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Randolph Brown

Sun Life Financial Inc

Assets Managed
$1.761B
Holdings
45
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-7.55%(2Q avg: -5.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sun Life Financial Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Sun Life Financial Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.761B in assets, with a quarterly growth rate of -7.55% and a 2-quarter average growth rate of -5.19%. The portfolio is managed by Randolph Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.07%
22.34%
$393.449M
604,990 shares@ $650.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.82%
16.04%
$282.393M
432,316 shares@ $653.21 avg price
SNPE
Xtrackers S&p 500 Esg Etf
Recent Activity
Increased 22.09%
15.93%
$280.418M
4.709M shares@ $59.56 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.28%
15.88%
$279.693M
468,158 shares@ $597.44 avg price
EWT
Ishares Msci Taiwan Etf
Recent Activity
Decreased -11.27%
6.66%
$117.198M
1.653M shares@ $70.91 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -10.44%
3.53%
$62.014M
107,443 shares@ $577.19 avg price
LODI
Aam Slc Low Duration Inc Etf
Recent Activity
2.87%
$50.398M
2M shares@ $25.2 avg price
CLOC
Aam Crescent Clo Etf
Recent Activity
2.82%
$49.63M
2M shares@ $24.82 avg price
EWS
Ishares Msci Singapore Etf
Recent Activity
Increased 17.48%
2.78%
$48.817M
1.73M shares@ $28.22 avg price
XVV
Ishares Esg Screened S&p500
Recent Activity
2.3%
$40.51M
823,040 shares@ $49.22 avg price

1-10 of 45