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Funds Holding Sun Life Financial Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Sun Life Financial Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of SLF →Funds holding
74
as of 2026-07-31
Reported value
$2.2B
summed across funds
Fund families
33
named trusts
Largest conviction
2.99%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Fidelity Canada FundFidelity Investment Trust416.8K sh$34.6M | 2.99% |
| Fidelity Series Canada FundFidelity Investment Trust3.5M sh$293.8M | 2.87% |
| VANGUARD INTERNATIONAL DIVIDEND GROWTH FUNDVANGUARD WHITEHALL FUNDS34.5K sh$2.9M | 2.20% |
| Steward Global Equity Income FundSteward Funds Inc84.8K sh$7M | 1.53% |
| JPMorgan BetaBuilders Canada ETFJ.P. Morgan Exchange-Traded Fund Trust2M sh$163.3M | 1.50% |
| Fidelity SAI Canada Equity Index FundFidelity Concord Street Trust2.9M sh$237.6M | 1.50% |
| Fidelity Series Canada Index FundFidelity Concord Street Trust58.5K sh$4.9M | 1.50% |
| Hartford Multifactor Developed Markets (ex-US) ETFLattice Strategies Trust165.3K sh$13.7M | 0.84% |
| Green Century MSCI International Index FundGREEN CENTURY FUNDS16.8K sh$1.4M | 0.80% |
| Fidelity Series Sustainable Non-U.S. Developed Markets FundFidelity Investment Trust3.1K sh$259.4K | 0.67% |
| Hartford International Equity FundHARTFORD MUTUAL FUNDS, INC52.6K sh$4.4M | 0.59% |
| iShares MSCI Intl Quality Factor ETFiShares Trust897.9K sh$74.5M | 0.54% |
| Invesco S&P International Developed Low Volatility ETFInvesco Exchange-Traded Fund Trust II20.4K sh$1.7M | 0.49% |
| Hartford Schroders International Multi-Cap Value FundHARTFORD MUTUAL FUNDS II, INC183K sh$15.2M | 0.41% |
| Pacer S&P World 3AI Top 300 ETFPacer Funds Trust51 sh$4.2K | 0.38% |
| 1290 SmartBeta Equity Fund1290 Funds10.3K sh$854.6K | 0.29% |
| Victory Global Managed Volatility FundVictory Portfolios III11.2K sh$932.3K | 0.25% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS631.2K sh$52.4M | 0.24% |
| Fidelity International Sustainability Index FundFidelity Salem Street Trust22.9K sh$1.9M | 0.23% |
| Multifactor International Equity FundRUSSELL INVESTMENT CO4.7K sh$388.1K | 0.21% |
| Pacer Trendpilot International ETFPacer Funds Trust4.2K sh$349K | 0.19% |
| E*TRADE No Fee International Index FundE Trade Trust1.5K sh$120.6K | 0.18% |
| BNY Mellon International Equity ETFBNY Mellon ETF Trust28.2K sh$2.3M | 0.18% |
| International Social Core Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC47.4K sh$3.9M | 0.17% |
| Dimensional International Sustainability Core 1 ETFDimensional ETF Trust22.9K sh$1.9M | 0.17% |
| International Developed Markets FundRUSSELL INVESTMENT CO27.2K sh$2.3M | 0.16% |
| iShares Core MSCI International Developed Markets ETFiShares Trust583K sh$48.4M | 0.15% |
| Invesco RAFI Developed Markets ex-U.S. ETFInvesco Exchange-Traded Fund Trust II49.8K sh$4.1M | 0.14% |
| FlexShares Morningstar Developed Markets ex-US Factor Tilt Index FundFlexShares Trust11.5K sh$954.9K | 0.14% |
| Dimensional International Value ETFDimensional ETF Trust364.5K sh$30.2M | 0.14% |
| SA Fidelity Institutional AM Global Equities PortfolioSUNAMERICA SERIES TRUST5.5K sh$453.8K | 0.13% |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC674.5K sh$55.9M | 0.13% |
| International Vector Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC67.3K sh$5.6M | 0.13% |
| Fidelity Global ex U.S. Index FundFidelity Salem Street Trust292.8K sh$24.3M | 0.12% |
| iShares MSCI ACWI ex U.S. ETFiShares Trust170.1K sh$14.1M | 0.12% |
| Fidelity Series Global ex U.S. Index FundFidelity Salem Street Trust1.1M sh$91.3M | 0.12% |
| Wilmington Global Alpha Equities FundWilmington Funds3.6K sh$297.4K | 0.12% |
| Schwab Fundamental International Equity Index FundSCHWAB CAPITAL TRUST78.5K sh$6.5M | 0.12% |
| Fidelity Flex International Index FundFidelity Salem Street Trust59.7K sh$5M | 0.11% |
| Fidelity ZERO International Index FundFidelity Concord Street Trust168.8K sh$14M | 0.11% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS1.3M sh$109.4M | 0.11% |
| International Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC60.4K sh$5M | 0.11% |
| LARGE CAP INTERNATIONAL PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC118.4K sh$9.8M | 0.11% |
| iShares Core MSCI Total International Stock ETFiShares Trust748.2K sh$62.1M | 0.11% |
| Fidelity Total International Index FundFidelity Salem Street Trust322.2K sh$26.7M | 0.11% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVANGUARD STAR FUNDS8.2M sh$676.2M | 0.10% |
| Wilmington International FundWilmington Funds6.5K sh$540.2K | 0.09% |
| International High Relative Profitability PortfolioDFA INVESTMENT DIMENSIONS GROUP INC19.5K sh$1.6M | 0.09% |
| Dimensional International Core Equity Market ETFDimensional ETF Trust168.6K sh$14M | 0.08% |
| VOYA MULTI-MANAGER INTERNATIONAL EQUITY FUNDVoya Mutual Funds6.4K sh$531K | 0.08% |
| FlexShares STOXX Global ESG Select Index FundFlexShares Trust969 sh$80.3K | 0.07% |
| Dimensional International Core Equity 2 ETFDimensional ETF Trust127.6K sh$10.6M | 0.07% |
| Tax-Managed International Equity FundRUSSELL INVESTMENT CO47.3K sh$3.9M | 0.07% |
| iShares MSCI Kokusai ETFiShares Trust1.6K sh$136K | 0.05% |
| Vox Populi ETFAdvisors Series Trust33 sh$2.7K | 0.05% |
| iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust6.4K sh$534.7K | 0.05% |
| Morningstar Alternatives FundMorningstar Funds Trust1.4K sh$117.7K | 0.05% |
| iShares MSCI ACWI ETFiShares Trust179.9K sh$14.9M | 0.05% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS467.6K sh$38.8M | 0.04% |
| Dimensional World ex. U.S. Core Equity 2 ETFDimensional ETF Trust55.9K sh$4.6M | 0.04% |
| iShares World ex U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust1.2K sh$98.4K | 0.03% |
| Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC698 sh$57.9K | 0.03% |
| JPMorgan Flexible Income ETFJ.P. Morgan Exchange-Traded Fund Trust188 sh$15.6K | 0.03% |
| SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST1.4K sh$119.1K | 0.03% |
| iShares International Equity Factor ETFiShares Trust13.2K sh$1.1M | 0.03% |
| Fidelity Flex International Focused Index FundFidelity Salem Street Trust548 sh$45.5K | 0.03% |
| Global Equity FundRUSSELL INVESTMENT CO13.8K sh$1.1M | 0.03% |
| Dimensional VA International Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC2.2K sh$184K | 0.02% |
| Dimensional International Vector Equity ETFDimensional ETF Trust477 sh$39.6K | 0.02% |
| Dimensional International High Profitability ETFDimensional ETF Trust13.7K sh$1.1M | 0.02% |
| JPMorgan Income Builder FundJPMorgan Trust I17.8K sh$1.5M | 0.02% |
| THE DFA INTERNATIONAL VALUE SERIESDFA INVESTMENT TRUST CO33.1K sh$2.7M | 0.01% |
| World ex U.S. Core Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC10 sh$829.5 | 0.00% |
| BlackRock Global Allocation Fund, Inc.BlackRock Global Allocation Fund, Inc.-39.5K sh-$55.8K | -0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on SLF
Company overviewEverything on SLF in one place, with the price.SEC filingsWhat SLF's 8-Ks say happened: results, departures, auditor changes.Who owns itEvery manager reporting a position in SLF.LobbyingWhat SLF spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on SLF's account, and who they worked for.Federal contractsWhat federal agencies pay SLF.