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 |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:
/s/ J.M.A. Anderson Toronto, Ontario, November 13, 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: 214
Form 13F Information Table Value Total: US$1,678,307 (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
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 3,026 44,293 SH SHARED 1 44,293
3M Corporation COM 88579Y101 1,132 16,577 SH SHARED 2 16,577
Abbott Laboratories COM 002824100 3,793 65,874 SH SHARED 1 65,874
Abbott Laboratories COM 002824100 1,400 24,310 SH SHARED 2 24,310
Acme Packet Inc COM 004764106 11,517 2,007,815 SH SHARED 1 2,007,815
Acme Packet Inc COM 004764106 1,783 311,097 SH SHARED 2 311,097
AERCAP HOLDINGS NV COM N00985106 1,841 173,518 SH SHARED 1 173,518
AERCAP HOLDINGS NV COM N00985106 692 65,176 SH SHARED 2 65,176
Alexandria Real Estate Equit COM 015271109 15,080 134,045 SH SHARED 1 134,045
Alexandria Real Estate Equit COM 015271109 759 6,745 SH SHARED 2 6,745
Allstate Corp COM 020002101 3,006 65,172 SH SHARED 1 65,172
Allstate Corp COM 020002101 1,120 24,275 SH SHARED 2 24,275
Altria Group Inc COM 02209S103 1,233 62,166 SH SHARED 1 62,166
Altria Group Inc COM 02209S103 460 23,209 SH SHARED 2 23,209
American Express Co COM 025816109 3,407 96,148 SH SHARED 1 96,148
American Express Co COM 025816109 1,286 36,294 SH SHARED 2 36,294
Amgen Inc COM 031162100 4,096 69,102 SH SHARED 1 69,102
Amgen Inc COM 031162100 1,530 25,808 SH SHARED 2 25,808
Analog Devices Inc COM 032654105 2,954 112,096 SH SHARED 1 112,096
Analog Devices Inc COM 032654105 1,103 41,867 SH SHARED 2 41,867
AT&T Inc COM 00206R102 5,674 203,223 SH SHARED 1 203,223
AT&T Inc COM 00206R102 2,122 75,986 SH SHARED 2 75,986
AvalonBay Communities Inc COM 053484101 8,214 83,461 SH SHARED 1 83,461
AvalonBay Communities Inc COM 053484101 420 4,265 SH SHARED 2 4,265
Bank of America Corp COM 060505104 8,797 251,338 SH SHARED 1 251,338
Bank of America Corp COM 060505104 3,273 93,514 SH SHARED 2 93,514
Best Buy Company Inc COM 086516101 3,336 88,961 SH SHARED 1 88,961
Best Buy Company Inc COM 086516101 1,246 33,228 SH SHARED 2 33,228
Biogen Idec Inc COM 09062X103 3,410 67,805 SH SHARED 1 67,805
Biogen Idec Inc COM 09062X103 1,295 25,752 SH SHARED 2 25,752
Boeing Company COM 097023105 2,805 48,911 SH SHARED 1 48,911
Boeing Company COM 097023105 1,049 18,297 SH SHARED 2 18,297
Bookham Inc COM 09856E105 6,657 6,007,740 SH SHARED 1 6,007,740
Bookham Inc COM 09856E105 705 623,846 SH SHARED 2 623,846
Boston Scientific Corp COM 101137107 18,244 1,488,352 SH SHARED 1 1,488,352
Boston Scientific Corp COM 101137107 2,704 220,396 SH SHARED 2 220,396
BP Amoco Plc COM 055622104 5,684 113,297 SH SHARED 1 113,297
BP Amoco Plc COM 055622104 2,152 42,892 SH SHARED 2 42,892
BRE Properties Inc COM 05564E106 3,617 73,816 SH SHARED 1 73,816
BRE Properties Inc COM 05564E106 478 9,765 SH SHARED 2 9,765
Bristol-Myers Squibb COM 110122108 2,889 138,544 SH SHARED 1 138,544
Bristol-Myers Squibb COM 110122108 1,081 51,847 SH SHARED 2 51,847
BROADCOM CORP-CL A COM 111320107 2,185 117,269 SH SHARED 1 117,269
BROADCOM CORP-CL A COM 111320107 819 43,949 SH SHARED 2 43,949
Brocade Communications Sys COM 111621306 5,966 1,025,093 SH SHARED 1 1,025,093
Brocade Communications Sys COM 111621306 2,315 397,763 SH SHARED 2 397,763
Chevron Corporation COM 166764100 13,783 167,102 SH SHARED 1 167,102
Chevron Corporation COM 166764100 5,180 62,803 SH SHARED 2 62,803
Ciena Corp COM 171779309 3,801 377,079 SH SHARED 1 377,079
Ciena Corp COM 171779309 1,460 144,799 SH SHARED 2 144,799
Coca-Cola Company COM 191216100 4,126 78,022 SH SHARED 1 78,022
Coca-Cola Company COM 191216100 1,541 29,148 SH SHARED 2 29,148
Concurrent Computer Corp COM 206710402 1,419 244,716 SH SHARED 1 244,716
Concurrent Computer Corp COM 206710402 560 96,569 SH SHARED 2 96,569
ConocoPhillips COM 20825C104 4,364 59,580 SH SHARED 1 59,580
ConocoPhillips COM 20825C104 1,636 22,328 SH SHARED 2 22,328
Cosi Inc COM 22122P101 1,578 800,817 SH SHARED 1 800,817
Cosi Inc COM 22122P101 611 309,909 SH SHARED 2 309,909
CVS Caremark Corporation COM 126650100 4,365 129,674 SH SHARED 1 129,674
CVS Caremark Corporation COM 126650100 1,630 48,440 SH SHARED 2 48,440
Developers Diversified Realty COM 251591103 967 30,514 SH SHARED 1 30,514
Developers Diversified Realty COM 251591103 213 6,724 SH SHARED 2 6,724
Dominion Resources Inc COM 25746U109 3,782 88,398 SH SHARED 1 88,398
Dominion Resources Inc COM 25746U109 1,412 32,998 SH SHARED 2 32,998
DOMTAR CORP COM 257559104 2,318 503,941 SH SHARED 1 503,941
DOMTAR CORP COM 257559104 900 195,647 SH SHARED 2 195,647
Douglas Emmett Inc-w/i COM 25960P109 780 33,822 SH SHARED 1 33,822
Douglas Emmett Inc-w/i COM 25960P109 111 4,803 SH SHARED 2 4,803
Dow Chemical Company COM 260543103 2,913 91,664 SH SHARED 1 91,664
Dow Chemical Company COM 260543103 1,090 34,303 SH SHARED 2 34,303
Dupont (EI) Nemours and Co COM 263534109 3,538 87,799 SH SHARED 1 87,799
Dupont (EI) Nemours and Co COM 263534109 1,322 32,801 SH SHARED 2 32,801
Eastgroup Properties COM 277276101 6,876 141,655 SH SHARED 1 141,655
Eastgroup Properties COM 277276101 502 10,341 SH SHARED 2 10,341
Eastman Kodak Co COM 277461109 13,283 864,723 SH SHARED 1 864,723
Eastman Kodak Co COM 277461109 2,744 178,445 SH SHARED 2 178,445
EMC Corporation COM 268648102 4,186 350,000 SH SHARED 1 350,000
Equitable Resources Inc COM 294549100 4,791 130,624 SH SHARED 1 130,624
Equitable Resources Inc COM 294549100 1,817 49,542 SH SHARED 2 49,542
Equity Residential Properties COM 29476L107 10,521 236,911 SH SHARED 1 236,911
Equity Residential Properties COM 29476L107 439 9,889 SH SHARED 2 9,889
Exelon Corporation COM 30161N101 3,793 60,566 SH SHARED 1 60,566
Exelon Corporation COM 30161N101 1,415 22,591 SH SHARED 2 22,591
Exxon Mobil Corp COM 30231G102 15,886 204,564 SH SHARED 1 204,564
Exxon Mobil Corp COM 30231G102 5,917 76,194 SH SHARED 2 76,194
Fedex Corp COM 31428X106 2,453 31,037 SH SHARED 1 31,037
Fedex Corp COM 31428X106 916 11,595 SH SHARED 2 11,595
FINISAR Corporation COM 31787A101 1,299 1,299,487 SH SHARED 1 1,299,487
General Electric Company COM 369604103 7,727 303,037 SH SHARED 1 303,037
General Electric Company COM 369604103 2,890 113,314 SH SHARED 2 113,314
General Growth Properties COM 370021107 4,475 296,338 SH SHARED 1 296,338
General Growth Properties COM 370021107 313 20,760 SH SHARED 2 20,760
Genworth Financial Inc. COM 37247D106 19,684 2,286,200 SH SHARED 1 2,286,200
Goldman Sachs Group Inc COM 38141G104 3,898 30,454 SH SHARED 1 30,454
Goldman Sachs Group Inc COM 38141G104 1,454 11,363 SH SHARED 2 11,363
HCP Inc COM 40414L109 1,131 28,178 SH SHARED 1 28,178
HCP Inc COM 40414L109 167 4,167 SH SHARED 2 4,167
Highwoods Properties Inc COM 431284108 7,866 221,215 SH SHARED 1 221,215
Highwoods Properties Inc COM 431284108 593 16,680 SH SHARED 2 16,680
Honeywell International Inc COM 438516106 3,475 83,629 SH SHARED 1 83,629
Honeywell International Inc COM 438516106 1,300 31,293 SH SHARED 2 31,293
INSULET CORP COM 45784P101 3,531 253,657 SH SHARED 1 253,657
INSULET CORP COM 45784P101 1,347 96,760 SH SHARED 2 96,760
International Paper Co COM 460146103 3,242 123,846 SH SHARED 1 123,846
International Paper Co COM 460146103 1,219 46,564 SH SHARED 2 46,564
Ishares MSCI UTD KINGD 464286699 12,286 737,884 SH SHARED 1 737,884
Ishares MSCI FRANCE 464286707 3,135 117,200 SH SHARED 1 117,200
Ishares MSCI GERMAN 464286806 601 25,300 SH SHARED 1 25,300
Ishares MSCI MEXICO 464286822 1,232 26,400 SH SHARED 1 26,400
Ishares MSCI JAPAN 464286848 7,331 687,706 SH SHARED 1 687,706
IShares MSCI EAFE IDX 464287465 24,144 428,838 SH SHARED 2 428,838
Ishares Tr COM 464287465 177,752 3,157,225 SH SHARED 1 3,157,225
Johnson & Johnson COM 478160104 6,305 91,014 SH SHARED 1 91,014
Johnson & Johnson COM 478160104 2,356 34,004 SH SHARED 2 34,004
JP Morgan Chase COM 46625H100 8,256 176,787 SH SHARED 1 176,787
JP Morgan Chase COM 46625H100 3,082 66,004 SH SHARED 2 66,004
Kimberly-Clark Corp COM 494368103 3,932 60,642 SH SHARED 1 60,642
Kimberly-Clark Corp COM 494368103 1,468 22,636 SH SHARED 2 22,636
Kimco Realty Corp COM 49446R109 15,158 410,338 SH SHARED 1 410,338
Kimco Realty Corp COM 49446R109 726 19,644 SH SHARED 2 19,644
Lexington Realty Trust COM 529043101 10,518 610,785 SH SHARED 1 610,785
Lexington Realty Trust COM 529043101 601 34,904 SH SHARED 2 34,904
Lincoln National Corp COM 534187109 2,463 57,528 SH SHARED 1 57,528
Lincoln National Corp COM 534187109 922 21,547 SH SHARED 2 21,547
Lowe's Companies COM 548661107 3,055 128,963 SH SHARED 1 128,963
Lowe's Companies COM 548661107 1,141 48,165 SH SHARED 2 48,165
Macerich Company COM 554382101 10,833 170,190 SH SHARED 1 170,190
Macerich Company COM 554382101 591 9,278 SH SHARED 2 9,278
Macy's Inc COM 55616P104 3,943 219,306 SH SHARED 1 219,306
Macy's Inc COM 55616P104 1,474 82,002 SH SHARED 2 82,002
Marvell Technology Group COM G5876H105 14,441 1,553,794 SH SHARED 1 1,553,794
Marvell Technology Group COM G5876H105 2,277 244,825 SH SHARED 2 244,825
Mattel Inc COM 577081102 3,530 195,682 SH SHARED 1 195,682
Mattel Inc COM 577081102 1,323 73,329 SH SHARED 2 73,329
Medical Properties Trust Inc COM 58463J304 16,297 1,435,839 SH SHARED 1 1,435,839
Medical Properties Trust Inc COM 58463J304 781 68,851 SH SHARED 2 68,851
Merck & Co Inc COM 589331107 7,450 236,139 SH SHARED 1 236,139
Merck & Co Inc COM 589331107 1,193 37,788 SH SHARED 2 37,788
Merge Healthcare Inc COM 589499102 1,038 1,028,171 SH SHARED 1 1,028,171
Merge Healthcare Inc COM 589499102 422 417,494 SH SHARED 2 417,494
Merrill Lynch & Co Inc COM 590188108 1,438 56,843 SH SHARED 1 56,843
Merrill Lynch & Co Inc COM 590188108 529 20,928 SH SHARED 2 20,928
Mrv Communications Inc COM 553477100 9,674 8,314,337 SH SHARED 1 8,314,337
Mrv Communications Inc COM 553477100 1,379 1,178,210 SH SHARED 2 1,178,210
Nationwide Health Pptys Inc COM 638620104 1,359 37,783 SH SHARED 1 37,783
Nationwide Health Pptys Inc COM 638620104 299 8,310 SH SHARED 2 8,310
OPNEXT INC COM 68375V105 10,705 2,328,250 SH SHARED 1 2,328,250
OPNEXT INC COM 68375V105 1,959 426,754 SH SHARED 2 426,754
Penn Real Estate Investment Tr COM 709102107 6,951 368,738 SH SHARED 1 368,738
Penn Real Estate Investment Tr COM 709102107 285 15,110 SH SHARED 2 15,110
Pepsico Inc COM 713448108 4,280 60,054 SH SHARED 1 60,054
Pepsico Inc COM 713448108 1,602 22,478 SH SHARED 2 22,478
Pfizer Inc COM 717081103 3,804 206,277 SH SHARED 1 206,277
Pfizer Inc COM 717081103 1,419 76,955 SH SHARED 2 76,955
Philip Morris International COM 718172109 2,990 62,166 SH SHARED 1 62,166
Philip Morris International COM 718172109 1,116 23,209 SH SHARED 2 23,209
Plum Creek Timber Co Common COM 729251108 14,026 281,306 SH SHARED 1 281,306
Plum Creek Timber Co Common COM 729251108 695 13,938 SH SHARED 2 13,938
Powershares QQQ Nasdaq 100 COM 73935A104 16,896 432,000 SH SHARED 1 432,000
Principal Financial Group COM 74251V102 2,896 66,592 SH SHARED 1 66,592
Principal Financial Group COM 74251V102 1,095 25,169 SH SHARED 2 25,169
Procter & Gamble Co COM 742718109 6,326 90,770 SH SHARED 1 90,770
Procter & Gamble Co COM 742718109 2,363 33,908 SH SHARED 2 33,908
Prologis COM 743410102 13,176 319,260 SH SHARED 1 319,260
Prologis COM 743410102 632 15,302 SH SHARED 2 15,302
Public Storage COM 74460D109 4,067 41,078 SH SHARED 1 41,078
Public Storage COM 74460D109 549 5,540 SH SHARED 2 5,540
Qwest Communications Intl Inc COM 749121109 3,670 1,136,196 SH SHARED 1 1,136,196
Qwest Communications Intl Inc COM 749121109 1,400 433,413 SH SHARED 2 433,413
Rackable Systems Inc COM 750077109 17,772 1,811,623 SH SHARED 1 1,811,623
Rackable Systems Inc COM 750077109 3,315 337,932 SH SHARED 2 337,932
Regency Centers Corp COM 758849103 7,438 111,538 SH SHARED 1 111,538
Regency Centers Corp COM 758849103 444 6,664 SH SHARED 2 6,664
Schering-Plough Corp COM 806605101 5,356 289,998 SH SHARED 1 289,998
Schering-Plough Corp COM 806605101 2,082 112,703 SH SHARED 2 112,703
Simon Property Group Inc COM 828806109 21,017 216,671 SH SHARED 1 216,671
Simon Property Group Inc COM 828806109 1,106 11,403 SH SHARED 2 11,403
SL Green Realty Corp COM 78440X101 10,031 154,795 SH SHARED 1 154,795
SL Green Realty Corp COM 78440X101 747 11,528 SH SHARED 2 11,528
SPDR Trust COM 78462F103 661,445 5,702,600 SH SHARED 1 5,702,600
SPDR Trust COM 78462F103 725 6,251 SH SHARED 2 6,251
Sprint Nextel Corp COM 852061100 2,940 481,935 SH SHARED 1 481,935
Sprint Nextel Corp COM 852061100 481 78,813 SH SHARED 2 78,813
Telabs Inc COM 879664100 4,033 993,462 SH SHARED 1 993,462
Telabs Inc COM 879664100 1,565 385,489 SH SHARED 2 385,489
TERRESTAR CORP COM 881451108 271 270,679 SH SHARED 2 270,679
Time Warner Inc COM 887317105 3,050 232,682 SH SHARED 1 232,682
Time Warner Inc COM 887317105 1,144 87,270 SH SHARED 2 87,270
United Technologies Corp COM 913017109 3,675 61,194 SH SHARED 1 61,194
United Technologies Corp COM 913017109 1,375 22,891 SH SHARED 2 22,891
Unitedhealth Group Inc COM 91324P102 2,061 81,167 SH SHARED 1 81,167
Unitedhealth Group Inc COM 91324P102 771 30,375 SH SHARED 2 30,375
Ventas Inc COM 92276F100 9,615 194,559 SH SHARED 1 194,559
Ventas Inc COM 92276F100 633 12,818 SH SHARED 2 12,818
Verso Paper Corp COM 92531L108 920 353,958 SH SHARED 1 353,958
Viacom Inc-class B COM 92553P201 2,462 99,121 SH SHARED 1 99,121
Viacom Inc-class B COM 92553P201 920 37,027 SH SHARED 2 37,027
Vicor Corp COM 925815102 8,158 918,039 SH SHARED 1 918,039
Vicor Corp COM 925815102 1,170 131,731 SH SHARED 2 131,731
Vornado Realty Trust COM 929042109 15,465 170,039 SH SHARED 1 170,039
Vornado Realty Trust COM 929042109 637 7,003 SH SHARED 2 7,003
Wachovia Corp COM 929903102 623 177,931 SH SHARED 1 177,931
Wachovia Corp COM 929903102 234 66,801 SH SHARED 2 66,801
Wal-Mart Stores Inc COM 931142103 4,496 75,073 SH SHARED 1 75,073
Wal-Mart Stores Inc COM 931142103 1,679 28,028 SH SHARED 2 28,028
Wellpoint Inc COM 94973V107 2,235 47,786 SH SHARED 1 47,786
Wellpoint Inc COM 94973V107 835 17,853 SH SHARED 2 17,853
Wells Fargo & Co COM 949746101 8,361 222,784 SH SHARED 1 222,784
Wells Fargo & Co COM 949746101 3,110 82,868 SH SHARED 2 82,868
Weyerhaeuser Co COM 962166104 15,478 255,489 SH SHARED 1 255,489
Weyerhaeuser Co COM 962166104 885 14,612 SH SHARED 2 14,612
Williams Cos Inc COM 969457100 8,845 374,000 SH SHARED 1 374,000
Wyeth COM 983024100 3,030 82,033 SH SHARED 1 82,033
Wyeth COM 983024100 1,132 30,639 SH SHARED 2 30,639
1,678,307 69,851,847 69,851,847
Canada 974,591 31,665,123
U.S. 703,716 38,186,724
1,678,307 69,851,847