Fund shareholders of Sun Life Financial Inc
ISIN CA8667961053 · Canada · LEI 549300V040JZX5S66Z78
- Fund shareholders
- 207
- Of which ETFs
- 60 147 other funds
- Value held
- 2.8B $ 1.2B SEK · 82.1K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 8,160,180 | 587.9M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 5,393,912 | 337.9M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Canada Fund Fidelity Investment Trust | 3,439,106 | 247.8M $ | 2.50 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI Canada Equity Index Fund Fidelity Concord Street Trust | 2,607,835 | 187.9M $ | 1.31 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders Canada ETF J.P. Morgan Exchange-Traded Fund Trust | 1,975,908 | 142.4M $ | 1.33 % | as of Apr 30, 2026 ↗ |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,286,412 | 92.7M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Schwab International Equity ETF SCHWAB STRATEGIC TRUST | 1,215,518 | 79.7M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,081,444 | 77.9M $ | 0.19 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Global ex U.S. Index Fund Fidelity Salem Street Trust | 1,051,692 | 75.8M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| iShares MSCI Canada ETF iShares, Inc. | 844,747 | 55.4M $ | 1.24 % | as of Feb 28, 2026 ↗ |
| iShares MSCI Intl Quality Factor ETF iShares Trust | 816,783 | 58.8M $ | 0.46 % | as of Apr 30, 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 | 731,366 | 52.7M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| VANGUARD INTERNATIONAL CORE STOCK FUND VANGUARD HORIZON FUNDS | 709,603 | 44.5M $ | 0.56 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio Developed World ex-US ETF SPDR INDEX SHARES FUNDS | 668,604 | 41.8M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 604,143 | 43.5M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| iShares Core MSCI International Developed Markets ETF iShares Trust | 546,585 | 39.4M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 536,894 | 33.6M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 443,229 | 31.9M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Dimensional International Core Equity Market ETF Dimensional ETF Trust | 419,312 | 30.2M $ | 0.19 % | as of Apr 30, 2026 ↗ |
| Fidelity Canada Fund Fidelity Investment Trust | 414,612 | 29.9M $ | 2.61 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 388,640 | 24.3M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional International Value ETF Dimensional ETF Trust | 386,858 | 27.8M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Dimensional International Core Equity 2 ETF Dimensional ETF Trust | 368,993 | 26.6M $ | 0.19 % | as of Apr 30, 2026 ↗ |
| Avantis International Equity ETF American Century ETF Trust | 334,924 | 22M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| Dimensional International High Profitability ETF Dimensional ETF Trust | 310,607 | 22.3M $ | 0.39 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental International Equity ETF SCHWAB STRATEGIC TRUST | 302,914 | 19.9M $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Fidelity Total International Index Fund Fidelity Salem Street Trust | 300,067 | 21.6M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Fidelity Global ex U.S. Index Fund Fidelity Salem Street Trust | 281,426 | 20.3M $ | 0.11 % | as of Apr 30, 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 | 251,468 | 18.1M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust | 182,229 | 13.1M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 180,296 | 13M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Swedbank Robur Access Global Swedbank Robur Fonder AB | 170,753 | 101.6M SEK | 0.18 % | as of Mar 31, 2026 ↗ |
| State Street Global All Cap Equity ex-U.S. Index Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 158,800 | 9.9M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Schwab International Dividend Equity ETF SCHWAB STRATEGIC TRUST | 158,031 | 10.4M $ | 0.46 % | as of Feb 28, 2026 ↗ |
| Hartford Schroders International Multi-Cap Value Fund HARTFORD MUTUAL FUNDS II, INC | 156,299 | 11.3M $ | 0.33 % | as of Apr 30, 2026 ↗ |
| iShares MSCI ACWI ex U.S. ETF iShares Trust | 155,206 | 11.2M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Hartford Multifactor Developed Markets (ex-US) ETF Lattice Strategies Trust | 154,041 | 11.1M $ | 0.75 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO International Index Fund Fidelity Concord Street Trust | 153,590 | 11.1M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 137,391 | 9.9M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| GMO International Value ETF GMO ETF Trust | 130,880 | 8.6M $ | 1.93 % | as of Feb 28, 2026 ↗ |
| Franklin FTSE Canada ETF Franklin Templeton ETF Trust | 130,744 | 8.2M $ | 1.21 % | as of Mar 31, 2026 ↗ |
| iShares International Dividend Growth ETF iShares Trust | 118,812 | 7.4M $ | 0.63 % | as of Mar 31, 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 | 112,105 | 7.3M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 109,641 | 7.9M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| GMO International Opportunistic Value Fund GMO TRUST | 103,130 | 6.8M $ | 1.99 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) International Dividend ETF SPDR INDEX SHARES FUNDS | 99,926 | 6.2M $ | 1.26 % | as of Mar 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 ↗ |
| World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 94,658 | 6.8M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Steward Global Equity Income Fund Steward Funds Inc | 92,889 | 6.7M $ | 1.41 % | as of Apr 30, 2026 ↗ |
| Impax Ellevate Global Women's Leadership Fund IMPAX FUNDS SERIES TRUST III | 88,591 | 5.6M $ | 0.94 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) International Equity ETF Goldman Sachs ETF Trust | 86,397 | 5.7M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| International High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 82,484 | 5.9M $ | 0.33 % | as of Apr 30, 2026 ↗ |
| International Strategic Equity Allocation Fund John Hancock Funds II | 78,842 | 5.2M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| GMO Implementation Fund GMO TRUST | 74,208 | 4.9M $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Six Circles International Unconstrained Equity Fund SIX CIRCLES TRUST | 72,625 | 4.5M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 68,130 | 4.9M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental International Equity Index Fund SCHWAB CAPITAL TRUST | 67,446 | 4.9M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| JPMorgan Income Builder Fund JPMorgan Trust I | 59,677 | 4.3M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) MSCI ACWI ex-US ETF SPDR INDEX SHARES FUNDS | 58,238 | 3.6M $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex International Index Fund Fidelity Salem Street Trust | 57,028 | 4.1M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| The International Equity Portfolio HC Capital Trust | 52,951 | 3.3M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 52,748 | 3.3M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Hartford International Equity Fund HARTFORD MUTUAL FUNDS, INC | 52,709 | 3.8M $ | 0.52 % | as of Apr 30, 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 ↗ |
| International Developed Markets Fund RUSSELL INVESTMENT CO | 48,526 | 3.5M $ | 0.25 % | as of Apr 30, 2026 ↗ |
| Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST | 47,297 | 3M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Tax-Managed International Equity Fund RUSSELL INVESTMENT CO | 47,252 | 3.4M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI Developed Markets ex-U.S. ETF Invesco Exchange-Traded Fund Trust II | 46,876 | 3.4M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 46,295 | 3.3M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 44,320 | 2.9M $ | 0.04 % | as of Feb 28, 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 ↗ |
| VANGUARD INTERNATIONAL DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS | 35,475 | 2.6M $ | 2.00 % | as of Apr 30, 2026 ↗ |
| Total International Ex U.S. Index Master Portfolio Master Investment Portfolio | 34,513 | 2.2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 34,402 | 2.2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Vident International Equity Strategy ETF ETF Series Solutions | 33,626 | 2.2M $ | 0.50 % | as of Feb 28, 2026 ↗ |
| Calvert International Responsible Index Fund Calvert Responsible Index Series, Inc. | 33,519 | 2.1M $ | 0.16 % | as of Mar 31, 2026 ↗ |
| GMO Benchmark-Free Fund GMO TRUST | 33,400 | 2.2M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS | 33,280 | 2.1M $ | 0.85 % | as of Mar 31, 2026 ↗ |
| THE DFA INTERNATIONAL VALUE SERIES DFA INVESTMENT TRUST CO | 33,100 | 2.4M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| THRIVENT INTERNATIONAL EQUITY PORTFOLIO Thrivent Series Fund, Inc. | 31,620 | 2M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust | 31,313 | 2.3M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| PRAXIS INTERNATIONAL INDEX FUND Praxis Mutual Funds | 28,402 | 1.8M $ | 0.31 % | as of Mar 31, 2026 ↗ |
| First Trust S&P International Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI | 28,159 | 1.8M $ | 1.16 % | as of Mar 31, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 28,117 | 16.7M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| BNY Mellon International Equity ETF BNY Mellon ETF Trust | 27,122 | 2M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Invesco S&P International Developed Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 26,660 | 1.9M $ | 0.51 % | as of Apr 30, 2026 ↗ |
| World Selection Index Fund Northern Funds | 25,478 | 1.6M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| JNL/DFA International Core Equity Fund JNL Series Trust | 24,742 | 1.6M $ | 0.23 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 24,533 | 14.6M SEK | 0.03 % | as of Mar 31, 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 | 23,109 | 1.7M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 22,100 | 13.1M SEK | 0.14 % | as of Mar 31, 2026 ↗ |
| 1290 VT SmartBeta Equity ESG Portfolio EQ Advisors Trust | 21,940 | 1.4M $ | 0.39 % | as of Mar 31, 2026 ↗ |
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 | 2.61 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Canada Fund Fidelity Investment Trust | 2.50 % | as of Apr 30, 2026 ↗ |
| VANGUARD INTERNATIONAL DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS | 2.00 % | as of Apr 30, 2026 ↗ |
| GMO International Opportunistic Value Fund GMO TRUST | 1.99 % | as of Feb 28, 2026 ↗ |
| GMO International Value ETF GMO ETF Trust | 1.93 % | as of Feb 28, 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 | 1.41 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders Canada ETF J.P. Morgan Exchange-Traded Fund Trust | 1.33 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI Canada Equity Index Fund Fidelity Concord Street Trust | 1.31 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) International Dividend ETF SPDR INDEX SHARES FUNDS | 1.26 % | as of Mar 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 |
|---|---|---|---|---|
| 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 | 52.8M $ | as of Apr 30, 2026 |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND | 8 | 41.4M $ | as of Apr 30, 2026 |
| iShares Core International Aggregate Bond ETF | 9 | 1.5M $ | as of Apr 30, 2026 |
| Nuveen International Aggregate Bond ETF | 3 | 846.5K $ | as of Mar 31, 2026 |
| Fidelity International Bond Index Fund | 3 | 798.9K $ | as of Mar 31, 2026 |
| Diversified Income Fund | 2 | 112.1K $ | as of Apr 30, 2026 |
Cite this page
Titelia. "Fund shareholders of Sun Life Financial Inc". https://titelia.com/en/stocks/sun-life-financial-inc-CA8667961053