SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by SUN LIFE FINANCIAL INC, an institutional investment manager. The report covers the quarter ended March 31, 2026. The filing was signed by Randolph Brown, CIO, on May 8, 2026. This is a combination report, meaning a portion of the holdings are reported here while others are reported by separate managers.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the operating financial performance of Sun Life Financial Inc. itself. Key metrics from the report include:
- Total Value of Reported Holdings: $1,761,356 (rounded to the nearest dollar).
- Total Number of Holdings Entries: 48.
- Number of Other Included Managers: 3.
- Revenue, Profit, Cash Flow, Margins, Debt, Liquidity: The filing text does not provide a clear value for these operating metrics as they are not required in a 13F-HR.
Material Changes and Other Managers
The report includes holdings managed by three other entities in addition to the primary filer:
- SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
- Sun Life Assurance Co of Canada
- Crescent Capital Group LP
Massachusetts Financial Services Co is also listed as another manager reporting for this manager. The filing does not provide comparative data against the prior period to determine material changes in holdings value or composition.
Guidance, Outlook, and Risks
The filing text does not provide a clear value for guidance, outlook, management commentary on strategy, specific risks, contingencies, or unusual items. The document contains a standard disclaimer stating that the SEC has not reviewed the information and that readers should not assume it is accurate or complete.
Investor Verification Checklist
- Verify the total reported value of $1,761,356 against the sum of individual holdings in the full schedule.
- Confirm the specific equity positions within the 48 reported entries to understand portfolio concentration.
- Review filings from the three other included managers (Sun Life Capital Management, Sun Life Assurance Co of Canada, Crescent Capital Group LP) to obtain the complete picture of the manager's total assets under management.
- Note that this filing reflects holdings as of March 31, 2026, and does not reflect subsequent trading activity.