SLF Sun Life Financial Inc. Common Stock
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.
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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 ↗
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
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
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?
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
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
成長 収益、EPS、純利益の成長率:前年比、3年CAGR、5年CAGR
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
配当金 利回り、配当性向、配当履歴、5年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
- 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決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
| 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。
| 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 |