Sun Life Financial’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Sun Life Financial’s Portfolio SNPE Stock Details SNPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$329M	Buy	4,783,652 +74,706	+2%	+$4.96M	16.87%	2
2026 Q1	$280M	Buy	4,708,946 +851,879	+22%	+$53.1M	15.92%	3
2025 Q4	$241M	Buy	3,857,067 +445,101	+13%	+$27.3M	12.64%	4
2025 Q3	$205M	Buy	3,411,966 +1,180,166	+53%	+$67.9M	10.44%	4
2025 Q2	$123M	Buy	+2,231,800	New	+$114M	6.75%	4

Other funds holding SNPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Sun Life Financial's SNPE Position: Q2 2026 in Review

Sun Life Financial increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 1.6% in Q2 2026, buying an estimated $4.96M and bringing the position to 4,783,652 shares worth $329M. The position accounts for 16.87% of the portfolio, ranked #2.

Sun Life Financial first reported a position in SNPE in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Sun Life Financial held 4,783,652 shares of Xtrackers S&P 500 ESG ETF worth $329M as of Q2 2026.
Sun Life Financial bought 74,706 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $4.96M.
Xtrackers S&P 500 ESG ETF made up 16.87% of Sun Life Financial's portfolio in Q2 2026, its #2 holding.
Sun Life Financial first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2025 and has held it in 5 quarters since.
127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Sun Life Financial's 13F filing for Q2 2026, filed 12 Aug 2026.