Sun Life Financial Inc
SLF- 交易所
- NYSE
- 產業
- Life Insurance
- SEC CIK
- 0001097362
近 90 天，Sun Life Financial Inc 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 493 家機構在 13F 申報持有，市值合計 $199.8 億；大師中只有Maverick 資本持有。
2025 年第 1 季 13F 持有人
Sun Life Financial Inc 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 421
- 較 2024 年第 4 季 −11 家
- 持有股數
- 2.63 億
- 較 2024 年第 4 季 +81.8 萬 (+0.3%)
- 總市值
- $151.1 億
- 較 2024 年第 4 季 −$4.99 億 (−3.2%)
- 新進機構
- 35
- 另有 148 家加碼
- 清倉機構
- 46
- 另有 132 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SLF 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 493 | $199.8 億 |
| 2026 年第 1 季 | 451 | $156.0 億 |
| 2025 年第 4 季 | 440 | $157.5 億 |
| 2025 年第 3 季 | 432 | $151.2 億 |
| 2025 年第 2 季 | 447 | $176.9 億 |
| 2025 年第 1 季 | 421 | $151.1 億 |
| 2024 年第 4 季 | 441 | $156.6 億 |
| 2024 年第 3 季 | 422 | $158.0 億 |
| 2024 年第 2 季 | 396 | $132.4 億 |
| 2024 年第 1 季 | 419 | $150.4 億 |
| 2023 年第 4 季 | 398 | $142.8 億 |
| 2023 年第 3 季 | 379 | $132.2 億 |
| 2023 年第 2 季 | 382 | $145.1 億 |
| 2023 年第 1 季 | 381 | $128.4 億 |
| 2022 年第 4 季 | 363 | $127.9 億 |
| 2022 年第 3 季 | 352 | $110.5 億 |
| 2022 年第 2 季 | 352 | $131.4 億 |
| 2022 年第 1 季 | 351 | $156.6 億 |
| 2021 年第 4 季 | 352 | $157.4 億 |
| 2021 年第 3 季 | 325 | $147.5 億 |
| 2021 年第 2 季 | 323 | $145.2 億 |
| 2021 年第 1 季 | 345 | $139.4 億 |
2025 年第 1 季持有機構
每家機構持有 Sun Life Financial Inc 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 10,504 | $60.1 萬 | 0.00% | +136+1.3% | 加碼 |
| Cigna Investments Inc | 10,603 | $60.7 萬 | 0.11% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 10,628 | $60.9 萬 | 0.00% | +3,006+39.4% | 加碼 |
| Fifth Third Bancorp | 10,649 | $61.0 萬 | 0.00% | +252+2.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 10,801 | $61.8 萬 | 0.02% | +180+1.7% | 加碼 |
| Pathstone Holdings, LLC | 10,953 | $62.7 萬 | 0.00% | −52−0.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 11,253 | $64.4 萬 | 0.00% | +44+0.4% | 加碼 |
| Brinker Capital Investments, LLC | 11,482 | $65.7 萬 | 0.01% | −281−2.4% | 減碼 |
| Orion Portfolio Solutions, LLC | 11,482 | $65.7 萬 | 0.01% | −281−2.4% | 減碼 |
| Citadel Advisors LLC | 11,546 | $66.1 萬 | 0.00% | +2,757+31.4% | 加碼 |
| Avantax Advisory Services, Inc. | 11,709 | $67.0 萬 | 0.00% | −353−2.9% | 減碼 |
| Verdence Capital Advisors LLC | 11,886 | $68.1 萬 | 0.05% | −75−0.6% | 減碼 |
| One Capital Management, LLC | 12,044 | $68.9 萬 | 0.02% | +12,044 | 新進 |
| CIBC Private Wealth Group, LLC | 12,907 | $69.1 萬 | 0.00% | −72−0.6% | 減碼 |
| Bleakley Financial Group, LLC | 12,540 | $71.8 萬 | 0.02% | +3,680+41.5% | 加碼 |
| Rathbone Brothers plc | 12,641 | $72.3 萬 | 0.00% | −749−5.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 12,885 | $73.8 萬 | 0.00% | −297−2.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,358 | $76.4 萬 | 0.00% | +7,310+120.9% | 加碼 |
| Blair William & Co | 14,309 | $81.9 萬 | 0.00% | +30.0% | 加碼 |
| Independent Advisor Alliance | 14,362 | $82.2 萬 | 0.03% | −56−0.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 14,504 | $83.0 萬 | 0.01% | +2,885+24.8% | 加碼 |
| Jane Street Group, LLC | 14,967 | $85.7 萬 | 0.00% | −69,412−82.3% | 減碼 |
| Advisor Group Holdings, Inc. | 15,319 | $87.8 萬 | 0.00% | −1,367−8.2% | 減碼 |
| CI Private Wealth, LLC | 15,407 | $88.2 萬 | 0.00% | −4,736−23.5% | 減碼 |
| US Bancorp | 15,900 | $91.0 萬 | 0.00% | −229−1.4% | 減碼 |
| UniSuper Management Pty Ltd | 11,100 | $91.4 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 17,072 | $97.7 萬 | 0.05% | −100−0.6% | 減碼 |
| Intech Investment Management LLC | 17,426 | $99.7 萬 | 0.01% | −3,566−17.0% | 減碼 |
| Tyler-Stone Wealth Management | 17,454 | $99.9 萬 | 0.18% | 00.0% | 不變 |
| Credit Agricole S A | 17,740 | $101.6 萬 | 0.00% | +421+2.4% | 加碼 |
| HBK Sorce Advisory LLC | 18,210 | $104.3 萬 | 0.03% | −80.0% | 減碼 |
| Barclays PLC | 18,264 | $104.6 萬 | 0.00% | +9,978+120.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 18,298 | $104.8 萬 | 0.00% | −51−0.3% | 減碼 |
| HighTower Advisors, LLC | 18,736 | $107.3 萬 | 0.00% | +51+0.3% | 加碼 |
| Truist Financial Corp | 18,872 | $108.1 萬 | 0.00% | +11,034+140.8% | 加碼 |
| Kestra Advisory Services, LLC | 19,324 | $110.6 萬 | 0.01% | −280−1.4% | 減碼 |
| SEI Investments Co | 19,583 | $112.1 萬 | 0.00% | +884+4.7% | 加碼 |
| United Services Automobile Association | 19,798 | $112.3 萬 | 0.03% | 00.0% | 不變 |
| Advisory Resource Group | 19,846 | $113.6 萬 | 0.23% | +760+4.0% | 加碼 |
| Envestnet Asset Management Inc | 21,859 | $125.2 萬 | 0.00% | +52+0.2% | 加碼 |
| Mason & Associates Inc | 22,000 | $126.0 萬 | 0.31% | 00.0% | 不變 |
| ASR Vermogensbeheer N.V. | 22,416 | $128.3 萬 | 0.02% | +22,416 | 新進 |
| Wells Fargo & Company | 23,075 | $132.2 萬 | 0.00% | −4,093−15.1% | 減碼 |
| Capital World Investors | 24,728 | $141.5 萬 | 0.00% | +1,685+7.3% | 加碼 |
| Cerity Partners LLC | 24,889 | $142.5 萬 | 0.00% | +1,022+4.3% | 加碼 |
| JustInvest LLC | 25,210 | $144.4 萬 | 0.02% | +1,027+4.2% | 加碼 |
| Quantbot Technologies LP | 25,738 | $147.4 萬 | 0.05% | +25,738 | 新進 |
| Northwestern Mutual Wealth Management Co | 25,869 | $148.1 萬 | 0.00% | +1,126+4.6% | 加碼 |
| Principal Financial Group Inc | 26,533 | $151.8 萬 | 0.00% | +2,900+12.3% | 加碼 |
| Cidel Asset Management Inc | 26,700 | $152.8 萬 | 0.10% | +316+1.2% | 加碼 |
| Lighthouse Investment Partners, LLC | 26,842 | $153.8 萬 | 0.07% | −96,077−78.2% | 減碼 |
| Signaturefd, LLC | 26,872 | $153.9 萬 | 0.03% | +145+0.5% | 加碼 |
| Pathway Financial Advisers, LLC | 26,982 | $154.5 萬 | 0.53% | +421+1.6% | 加碼 |
| Assenagon Asset Management S.A. | 27,582 | $157.8 萬 | 0.00% | −37,514−57.6% | 減碼 |
| Prudential PLC | 27,651 | $158.3 萬 | 0.01% | +2,541+10.1% | 加碼 |
| Captrust Financial Advisors | 27,806 | $159.2 萬 | 0.00% | +7,513+37.0% | 加碼 |
| Erste Asset Management GmbH | 28,400 | $160.1 萬 | 0.02% | 00.0% | 不變 |
| M&G Plc | 28,740 | $163.8 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 29,760 | $170.4 萬 | 0.01% | −42−0.1% | 減碼 |
| Cumberland Partners Ltd | 30,916 | $176.9 萬 | 0.14% | +19,370+167.8% | 加碼 |
| Aigen Investment Management, LP | 22,222 | $183.0 萬 | 0.29% | +13,022+141.5% | 加碼 |
| Renaissance Technologies LLC | 32,900 | $188.4 萬 | 0.00% | +32,900 | 新進 |
| HAP Trading, LLC | 23,000 | $189.4 萬 | 0.67% | +23,000 | 新進 |
| Quadrant Capital Group LLC | 33,831 | $193.7 萬 | 0.07% | +31,638+1,442.7% | 加碼 |
| Ameriprise Financial Inc | 24,658 | $194.2 萬 | 0.00% | +7,502+43.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 34,071 | $195.1 萬 | 0.00% | +7,917+30.3% | 加碼 |
| Cardinal Point Capital Management, ULC | 35,177 | $201.5 萬 | 0.19% | +35,177 | 新進 |
| Vident Advisory, LLC | 35,487 | $203.1 萬 | 0.03% | −1,082−3.0% | 減碼 |
| V-Square Quantitative Management LLC | 24,866 | $204.8 萬 | 0.30% | 00.0% | 不變 |
| Metis Global Partners, LLC | 35,827 | $205.0 萬 | 0.06% | −302−0.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 36,281 | $207.7 萬 | 0.06% | +29,646+446.8% | 加碼 |
| Investment Management Corp of Ontario | 36,697 | $210.1 萬 | 0.04% | +36,697 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38,144 | $218.3 萬 | 0.06% | 00.0% | 不變 |
| Mariner, LLC | 39,186 | $224.4 萬 | 0.00% | −946−2.4% | 減碼 |
| Ensign Peak Advisors, Inc | 40,100 | $229.5 萬 | 0.00% | 00.0% | 不變 |
| Gold Investment Management Ltd. | 40,706 | $233.1 萬 | 0.98% | +1,547+4.0% | 加碼 |
| Clearbridge Investments, LLC | 42,050 | $240.8 萬 | 0.00% | −1,155−2.7% | 減碼 |
| Kraematon Investment Advisors, Inc | 43,094 | $246.8 萬 | 2.51% | −1,329−3.0% | 減碼 |
| Ontario Teachers Pension Plan Board | 43,314 | $247.9 萬 | 0.04% | +4,703+12.2% | 加碼 |
| Alliancebernstein L.P. | 43,432 | $248.7 萬 | 0.00% | +2,605+6.4% | 加碼 |
| Vontobel Holding Ltd. | 45,927 | $262.9 萬 | 0.01% | +148+0.3% | 加碼 |
| State Street Corp | 46,528 | $266.4 萬 | 0.00% | +817+1.8% | 加碼 |
| Avanza Fonder AB | 32,616 | $274.5 萬 | 0.09% | −9,500−22.6% | 減碼 |
| Natixis Advisors, L.P. | 48,211 | $276.1 萬 | 0.01% | +276+0.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 33,557 | $276.3 萬 | 0.10% | +32,371+2,729.4% | 加碼 |
| LPL Financial LLC | 49,273 | $282.1 萬 | 0.00% | −44,584−47.5% | 減碼 |
| Gluskin Sheff & Assoc Inc | 50,581 | $289.5 萬 | 0.37% | −17,371−25.6% | 減碼 |
| Harvest Portfolios Group Inc. | 53,200 | $304.5 萬 | 0.09% | +2,876+5.7% | 加碼 |
| Maryland State Retirement & Pension System | 53,916 | $308.5 萬 | 0.07% | +19,819+58.1% | 加碼 |
| Public Sector Pension Investment Board | 55,447 | $317.3 萬 | 0.01% | +200+0.4% | 加碼 |
| Public Employees Retirement System of Ohio | 57,946 | $331.6 萬 | 0.01% | −2,642−4.4% | 減碼 |
| Millennium Management LLC | 57,939 | $331.8 萬 | 0.00% | −176,261−75.3% | 減碼 |
| Commonwealth Equity Services, LLC | 57,996 | $332.1 萬 | 0.00% | −1,422−2.4% | 減碼 |
| Jarislowsky, Fraser Ltd | 58,555 | $335.1 萬 | 0.02% | −128,593−68.7% | 減碼 |
| Creative Planning | 60,156 | $344.5 萬 | 0.00% | +3,452+6.1% | 加碼 |
| Cetera Investment Advisers | 62,856 | $359.9 萬 | 0.01% | +11,161+21.6% | 加碼 |
| Ninepoint Partners LP | 62,925 | $360.3 萬 | 0.63% | +2,540+4.2% | 加碼 |
| Utah Retirement Systems | 64,683 | $370.1 萬 | 0.04% | 00.0% | 不變 |
| Raymond James Financial Inc | 65,274 | $373.8 萬 | 0.00% | −3,383−4.9% | 減碼 |
| Stifel Financial Corp | 66,558 | $381.1 萬 | 0.00% | +3,318+5.2% | 加碼 |