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 | |
|---|---|---|---|---|
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 315 | 20.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 285 | 17.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco MSCI World SRI Index Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 253 | 15.9K $ | 0.24 % | as of Jan 31, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 33 | 2.4K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 15 | 983.3 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 1 | 65.5 $ | as of Feb 28, 2026 ↗ | |
| BT FUND, FI BT FUND / SELECTION EQUITY ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 82.1K € | 1.55 % | 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 | 2.61 % | 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