Sun Life Financial Inc
SLFFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Sun Life Financial Inc Makes Money
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Source: Sun Life Financial Inc — 40-F filed Feb 9, 2023
Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 10 annual periods. The latest annual period ends Dec 31, 2025. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-03-31 | 28,250 | Not shown | SEC filing |
| Bleakley Financial Group, LLC | 2026-03-31 | 22,141 | Not shown | SEC filing |
| APG Asset Management N.V. | 2026-03-31 | 299,208 | Not shown | SEC filing |
| Oslo Pensjonsforsikring AS | 2026-03-31 | 1,300 | Not shown | SEC filing |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 2026-03-31 | 1,050 | Not shown | SEC filing |
| Cetera Investment Advisers | 2026-03-31 | 79,584 | Not shown | SEC filing |
| Assenagon Asset Management S.A. | 2026-03-31 | 24,766 | Not shown | SEC filing |
| BARRETT & COMPANY, INC. | 2026-03-31 | 94 | Not shown | SEC filing |
| Confluence Wealth Services, Inc. | 2026-03-31 | 4,985 | Not shown | SEC filing |
| &PARTNERS | 2026-03-31 | 7,146 | Not shown | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 3,567 | Not shown | SEC filing |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2026-03-31 | 500 | Not shown | SEC filing |
| Mascoma Wealth Management LLC | 2026-03-31 | 1 | Not shown | SEC filing |
| Quadrature Capital Ltd | 2026-03-31 | 188,200 | Not shown | SEC filing |
| KEYBANK NATIONAL ASSOCIATION/OH | 2026-03-31 | 4,763 | Not shown | SEC filing |
| Purpose Unlimited Inc. | 2026-03-31 | 383,668 | Not shown | SEC filing |
| One Capital Management, LLC | 2026-03-31 | 10,192 | Not shown | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 5,786,056 | Not shown | SEC filing |
| IEQ CAPITAL, LLC | 2026-03-31 | 21,011 | Not shown | SEC filing |
| ALEXANDER LABRUNERIE & CO., INC. | 2026-03-31 | 6,009 | Not shown | SEC filing |
- Each value is checked against Sun Life Financial Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
120 filers have only one report here.
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.