SLF SUN LIFE FINANCIAL INC.

Ownership history in HSBC HOLDINGS PLC  ·  112 quarters on record

AI Ownership Summary

HSBC HOLDINGS PLC reported SUN LIFE FINANCIAL INC. (SLF) in 112 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows SLF at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HSBC HOLDINGS PLC's position in SUN LIFE FINANCIAL INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SLF was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HSBC HOLDINGS PLC held SLF — position size vs. price
% of Fund (quarterly)    SLF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,953,362 +153,275 +8.5% 0.06% $117.3M 2025-11-13 $58.32
2025 Q2 ADDED 1,800,087 +133,442 +8.0% 0.07% $119.9M 2025-08-13 $57.36
2025 Q1 REDUCED 1,666,645 -424,582 -20.3% 0.06% $95.4M 2025-05-14 $61.70
2024 Q4 REDUCED 2,091,227 -121,906 -5.5% 0.07% $124.1M 2025-02-14 $53.45
2024 Q3 ADDED 2,213,133 +2,063,133 +1375.4% 0.07% $127.4M 2024-11-14 $58.62
2024 Q3 UNCHANGED 150,000 0% 0.01% $8.7M 2024-11-14 $58.62
2024 Q2 ADDED 150,000 +142,996 +2041.6% 0.00% $7.4M 2024-08-12 $45.54
2024 Q2 REDUCED 7,004 -142,996 -95.3% 0.00% $344K 2024-08-12 $45.54
2024 Q1 REDUCED 150,000 -1,234,598 -89.2% 0.01% $8.2M 2024-05-15 $47.69
2024 Q1 ADDED 1,384,598 +1,234,598 +823.1% 0.05% $75.5M 2024-05-15 $47.69
2023 Q4 REDUCED 150,000 -1,233,284 -89.2% 0.01% $7.8M 2024-02-12 $49.05
2023 Q4 ADDED 1,383,284 +1,233,284 +822.2% 0.06% $71.7M 2024-02-12 $49.05
100 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HSBC HOLDINGS PLC and SLF

These are the practical questions this page is built to answer before you even open the full history table.

How long has HSBC HOLDINGS PLC reported owning SLF?

HSBC HOLDINGS PLC reported SLF across 12 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SLF position in HSBC HOLDINGS PLC's portfolio?

The largest reported portfolio weight for SLF was 0.07% in 2024 Q3.

What is the latest reported SLF position on this page?

The most recent filing on this page is 2025 Q3, when HSBC HOLDINGS PLC reported 1,953,362 shares, equal to 0.06% of portfolio, with an estimated market value of $117.3M.

What does the chart on this SLF ownership page compare?

The chart compares HSBC HOLDINGS PLC's quarterly SLF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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