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 | |
|---|---|---|---|---|
| LVIP Dimensional International Core Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 21,732 | 1.4M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| iShares Global Financials ETF iShares Trust | 20,849 | 1.3M $ | 0.25 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 20,677 | 1.3M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| International Equity Index Trust John Hancock Variable Insurance Trust | 20,400 | 1.3M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| VIP International Index Portfolio Variable Insurance Products Fund II | 19,465 | 1.2M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| PD International Large-Cap Index Portfolio PACIFIC SELECT FUND | 18,870 | 1.2M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| THRIVENT INTERNATIONAL EQUITY FUND Thrivent Mutual Funds | 18,689 | 1.3M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 18,677 | 11.1M SEK | 0.17 % | as of Mar 31, 2026 ↗ |
| Avantis International Equity Fund American Century ETF Trust | 17,700 | 1.2M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| iShares Paris-Aligned Climate Optimized MSCI World ex USA ETF iShares Trust | 17,630 | 1.2M $ | 0.37 % | as of Feb 28, 2026 ↗ |
| Green Century MSCI International Index Fund GREEN CENTURY FUNDS | 17,510 | 1.3M $ | 0.75 % | as of Apr 30, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 17,136 | 10.2M SEK | 0.07 % | as of Mar 31, 2026 ↗ |
| Lysa Global Equity Broad Lysa Fonder AB | 15,606 | 9.3M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible International Equity ETF American Century ETF Trust | 13,667 | 895.7K $ | 0.20 % | as of Feb 28, 2026 ↗ |
| iShares International Equity Factor ETF iShares Trust | 12,867 | 927.1K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 11,848 | 742.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 11,592 | 725.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Victory Global Managed Volatility Fund Victory Portfolios III | 11,235 | 809.6K $ | 0.22 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund FlexShares Trust | 11,168 | 803K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| International Developed Markets Fund RUSSELL INVESTMENT FUNDS | 10,984 | 688.1K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| KPA Blandfond Swedbank Robur Fonder AB | 10,828 | 6.4M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| 1290 SmartBeta Equity Fund 1290 Funds | 10,300 | 742.1K $ | 0.27 % | as of Apr 30, 2026 ↗ |
| AQR Alternative Risk Premia Fund AQR Funds | 9,823 | 615.4K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 9,679 | 634.5K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Dimensional VA International Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,578 | 690.1K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Destinations International Equity Fund Brinker Capital Destinations Trust | 9,476 | 620.9K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Victory Target Managed Allocation Fund Victory Portfolios III | 9,233 | 605.2K $ | 0.27 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MarketBeta Total International Equity ETF Goldman Sachs ETF Trust II | 9,184 | 602K $ | 0.10 % | as of Feb 27, 2026 ↗ |
| Calvert International Responsible Index ETF Morgan Stanley ETF Trust | 8,668 | 543K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| Gotham 1000 Value ETF Tidal Trust I | 8,557 | 535.3K $ | 0.25 % | as of Mar 31, 2026 ↗ |
| AZL DFA International Core Equity Fund Allianz Variable Insurance Products Trust | 8,091 | 507K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Nordea Generationsfond 90-tal Nordea Funds Ab | 7,300 | 4.3M SEK | 0.12 % | as of Mar 31, 2026 ↗ |
| Nordea Generationsfond Senior Nordea Funds Ab | 7,300 | 4.3M SEK | 0.20 % | as of Mar 31, 2026 ↗ |
| Invesco International Developed Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,838 | 448.2K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Wilmington International Fund Wilmington Funds | 6,747 | 486.1K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Global Equity Fund RUSSELL INVESTMENT CO | 6,691 | 482.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 6,235 | 449.2K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Multifactor International Equity Fund RUSSELL INVESTMENT CO | 6,061 | 436.7K $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Handelsbanken Global Dynamisk Strategi Handelsbanken Fonder AB | 5,900 | 3.5M SEK | 0.17 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon World Index Fund JNL Series Trust | 5,811 | 364K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST | 5,710 | 411.4K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 5,246 | 343.9K $ | 0.05 % | as of Feb 27, 2026 ↗ |
| SPP Generation 60-tal Storebrand Asset Management AS | 5,241 | 3.1M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| SEB Global Sustainable Companies Fund SEB Funds AB | 5,232 | 3.1M SEK | 0.23 % | as of Mar 31, 2026 ↗ |
| SPP Generation 80-tal Storebrand Asset Management AS | 5,092 | 3M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Lysa Global Equity Focus Lysa Fonder AB | 4,853 | 2.9M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Victory Global Equity Income Fund Victory Portfolios III | 4,577 | 300K $ | 0.38 % | as of Feb 28, 2026 ↗ |
| Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 4,551 | 2.7M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Russell Investments International Developed Equity ETF Russell Investments Exchange Traded Funds | 4,545 | 284.7K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Pacer Trendpilot International ETF Pacer Funds Trust | 4,416 | 318.2K $ | 0.17 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 4,324 | 2.6M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| M International Equity Fund M FUND INC | 4,233 | 265.1K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined International Core Portfolio Forethought Variable Insurance Trust | 4,121 | 257.4K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global High Dividend Low Volatility Criteria Handelsbanken Fonder AB | 3,961 | 2.4M SEK | 0.14 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 3,959 | 2.4M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Xtrackers MSCI All World ex US Hedged Equity ETF DBX ETF Trust | 3,668 | 240.4K $ | 0.10 % | as of Feb 27, 2026 ↗ |
| State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS | 3,645 | 227.6K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| Wilmington Global Alpha Equities Fund Wilmington Funds | 3,585 | 258.3K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Innovator Gradient Tactical Rotation Strategy ETF Innovator ETFs Trust | 3,435 | 247.5K $ | 0.45 % | as of Apr 30, 2026 ↗ |
| Captor Scilla Global Equity Captor Fund Management AB | 3,433 | 2M SEK | 0.35 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Sustainable Non-U.S. Developed Markets Fund Fidelity Investment Trust | 3,273 | 235.8K $ | 0.67 % | as of Apr 30, 2026 ↗ |
| Dimensional International Vector Equity ETF Dimensional ETF Trust | 3,189 | 229.4K $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 3,184 | 199.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,184 | 198.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 3,049 | 1.8M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB | 2,768 | 1.6M SEK | 0.06 % | as of Mar 31, 2026 ↗ |
| Aquarius International Fund RBB Fund, Inc. | 2,753 | 180.5K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 2,697 | 194.3K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 2,167 | 135.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 2,098 | 131.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 2,085 | 1.2M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 2,081 | 130.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Morningstar Alternatives Fund Morningstar Funds Trust | 1,790 | 129K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| iShares World ex U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 1,705 | 122.8K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 1,639 | 118.1K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| GodFond Sverige & Världen Storebrand Asset Management AS | 1,513 | 900.1K SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| FlexShares STOXX Global ESG Select Index Fund FlexShares Trust | 1,400 | 100.7K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 1,360 | 85.1K $ | 0.38 % | as of Mar 31, 2026 ↗ |
| AQR International Defensive Style Fund AQR Funds | 1,322 | 82.8K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Index Core Handelsbanken Fonder AB | 1,291 | 768K SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee International Index Fund E Trade Trust | 1,287 | 92.7K $ | 0.16 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 1,243 | 739.5K SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| The Institutional International Equity Portfolio HC Capital Trust | 1,162 | 72.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 1,094 | 78.8K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| GuideMark World ex-US Fund GPS Funds I | 1,054 | 66K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 1,037 | 64.8K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 1,010 | 63.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 947 | 563.4K SEK | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 814 | 51K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 783 | 49.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 646 | 40.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 642 | 46.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Xtrackers FTSE Developed ex US Multifactor ETF DBX ETF Trust | 585 | 38.3K $ | 0.06 % | as of Feb 27, 2026 ↗ |
| JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust | 580 | 41.8K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 549 | 34.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 537 | 38.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex International Focused Index Fund Fidelity Salem Street Trust | 407 | 29.3K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Symmetry Panoramic International Equity Fund Symmetry Panoramic Trust | 402 | 26.3K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 392 | 233.2K SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 330 | 20.7K $ | 0.10 % | 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