SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2008
Check here if Amendment |X|; Amendment Number: 1
This Amendment (Check only one.): |X| is a restatement.
|_| adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Sun Life Financial Inc.
Address: 150 King street West
Toronto, Ontario, Canada, M5H 1J9
Form 13F File Number: 28-05799
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: J.M.A. Anderson
Title: Executive Vice-President and Chief Investment Officer
Phone: 416-979-6217
Signature, Place, and Date of Signing: Toronto, Ontario, May 26, 2008
------------------------------- ---------------------- ---------------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
|_| 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
|_| 13F NOTICE. (Check here if no holdings reported are in this report, and all
holdings are reported by other reporting manager(s).)
|X| 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
28-06597 McLean Budden
28-04968 MFS
Report Summary:
Number of Other Included Managers: 2
Form 13F Information Table Entry Total: 228
Form 13F Information Table Value Total: US$1,998,154
(Thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
No. Form 13F File Number Name
028-12046 1 Sun Capital Advisers LLC.
028-12047 2 Sun Life Assurance Company of Canada
[Repeat as necessary.]
Form 13F INFORMATION TABLE - MARCH 31, 2008
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
-------------------------------------------------------------------------------------------------------------------------------
3M Corporation COM 88579Y101 3,620 45,729 SH SHARED 1 45,729
3M Corporation COM 88579Y101 1,359 17,171 SH SHARED 2 17,171
Abbott Laboratories COM 002824100 3,731 67,645 SH SHARED 1 67,645
Abbott Laboratories COM 002824100 1,389 25,183 SH SHARED 2 25,183
Acme Packet Inc COM 004764106 3,936 492,533 SH SHARED 1 492,533
Acme Packet Inc COM 004764106 1,435 179,577 SH SHARED 2 179,577
Acme Packet Inc COM 004764106 10,584 1,394,516 SH SHARED 1 1,394,516
AERCAP HOLDINGS NV SHS N00985106 3,050 173,518 SH SHARED 1 173,518
AERCAP HOLDINGS NV SHS N00985106 1,146 65,176 SH SHARED 2 65,176
Alexandria Real Estate Equit COM 015271109 17,077 167,308 SH SHARED 1 167,308
Alexandria Real Estate Equit COM 015271109 625 6,745 SH SHARED 2 6,745
Allstate Corp COM 020002101 3,219 66,972 SH SHARED 1 66,972
Allstate Corp COM 020002101 1,209 25,147 SH SHARED 2 25,147
Altria Group Inc COM 02209S103 1,418 63,872 SH SHARED 1 63,872
Altria Group Inc COM 02209S103 534 24,042 SH SHARED 2 24,042
American Express Co COM 025816109 4,321 98,824 SH SHARED 1 98,824
American Express Co COM 025816109 1,644 37,599 SH SHARED 2 37,599
Amgen Inc COM 031162100 2,975 71,217 SH SHARED 1 71,217
Amgen Inc COM 031162100 1,117 26,736 SH SHARED 2 26,736
Analog Devices Inc COM 032654105 3,416 115,709 SH SHARED 1 115,709
Analog Devices Inc COM 032654105 1,280 43,373 SH SHARED 2 43,373
Anheuser-Busch Co Inc COM 035229103 4,155 87,561 SH SHARED 1 87,561
Anheuser-Busch Co Inc COM 035229103 1,563 32,945 SH SHARED 2 32,945
AT&T Inc COM 00206R102 8,032 209,746 SH SHARED 1 209,746
AT&T Inc COM 00206R102 3,015 78,720 SH SHARED 2 78,720
AvalonBay Communities Inc COM 053484101 10,175 105,418 SH SHARED 1 105,418
AvalonBay Communities Inc COM 053484101 412 4,265 SH SHARED 2 4,265
Bank of America Corp COM 060505104 9,824 259,147 SH SHARED 1 259,147
Bank of America Corp COM 060505104 3,673 96,881 SH SHARED 2 96,881
Best Buy Company Inc COM 086516101 3,804 91,750 SH SHARED 1 91,750
Best Buy Company Inc COM 086516101 1,427 34,423 SH SHARED 2 34,423
Boeing Company COM 097023105 3,741 50,299 SH SHARED 1 50,299
Boeing Company COM 097023105 1,410 18,954 SH SHARED 2 18,954
Bookham Inc COM 09856E105 2,277 1,662,373 SH SHARED 1 1,662,373
Bookham Inc COM 09856E105 855 623,846 SH SHARED 2 623,846
Bookham Inc COM 09856E105 5,852 4,400,000 SH SHARED 1 4,400,000
Boston Scientific COM 101137107 11,574 900,000 SH SHARED 1 900,000
Boston Scientific Corp COM 101137107 7,825 608,002 SH SHARED 1 608,002
Boston Scientific Corp COM 101137107 2,939 228,335 SH SHARED 2 228,335
BRE Properties Inc CL A 05564E106 11,074 243,060 SH SHARED 1 243,060
BRE Properties Inc CL A 05564E106 445 9,765 SH SHARED 2 9,765
Bristol-Myers Squibb COM 110122108 3,047 143,034 SH SHARED 1 143,034
Bristol-Myers Squibb COM 110122108 1,144 53,711 SH SHARED 2 53,711
BROADCOM CORP-CL A CL A 111320107 2,335 121,176 SH SHARED 1 121,176
BROADCOM CORP-CL A CL A 111320107 877 45,529 SH SHARED 2 45,529
Brocade Communications Sys COM 111621306 7,737 1,059,927 SH SHARED 1 1,059,927
Brocade Communications Sys COM 111621306 2,904 397,763 SH SHARED 2 397,763
Chevron Corporation COM 166764100 11,123 130,315 SH SHARED 1 130,315
Chevron Corporation COM 166764100 4,225 49,493 SH SHARED 2 49,493
Ciena Corp COM 171779309 6,278 203,607 SH SHARED 1 203,607
Ciena Corp COM 171779309 2,356 76,414 SH SHARED 2 76,414
Citizens Communications COM 17453B101 3,712 353,873 SH SHARED 1 353,873
Citizens Communications COM 17453B101 1,393 132,812 SH SHARED 2 132,812
Clinical Data Inc. COM 18725U109 515 27,750 SH SHARED 1 27,750
Coca-Cola Company COM 191216100 4,883 80,216 SH SHARED 1 80,216
Coca-Cola Company COM 191216100 1,838 30,194 SH SHARED 2 30,194
Comcast Corp CL A 20030N101 3,658 189,169 SH SHARED 1 189,169
Comcast Corp CL A 20030N101 1,381 71,429 SH SHARED 2 71,429
Concurrent Computer Corp COM 206710204 1,787 2,555,433 SH SHARED 1 2,555,433
Concurrent Computer Corp COM 206710204 675 965,688 SH SHARED 2 965,688
ConocoPhillips COM 20825C104 4,642 60,903 SH SHARED 1 60,903
ConocoPhillips COM 20825C104 1,763 23,129 SH SHARED 2 23,129
Cosi Inc COM 22122P101 2,407 838,773 SH SHARED 1 838,773
Cosi Inc COM 22122P101 889 309,909 SH SHARED 2 309,909
CVS Caremark Corporation COM 126650100 5,390 133,054 SH SHARED 1 133,054
CVS Caremark Corporation COM 126650100 2,033 50,183 SH SHARED 2 50,183
Developers Diversified Realty COM 251591103 6,926 165,373 SH SHARED 1 165,373
Developers Diversified Realty COM 251591103 282 6,724 SH SHARED 2 6,724
Dominion Resources Inc COM 25746U109 3,709 90,810 SH SHARED 1 90,810
Dominion Resources Inc COM 25746U109 1,396 34,184 SH SHARED 2 34,184
DOMTAR CORP COM 257559104 3,556 520,642 SH SHARED 1 520,642
DOMTAR CORP COM 257559104 1,336 195,647 SH SHARED 2 195,647
Douglas Emmett Inc-w/i COM 25960P109 2,632 119,274 SH SHARED 1 119,274
Douglas Emmett Inc-w/i COM 25960P109 106 4,803 SH SHARED 2 4,803
Dow Chemical Company COM 260543103 3,487 94,635 SH SHARED 1 94,635
Dow Chemical Company COM 260543103 1,309 35,535 SH SHARED 2 35,535
Drugstore.Com Inc. COM 262241102 104 46,829 SH SHARED 1 46,829
Duke Energy Corp COM 26441C105 3,854 215,873 SH SHARED 1 215,873
Duke Energy Corp COM 26441C105 1,447 81,074 SH SHARED 2 81,074
Dupont (EI) Nemours and Co COM 263534109 4,219 90,227 SH SHARED 1 90,227
Dupont (EI) Nemours and Co COM 263534109 1,589 33,981 SH SHARED 2 33,981
Eastgroup Properties COM 277276101 11,926 256,696 SH SHARED 1 256,696
Eastgroup Properties COM 277276101 480 10,341 SH SHARED 2 10,341
Eastman Kodak Co COM 277461109 2,304 130,427 SH SHARED 1 130,427
Eastman Kodak Co COM 277461109 868 49,150 SH SHARED 2 49,150
Eli Lilly & Co COM 532457108 3,519 68,227 SH SHARED 1 68,227
Eli Lilly & Co COM 532457108 1,325 25,691 SH SHARED 2 25,691
EMC Corporation COM 268648102 10,017 700,000 SH SHARED 1 700,000
Equity Residential Properties SH BEN INT 29476L107 10,019 241,490 SH SHARED 1 241,490
Equity Residential Properties SH BEN INT 29476L107 410 9,889 SH SHARED 2 9,889
Exelon Corporation COM 30161N101 5,056 62,212 SH SHARED 1 62,212
Exelon Corporation COM 30161N101 1,902 23,402 SH SHARED 2 23,402
Exxon Mobil Corp COM 30231G102 17,684 209,080 SH SHARED 1 209,080
Exxon Mobil Corp COM 30231G102 6,676 78,936 SH SHARED 2 78,936
Fedex Corp COM 31428X106 2,956 31,901 SH SHARED 1 31,901
Fedex Corp COM 31428X106 1,113 12,009 SH SHARED 2 12,009
FINISAR Corporation COM 31787A101 1,650 1,299,487 SH SHARED 1 1,299,487
General Electric Company COM 369604103 11,533 311,633 SH SHARED 1 311,633
General Electric Company COM 369604103 4,345 117,392 SH SHARED 2 117,392
General Growth Properties COM 370021107 15,146 396,787 SH SHARED 1 396,787
General Growth Properties COM 370021107 611 16,001 SH SHARED 2 16,001
Genworth Financial Inc. COM 37247D106 51,760 2,286,200 SH SHARED 1 2,286,200
Gmh Communities Trust COM 36188G102 6,253 720,424 SH SHARED 1 720,424
Gmh Communities Trust COM 36188G102 263 30,259 SH SHARED 2 30,259
Goldman Sachs Group Inc COM 38141G104 6,337 65,599 SH SHARED 1 65,599
Goldman Sachs Group Inc COM 38141G104 1,946 11,769 SH SHARED 2 11,769
HCP Inc COM 40414L109 11,869 354,455 SH SHARED 1 354,455
HCP Inc COM 40414L109 480 14,208 SH SHARED 2 14,208
Highwoods Properties Inc COM 431284108 11,561 372,104 SH SHARED 1 372,104
Highwoods Properties Inc COM 431284108 518 16,680 SH SHARED 2 16,680
Honeywell International Inc COM 438516106 4,848 85,935 SH SHARED 1 85,935
Honeywell International Inc COM 438516106 1,829 32,418 SH SHARED 2 32,418
Host Hotels and Resorts Inc COM 44107P104 10,867 682,556 SH SHARED 1 682,556
Host Hotels and Resorts Inc COM 44107P104 436 27,366 SH SHARED 2 27,366
Ishares MSCI UTD KINGD 464286699 2,576 119,500 SH SHARED 1 119,500
Ishares MSCI FRANCE 464286707 3,606 103,200 SH SHARED 1 103,200
Ishares MSCI GERMAN 464286806 797 25,300 SH SHARED 1 25,300
Ishares MSCI MEXICO 464286822 1,560 26,400 SH SHARED 1 26,400
Ishares MSCI JAPAN 464286848 7,376 597,706 SH SHARED 1 597,706
IShares MSCI EAFE IDX 464287465 12,761 591,884 SH SHARED 1 591,884
IShares MSCI EAFE IDX 464287465 30,833 428,838 SH SHARED 2 428,838
Ishares Tr COM 464287465 225,365 3,134,425 SH SHARED 1 3,134,425
Johnson & Johnson COM 478160104 6,081 93,741 SH SHARED 1 93,741
Johnson & Johnson COM 478160104 2,285 35,226 SH SHARED 2 35,226
JP Morgan Chase COM 46625H100 7,819 182,055 SH SHARED 1 182,055
JP Morgan Chase COM 46625H100 2,937 68,379 SH SHARED 2 68,379
Kimberly-Clark Corp COM 494368103 4,023 62,323 SH SHARED 1 62,323
Kimberly-Clark Corp COM 494368103 1,514 23,449 SH SHARED 2 23,449
Kimco Realty Corp COM 49446R109 15,724 401,411 SH SHARED 1 401,411
Kimco Realty Corp COM 49446R109 628 16,023 SH SHARED 2 16,023
Kraft Foods Inc CL A 50075N104 1,371 44,201 SH SHARED 1 44,201
Kraft Foods Inc CL A 50075N104 516 16,636 SH SHARED 2 16,636
Lexington Realty Trust COM 529043101 12,462 864,813 SH SHARED 1 864,813
Lexington Realty Trust COM 529043101 503 34,904 SH SHARED 2 34,904
Lincoln National Corp COM 534187109 3,079 59,215 SH SHARED 1 59,215
Lincoln National Corp COM 534187109 1,161 22,321 SH SHARED 2 22,321
Lowe's Companies COM 548661107 3,054 133,137 SH SHARED 1 133,137
Lowe's Companies COM 548661107 1,145 49,898 SH SHARED 2 49,898
Macerich Company COM 554382101 16,181 230,264 SH SHARED 1 230,264
Macerich Company COM 554382101 652 9,278 SH SHARED 2 9,278
Macy's Inc COM 55616P104 5,222 226,473 SH SHARED 1 226,473
Macy's Inc COM 55616P104 1,959 84,954 SH SHARED 2 84,954
Marvell Technology Group ORD G5876H105 7,346 675,242 SH SHARED 1 675,242
Marvell Technology Group ORD G5876H105 2,760 253,643 SH SHARED 2 253,643
Marvell Technology Group Ltd COM G5876H105 9,774 900,000 SH SHARED 1 900,000
Massey Energy Co COM 576206106 9,169 251,193 SH SHARED 1 251,193
Massey Energy Co COM 576206106 3,437 94,169 SH SHARED 2 94,169
Mattel Inc COM 577081102 4,023 202,167 SH SHARED 1 202,167
Mattel Inc COM 577081102 1,512 75,969 SH SHARED 2 75,969
Medical Properties Trust Inc COM 58463J304 19,354 1,709,755 SH SHARED 1 1,709,755
Medical Properties Trust Inc COM 58463J304 779 68,851 SH SHARED 2 68,851
Merck & Co Inc COM 589331107 3,945 103,959 SH SHARED 1 103,959
Merck & Co Inc COM 589331107 1,486 39,146 SH SHARED 2 39,146
Merck & Co Inc COM 589331107 5,123 135,000 SH SHARED 1 135,000
Merge Healthcare Inc COM 577081102 576 1,028,171 SH SHARED 1 1,028,171
Merge Healthcare Inc COM 577081102 234 417,494 SH SHARED 2 417,494
Merrill Lynch & Co Inc COM 590188108 2,380 58,404 SH SHARED 1 58,404
Merrill Lynch & Co Inc COM 590188108 883 21,679 SH SHARED 2 21,679
Mrv Communications Inc COM 553477100 4,166 3,040,803 SH SHARED 1 3,040,803
Mrv Communications Inc COM 553477100 1,614 1,178,210 SH SHARED 2 1,178,210
MRV Communications Inc COM 553477100 7,314 5,417,703 SH SHARED 1 5,417,703
Nationwide Health Pptys Inc COM 638620104 10,484 310,655 SH SHARED 1 310,655
Nationwide Health Pptys Inc COM 638620104 422 12,515 SH SHARED 2 12,515
OPNEXT COM 68375V105 12,535 2,300,000 SH SHARED 1 2,300,000
OPNEXT INC COM 68375V105 3,147 577,467 SH SHARED 1 577,467
OPNEXT INC COM 68375V105 2,326 426,754 SH SHARED 2 426,754
Penn Real Estate Investment Tr SH BEN INT 709102107 9,167 375,849 SH SHARED 1 375,849
Penn Real Estate Investment Tr SH BEN INT 709102107 369 15,110 SH SHARED 2 15,110
Pepsico Inc COM 713448108 4,456 61,718 SH SHARED 1 61,718
Pepsico Inc COM 713448108 1,681 23,285 SH SHARED 2 23,285
Pfizer Inc COM 717081103 4,452 212,714 SH SHARED 1 212,714
Pfizer Inc COM 717081103 1,669 79,726 SH SHARED 2 79,726
Plum Creek Timber Co Common COM 729251108 13,963 343,066 SH SHARED 1 343,066
Plum Creek Timber Co Common COM 729251108 567 13,938 SH SHARED 2 13,938
Powershares QQQ Nasdaq 100 COM 73935A104 18,712 427,500 SH SHARED 1 427,500
Principal Financial Group COM 74251V102 3,840 68,915 SH SHARED 1 68,915
Principal Financial Group COM 74251V102 1,453 26,074 SH SHARED 2 26,074
Procter & Gamble Co COM 742718109 6,554 93,534 SH SHARED 1 93,534
Procter & Gamble Co COM 742718109 2,461 35,127 SH SHARED 2 35,127
Prologis SH BEN INT 743410102 18,442 313,328 SH SHARED 1 313,328
Prologis SH BEN INT 743410102 748 12,709 SH SHARED 2 12,709
Public Storage COM 74460D109 12,101 136,545 SH SHARED 1 136,545
Public Storage COM 74460D109 491 5,540 SH SHARED 2 5,540
Rackable Systems Inc COM 750077109 8,341 914,549 SH SHARED 1 914,549
Rackable Systems Inc COM 750077109 3,082 337,932 SH SHARED 2 337,932
Rackable Systems Inc COM 750077109 8,568 940,500 SH SHARED 1 940,500
Regency Centers Corp COM 758849103 10,608 163,797 SH SHARED 1 163,797
Regency Centers Corp COM 758849103 432 6,664 SH SHARED 2 6,664
Schering Plough Corp COM 806605101 5,044 350,000 SH SHARED 1 350,000
Schering-Plough Corp COM 806605101 2,125 147,506 SH SHARED 1 147,506
Schering-Plough Corp COM 806605101 799 55,428 SH SHARED 2 55,428
Simon Property Group Inc COM 828806109 26,224 282,246 SH SHARED 1 282,246
Simon Property Group Inc COM 828806109 1,059 11,403 SH SHARED 2 11,403
SL Green Realty Corp COM 78440X101 13,046 160,138 SH SHARED 1 160,138
SL Green Realty Corp COM 78440X101 525 6,446 SH SHARED 2 6,446
SPDR Trust COM 78462F103 700,736 5,313,036 SH SHARED 1 5,313,036
Sprint Nextel Corp COM 852061100 3,270 488,762 SH SHARED 1 488,762
Sprint Nextel Corp COM 852061100 546 81,650 SH SHARED 2 81,650
Telabs Inc COM 879664100 5,598 1,027,221 SH SHARED 1 1,027,221
Telabs Inc COM 879664100 2,101 385,489 SH SHARED 2 385,489
Tenet Healthcare Corp COM 88033G100 20,285 3,583,921 SH SHARED 1 3,583,921
Tenet Healthcare Corp COM 88033G100 2,920 515,899 SH SHARED 2 515,899
TERRESTAR CORP COM 881451108 2,965 607,591 SH SHARED 1 607,591
TERRESTAR CORP COM 881451108 1,159 237,409 SH SHARED 2 237,409
Time Warner Inc COM 887317105 3,353 239,162 SH SHARED 1 239,162
Time Warner Inc COM 887317105 1,268 90,411 SH SHARED 2 90,411
Tuesday Morning Corp. COM 899035505 56 10,795 SH SHARED 1 10,795
United Technologies Corp COM 913017109 4,328 62,891 SH SHARED 1 62,891
United Technologies Corp COM 913017109 1,632 23,713 SH SHARED 2 23,713
Unitedhealth Group Inc COM 91324P102 2,879 83,798 SH SHARED 1 83,798
Unitedhealth Group Inc COM 91324P102 1,081 31,467 SH SHARED 2 31,467
Ventas Inc COM 92276F100 20,138 448,395 SH SHARED 1 448,395
Ventas Inc COM 92276F100 813 18,103 SH SHARED 2 18,103
Viacom Inc-class B CL B 92553P201 4,047 102,158 SH SHARED 1 102,158
Viacom Inc-class B CL B 92553P201 1,520 38,358 SH SHARED 2 38,358
Vicor Corp COM 925815102 6,917 579,783 SH SHARED 1 579,783
Vornado Realty Trust SH BEN INT 929042109 14,938 173,287 SH SHARED 1 173,287
Vornado Realty Trust SH BEN INT 929042109 604 7,003 SH SHARED 2 7,003
Wachovia Corp COM 929903102 4,950 183,356 SH SHARED 1 183,356
Wachovia Corp COM 929903102 1,869 69,205 SH SHARED 2 69,205
Wal-Mart Stores Inc COM 931142103 4,065 77,167 SH SHARED 1 77,167
Wal-Mart Stores Inc COM 931142103 1,530 29,035 SH SHARED 2 29,035
Wellpoint Inc COM 94973V107 2,168 49,118 SH SHARED 1 49,118
Wellpoint Inc COM 94973V107 816 18,495 SH SHARED 2 18,495
Wells Fargo & Co COM 949746101 6,676 229,425 SH SHARED 1 229,425
Wells Fargo & Co COM 949746101 2,498 85,851 SH SHARED 2 85,851
Wyeth COM 983024100 3,536 84,665 SH SHARED 1 84,665
Wyeth COM 983024100 1,326 31,741 SH SHARED 2 31,741
1,998,154 79,158,451