |
| SEATVivid Seats Inc | $2,709 | 0.1% | |
| EWUIshares Msci United Kingdom Index Fund | $2,168 | 0.1% | −8.3% |
| EQIXEquinix Inc | $1,737 | 0.1% | |
| SPGSimon Property Group Inc | $1,462 | 0.1% | |
| DLRDigital Realty Trust Inc | $1,461 | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| QQQInvesco Qqq Trust Series 1 | June 30, 2020 | +197.4% | $91K |
| VOOVanguard S&p 500 Etf | June 30, 2020 | +142.3% | $319K |
| SPYSpdr S&p 500 Etf Trust | June 30, 2020 | +142.2% | $448K |
| IVVIshares Core S&p 500 Etf | June 30, 2020 | +141.8% | $324K |
| EWWIshares Msci Mexico Capped Etf | June 30, 2020 | +136.1% | $1,068 |
| EWTIshares Msci Taiwan Etf | June 30, 2023 | +131.0% | $146K |
| XVVIshares Esg Screened S&p 500 Etf | March 31, 2021 | +87.1% | $25K |
| EWUIshares Msci United Kingdom Index Fund | June 30, 2020 | +79.1% | $2,168 |
| EFAIshares Msci Eafe Index Fund | June 30, 2020 | +70.7% | $3,064 |
| EWJIshares Msci Japan Ucits Etf | June 30, 2020 | +69.8% | $4,866 |
Sold off last quarter
- RSPInvesco S&p 500 Equal Weight Etf was $313
- SEATWVivid Seats Inc was $1
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.7% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +2.8% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
| December 31, 2023 | +12.1% | +11.2% |
| September 30, 2023 | −5.3% | −3.6% |
| June 30, 2023 | +6.4% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +5.1% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −11.9% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sun Life Financial Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1097362&type=13F-HR&dateb=&owner=include&count=40CIK 1097362
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1097362/000110465926094558/Filed August 12, 2026 · accession 0001104659-26-094558