SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 30, 2008
Check here if Amendment |_|; Amendment Number: _______
This Amendment (Check only one.): |_| 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:
/s/ J.M.A. Anderson Toronto, Ontario, November 12, 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: 218
Form 13F Information Table Value Total: US$1,758,715
(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 - September 30, 2008
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VOTING AUTHORITY
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER -----------------
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
---------------------------------------------------------------------------------------------------------------------------
3M Corporation COM 88579Y101 3,082 44,293 SH SHARED 1 3,082
3M Corporation COM 88579Y101 1,154 16,577 SH SHARED 2 1,154
Abbott Laboratories COM 002824100 3,489 65,874 SH SHARED 1 3,489
Abbott Laboratories COM 002824100 1,288 24,310 SH SHARED 2 1,288
Acme Packet Inc COM 004764106 11,914 1,847,683 SH SHARED 1 11,914
Acme Packet Inc COM 004764106 1,936 249,429 SH SHARED 2 1,936
AERCAP HOLDINGS NV SHS N00985106 2,191 173,518 SH SHARED 1 2,191
AERCAP HOLDINGS NV SHS N00985106 823 65,176 SH SHARED 2 823
Alexandria Real Estate Equit COM 015271109 12,772 131,214 SH SHARED 1 12,772
Alexandria Real Estate Equit COM 015271109 657 6,745 SH SHARED 2 657
Allstate Corp COM 020002101 2,971 65,172 SH SHARED 1 2,971
Allstate Corp COM 020002101 1,107 24,275 SH SHARED 2 1,107
Altria Group Inc COM 02209S103 1,278 62,166 SH SHARED 1 1,278
Altria Group Inc COM 02209S103 477 23,209 SH SHARED 2 477
American Express Co COM 025816109 3,622 96,148 SH SHARED 1 3,622
American Express Co COM 025816109 1,367 36,294 SH SHARED 2 1,367
Amgen Inc COM 031162100 3,259 69,102 SH SHARED 1 3,259
Amgen Inc COM 031162100 1,217 25,808 SH SHARED 2 1,217
Analog Devices Inc COM 032654105 3,561 112,096 SH SHARED 1 3,561
Analog Devices Inc COM 032654105 1,330 41,867 SH SHARED 2 1,330
Anthem Inc NT COM 94973V107 2,277 47,786 SH SHARED 1 2,277
Anthem Inc NT COM 94973V107 851 17,853 SH SHARED 2 851
AT&T Inc COM 00206R102 6,847 203,223 SH SHARED 1 6,847
AT&T Inc COM 00206R102 2,560 75,986 SH SHARED 2 2,560
AvalonBay Communities Inc COM 053484101 9,063 101,649 SH SHARED 1 9,063
AvalonBay Communities Inc COM 053484101 380 4,265 SH SHARED 2 380
Bank of America Corp COM 060505104 5,999 251,338 SH SHARED 1 5,999
Bank of America Corp COM 060505104 2,232 93,514 SH SHARED 2 2,232
Best Buy Company Inc COM 086516101 3,523 88,961 SH SHARED 1 3,523
Best Buy Company Inc COM 086516101 1,316 33,228 SH SHARED 2 1,316
Boeing Company COM 097023105 3,214 48,911 SH SHARED 1 3,214
Boeing Company COM 097023105 1,202 18,297 SH SHARED 2 1,202
Bookham Inc COM 09856E105 7,557 6,007,740 SH SHARED 1 7,557
Bookham Inc COM 09856E105 1,054 623,846 SH SHARED 2 1,054
Boston Scientific Corp COM 101137107 18,256 1,488,352 SH SHARED 1 18,256
Boston Scientific Corp COM 101137107 2,709 220,396 SH SHARED 2 2,709
BRE Properties Inc CL A 05564E106 3,012 69,587 SH SHARED 1 3,012
BRE Properties Inc CL A 05564E106 423 9,765 SH SHARED 2 423
Bristol-Myers Squibb COM 110122108 2,844 138,544 SH SHARED 1 2,844
Bristol-Myers Squibb COM 110122108 1,064 51,847 SH SHARED 2 1,064
BROADCOM CORP-CL A CL A 111320107 3,200 117,269 SH SHARED 1 3,200
BROADCOM CORP-CL A CL A 111320107 1,199 43,949 SH SHARED 2 1,199
Brocade Communications Sys COM 111621306 8,447 1,025,093 SH SHARED 1 8,447
Brocade Communications Sys COM 111621306 3,278 397,763 SH SHARED 2 3,278
Chevron Corporation COM 166764100 16,565 167,102 SH SHARED 1 16,565
Chevron Corporation COM 166764100 6,226 62,803 SH SHARED 2 6,226
Ciena Corp COM 171779309 4,566 197,066 SH SHARED 1 4,566
Ciena Corp COM 171779309 1,771 76,414 SH SHARED 2 1,771
Citizens Communications COM 17453B101 3,884 342,505 SH SHARED 1 3,884
Citizens Communications COM 17453B101 1,506 132,812 SH SHARED 2 1,506
Coca-Cola Company COM 191216100 4,056 78,022 SH SHARED 1 4,056
Coca-Cola Company COM 191216100 1,515 29,148 SH SHARED 2 1,515
Concurrent Computer Corp COM 206710204 1,664 2,447,158 SH SHARED 1 1,664
Concurrent Computer Corp COM 206710204 657 965,688 SH SHARED 2 657
ConocoPhillips COM 20825C104 5,624 59,580 SH SHARED 1 5,624
ConocoPhillips COM 20825C104 2,108 22,328 SH SHARED 2 2,108
Cosi Inc COM 22122P101 1,994 800,817 SH SHARED 1 1,994
Cosi Inc COM 22122P101 772 309,909 SH SHARED 2 772
CVS Caremark Corporation COM 126650100 5,131 129,674 SH SHARED 1 5,131
CVS Caremark Corporation COM 126650100 1,917 48,440 SH SHARED 2 1,917
Developers Diversified Realty COM 251591103 1,059 30,514 SH SHARED 1 1,059
Developers Diversified Realty COM 251591103 233 6,724 SH SHARED 2 233
Dominion Resources Inc COM 25746U109 4,198 88,398 SH SHARED 1 4,198
Dominion Resources Inc COM 25746U109 1,567 32,998 SH SHARED 2 1,567
DOMTAR CORP COM 257559104 2,746 503,941 SH SHARED 1 2,746
DOMTAR CORP COM 257559104 1,066 195,647 SH SHARED 2 1,066
Douglas Emmett Inc-w/i COM 25960P109 743 33,822 SH SHARED 1 743
Douglas Emmett Inc-w/i COM 25960P109 106 4,803 SH SHARED 2 106
Dow Chemical Company COM 260543103 3,200 91,664 SH SHARED 1 3,200
Dow Chemical Company COM 260543103 2,605 67,104 SH SHARED 2 2,605
Dupont (EI) Nemours and Co COM 263534109 3,766 87,799 SH SHARED 1 3,766
Eastgroup Properties COM 277276101 5,891 137,309 SH SHARED 1 5,891
Eastgroup Properties COM 277276101 444 10,341 SH SHARED 2 444
Eastman Kodak Co COM 277461109 12,842 864,723 SH SHARED 1 12,842
Eastman Kodak Co COM 277461109 2,575 178,445 SH SHARED 2 2,575
Eli Lilly & Co COM 532457108 3,064 66,376 SH SHARED 1 3,064
Eli Lilly & Co COM 532457108 1,145 24,799 SH SHARED 2 1,145
EMC Corporation COM 268648102 4,186 350,000 SH SHARED 1 4,186
Equitable Resources Inc COM 294549100 4,021 58,227 SH SHARED 1 4,021
Equitable Resources Inc COM 294549100 1,510 21,872 SH SHARED 2 1,510
Equity Residential Properties SH BEN INT 29476L107 8,913 232,887 SH SHARED 1 8,913
Equity Residential Properties SH BEN INT 29476L107 378 9,889 SH SHARED 2 378
Exelon Corporation COM 30161N101 5,449 60,566 SH SHARED 1 5,449
Exelon Corporation COM 30161N101 2,032 22,591 SH SHARED 2 2,032
Exxon Mobil Corp COM 30231G102 18,028 204,564 SH SHARED 1 18,028
Exxon Mobil Corp COM 30231G102 6,715 76,194 SH SHARED 2 6,715
Fedex Corp COM 31428X106 2,445 31,037 SH SHARED 1 2,445
Fedex Corp COM 31428X106 914 11,595 SH SHARED 2 914
FINISAR Corporation COM 31787A101 1,299 1,299,487 SH SHARED 1 1,299
General Electric Company COM 369604103 8,088 303,037 SH SHARED 1 8,088
General Electric Company COM 369604103 3,024 113,314 SH SHARED 2 3,024
General Growth Properties COM 370021107 11,137 317,915 SH SHARED 1 11,137
General Growth Properties COM 370021107 561 16,001 SH SHARED 2 561
Genworth Financial Inc. COM 37247D106 19,684 2,286,200 SH SHARED 1 19,684
Goldman Sachs Group Inc COM 38141G104 5,326 30,454 SH SHARED 1 5,326
Goldman Sachs Group Inc COM 38141G104 1,987 11,363 SH SHARED 2 1,987
HCP Inc COM 40414L109 896 28,178 SH SHARED 1 896
HCP Inc COM 40414L109 133 4,167 SH SHARED 2 133
Highwoods Properties Inc COM 431284108 9,064 288,493 SH SHARED 1 9,064
Highwoods Properties Inc COM 431284108 524 16,680 SH SHARED 2 524
Honeywell International Inc COM 438516106 4,205 83,629 SH SHARED 1 4,205
Honeywell International Inc COM 438516106 1,573 31,293 SH SHARED 2 1,573
Host Hotels and Resorts Inc COM 44107P104 7,351 538,527 SH SHARED 1 7,351
Host Hotels and Resorts Inc COM 44107P104 374 27,366 SH SHARED 2 374
International Paper Co COM 460146103 2,886 123,846 SH SHARED 1 2,886
International Paper Co COM 460146103 1,085 46,564 SH SHARED 2 1,085
Ishares MSCI UTD KINGD 464286699 14,695 737,884 SH SHARED 1 14,695
Ishares MSCI FRANCE 464286707 3,135 117,200 SH SHARED 1 3,135
Ishares MSCI GERMAN 464286806 601 25,300 SH SHARED 1 601
Ishares MSCI MEXICO 464286822 1,232 26,400 SH SHARED 1 1,232
Ishares MSCI JAPAN 464286848 7,331 687,706 SH SHARED 1 7,331
IShares MSCI EAFE IDX 464287465 29,448 428,838 SH SHARED 2 29,448
Ishares Tr COM 464287465 177,752 3,157,225 SH SHARED 1 177,752
Johnson & Johnson COM 478160104 5,856 91,014 SH SHARED 1 5,856
Johnson & Johnson COM 478160104 2,188 34,004 SH SHARED 2 2,188
JP Morgan Chase COM 46625H100 6,066 176,787 SH SHARED 1 6,066
JP Morgan Chase COM 46625H100 2,265 66,004 SH SHARED 2 2,265
Kimberly-Clark Corp COM 494368103 3,625 60,642 SH SHARED 1 3,625
Kimberly-Clark Corp COM 494368103 1,353 22,636 SH SHARED 2 1,353
Kimco Realty Corp COM 49446R109 13,362 387,088 SH SHARED 1 13,362
Kimco Realty Corp COM 49446R109 553 16,023 SH SHARED 2 553
Lexington Realty Trust COM 529043101 9,231 677,285 SH SHARED 1 9,231
Lexington Realty Trust COM 529043101 476 34,904 SH SHARED 2 476
Lincoln National Corp COM 534187109 2,607 57,528 SH SHARED 1 2,607
Lincoln National Corp COM 534187109 977 21,547 SH SHARED 2 977
Lowe's Companies COM 548661107 2,676 128,963 SH SHARED 1 2,676
Lowe's Companies COM 548661107 999 48,165 SH SHARED 2 999
Macerich Company COM 554382101 11,513 185,313 SH SHARED 1 11,513
Macerich Company COM 554382101 576 9,278 SH SHARED 2 576
Macy's Inc COM 55616P104 4,259 219,306 SH SHARED 1 4,259
Macy's Inc COM 55616P104 1,592 82,002 SH SHARED 2 1,592
Marvell Technology Group COM G5876H105 19,907 1,553,794 SH SHARED 1 19,907
Marvell Technology Group COM G5876H105 4,324 244,825 SH SHARED 2 4,324
Massey Energy Co COM 576206106 8,134 86,762 SH SHARED 1 8,134
Massey Energy Co COM 576206106 3,113 33,206 SH SHARED 2 3,113
Mattel Inc COM 577081102 3,350 195,682 SH SHARED 1 3,350
Mattel Inc COM 577081102 1,255 73,329 SH SHARED 2 1,255
Medical Properties Trust Inc COM 58463J304 14,285 1,411,535 SH SHARED 1 14,285
Medical Properties Trust Inc COM 58463J304 697 68,851 SH SHARED 2 697
Merck & Co Inc COM 589331107 8,070 236,139 SH SHARED 1 8,070
Merck & Co Inc COM 589331107 1,424 37,788 SH SHARED 2 1,424
Merge Healthcare Inc COM 589499102 1,193 1,028,171 SH SHARED 1 1,193
Merge Healthcare Inc COM 589499102 484 417,494 SH SHARED 2 484
Merrill Lynch & Co Inc COM 590188108 1,802 56,843 SH SHARED 1 1,802
Merrill Lynch & Co Inc COM 590188108 664 20,928 SH SHARED 2 664
Motorola Inc COM 620076109 3,478 473,792 SH SHARED 1 3,478
Motorola Inc COM 620076109 1,320 179,882 SH SHARED 2 1,320
Mrv Communications Inc COM 553477100 9,732 8,314,337 SH SHARED 1 9,732
Mrv Communications Inc COM 553477100 1,402 1,178,210 SH SHARED 2 1,402
Nationwide Health Pptys Inc COM 638620104 1,190 37,783 SH SHARED 1 1,190
Nationwide Health Pptys Inc COM 638620104 262 8,310 SH SHARED 2 262
OPNEXT INC COM 68375V105 11,083 2,328,250 SH SHARED 1 11,083
OPNEXT INC COM 68375V105 2,296 426,754 SH SHARED 2 2,296
Penn Real Estate Investment Tr SH BEN INT 709102107 8,388 362,469 SH SHARED 1 8,388
Penn Real Estate Investment Tr SH BEN INT 709102107 350 15,110 SH SHARED 2 350
Pepsico Inc COM 713448108 3,819 60,054 SH SHARED 1 3,819
Pepsico Inc COM 713448108 1,429 22,478 SH SHARED 2 1,429
Pfizer Inc COM 717081103 3,604 206,277 SH SHARED 1 3,604
Pfizer Inc COM 717081103 1,344 76,955 SH SHARED 2 1,344
PHILIP MORRIS INTERNAT-W/I COM 718172109 3,070 62,166 SH SHARED 1 3,070
PHILIP MORRIS INTERNAT-W/I COM 718172109 1,146 23,209 SH SHARED 2 1,146
Plum Creek Timber Co Common COM 729251108 11,767 275,517 SH SHARED 1 11,767
Plum Creek Timber Co Common COM 729251108 595 13,938 SH SHARED 2 595
Powershares QQQ Nasdaq 100 COM 73935A104 16,896 432,000 SH SHARED 1 16,896
Principal Financial Group COM 74251V102 2,795 66,592 SH SHARED 1 2,795
Principal Financial Group COM 74251V102 1,056 25,169 SH SHARED 2 1,056
Procter & Gamble Co COM 742718109 5,520 90,770 SH SHARED 1 5,520
Procter & Gamble Co COM 742718109 2,062 33,908 SH SHARED 2 2,062
Prologis SH BEN INT 743410102 16,420 302,125 SH SHARED 1 16,420
Prologis SH BEN INT 743410102 691 12,709 SH SHARED 2 691
Public Storage COM 74460D109 3,132 38,768 SH SHARED 1 3,132
Public Storage COM 74460D109 448 5,540 SH SHARED 2 448
Rackable Systems Inc COM 750077109 20,899 1,811,623 SH SHARED 1 20,899
Rackable Systems Inc COM 750077109 4,528 337,932 SH SHARED 2 4,528
Regency Centers Corp COM 758849103 6,430 108,760 SH SHARED 1 6,430
Regency Centers Corp COM 758849103 394 6,664 SH SHARED 2 394
Schering-Plough Corp COM 806605101 5,710 289,998 SH SHARED 1 5,710
Schering-Plough Corp COM 806605101 2,219 112,703 SH SHARED 2 2,219
Simon Property Group Inc COM 828806109 20,941 232,961 SH SHARED 1 20,941
Simon Property Group Inc COM 828806109 1,025 11,403 SH SHARED 2 1,025
SL Green Realty Corp COM 78440X101 12,518 151,327 SH SHARED 1 12,518
SL Green Realty Corp COM 78440X101 954 11,528 SH SHARED 2 954
SPDR Trust SER 1 78462F103 679,030 5,838,515 SH SHARED 1 679,030
SPDR Trust SER 1 78462F103 2,603 20,336 SH SHARED 2 2,603
Sprint Nextel Corp COM 852061100 4,578 481,935 SH SHARED 1 4,578
Sprint Nextel Corp COM 852061100 749 78,813 SH SHARED 2 749
Telabs Inc COM 879664100 4,620 993,462 SH SHARED 1 4,620
Telabs Inc COM 879664100 1,793 385,489 SH SHARED 2 1,793
Tenet Healthcare Corp COM 88033G100 8,115 1,459,585 SH SHARED 1 8,115
Tenet Healthcare Corp COM 88033G100 632 113,699 SH SHARED 2 632
TERRESTAR CORP COM 881451108 3,257 818,355 SH SHARED 1 3,257
TERRESTAR CORP COM 881451108 1,233 309,827 SH SHARED 2 1,233
Time Warner Inc COM 887317105 3,444 232,682 SH SHARED 1 3,444
Time Warner Inc COM 887317105 1,292 87,270 SH SHARED 2 1,292
United Technologies Corp COM 913017109 3,776 61,194 SH SHARED 1 3,776
United Technologies Corp COM 913017109 1,412 22,891 SH SHARED 2 1,412
Unitedhealth Group Inc COM 91324P102 2,131 81,167 SH SHARED 1 2,131
Unitedhealth Group Inc COM 91324P102 797 30,375 SH SHARED 2 797
Ventas Inc COM 92276F100 7,607 178,690 SH SHARED 1 7,607
Ventas Inc COM 92276F100 424 9,954 SH SHARED 2 424
Verso Paper Corp COM 92531L108 920 353,958 SH SHARED 1 920
Viacom Inc-class B CL B 92553P201 3,027 99,121 SH SHARED 1 3,027
Viacom Inc-class B CL B 92553P201 1,131 37,027 SH SHARED 2 1,131
Vicor Corp COM 925815102 8,530 918,039 SH SHARED 1 8,530
Vicor Corp COM 925815102 1,315 131,731 SH SHARED 2 1,315
Vornado Realty Trust SH BEN INT 929042109 14,705 167,104 SH SHARED 1 14,705
Vornado Realty Trust SH BEN INT 929042109 616 7,003 SH SHARED 2 616
Wachovia Corp COM 929903102 2,763 177,931 SH SHARED 1 2,763
Wachovia Corp COM 929903102 1,037 66,801 SH SHARED 2 1,037
Wal-Mart Stores Inc COM 931142103 4,219 75,073 SH SHARED 1 4,219
Wal-Mart Stores Inc COM 931142103 1,575 28,028 SH SHARED 2 1,575
Wells Fargo & Co COM 949746101 5,291 222,784 SH SHARED 1 5,291
Wells Fargo & Co COM 949746101 1,968 82,868 SH SHARED 2 1,968
Weyerhaeuser Co COM 962166104 12,279 240,098 SH SHARED 1 12,279
Weyerhaeuser Co COM 962166104 619 12,102 SH SHARED 2 619
Williams Cos Inc COM 969457100 8,845 374,000 SH SHARED 1 8,845
Wyeth COM 983024100 3,934 82,033 SH SHARED 1 3,934
Wyeth COM 983024100 1,469 30,639 SH SHARED 2 1,469
Grand Total 1,758,715 74,723,866 SH
U.S. 784,124 43,058,743
Canada 974,591 31,665,123
1,758,715 74,723,866