Titelia

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 €
FundSharesValueWeight in fund
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS 8,160,180587.9M $0.09 %as of Apr 30, 2026
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS 5,393,912337.9M $0.12 %as of Mar 31, 2026
Fidelity Series Canada Fund Fidelity Investment Trust 3,439,106247.8M $2.50 %as of Apr 30, 2026
Fidelity SAI Canada Equity Index Fund Fidelity Concord Street Trust 2,607,835187.9M $1.31 %as of Apr 30, 2026
JPMorgan BetaBuilders Canada ETF J.P. Morgan Exchange-Traded Fund Trust 1,975,908142.4M $1.33 %as of Apr 30, 2026
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 1,286,41292.7M $0.10 %as of Apr 30, 2026
Schwab International Equity ETF SCHWAB STRATEGIC TRUST 1,215,51879.7M $0.13 %as of Feb 28, 2026
INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,081,44477.9M $0.19 %as of Apr 30, 2026
Fidelity Series Global ex U.S. Index Fund Fidelity Salem Street Trust 1,051,69275.8M $0.11 %as of Apr 30, 2026
iShares MSCI Canada ETF iShares, Inc. 844,74755.4M $1.24 %as of Feb 28, 2026
iShares MSCI Intl Quality Factor ETF iShares Trust 816,78358.8M $0.46 %as of Apr 30, 2026
AP7 Aktiefond Sjunde AP-fonden 803,985478.3M SEK0.04 %as of Mar 31, 2026
iShares Core MSCI Total International Stock ETF iShares Trust 731,36652.7M $0.09 %as of Apr 30, 2026
VANGUARD INTERNATIONAL CORE STOCK FUND VANGUARD HORIZON FUNDS 709,60344.5M $0.56 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF SPDR INDEX SHARES FUNDS 668,60441.8M $0.12 %as of Mar 31, 2026
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 604,14343.5M $0.22 %as of Apr 30, 2026
iShares Core MSCI International Developed Markets ETF iShares Trust 546,58539.4M $0.13 %as of Apr 30, 2026
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 536,89433.6M $0.42 %as of Mar 31, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 443,22931.9M $0.04 %as of Apr 30, 2026
Dimensional International Core Equity Market ETF Dimensional ETF Trust 419,31230.2M $0.19 %as of Apr 30, 2026
Fidelity Canada Fund Fidelity Investment Trust 414,61229.9M $2.61 %as of Apr 30, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 388,64024.3M $0.02 %as of Mar 31, 2026
Dimensional International Value ETF Dimensional ETF Trust 386,85827.8M $0.14 %as of Apr 30, 2026
Dimensional International Core Equity 2 ETF Dimensional ETF Trust 368,99326.6M $0.19 %as of Apr 30, 2026
Avantis International Equity ETF American Century ETF Trust 334,92422M $0.15 %as of Feb 28, 2026
Dimensional International High Profitability ETF Dimensional ETF Trust 310,60722.3M $0.39 %as of Apr 30, 2026
Schwab Fundamental International Equity ETF SCHWAB STRATEGIC TRUST 302,91419.9M $0.09 %as of Feb 28, 2026
Fidelity Total International Index Fund Fidelity Salem Street Trust 300,06721.6M $0.09 %as of Apr 30, 2026
Fidelity Global ex U.S. Index Fund Fidelity Salem Street Trust 281,42620.3M $0.11 %as of Apr 30, 2026
Nordea Generationsfond 60-tal Nordea Funds Ab 255,000149.4M SEK0.31 %as of Mar 31, 2026
LARGE CAP INTERNATIONAL PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 251,46818.1M $0.23 %as of Apr 30, 2026
Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust 182,22913.1M $0.11 %as of Apr 30, 2026
iShares MSCI ACWI ETF iShares Trust 180,29613M $0.04 %as of Apr 30, 2026
Swedbank Robur Access Global Swedbank Robur Fonder AB 170,753101.6M SEK0.18 %as of Mar 31, 2026
State Street Global All Cap Equity ex-U.S. Index Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 158,8009.9M $0.09 %as of Mar 31, 2026
Schwab International Dividend Equity ETF SCHWAB STRATEGIC TRUST 158,03110.4M $0.46 %as of Feb 28, 2026
Hartford Schroders International Multi-Cap Value Fund HARTFORD MUTUAL FUNDS II, INC 156,29911.3M $0.33 %as of Apr 30, 2026
iShares MSCI ACWI ex U.S. ETF iShares Trust 155,20611.2M $0.10 %as of Apr 30, 2026
Hartford Multifactor Developed Markets (ex-US) ETF Lattice Strategies Trust 154,04111.1M $0.75 %as of Apr 30, 2026
Fidelity ZERO International Index Fund Fidelity Concord Street Trust 153,59011.1M $0.10 %as of Apr 30, 2026
International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 137,3919.9M $0.22 %as of Apr 30, 2026
GMO International Value ETF GMO ETF Trust 130,8808.6M $1.93 %as of Feb 28, 2026
Franklin FTSE Canada ETF Franklin Templeton ETF Trust 130,7448.2M $1.21 %as of Mar 31, 2026
iShares International Dividend Growth ETF iShares Trust 118,8127.4M $0.63 %as of Mar 31, 2026
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 113,74667.7M SEK0.05 %as of Mar 31, 2026
VANGUARD ESG INTERNATIONAL STOCK ETF VANGUARD WORLD FUND 112,1057.3M $0.12 %as of Feb 28, 2026
International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 109,6417.9M $0.18 %as of Apr 30, 2026
GMO International Opportunistic Value Fund GMO TRUST 103,1306.8M $1.99 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) International Dividend ETF SPDR INDEX SHARES FUNDS 99,9266.2M $1.26 %as of Mar 31, 2026
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 98,02558.3M SEK0.04 %as of Mar 31, 2026
Nordea Generationsfond 70-tal Nordea Funds Ab 96,70056.7M SEK0.12 %as of Mar 31, 2026
World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 94,6586.8M $0.13 %as of Apr 30, 2026
Steward Global Equity Income Fund Steward Funds Inc 92,8896.7M $1.41 %as of Apr 30, 2026
Impax Ellevate Global Women's Leadership Fund IMPAX FUNDS SERIES TRUST III 88,5915.6M $0.94 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) International Equity ETF Goldman Sachs ETF Trust 86,3975.7M $0.10 %as of Feb 28, 2026
International High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 82,4845.9M $0.33 %as of Apr 30, 2026
International Strategic Equity Allocation Fund John Hancock Funds II 78,8425.2M $0.10 %as of Feb 28, 2026
GMO Implementation Fund GMO TRUST 74,2084.9M $0.21 %as of Feb 28, 2026
Six Circles International Unconstrained Equity Fund SIX CIRCLES TRUST 72,6254.5M $0.02 %as of Mar 31, 2026
International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 68,1304.9M $0.23 %as of Apr 30, 2026
Schwab Fundamental International Equity Index Fund SCHWAB CAPITAL TRUST 67,4464.9M $0.10 %as of Apr 30, 2026
JPMorgan Income Builder Fund JPMorgan Trust I 59,6774.3M $0.05 %as of Apr 30, 2026
State Street(R) SPDR(R) MSCI ACWI ex-US ETF SPDR INDEX SHARES FUNDS 58,2383.6M $0.16 %as of Mar 31, 2026
Fidelity Flex International Index Fund Fidelity Salem Street Trust 57,0284.1M $0.10 %as of Apr 30, 2026
The International Equity Portfolio HC Capital Trust 52,9513.3M $0.49 %as of Mar 31, 2026
AQR Style Premia Alternative Fund AQR Funds 52,7483.3M $0.15 %as of Mar 31, 2026
Hartford International Equity Fund HARTFORD MUTUAL FUNDS, INC 52,7093.8M $0.52 %as of Apr 30, 2026
Skandia Global Exponering Skandia Fonder AB 52,50031.2M SEK0.10 %as of Mar 31, 2026
Nordea Generationsfond 80-tal Nordea Funds Ab 51,40030.1M SEK0.12 %as of Mar 31, 2026
Nordea Generationsfond 50-tal Nordea Funds Ab 50,50029.6M SEK0.20 %as of Mar 31, 2026
International Developed Markets Fund RUSSELL INVESTMENT CO 48,5263.5M $0.25 %as of Apr 30, 2026
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 47,2973M $0.02 %as of Mar 31, 2026
Tax-Managed International Equity Fund RUSSELL INVESTMENT CO 47,2523.4M $0.06 %as of Apr 30, 2026
Invesco RAFI Developed Markets ex-U.S. ETF Invesco Exchange-Traded Fund Trust II 46,8763.4M $0.12 %as of Apr 30, 2026
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 46,2953.3M $0.01 %as of Apr 30, 2026
iShares MSCI World ETF iShares, Inc. 44,3202.9M $0.04 %as of Feb 28, 2026
Avanza Global Avanza Fonder AB 42,86925.5M SEK0.06 %as of Mar 31, 2026
Storebrand Global Plus Storebrand Asset Management AS 42,16625.1M SEK0.06 %as of Mar 31, 2026
VANGUARD INTERNATIONAL DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS 35,4752.6M $2.00 %as of Apr 30, 2026
Total International Ex U.S. Index Master Portfolio Master Investment Portfolio 34,5132.2M $0.10 %as of Mar 31, 2026
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 34,4022.2M $0.01 %as of Mar 31, 2026
Vident International Equity Strategy ETF ETF Series Solutions 33,6262.2M $0.50 %as of Feb 28, 2026
Calvert International Responsible Index Fund Calvert Responsible Index Series, Inc. 33,5192.1M $0.16 %as of Mar 31, 2026
GMO Benchmark-Free Fund GMO TRUST 33,4002.2M $0.17 %as of Feb 28, 2026
State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS 33,2802.1M $0.85 %as of Mar 31, 2026
THE DFA INTERNATIONAL VALUE SERIES DFA INVESTMENT TRUST CO 33,1002.4M $0.01 %as of Apr 30, 2026
THRIVENT INTERNATIONAL EQUITY PORTFOLIO Thrivent Series Fund, Inc. 31,6202M $0.12 %as of Mar 31, 2026
Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust 31,3132.3M $0.22 %as of Apr 30, 2026
PRAXIS INTERNATIONAL INDEX FUND Praxis Mutual Funds 28,4021.8M $0.31 %as of Mar 31, 2026
First Trust S&P International Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 28,1591.8M $1.16 %as of Mar 31, 2026
Storebrand Global All Countries Storebrand Asset Management AS 28,11716.7M SEK0.04 %as of Mar 31, 2026
BNY Mellon International Equity ETF BNY Mellon ETF Trust 27,1222M $0.16 %as of Apr 30, 2026
Invesco S&P International Developed Low Volatility ETF Invesco Exchange-Traded Fund Trust II 26,6601.9M $0.51 %as of Apr 30, 2026
World Selection Index Fund Northern Funds 25,4781.6M $0.08 %as of Mar 31, 2026
JNL/DFA International Core Equity Fund JNL Series Trust 24,7421.6M $0.23 %as of Mar 31, 2026
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 24,53314.6M SEK0.03 %as of Mar 31, 2026
SPP Generation 70-tal Storebrand Asset Management AS 23,27713.8M SEK0.04 %as of Mar 31, 2026
Fidelity International Sustainability Index Fund Fidelity Salem Street Trust 23,1091.7M $0.21 %as of Apr 30, 2026
Skandia Nordamerika Exponering Skandia Fonder AB 22,10013.1M SEK0.14 %as of Mar 31, 2026
1290 VT SmartBeta Equity ESG Portfolio EQ Advisors Trust 21,9401.4M $0.39 %as of Mar 31, 2026

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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.

FundWeight 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.

QuarterShareholdersChangeSharesChange
2026Q2167+340,577,649+2.5 %
2026Q1164-739,589,230+2.2 %
2025Q4171+638,749,812+4.4 %
2025Q3165-237,118,224+3.5 %
2025Q2167-1235,850,056+2.2 %
2025Q1179+635,077,958-8.7 %
2024Q4173-1238,418,776-2.0 %
2024Q3185-639,218,617+0.8 %
2024Q2191+1138,915,272+36.6 %
2024Q1180-828,492,726-26.2 %
2023Q418838,605,387

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.

FundBond linesValue
VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND852.8M $as of Apr 30, 2026
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND841.4M $as of Apr 30, 2026
iShares Core International Aggregate Bond ETF91.5M $as of Apr 30, 2026
Nuveen International Aggregate Bond ETF3846.5K $as of Mar 31, 2026
Fidelity International Bond Index Fund3798.9K $as of Mar 31, 2026
Diversified Income Fund2112.1K $as of Apr 30, 2026
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Titelia. "Fund shareholders of Sun Life Financial Inc". https://titelia.com/en/stocks/sun-life-financial-inc-CA8667961053