Sun Life Financial Inc.

SLF.US
Financial Services · Insurance - Diversified
84.07
+1.14 (+1.37%)
USD · NYSE

Company Information

Company Name
Sun Life Financial Inc.
Sector
Financial Services
Industry
Insurance - Diversified
Exchange
NYSE
ISIN: CA8667961053
CIK: 0001097362
CUSIP: 866796105
Currency: USD
Full Time Employees: 32,151
Phone: 416 979 9966
Fiscal Year End: December
IPO Date: Mar 23, 2000
Description:

Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, and Bermuda. It offers various insurance products, such as term and permanent life; personal health, which includes prescription drugs, dental, and vision care; critical illness; long-term care; and disability. The company also provides investments products, such as mutual funds, segregated funds, annuities, and guaranteed investment products; financial planning services; and asset management products, including pooled funds, institutional portfolios and pension funds. The company was formerly known as Sun Life Financial Services of Canada Inc. and changed its name to Sun Life Financial Inc. in July 2003. Sun Life Financial Inc. was founded in 1871 and is headquartered in Toronto, Canada.

Address:

1 York Street, Toronto, ON, Canada, M5J 0B6

People

Directors & Officers

Name Title Year Born
Mr. Timothy Deacon FCAS, FCPA Executive VP & CFO NA
Ms. Laura Ann Money Executive VP and Chief Information & Technology Innovation Officer NA
Ms. Maya Beri SVP & Chief Information Officer NA
Ms. Natalie Brady Senior Vice President of Capital Management & Investor Relations NA
Ms. Melissa Jane Kennedy Executive VP and Chief Legal Officer & Public Policy Officer 1963
Ms. Anne C. Sonnen Senior VP & Chief Compliance Officer NA
Aishling Cullen Senior Vice President of Corporate Communications NA
Michael Joyce Executive Vice President of Sales NA
Ms. Helena Janina Pagano Executive VP and Chief People & Culture Officer NA
Ms. Dawn Lai Director of Compliance NA

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Royal Bank of Canada 41.65M Mar 31, 2026 7.52% $0.46 -8.06%
Vanguard Group Inc 25.88M Dec 31, 2025 4.67% $0.02 2.11%
Vanguard Capital Management, LLC 15.97M Mar 31, 2026 2.88% $0.02 0.00%
TD Asset Management Inc 14.02M Mar 31, 2026 2.53% $0.71 -8.61%
Bank of Montreal 10.38M Mar 31, 2026 1.88% $0.24 0.49%
BMO Capital Markets Corp. 10.38M Mar 31, 2026 1.88% $0.24 0.49%
CIBC World Markets Inc. 9.32M Mar 31, 2026 1.68% $0.95 39.08%
1832 Asset Management L.P 9.06M Mar 31, 2026 1.64% $0.52 -11.21%
The Toronto-Dominion Bank 7.05M Mar 31, 2026 1.27% $0.63 12.96%
Manufacturers Life Insurance Co 6.95M Mar 31, 2026 1.25% $0.37 -9.23%
Bank of Nova Scotia 6.87M Mar 31, 2026 1.24% $0.75 14.66%
NATIONAL BANK OF CANADA /FI/ 6.68M Mar 31, 2026 1.21% $0.37 5.71%
NORGES BANK 6.38M Dec 31, 2025 1.15% $0.04 16.99%
Mackenzie Investments 6.10M Mar 31, 2026 1.10% $0.46 -1.71%
FMR Inc 5.85M Mar 31, 2026 1.06% $0.02 8.82%
Geode Capital Management, LLC 5.79M Mar 31, 2026 1.04% $0.02 4.64%
TD Waterhouse Canada Inc 5.53M Mar 31, 2026 1.00% $1.03 152.70%
Federation des caisses Desjardins du Quebec 5.48M Mar 31, 2026 0.99% $1.23 -1.65%
Vanguard Fiduciary Trust Co 4.91M Mar 31, 2026 0.89% $0.08 0.00%
Canada Pension Plan Investment Board 3.99M Mar 31, 2026 0.72% $0.16 -19.85%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Intl Stock Index Inv 8.14M 1.47% ▼ 0.52% Jun 30, 2026
2 Vanguard Developed Markets Index Admiral 5.42M 0.98% ▼ 0.48% Jun 30, 2026
3 RBC Canadian Dividend Fund A 5.00M 0.90% ▲ 0.00% Mar 31, 2026
4 iShares Core MSCI Canadian Qual Div ETF 4.34M 0.78% ▲ 0.06% Jun 30, 2026
5 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 4.10M 0.74% ▼ 0.43% Jun 30, 2026
6 Scotia Canadian Dividend A 4.07M 0.74% ▼ 12.39% Feb 28, 2026
7 Fidelity Series Canada 3.56M 0.64% ▲ 3.63% May 31, 2026
8 iShares Core S&P/TSX Capped Compost ETF 3.38M 0.61% ▲ 0.07% Jun 30, 2026
9 iShares S&P/TSX 60 ETF 3.17M 0.57% ▲ 0.20% Jun 30, 2026
10 TD Canadian Equity - I 2.99M 0.54% ▲ 0.00% Dec 31, 2025

Financial Highlights

Market Cap: $45.97B
EBITDA: $5.17B
P/E Ratio: $21.77
PEG Ratio: $1.58
Book Value: $30.25
Dividend/Share: $3.60
Dividend Yield: 4.38%
Earnings/Share: $3.81
Profit Margin: 8.85%
Operating Margin: 8.49%
ROA (TTM): 0.75%
ROE (TTM): 11.97%
Revenue (TTM): $34.90B
Revenue/Share (TTM): $62.48
Earnings Growth (YOY): -48.40%
Revenue Growth (YOY): 0.20%

Valuation Metrics

Enterprise Value: $46.89B
Trailing P/E: 21.77
Forward P/E: 14.64

Shares Statistics

Shares Outstanding: 554.30M
Shares Float: 552.44M
% Insiders: 5.10%
% Institutions: 5,549.60%
Short % Float: 0.97%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$42.17B
Gross Profit
subtotal
$42.17B
SG&A
adjust
$-6.93B
Other Operating Expense
adjust
$-30.45B
Operating Income
subtotal
$4.79B
Other / Non-Operating Items
adjust
$-1.05B
Net Income
subtotal
$3.74B

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

Watchlist

0

No stocks in watchlist

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about SLF.US!