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SUN LIFE FINL INC
SUN LIFE FINL INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 225 Institutional holders with a total value of $9,462,702,221.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ROYAL BANK OF CANADA 43,487,700 1,505,979,000 15.91%
2 BANK OF MONTREAL /CAN/ 22,440,485 777,114,000 8.21%
3 I.G. INVESTMENT MANAGEMENT, LTD. 19,951,483 691,012,000 7.30%
4 TD ASSET MANAGEMENT INC 15,823,645 548,792,000 5.80%
5 BANK OF NOVA SCOTIA 15,506,850 537,031,000 5.68%
6 FMR LLC 12,713,989 440,246,000 4.65%
7 CIBC Asset Management Inc 12,564,724 435,563,000 4.60%
8 TORONTO DOMINION BANK 12,050,890 417,769,000 4.41%
9 CIBC WORLD MARKET INC. 11,957,921 414,103,000 4.38%
10 LETKO, BROSSEAU & ASSOCIATES INC 10,296,486 356,600,000 3.77%
11 Connor, Clark & Lunn Investment Management Ltd. 7,169,515 274,449,000 2.90%
12 Capital Research Global Investors 7,914,700 274,061,000 2.90%
13 PRICE T ROWE ASSOCIATES INC /MD/ 7,096,500 245,856,000 2.60%
14 CANADA LIFE ASSURANCE Co 6,835,873 235,752,000 2.49%
15 1832 Asset Management L.P. 5,238,739 181,188,000 1.91%
16 MACKENZIE FINANCIAL CORP 4,203,397 145,609,000 1.54%
17 FRANKLIN RESOURCES INC 3,387,676 117,315,000 1.24%
18 Capital International Investors 3,080,300 106,671,000 1.13%
19 MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,731,479 103,841,000 1.10%
20 APG Asset Management N.V. 2,597,718 90,093,000 0.95%
21 Legal & General Group Plc 2,510,607 87,076,000 0.92%
22 PUBLIC SECTOR PENSION INVESTMENT BOARD 2,451,956 85,038,000 0.90%
23 Scheer, Rowlett & Associates Investment Management Ltd. 2,147,740 82,215,000 0.87%
24 Swiss National Bank 1,939,000 67,349,000 0.71%
25 SCOTIA CAPITAL INC. 1,857,849 64,327,000 0.68%
26 PCJ Investment Counsel Ltd. 1,567,220 59,993,000 0.63%
27 Alberta Investment Management Corp 1,566,100 59,950,000 0.63%
28 INTACT INVESTMENT MANAGEMENT INC. 1,547,312 59,209,000 0.63%
29 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,519,504 52,699,000 0.56%
30 Sumitomo Mitsui Trust Group, Inc. 1,504,420 52,169,000 0.55%
31 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,397,908 48,391,000 0.51%
32 Fiera Capital Corp 1,187,397 41,120,000 0.43%
33 GOLDMAN SACHS GROUP INC 1,120,635 38,808,000 0.41%
34 LINCLUDEN MANAGEMENT LTD 890,015 37,678,000 0.40%
35 CREDIT SUISSE AG/ 1,071,045 37,090,000 0.39%
36 Invesco Ltd. 993,114 34,440,000 0.36%
37 RUSSELL FRANK CO/ 841,276 29,173,000 0.31%
38 NORGES BANK 813,620 28,218,000 0.30%
39 MORGAN STANLEY 702,246 24,319,000 0.26%
40 FEDERATED HERMES, INC. 692,165 23,969,000 0.25%
41 AGF INVESTMENTS INC. 690,314 23,914,000 0.25%
42 BANK OF AMERICA CORP /DE/ 689,024 23,860,000 0.25%
43 Neuberger Berman Group LLC 679,754 23,539,000 0.25%
44 Bank of New York Mellon Corp 651,289 22,555,000 0.24%
45 TORONTO DOMINION BANK 624,500 21,624,000 0.23% Call
46 STATE OF WISCONSIN INVESTMENT BOARD 597,299 20,715,000 0.22%
47 ONTARIO TEACHERS PENSION PLAN BOARD 575,112 19,946,000 0.21%
48 Northwest & Ethical Investments L.P. 572,575 19,830,025 0.21%
49 GUGGENHEIM CAPITAL LLC 489,215 16,940,000 0.18%
50 OppenheimerFunds, Inc. 479,215 16,595,000 0.18%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.