# EDGAR Filing Document

**Accession Number:** 0001097362
**File Stem:** 0001104659-25-077368
**Filing Date:** 2025-8
**Character Count:** 9332
**Document Hash:** f099e9c5a86cdbae509c756f39bebaa3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-077368.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001104659-25-077368

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SUN LIFE FINANCIAL INC
- **CENTRAL INDEX KEY:** 0001097362
- **STANDARD INDUSTRIAL CLASSIFICATION:** LIFE INSURANCE [6311]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 000000000
- **STATE OF INCORPORATION:** Z4
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-05799
- **FILM NUMBER:** 251209860

**BUSINESS ADDRESS:**
- **STREET 1:** SUN LIFE ASSURANCE CO OF CANADA
- **STREET 2:** ONE YORK STREET
- **CITY:** TORONTO
- **STATE:** A6
- **ZIP:** M5J 0B6
- **BUSINESS PHONE:** 4169794800

**MAIL ADDRESS:**
- **STREET 1:** SUN LIFE ASSURANCE CO OF CANADA
- **STREET 2:** ONE YORK STREET
- **CITY:** TORONTO
- **STATE:** A6
- **ZIP:** M5J 0B6

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SUN LIFE FINANCIAL SERVICES INC
- **DATE OF NAME CHANGE:** 20030702

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SUN LIFE FINANCIAL SERVICES OF CANADA INC
- **DATE OF NAME CHANGE:** 20000224

### FORM 13F COVER PAGE

**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<br>**Address:** Sun Life Assurance CO of Canada<br>One York Street<br>Toronto, A6 M5J 0B6

**Form 13F File Number:** 028-05799

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<br>**Title:** CIO Sun Life<br>**Phone:** 781-416-2297

**Signature, Place, and Date of Signing:**

/s/ Randolph Brown  Wellesley Hills, MA  08-11-2025<br>[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 are reported 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).)

### 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:** $1828541

      (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 Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 028-04968              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES MSCI EAFE INDEX FUND | * ISHARES TR MSCI EAFE ETF | 464287465 |  | 4985 | 55762 | SH |  | SOLE | 1 | 55762 | 0 | 0 |
| ISHARES MSCI FRANCE ETF | * ISHARES INC MSCI FRANCE ETF | 464286707 |  | 2565 | 59920 | SH |  | SOLE | 1 | 59920 | 0 | 0 |
| ISHARES MSCI GERMANY ETF | * ISHARES INC MSCI GERMANY ETF | 464286806 |  | 554 | 13095 | SH |  | SOLE | 1 | 13095 | 0 | 0 |
| ISHARES MSCI MEXICO CAPPED ETF | * ISHARES INC MSCI MEXICO ETF | 464286822 |  | 1140 | 18825 | SH |  | SOLE | 1 | 18825 | 0 | 0 |
| ISHARES MSCI UNITED KINGDOM INDEX FUND | * ISHARES TR MSCI UK ETF NEW | 46435G334 |  | 2078 | 52315 | SH |  | SOLE | 1 | 52315 | 0 | 0 |
| SPDR S 500 ETF TRUST | * SPDR S 500 ETF TR TR UNIT | 78462F103 |  | 363049 | 587600 | SH |  | SOLE | 1 | 587600 | 0 | 0 |
| SPDR S 500 ETF TRUST | * SPDR S 500 ETF TR TR UNIT | 78462F103 |  | 23014 | 37248 | SH |  | SOLE | 1 | 37248 | 0 | 0 |
| SPDR S 500 ETF TRUST | * SPDR S 500 ETF TR TR UNIT | 78462F103 |  | 4511 | 7301 | SH |  | SOLE | 1 | 7301 | 0 | 0 |
| ISHARES MSCI JAPAN UCITS ETF | * ISHARES INC MSCI JPN ETF NEW | 46434G822 |  | 4519 | 60282 | SH |  | SOLE | 1 | 60282 | 0 | 0 |
| AVALONBAY COMMUNITIES INC | * AVALONBAY CMNTYS INC COM | 053484101 |  | 31019 | 152427 | SH |  | SOLE | 1 | 152427 | 0 | 0 |
| BOSTON PROPERTIES INC | * BXP INC COM | 101121101 |  | 8113 | 120239 | SH |  | SOLE | 1 | 120239 | 0 | 0 |
| DIGITAL REALTY TRUST INC | * DIGITAL RLTY TR INC COM | 253868103 |  | 37221 | 213509 | SH |  | SOLE | 1 | 213509 | 0 | 0 |
| EQUINIX INC | * EQUINIX INC COM | 29444U700 |  | 8954 | 11256 | SH |  | SOLE | 1 | 11256 | 0 | 0 |
| PROLOGIS INC | * PROLOGIS INC. COM | 74340W103 |  | 23614 | 224643 | SH |  | SOLE | 1 | 224643 | 0 | 0 |
| SIMON PROPERTY GROUP INC | * SIMON PPTY GROUP INC NEW COM | 828806109 |  | 9508 | 59145 | SH |  | SOLE | 1 | 59145 | 0 | 0 |
| INVESCO QQQ TRUST SERIES 1 | * INVESCO QQQ TR UNIT SER 1 | 46090E103 |  | 88671 | 160740 | SH |  | SOLE | 1 | 160740 | 0 | 0 |
| CAMDEN PROPERTY TRUST | * CAMDEN PPTY TR SH BEN INT | 133131102 |  | 17977 | 159528 | SH |  | SOLE | 1 | 159528 | 0 | 0 |
| ISHARES MSCI SOUTH KOREA ETF | * ISHARES INC MSCI STH KOR ETF | 464286772 |  | 119210 | 1660773 | SH |  | SOLE | 1 | 1660773 | 0 | 0 |
| ISHARES ESG SCREENED S 500 ETF | * ISHARES TR ESG SELECT SCRE | 46436E569 |  | 39250 | 823040 | SH |  | SOLE | 1 | 823040 | 0 | 0 |
| ISHARES MSCI INDIA ETF | * ISHARES TR MSCI INDIA ETF | 46429B598 |  | 17595 | 316000 | SH |  | SOLE | 1 | 316000 | 0 | 0 |
| ISHARES MSCI TAIWAN ETF | * ISHARES INC MSCI TAIWAN ETF | 46434G772 |  | 108655 | 1892950 | SH |  | SOLE | 1 | 1892950 | 0 | 0 |
| CRESCENT CAPITAL BDC INC | * CRESCENT CAP BDC INC COM | 225655109 |  | 31391 | 2226308 | SH |  | SOLE | 1 | 2226308 | 0 | 0 |
| FIRST INDUSTRIAL REALTY TRUST INC | * FIRST INDL RLTY TR INC COM | 32054K103 |  | 7708 | 160142 | SH |  | SOLE | 1 | 160142 | 0 | 0 |
| REXFORD INDUSTRIAL REALTY INC | * REXFORD INDL RLTY INC COM | 76169C100 |  | 6132 | 172391 | SH |  | SOLE | 1 | 172391 | 0 | 0 |
| VANGUARD S 500 ETF | * VANGUARD INDEX FDS S 500 ETF SHS | 922908363 |  | 280512 | 493833 | SH |  | SOLE | 1 | 493833 | 0 | 0 |
| ISHARES CORE S 500 ETF | * ISHARES TR CORE S ETF | 464287200 |  | 7823 | 12600 | SH |  | SOLE | 1 | 12600 | 0 | 0 |
| ISHARES CORE S 500 ETF | * ISHARES TR CORE S ETF | 464287200 |  | 280572 | 451879 | SH |  | SOLE | 1 | 451879 | 0 | 0 |
| GRAFTECH INTERNATIONAL LTD | * GRAFTECH INTL LTD COM | 384313508 |  | 319 | 841528 | SH |  | SOLE | 1 | 841528 | 0 | 0 |
| ISHARES MSCI INDONESIA ETF | * ISHARES TR MSCI INDONIA ETF | 46429B309 |  | 12464 | 707000 | SH |  | SOLE | 1 | 707000 | 0 | 0 |
| ISHARES MSCI PHILIPPINES ETF | ISHARES TR MSCI PHILIPS ETF | 46429B408 |  | 7566 | 279000 | SH |  | SOLE | 1 | 279000 | 0 | 0 |
| ISHARES MSCI SINGAPORE ETF | * ISHARES INC MSCI SINGPOR ETF | 46434G780 |  | 31425 | 1209600 | SH |  | SOLE | 1 | 1209600 | 0 | 0 |
| AAM SLC LOW DURATION INCOME ETF | ETF SER SOLUTIONS AAM SLC LOW DUR | 26922B428 |  | 50400 | 2000000 | SH |  | SOLE | 1 | 2000000 | 0 | 0 |
| XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | * DBX ETF TR XTRACK HRVST CSI | 233051879 |  | 5461 | 198300 | SH |  | SOLE | 1 | 198300 | 0 | 0 |
| XTRACKERS S 500 SCORED  SCREENED ETF | * DBX ETF TR XTRACKRS S 500 | 233051143 |  | 123419 | 2231800 | SH |  | SOLE | 1 | 2231800 | 0 | 0 |
| BEASLEY BROADCAST GROUP INC | CL A | 074014200 |  | 6 | 1524 | SH |  | SOLE | 3 | 1524 | 0 | 0 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | 0-3 MNTH TREASRY | 46436E718 |  | 25782 | 256050 | SH |  | SOLE | 3 | 256050 | 0 | 0 |
| ISHARES 20PLUS YEAR TREASURY BOND ETF | 20 YR TR BD ETF | 464287432 |  | 5092 | 57700 | SH |  | SOLE | 3 | 57700 | 0 | 0 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | BLOOMBERG 1-3 MO | 78468R663 |  | 7405 | 80725 | SH |  | SOLE | 3 | 80725 | 0 | 0 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | INTER TERM TREAS | 92206C706 |  | 10509 | 175700 | SH |  | SOLE | 3 | 175700 | 0 | 0 |
| VANGUARD SHORT-TERM TREASURY ETF | SHORT TERM TREAS | 92206C102 |  | 18353 | 312225 | SH |  | SOLE | 3 | 312225 | 0 | 0 |

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