13F Insight
DOSSIER · 13F-HR · Q1 2026

SUN LIFE FINANCIAL INC

SUN LIFE FINANCIAL's family office based in Chicago, IL — $2M in tracked AUM across 48 positions as of Q1 2026.

SL
SUN LIFE FINANCIAL·Chicago, IL·Family Office
CIK 0001097362 · last filed Mar 31, 2026
Total AUM
$2M
▲ 12.3%
vs prior
Holdings
48
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SUN LIFE FINANCIAL INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF TRUST
$393,449605K22.3%
02
IVV
ISHARES CORE S&P 500 ETF
$282,393432K16.0%
03
SNPE
XTRACKERS S&P 500 SCORED & SCREENED ETF
$280,4184.7M15.9%
04
VOO
VANGUARD S&P 500 ETF
$279,693468K15.9%
05
EWT
ISHARES MSCI TAIWAN ETF
$117,1981.7M6.7%
06
QQQ
INVESCO QQQ TRUST SERIES 1
$62,014107K3.5%
07
LODI
AAM SLC LOW DURATION INCOME ETF
$50,3982.0M2.9%
08
CLOC
AAM CRESCENT CLO ETF
$49,6302.0M2.8%
09
EWS
ISHARES MSCI SINGAPORE ETF
$48,8171.7M2.8%
10
XVV
ISHARES ESG SCREENED S&P 500 ETF
$40,510823K2.3%

Filing history

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