Sun Life Financial files 13F: $1.83M holdings summary

Sun Life Financial Inc. submitted a Form 13F holdings report summarizing institutional holdings managed by affiliated managers.

Accepted by SEC EDGAR 08/13/2025 - 11:48 AM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Sun Life Financial Inc. submitted a Form 13F holdings report summarizing institutional holdings managed by affiliated managers. The filing lists 40 information-table entries with an aggregate reported value of $1,828,541 and identifies 3 other included managers.

The report was signed by Randolph Brown, CIO, and is filed as a 13F combination report indicating the reporting manager's holdings are shared across related reporting entities.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Sun Life Financial's (SLF) Form 13F report show?

The filing reports 40 holdings with a total value of $1,828,541. It is a 13F combination report covering positions across affiliated managers and lists three included managers and related filing details.

Who signed the SLF Form 13F and when was it signed?

Randolph Brown, CIO, signed the Form 13F on 08-11-2025. The signature block names the authorized filer and provides a contact phone number included in the cover information.

How many managers are included in Sun Life's 13F filing for SLF?

The report identifies three other included managers. The List of Other Included Managers names Sun Life Capital Management (U.S.) LLC and two additional affiliated entities.

Does the Form 13F filing disclose individual security positions or only totals?

The summary provides an information-table entry total of 40 and an aggregate value of $1,828,541. Detailed individual security positions would appear in the information table entries rather than the cover summary.

What type of 13F report did Sun Life file for SLF?

Sun Life filed a 13F combination report. That indicates a portion of the manager's holdings are reported in this filing while other portions may be reported by related reporting managers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 06-30-2025

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	SUN LIFE FINANCIAL INC
Address:	Sun Life Assurance CO of Canada
	One York Street
	Toronto, A6 M5J 0B6
Form 13F File Number:	028-05799
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		Randolph Brown
Title:		CIO, Sun Life
Phone:		781-416-2297
Signature, Place, and Date of Signing:
/s/ Randolph Brown			Wellesley Hills, MA	08-11-2025
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.]
		Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
		MASSACHUSETTS FINANCIAL SERVICES CO /MA/	028-04968			0000912938

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		3
	Form 13F Information Table Entry Total:		40
	Form 13F Information Table Value Total:		1,828,541
			(round to nearest dollar)

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
	No.	Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
	1	SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC	028-12046			0001381133
	2	Sun Life Assurance Co of Canada	028-12047			0001381352
	3	Crescent Capital Group LP	028-15882			0001513857