SLF Sun Life Financial Inc. Common Stock

NYSE · Insurance
$80.37
株価 · 8月 19, 2026

Sun Life Financial Inc. Common Stock について Wikipediaからの企業概要

Sun Life Financial Inc. is a financial services company headquartered in Toronto, Canada. Founded in 1865, it operates internationally in life insurance, wealth management, and asset management. As of 2024, the company manages over CAD$1.3 trillion in assets and serves clients in Canada, the United States, Asia, and other markets.

続きを読む

Sun Life Financial Inc. is a financial services company headquartered in Toronto, Canada. Founded in 1865, it operates internationally in life insurance, wealth management, and asset management. As of 2024, the company manages over CAD$1.3 trillion in assets and serves clients in Canada, the United States, Asia, and other markets.

Sun Life is one of the largest life insurers in Canada and ranks among the top global insurers by market capitalization. It is publicly traded on the Toronto and New York stock exchanges.

History

Pre-World War II

Founded in Montreal, Canada, as The Sun Insurance Company of Montreal in 1865 by Matthew Hamilton Gault (1822–1887), an Irish immigrant who settled in Montreal in 1842. However, operations actually began in 1871. By the end of the 19th century, it had expanded to Central and South America, the United States, the United Kingdom, West Indies, Japan, China, Philippines, India, North Africa and other international markets. During the next five decades, the company grew and prospered, surviving the difficulties of World War I and the large drain on its finances through policy claims arising from the large number of deaths caused by the Great Flu Epidemic of 1918.

The company's original Dominion Square building in Montreal was built in 1918. Capping a Montreal construction boom that began in the 1920s, the company completed construction of the expansion of its headquarters with its new 26-story headquarters north tower in 1933. Although the head office of the Royal Bank of Canada on St. James Street was taller by several floors, the Sun Life Building was at the time the largest building in terms of square footage anywhere in the British Empire.

Chartered in 1865, its traditional base business worldwide remains life insurance. However, it now also has significant asset management operations. In 1919, it was the first Canadian company to offer group life insurance. Having begun its first US operations in 1895, the company sold its first group life plan in the U.S. in 1924.

World War II

In World War II, as part of Operation Fish, securities from the United Kingdom were secretly moved to the Sun Life Building for safekeeping. A persistent, but incorrect, rumour is that the Crown Jewels of the United Kingdom had been illegally shipped out of the United Kingdom during WWII and stored there was deliberately spread in Montreal to account for increased activity at the building.

1977–1980

In 1977, the newly-elected sovereigntist Quebec government passed the Charter of the French Language (known as Bill 101), making the use of French language mandatory for medium- and large-scale companies when communicating with French-speaking staff. The law was received negatively by the English-speaking business community, many of whom perceived that the historical rights of the English-speaking minority should be respected. The new government also promised a referendum on Quebec sovereignty, injecting instability into the Montreal business community. On January 6, 1978, Sun Life became the first large company to leave Quebec post-election, announcing that it would move its head office to rented space in Toronto, Ontario. Officially, Sun Life said it was motivated by the political instability and economic uncertainty of Quebec's future, but skeptics said it was the company's unwillingness to comply with the requirements of Bill 101. In a reaction the next day, the province's finance minister Jacques Parizeau called Sun Life "one of the worst exporters of Quebec capital", and threatened to freeze some $400 million CAD in assets.

In 1979, the company acquired a property at University Avenue and King Street in downtown Toronto and constructed a new office complex, the Sun Life Centre, which was completed in 1984.

For the largest employer of English-speaking people in Montreal, this would make things very difficult. Many, if not most, of Sun Life's Head Office employees in 1979 were not fluent in French. Sun Life was quite clear that this was the reason for its move when it made the announcement. The PQ government was quick to label Sun Life "bad corporate citizens" and claimed that if "they had only warned us, we could have worked something out."

The downsizing of Sun Life's Montreal office did not take place overnight. Transfers and moves occurred on a departmental basis and did not commence until several months after the announcement. By 1980, 300 head office employees were located in Toronto.

2000s

In 2008, Sun Life sold its 37% interest in CI Financial Income Fund to Scotiabank. Sun Life had originally acquired a significant ownership interest in the firm by selling its Canadian mutual fund subsidiaries to CI Financial in 2002.

2010s

In addition, in July 2019, SLC's real estate division was merged under the name BentallGreenOak Real Estate.

In December 2020, Dean Connor announced his intent to retire as President and CEO in August 2021. He was then replaced by Kevin Strain, who was the former Chief Financial Officer at Sun Life.

Sun Life in North America

Canada

Sun Life contributes to the local economy as one of the top 5 major employers in the region, with approximately 3,500 employees – more than 40% of Sun Life's employee base in Canada.

In 2012, Sun Life celebrated the 100th anniversary of its Canadian head office building, located on King Street, right on the border of the Cities of Kitchener and Waterloo. The English headquarters is in Waterloo, and most of the French business is done in the main Montreal office. There are also offices in Toronto, Vancouver, Halifax and Ottawa.

In early 2023, Sun Life's Sponsored Markets business was acquired by Securian Canada.

United States

Sun Life U.S. has the sixth-largest group benefits business in the United States and serves more than 60,000 employers in small, medium and large workplaces.

In 2018, Sun Life U.S. was named one of the Top Places to Work in Massachusetts for 2018 by The Boston Globe.

Sun Life Asset Management

Sun Life's asset management operation includes subsidiaries:

MFS Investment Management, which serves individual and institutional investors around the world;

SLC Management, which provides investment options for defined benefit pension plans, insurance companies and other institutional investors globally. SLC Management has two distinct units: a fixed-income pillar operating under the SLC Management banner (including Sun Life affiliates Prime Advisors, Ryan Labs Asset Management and Sun Life Institutional Investments); and a real estate division named BentallGreenOak.

In December 2019, Sun Life announced an intention to acquire a majority stake in InfraRed Capital Partners, which will see InfraRed form part of SLC Management

In October 2020, Sun Life announced an intent to acquire a 51% stake in alternative credit investment manager Crescent Capital LP. Crescent will be part of SLC Management.

As of March 31, 2019, SLC Management's collective operations have assets under management of C$212 billion (US$159 billion).

SLC Management

SLC Management, formerly Sun Life Investment Management (SLIM), began in 2013 when Sun Life created Sun Life Institutional Investments (Canada) Inc., to offer a range of institutional alternative asset class funds to investors in Canada.

In June 2019, Sun Life re-branded SLIM to SLC Management and fully merged its fixed income businesses, Ryan Labs Asset Management Inc. and Prime Advisors, Inc. with Sun Life Capital Management (U.S.) In addition, in July 2019, SLC's real estate division was merged under the name BentallGreenOak Real Estate.

Sun Life in Asia

Sun Life operates in eight Asian markets - China, Hong Kong, Malaysia, Singapore, Indonesia, Vietnam, India, and Philippines.

In 1891, the company persuaded businessman Ira Thayer to go to Asia to start an insurance business. Thayer set up a business in China in 1892 that went on to prosper for the next 54 years.

Sun Life grew to become the biggest foreign insurer in China until the Second World War when it shut down operations. The company returned to China in 1995 via a joint venture.

China

In 1995, Sun Life joined with the China Everbright Group to form Sun Life Everbright.

In 2002, Sun Life Everbright was granted approval to sell life insurance in Tianjin, China, becoming the first foreign life insurance joint venture to operate in that city and its neighbouring counties.

In 2011, Sun Life Everbright received regulatory approval in China to establish Sun Life Everbright Insurance Asset Management Company, only the 12th such license issued in China.

Hong Kong

Sun Life started operating in Hong Kong since February 22, 1892.

There was a name change from SunLife Financial (HK) Ltd to Sun Life Hong Kong Ltd.

Sun Life acquired CMG Asia ComServe Financial from Commonwealth Bank of Australia in 2005.

For some years, it had taken over the MPF schemes from a number of other competitors in 2010s due to its strong performance of the Hong Kong equity fund. For example, in 2016, Schroder Investment Management (Hong Kong) Limited transferred its MPF scheme to Sun Life Hong Kong.

India

Birla Sun Life Asset Management, now known as the Aditya Birla Sun Life Mutual Fund (ABSLAMC), is an investment managing company registered under the Securities and Exchange Board of India. It is a joint venture between Sun Life and the Aditya Birla Group of India.

Established in 1994, BSLAMC has been a joint venture between the Aditya Birla Group and Sun Life since 1999.

With more than $34 billion U.S. in assets under management as of 2017, Aditya Birla Sun Life Asset Management Company is one of the largest asset managers in India.

Aditya Birla Sun Life Insurance was established on August 4, 2000, and began operations in 2001 with three insurance plans. The Insurance Regulatory and Development Authority (IRDA) granted registration in principle to Birla Sun Life. Initially, Sun Life Financial held a 26% stake in this joint venture, and later increased its stake to 49%.

The company received awards such as the Bhartiya Shiromani Puraskar in 2006 and the Silver award in the Insurance category at the ICAI Awards for Excellence in Financial Reporting in 2009. In 2011, ABSLI introduced the BSLI Foresight Plan, followed by the BSLI Wealth Secure Life Plan in 2012. In June 2023, ABSLI launched the Nishchit Pension Plan, aimed at assisting individuals in retirement planning. In August 2023, ABSLI announced the ABSLI Nishchit Laabh Plan, a non-linked, non-participating individual life insurance savings plan.

Philippines

Sun Life entered the Philippines in 1895, and established its Cebu operations in the 1960s. As of 2019, Sun Life is the number one provider of insurance products to Filipinos. Sun Life has been in Asia since the early 1890s.

In 1895, Sun Life began its operations in the Philippines through the representation of the H.J. Andrews and Co., a British trading firm. Throughout the Philippine Revolution, Sun Life Philippines experienced continuous growth.

Sun Life had underground operations during the Japanese Occupation which occurred between 1942 and 1945. Sun Life was the only life insurance company who paid post-war death claims amounting to USD 1.3 million even without documents attesting to the validity of the claims. In the end, all claims were found to be legitimate.

In 2011, Sun Life signed a joint venture agreement with the Yuchengco Group of companies for the creation of Sun Life Grepa Financial Inc., marking Sun Life's entry into the bancassurance business.

In 2023, the Insurance Commission's 2023 report ranked Sun Life of Canada (Philippines), Inc. number 1 with P306.33 billion total assets and P8.79 billion net income. Hence, on its 129th anniversary, headed by CEO and Benedict Sison, it remained the top life insurance company for 13 consecutive years with P55.79 billion in Total Premium Income.

Singapore

On 12 March 2026, Sunlife and Allianz began considering bids for HSBC Holdings' insurance unit, HSBC Life. A sale process was initiated in March, with non-binding bids materialising soon.

Corporate Initiatives

Sustainability

In March 2021, Sun Life announced new sustainable investing commitments, including an additional C$20 billion in sustainable investments over the next five years across its General Account and third party investments. The company is also pushing to scale back its GHG emissions intensity by 30% by 2030.

DEI efforts

Sun Life committed to having 25% of under-represented minorities and gender parity at senior leader level by 2025.

Sports Marketing

Miami Dolphins NFL Stadium Sponsorship (2010–2016)

In 2010, Sun Life purchased the naming rights for the home field of the Miami Dolphins in Miami Gardens, Florida, for a reported US$7.5 million per year.

Global Headquarters - One York

Sun Life Global Headquarters in Toronto, Ontario, is located at One York Street in Toronto's South Core. The 800,000-square-foot location is along the Gardiner Expressway and holds a prominent position on the Toronto skyline.

Before the Corporate Office moved to its new Global HQ at One York Street, the Sun Life Centre on King Street served as its headquarters. Previously, Sun Life Building in Montreal was the head office. The Sun Life Building in Montreal is a historic 122 m (400 ft), 24-story office building at 1155 Metcalfe Street on Dorchester Square in downtown Montreal.

Corporate governance

Presidents of the company have been:

Thomas Workman, 1871–1889

Robertson Macaulay, 1889–1915

Thomas Bassett Macaulay, 1915–1934

Arthur Barton Wood, 1934–1950

George Wesley Bourke, 1950–1962

Alistair Matheson Campbell, 1962–1970

Anthony Rivers Hicks, 1970–1971

Thomas Maunsell Galt, 1972–1978

George F. S. Clarke, 1978–1983

John A. Brindle, 1984–1986

John R. Gardner, 1987–1996

Donald A. Stewart, 1996–1999

C. James Prieur, 1999–2006

Jon A. Boscia, 2008–2011

Dean A. Connor, 2011–2021

Kevin D. Strain, 2021–

出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗

Wikidata ↗

SLF 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ

株価
$80.37
時価総額
P/E (TTM)
EPS(TTM)
収益(TTM)
配当利回り
ROE
負債/自己資本
52週レンジ
$57 – $84

SLF 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ

10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド

収益と純利益
EPS
フリーキャッシュフロー
利益率

バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?

指標
5年トレンド
SLF
競合中央値

収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC

指標
5年トレンド
SLF
競合中央値

財務健全性 負債、流動性、支払能力 — バランスシートの健全性

指標
5年トレンド
SLF
競合中央値

成長 収益、EPS、純利益の成長率:前年比、3年CAGR、5年CAGR

指標
5年トレンド
SLF
競合中央値

株当たり指標 EPS、一株当たり純資産、一株当たりキャッシュフロー、一株当たり配当

指標
5年トレンド
SLF
競合中央値

資本効率 総資産回転率、棚卸資産回転率、売掛金回転率

指標
5年トレンド
SLF
競合中央値

配当金 利回り、配当性向、配当履歴、5年CAGR

配当利回り
配当性向
5年配当CAGR
権利落ち日金額
2026年5月27日$0.6950
2026年2月25日$0.6720
2025年5月28日$0.6370
2025年2月26日$0.5870
2024年11月27日$0.5980
2024年8月28日$0.6030
2024年5月29日$0.5940
2024年2月27日$0.5780
2023年11月28日$0.5730
2023年8月29日$0.5520
2023年5月30日$0.5520
2023年2月28日$0.5300
2022年11月22日$0.5350
2022年8月23日$0.5290
2022年5月31日$0.5450
2022年3月1日$0.5210
2021年11月23日$0.5200
2021年8月24日$0.4350
2021年5月25日$0.4570
2021年2月26日$0.4370

SLF アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド

買い 19 アナリスト
  • 強い買い 4 21.1%
  • 買い 7 36.8%
  • 保有 7 36.8%
  • 売り 1 5.3%
  • 強い売り 0 0.0%

12ヶ月目標株価

1 アナリスト · 2026-08-18
中央値ターゲット $64.20 -20.1%
平均値ターゲット $64.20 -20.1%

決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日

平均サプライズ
0.03%
期間 EPS Actual EPS 予想 サプライズ
2026年6月30日 $2.02 $1.96 0.06%
2026年3月31日 $1.89 $1.91 -0.02%
2025年12月31日 $1.96 $1.89 0.07%
2025年9月30日 $1.86 $1.85 0.01%
2025年6月30日 $1.79 $1.80 -0.01%
2025年3月31日 $1.82 $1.72 0.10%

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機関投資家(13F) 543 提出者 · $13.2B合計 · 時点 2026年6月30日

四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。

機関投資家の動向 — Q2 2026 対 前四半期
新規ポジション 解消済みポジション 増加 減少 純株式数増減
85 (+36 前期比) 26 (-2 前期比) 167 (-1 前期比) 132 (+10 前期比) +32.2M

Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。

機関投資家 評価額 株式数 % 追跡された13Fのうち タイプ
VANGUARD CAPITAL MANAGEMENT LLC $1,259,981,931 16,048,272 9.55% 株式数
TD Asset Management Inc $792,806,192 10,101,426 6.01% 株式数
MACKENZIE FINANCIAL CORP $695,343,336 6,244,664 5.27% 株式数
CIBC WORLD MARKET INC. $633,507,999 8,076,018 4.80% 株式数
1832 Asset Management L.P. $624,625,181 7,965,126 4.73% 株式数
BANK OF NOVA SCOTIA $543,993,170 6,929,276 4.12% 株式数
NORGES BANK $499,653,469 6,370,400 3.79% 株式数
GEODE CAPITAL MANAGEMENT, LLC $466,177,908 5,693,515 3.53% 株式数
TD Waterhouse Canada Inc. $433,831,555 5,506,035 3.29% 株式数
Federation des caisses Desjardins du Quebec $403,768,702 5,173,914 3.06% 株式数
VANGUARD FIDUCIARY TRUST CO $385,447,598 4,909,410 2.92% 株式数
Vanguard Global Advisers, LLC $336,165,066 4,281,703 2.55% 株式数
FMR LLC $313,244,657 3,989,755 2.37% 株式数
CIBC Asset Management Inc $300,874,747 3,839,581 2.28% 株式数
MANUFACTURERS LIFE INSURANCE COMPANY, THE $293,050,225 3,739,937 2.22% 株式数
CANADA PENSION PLAN INVESTMENT BOARD $292,979,966 3,735,388 2.22% 株式数
LETKO, BROSSEAU & ASSOCIATES INC $246,789,037 3,144,427 1.87% 株式数
SCOTIA CAPITAL INC. $245,897,893 3,144,681 1.86% 株式数
Fiera Capital Corp $245,042,258 3,126,682 1.86% 株式数
NATIONAL BANK OF CANADA /FI/ $229,788,865 2,942,394 1.74% 株式数
WELLINGTON MANAGEMENT GROUP LLP $179,629,150 2,288,719 1.36% 株式数
PICTON MAHONEY ASSET MANAGEMENT $161,431,153 2,061,273 1.22% 株式数
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $145,290,579 1,851,199 1.10% 株式数
GOLDMAN SACHS GROUP INC $142,824,386 1,821,275 1.08% 株式数
Swiss National Bank $140,142,555 1,790,200 1.06% 株式数
DIMENSIONAL FUND ADVISORS LP $128,230,584 1,635,177 0.97% 株式数
Legal & General Group Plc $122,040,989 1,554,972 0.92% 株式数
Caisse de depot et placement du Quebec $116,628,481 1,486,005 0.88% 株式数
Connor, Clark & Lunn Investment Management Ltd. $103,203,428 1,315,807 0.78% 株式数
D. E. Shaw & Co., Inc. $101,961,682 1,300,000 0.77% プットオプション
Alberta Investment Management Corp $99,930,066 1,274,072 0.76% 株式数
VANGUARD ASSET MANAGEMENT, Ltd $97,093,985 1,236,677 0.74% 株式数
SIG North Trading, ULC $80,937,282 1,032,100 0.61% プットオプション
Polar Asset Management Partners Inc. $78,481,368 1,001,122 0.59% 株式数
Value Partners Investments Inc. $72,187,555 921,226 0.55% 株式数
Public Sector Pension Investment Board $71,678,986 913,881 0.54% 株式数
Cardinal Capital Management, Inc. $69,168,722 1,107,571 0.52% 株式数
BCV Asset Management Inc. $67,771,407 866,769 0.51% 株式数
ROYAL BANK OF CANADA $63,850,000 814,200 0.48% プットオプション
MUFG SECURITIES (CANADA), LTD. $61,430,335 783,684 0.47% 株式数
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp $55,874,614 712,381 0.42% 株式数
SIG North Trading, ULC $55,364,520 706,000 0.42% コールオプション
INTACT INVESTMENT MANAGEMENT INC. $54,932,798 699,721 0.42% 株式数
Grantham, Mayo, Van Otterloo & Co. LLC $52,390,879 667,734 0.40% 株式数
VAN ECK ASSOCIATES CORP $49,958,445 636,952 0.38% 株式数
MUFG Securities EMEA plc $47,031,968 600,000 0.36% 株式数
Quadrature Capital Ltd $44,602,788 568,300 0.34% 株式数
AVIVA PLC $41,709,668 532,137 0.32% 株式数
GUARDIAN CAPITAL LP $40,908,832 521,234 0.31% 株式数
Nuveen Asset Management, LLC $39,391,025 663,763 0.30% 株式数
Periscope Capital Inc. $39,239,740 500,000 0.30% コールオプション
AMERICAN CENTURY COMPANIES INC $36,143,429 460,354 0.27% 株式数
Korea Investment CORP $35,530,598 452,708 0.27% 株式数
FIRST TRUST ADVISORS LP $34,899,167 444,993 0.26% 株式数
Pictet Asset Management Holding SA $33,477,206 426,545 0.25% 株式数
Bank of New York Mellon Corp $31,676,896 403,939 0.24% 株式数
Nuveen, LLC $30,841,536 392,963 0.23% 株式数
Zurcher Kantonalbank (Zurich Cantonalbank) $30,507,113 388,702 0.23% 株式数
TWO SIGMA INVESTMENTS, LP $29,204,627 372,413 0.22% 株式数
AQR CAPITAL MANAGEMENT LLC $29,184,004 372,477 0.22% 株式数
Purpose Unlimited Inc. $28,784,931 366,843 0.22% 株式数
Northwest & Ethical Investments L.P. $28,096,999 358,349 0.21% 株式数
APG Asset Management N.V. $26,575,240 387,125 0.20% 株式数
MILLENNIUM MANAGEMENT LLC $26,511,468 338,146 0.20% 株式数
MILLENNIUM MANAGEMENT LLC $25,053,750 225,000 0.19% プットオプション
D. E. Shaw & Co., Inc. $24,987,030 318,592 0.19% 株式数
State of Tennessee, Department of Treasury $24,906,455 317,342 0.19% 株式数
TWO SIGMA ADVISERS, LP $24,818,477 397,732 0.19% 株式数
Vanguard Investments Australia, Ltd. $22,296,309 283,986 0.17% 株式数
NEUBERGER BERMAN GROUP LLC $20,435,715 260,395 0.15% 株式数
OMERS ADMINISTRATION Corp $19,910,518 253,687 0.15% 株式数
Systematic Alpha Investments, LLC $19,668,360 250,808 0.15% 株式数
Quantinno Capital Management LP $19,565,688 249,498 0.15% 株式数
VANGUARD GROUP INC $16,460,335 263,686 0.12% 株式数
NICOLA WEALTH MANAGEMENT LTD. $16,071,943 204,800 0.12% 株式数
MONTRUSCO BOLTON INVESTMENTS INC. $15,765,355 200,872 0.12% 株式数
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $15,687,518 200,000 0.12% 株式数
BANK OF MONTREAL /CAN/ $15,067,096 192,100 0.11% コールオプション
NORTHERN TRUST CORP $14,838,946 189,224 0.11% 株式数
Crossmark Global Holdings, Inc. $14,621,157 186,447 0.11% 株式数
AGF MANAGEMENT LTD $14,296,060 182,087 0.11% 株式数
STATE OF WISCONSIN INVESTMENT BOARD $13,656,317 174,000 0.10% 株式数
Amundi $13,292,190 169,500 0.10% 株式数
Lorne Steinberg Wealth Management Inc. $13,100,179 166,933 0.10% 株式数
Zurich Insurance Group Ltd/FI $12,795,234 163,178 0.10% 株式数
Addenda Capital Inc. $12,516,854 112,410 0.09% 株式数
ROYAL LONDON ASSET MANAGEMENT LTD $11,922,898 152,039 0.09% 株式数
TORONTO DOMINION BANK $11,521,897 146,900 0.09% 株式数
ODDO BHF ASSET MANAGEMENT SAS $10,580,032 95,016 0.08% 株式数
Guardian Partners Inc. $10,057,998 128,156 0.08% 株式数
Maryland State Retirement & Pension System $9,936,884 126,712 0.08% 株式数
Lansforsakringar Fondforvaltning AB (publ) $9,820,226 125,123 0.07% 株式数
CITADEL ADVISORS LLC $9,146,125 116,630 0.07% 株式数
TODD ASSET MANAGEMENT LLC $8,729,142 111,303 0.07% 株式数
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $8,615,322 109,934 0.07% 株式数
CITADEL ADVISORS LLC $8,281,152 105,600 0.06% コールオプション
BANK OF AMERICA CORP /DE/ $7,646,499 97,507 0.06% 株式数
LAZARD ASSET MANAGEMENT LLC $7,399,662 94,343 0.06% 株式数
Munich Reinsurance Co Stock Corp in Munich $7,328,058 93,369 0.06% 株式数
UBS Group AG $7,247,027 92,413 0.05% 株式数

企業インサイダー 1 人のインサイダー · 0人の役員 · 0人の取締役

インサイダー 役職 最終アクティビティ 保有株式数 12ヶ月購入 12ヶ月売却 12ヶ月純額
SUN LIFE FINANCIAL INC 10%オーナー 2013年7月31日 J 13,000,000 0 0 $0

SECフォーム3/4/5提出書類からのインサイダー;純額=公開市場のP/Sのみ

ETF保有状況 50のETFが保有

ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。

ファンド ウェイト 単位 時点 ソース
GMOI · GMO ETF Trust 2.18% 138,008 NS 2026年5月31日 N-PORT
EWC · iShares, Inc. 1.45% 1,126,952 SH 2026年8月8日 日次
BBCA · J.P. Morgan Exchange-Traded Fund Tr… 1.33% 1,975,908 NS 2026年4月30日 N-PORT
RODM · Lattice Strategies Trust 0.75% 154,041 NS 2026年4月30日 N-PORT
IGRO · iShares Trust 0.67% 106,216 SH 2026年8月8日 日次
IQLT · iShares Trust 0.53% 897,892 SH 2026年8月8日 日次
VIDI · ETF Series Solutions 0.51% 33,036 NS 2026年5月31日 N-PORT
SCHY · SCHWAB STRATEGIC TRUST 0.49% 155,418 NS 2026年5月31日 N-PORT
IDLV · Invesco Exchange-Traded Fund Trust … 0.48% 20,430 SH 2026年8月8日 日次
PABD · iShares Trust 0.45% 18,325 SH 2026年8月8日 日次
DIHP · Dimensional ETF Trust 0.39% 310,607 NS 2026年4月30日 N-PORT
IXG · iShares Trust 0.28% 23,897 SH 2026年8月8日 日次
VYMI · VANGUARD WHITEHALL FUNDS 0.24% 619,497 SH 2026年8月8日 日次
DFSI · Dimensional ETF Trust 0.22% 31,313 NS 2026年4月30日 N-PORT
AVSD · AMERICAN CENTURY ETF TRUST 0.21% 13,787 NS 2026年5月31日 N-PORT
DFIC · Dimensional ETF Trust 0.19% 368,993 NS 2026年4月30日 N-PORT
DFAI · Dimensional ETF Trust 0.19% 419,312 NS 2026年4月30日 N-PORT
PTIN · Pacer Funds Trust 0.17% 4,416 NS 2026年4月30日 N-PORT
AVDE · AMERICAN CENTURY ETF TRUST 0.17% 391,998 NS 2026年5月31日 N-PORT
BKIE · BNY Mellon ETF Trust 0.16% 27,122 NS 2026年4月30日 N-PORT
DXIV · Dimensional ETF Trust 0.16% 3,189 NS 2026年4月30日 N-PORT
IDEV · iShares Trust 0.15% 583,004 SH 2026年8月8日 日次
DFIV · Dimensional ETF Trust 0.14% 386,858 NS 2026年4月30日 N-PORT
PXF · Invesco Exchange-Traded Fund Trust … 0.14% 49,808 SH 2026年8月8日 日次
SCHF · SCHWAB STRATEGIC TRUST 0.13% 1,231,406 NS 2026年5月31日 N-PORT
VEA · VANGUARD TAX-MANAGED FUNDS 0.13% 5,416,281 SH 2026年8月8日 日次
VSGX · VANGUARD WORLD FUND 0.13% 111,433 SH 2026年8月8日 日次
TLTD · FlexShares Trust 0.13% 11,168 NS 2026年4月30日 N-PORT
ACWX · iShares Trust 0.12% 171,744 SH 2026年8月8日 日次
DFAX · Dimensional ETF Trust 0.11% 182,229 NS 2026年4月30日 N-PORT
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0.11% 1,296,729 SH 2026年8月8日 日次
IXUS · iShares Trust 0.10% 752,765 SH 2026年8月8日 日次
GXUS · Goldman Sachs ETF Trust II 0.10% 9,184 NS 2026年5月29日 N-PORT
DBAW · DBX ETF Trust 0.10% 3,804 NS 2026年5月29日 N-PORT
VXUS · VANGUARD STAR FUNDS 0.10% 8,141,581 SH 2026年8月8日 日次
FNDF · SCHWAB STRATEGIC TRUST 0.10% 327,571 NS 2026年5月31日 N-PORT
GSIE · Goldman Sachs ETF Trust 0.10% 76,864 NS 2026年5月31日 N-PORT
JFLI · J.P. Morgan Exchange-Traded Fund Tr… 0.09% 580 NS 2026年4月30日 N-PORT
ESGG · FlexShares Trust 0.09% 1,400 NS 2026年4月30日 N-PORT
DEEF · DBX ETF Trust 0.06% 474 NS 2026年5月29日 N-PORT
TOK · iShares Trust 0.05% 1,639 SH 2026年8月8日 日次
KOKU · DBX ETF Trust 0.05% 5,390 NS 2026年5月29日 N-PORT
URTH · iShares, Inc. 0.05% 48,267 SH 2026年8月8日 日次
CRBN · iShares Trust 0.05% 6,445 SH 2026年8月8日 日次
ACWI · iShares Trust 0.04% 179,044 SH 2026年8月8日 日次
VOXP · Advisors Series Trust 0.04% 33 NS 2026年4月30日 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.04% 461,489 SH 2026年8月8日 日次
INTF · iShares Trust 0.03% 13,335 SH 2026年8月8日 日次
GLOV · Goldman Sachs ETF Trust 0.02% 5,397 NS 2026年5月31日 N-PORT
EBI · RBB Fund Trust 0.00% 15 NS 2026年5月31日 N-PORT