Fund shareholders of Sun Life Financial Inc
ISIN CA8667961053 · Canada · LEI 549300V040JZX5S66Z78
- Fund shareholders
- 207
- Of which ETFs
- 61 146 other funds
- Value held
- ≈ 3.5B $ 3.4B $ · 1.2B SEK · 82.1K €
207 funds hold this company. This table lists the 205 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 8,150,544 | 676.2M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 5,416,281 | 425.2M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Canada Fund Fidelity Investment Trust | 3,541,290 | 293.8M $ | 2.87 % | as of Jul 31, 2026 ↗ |
| Fidelity SAI Canada Equity Index Fund Fidelity Concord Street Trust | 2,863,607 | 237.6M $ | 1.50 % | as of Jul 31, 2026 ↗ |
| JPMorgan BetaBuilders Canada ETF J.P. Morgan Exchange-Traded Fund Trust | 1,967,608 | 163.3M $ | 1.50 % | as of Jul 31, 2026 ↗ |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,318,905 | 109.4M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| VANGUARD INTERNATIONAL CORE STOCK FUND VANGUARD HORIZON FUNDS | 1,242,870 | 97.6M $ | 0.95 % | as of Jun 30, 2026 ↗ |
| Schwab International Equity ETF SCHWAB STRATEGIC TRUST | 1,231,406 | 88.6M $ | 0.13 % | as of May 31, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,103,650 | 91.6M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Global ex U.S. Index Fund Fidelity Salem Street Trust | 1,100,913 | 91.3M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| iShares MSCI Canada ETF iShares, Inc. | 986,933 | 70.9M $ | 1.29 % | as of May 31, 2026 ↗ |
| iShares MSCI Intl Quality Factor ETF iShares Trust | 897,892 | 74.5M $ | 0.54 % | as of Jul 31, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 803,985 | 478.3M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Core MSCI Total International Stock ETF iShares Trust | 748,201 | 62.1M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio Developed World ex-US ETF SPDR INDEX SHARES FUNDS | 667,932 | 52.4M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 631,222 | 52.4M $ | 0.24 % | as of Jul 31, 2026 ↗ |
| iShares Core MSCI International Developed Markets ETF iShares Trust | 583,004 | 48.4M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 467,610 | 38.8M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Dimensional International Core Equity Market ETF Dimensional ETF Trust | 430,598 | 35.7M $ | 0.20 % | as of Jul 31, 2026 ↗ |
| Fidelity Canada Fund Fidelity Investment Trust | 416,764 | 34.6M $ | 2.99 % | as of Jul 31, 2026 ↗ |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 404,163 | 31.7M $ | 0.39 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 392,963 | 30.9M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Avantis International Equity ETF American Century ETF Trust | 391,998 | 28.2M $ | 0.17 % | as of May 31, 2026 ↗ |
| Dimensional International Value ETF Dimensional ETF Trust | 386,858 | 32.1M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| Dimensional International Core Equity 2 ETF Dimensional ETF Trust | 385,491 | 32M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental International Equity ETF SCHWAB STRATEGIC TRUST | 327,571 | 23.6M $ | 0.10 % | as of May 31, 2026 ↗ |
| Fidelity Total International Index Fund Fidelity Salem Street Trust | 322,151 | 26.7M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Dimensional International High Profitability ETF Dimensional ETF Trust | 299,850 | 24.9M $ | 0.39 % | as of Jul 31, 2026 ↗ |
| Fidelity Global ex U.S. Index Fund Fidelity Salem Street Trust | 292,769 | 24.3M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Nordea Generationsfond 60-tal Nordea Funds Ab | 255,000 | 149.4M SEK | 0.31 % | as of Mar 31, 2026 ↗ |
| LARGE CAP INTERNATIONAL PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 233,174 | 19.3M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust | 187,454 | 15.5M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Hartford Schroders International Multi-Cap Value Fund HARTFORD MUTUAL FUNDS II, INC | 182,966 | 15.2M $ | 0.41 % | as of Jul 31, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 179,934 | 14.9M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur Access Global Swedbank Robur Fonder AB | 170,753 | 101.6M SEK | 0.18 % | as of Mar 31, 2026 ↗ |
| iShares MSCI ACWI ex U.S. ETF iShares Trust | 170,082 | 14.1M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO International Index Fund Fidelity Concord Street Trust | 168,765 | 14M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Hartford Multifactor Developed Markets (ex-US) ETF Lattice Strategies Trust | 165,281 | 13.7M $ | 0.84 % | as of Jul 31, 2026 ↗ |
| State Street Global All Cap Equity ex-U.S. Index Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 157,200 | 12.3M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Schwab International Dividend Equity ETF SCHWAB STRATEGIC TRUST | 155,418 | 11.2M $ | 0.49 % | as of May 31, 2026 ↗ |
| Franklin FTSE Canada ETF Franklin Templeton ETF Trust | 140,060 | 11M $ | 1.43 % | as of Jun 30, 2026 ↗ |
| GMO International Value ETF GMO ETF Trust | 138,008 | 9.9M $ | 2.18 % | as of May 31, 2026 ↗ |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 116,469 | 9.1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 113,746 | 67.7M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD ESG INTERNATIONAL STOCK ETF VANGUARD WORLD FUND | 112,738 | 8.1M $ | 0.12 % | as of May 31, 2026 ↗ |
| iShares International Dividend Growth ETF iShares Trust | 106,216 | 8.3M $ | 0.67 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) International Dividend ETF SPDR INDEX SHARES FUNDS | 100,526 | 7.9M $ | 1.57 % | as of Jun 30, 2026 ↗ |
| GMO International Opportunistic Value Fund GMO TRUST | 99,930 | 7.2M $ | 2.14 % | as of May 31, 2026 ↗ |
| Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 98,025 | 58.3M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Nordea Generationsfond 70-tal Nordea Funds Ab | 96,700 | 56.7M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| Impax Global Women's Leadership Fund IMPAX FUNDS SERIES TRUST III | 86,584 | 6.8M $ | 1.04 % | as of Jun 30, 2026 ↗ |
| Steward Global Equity Income Fund Steward Funds Inc | 84,770 | 7M $ | 1.53 % | as of Jul 31, 2026 ↗ |
| International Strategic Equity Allocation Fund John Hancock Funds II | 79,909 | 5.7M $ | 0.10 % | as of May 31, 2026 ↗ |
| Schwab Fundamental International Equity Index Fund SCHWAB CAPITAL TRUST | 78,542 | 6.5M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 78,530 | 6.5M $ | 0.28 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) International Equity ETF Goldman Sachs ETF Trust | 76,864 | 5.5M $ | 0.10 % | as of May 31, 2026 ↗ |
| International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 75,507 | 6.3M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| GMO Implementation Fund GMO TRUST | 74,208 | 5.3M $ | 0.23 % | as of May 31, 2026 ↗ |
| Six Circles International Unconstrained Equity Fund SIX CIRCLES TRUST | 72,625 | 5.7M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 67,322 | 5.6M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI ACWI ex-US ETF SPDR INDEX SHARES FUNDS | 61,107 | 4.8M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex International Index Fund Fidelity Salem Street Trust | 59,743 | 5M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Canada Index Fund Fidelity Concord Street Trust | 58,465 | 4.9M $ | 1.50 % | as of Jul 31, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 55,147 | 4.3M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| The International Equity Portfolio HC Capital Trust | 52,951 | 4.2M $ | 0.58 % | as of Jun 30, 2026 ↗ |
| Hartford International Equity Fund HARTFORD MUTUAL FUNDS, INC | 52,626 | 4.4M $ | 0.59 % | as of Jul 31, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 52,500 | 31.2M SEK | 0.10 % | as of Mar 31, 2026 ↗ |
| Nordea Generationsfond 80-tal Nordea Funds Ab | 51,400 | 30.1M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| Nordea Generationsfond 50-tal Nordea Funds Ab | 50,500 | 29.6M SEK | 0.20 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI Developed Markets ex-U.S. ETF Invesco Exchange-Traded Fund Trust II | 49,808 | 4.1M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| International High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 48,932 | 4.1M $ | 0.23 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 48,388 | 3.5M $ | 0.04 % | as of May 31, 2026 ↗ |
| Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST | 47,297 | 3.7M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Tax-Managed International Equity Fund RUSSELL INVESTMENT CO | 47,252 | 3.9M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 46,295 | 3.8M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 43,843 | 3.6M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Avanza Global Avanza Fonder AB | 42,869 | 25.5M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| Storebrand Global Plus Storebrand Asset Management AS | 42,166 | 25.1M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| Total International Ex U.S. Index Master Portfolio Master Investment Portfolio | 37,876 | 3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS | 36,196 | 2.8M $ | 1.08 % | as of Jun 30, 2026 ↗ |
| Calvert International Responsible Index Fund Calvert Responsible Index Series, Inc. | 35,657 | 2.8M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| GMO Benchmark-Free Fund GMO TRUST | 35,600 | 2.6M $ | 0.20 % | as of May 31, 2026 ↗ |
| VANGUARD INTERNATIONAL DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS | 34,451 | 2.9M $ | 2.20 % | as of Jul 31, 2026 ↗ |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 34,402 | 2.7M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| THE DFA INTERNATIONAL VALUE SERIES DFA INVESTMENT TRUST CO | 33,100 | 2.7M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Vident International Equity Strategy ETF ETF Series Solutions | 33,036 | 2.4M $ | 0.51 % | as of May 31, 2026 ↗ |
| THRIVENT INTERNATIONAL EQUITY PORTFOLIO Thrivent Series Fund, Inc. | 31,620 | 2.5M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust | 31,537 | 2.6M $ | 0.23 % | as of Jul 31, 2026 ↗ |
| First Trust S&P International Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI | 29,628 | 2.3M $ | 1.48 % | as of Jun 30, 2026 ↗ |
| PRAXIS INTERNATIONAL INDEX FUND Praxis Mutual Funds | 28,402 | 2.2M $ | 0.33 % | as of Jun 30, 2026 ↗ |
| BNY Mellon International Equity ETF BNY Mellon ETF Trust | 28,222 | 2.3M $ | 0.18 % | as of Jul 31, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 28,117 | 16.7M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| International Developed Markets Fund RUSSELL INVESTMENT CO | 27,215 | 2.3M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| World Selection Index Fund Northern Funds | 25,992 | 2M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| JNL/DFA International Core Equity Fund JNL Series Trust | 24,742 | 1.9M $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 24,533 | 14.6M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 23,482 | 1.8M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| SPP Generation 70-tal Storebrand Asset Management AS | 23,277 | 13.8M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity International Sustainability Index Fund Fidelity Salem Street Trust | 22,906 | 1.9M $ | 0.23 % | as of Jul 31, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 22,100 | 13.1M SEK | 0.14 % | as of Mar 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| BNP Paribas Funds Sustainable Global Low Vol Equity BNP Paribas Asset Management Luxembourg | 2.06 % | as of Dec 31, 2025 ↗ |
| BNP Paribas Funds Sustainable Global Multi-Factor Equity BNP Paribas Asset Management Luxembourg | 1.06 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Fidelity Canada Fund Fidelity Investment Trust | 2.99 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Canada Fund Fidelity Investment Trust | 2.87 % | as of Jul 31, 2026 ↗ |
| VANGUARD INTERNATIONAL DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS | 2.20 % | as of Jul 31, 2026 ↗ |
| GMO International Value ETF GMO ETF Trust | 2.18 % | as of May 31, 2026 ↗ |
| GMO International Opportunistic Value Fund GMO TRUST | 2.14 % | as of May 31, 2026 ↗ |
| BNP Paribas Funds Sustainable Global Low Vol Equity BNP Paribas Asset Management Luxembourg | 2.06 % | as of Dec 31, 2025 ↗ |
| State Street(R) SPDR(R) S&P(R) International Dividend ETF SPDR INDEX SHARES FUNDS | 1.57 % | as of Jun 30, 2026 ↗ |
| BT FUND, FI BT FUND / SELECTION EQUITY ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 1.55 % | as of Dec 31, 2025 ↗ |
| Steward Global Equity Income Fund Steward Funds Inc | 1.53 % | as of Jul 31, 2026 ↗ |
| JPMorgan BetaBuilders Canada ETF J.P. Morgan Exchange-Traded Fund Trust | 1.50 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 165 | -2 | 41,909,211 | +3.3 % |
| 2026Q2 | 167 | +3 | 40,577,649 | +2.5 % |
| 2026Q1 | 164 | -7 | 39,589,230 | +2.2 % |
| 2025Q4 | 171 | +6 | 38,749,812 | +4.4 % |
| 2025Q3 | 165 | -2 | 37,118,224 | +3.5 % |
| 2025Q2 | 167 | -12 | 35,850,056 | +2.2 % |
| 2025Q1 | 179 | +6 | 35,077,958 | -8.7 % |
| 2024Q4 | 173 | -12 | 38,418,776 | -2.0 % |
| 2024Q3 | 185 | -6 | 39,218,617 | +0.8 % |
| 2024Q2 | 191 | +11 | 38,915,272 | +36.6 % |
| 2024Q1 | 180 | -8 | 28,492,726 | -26.2 % |
| 2023Q4 | 188 | 38,605,387 |
Funds holding the debt of Sun Life Financial Inc
6 funds declare 33 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND | 8 | 34.5M $ | as of Jul 31, 2026 |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND | 8 | 29.7M $ | as of Jul 31, 2026 |
| iShares Core International Aggregate Bond ETF | 10 | 1.5M $ | as of Jul 31, 2026 |
| Nuveen International Aggregate Bond ETF | 3 | 846.6K $ | as of Jun 30, 2026 |
| Fidelity International Bond Index Fund | 3 | 789.6K $ | as of Jun 30, 2026 |
| Diversified Income Fund | 1 | 35.2K $ | as of Jul 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Sun Life Financial Inc". https://titelia.com/en/stocks/sun-life-financial-inc-CA8667961053