SLFNYSELife InsuranceFiscal year ends December 31Also trades as SLFIF, SLFQF, SUNFF
SUN LIFE FINANCIAL INC
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 40-F on Feb 12, 2026
$78.67−0.68 (-0.86%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
252M
Shares held, 13F filers
Institutional holders
492
78 new, 27 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 42,189,758 | 7.30% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SLF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Royal Bank of Canada | 41,552,120 | – | $3.26B | −95,548 | 0.49% |
| Vanguard Capital Management LLC | 16,048,272 | – | $1.26B | +73,621 | 0.03% |
| Bank Of Montreal /Can/ | 12,232,736 | – | $959.46M | +1,848,886 | 0.32% |
| TD Asset Management Inc | 10,101,426 | – | $792.81M | −3,921,572 | 0.69% |
| Cibc World Market Inc. | 8,076,018 | – | $633.51M | −1,240,421 | 1.02% |
| 1832 Asset Management L.P. | 7,965,126 | – | $624.63M | −1,098,752 | 0.31% |
| Bank Of Nova Scotia | 6,930,024 | – | $544.05M | +60,744 | 0.82% |
| Geode Capital Management, LLC | 6,460,912 | – | $526.43M | +674,856 | 0.03% |
| Norges Bank | 6,370,400 | – | $499.65M | New | 0.05% |
| Mackenzie Financial Corp | 6,244,664 | – | $695.34M | +142,127 | 0.70% |
| FMR LLC | 6,004,087 | – | $471.39M | +157,188 | 0.02% |
| FIL Ltd | 5,916,829 | – | $464.54M | +5,913,508 | 0.33% |
| National Bank Of Canada /Fi/ | 5,850,227 | – | $457.77M | −828,814 | 0.33% |
| TD Waterhouse Canada Inc. | 5,506,035 | – | $433.83M | −22,099 | 1.14% |
| Federation des caisses Desjardins du Quebec | 5,324,854 | – | $415.57M | −157,299 | 1.27% |
| Vanguard Fiduciary Trust Co | 4,909,410 | – | $385.45M | −1,098 | 0.08% |
| Vanguard Global Advisers, LLC | 4,281,703 | – | $336.17M | +328,575 | 0.16% |
| CIBC Asset Management Inc | 3,839,581 | – | $300.87M | +2,480,709 | 0.66% |
| Manufacturers Life Insurance Company, The | 3,739,937 | – | $293.05M | −3,205,327 | 0.23% |
| Canada Pension Plan Investment Board | 3,735,388 | – | $292.98M | −256,542 | 0.16% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 492 | 252M | 78 / 176 | 131 / 27 | 28M | 25M |
| Q1 2026 | 450 | 249M | 50 / 176 | 116 / 32 | 48M | 24M |
| Q4 2025 | 439 | 251M | 54 / 148 | 142 / 38 | 24M | 26M |
| Q3 2025 | 432 | 254M | 43 / 149 | 140 / 50 | 13M | 76M |
| Q2 2025 | 447 | 317M | 64 / 150 | 134 / 30 | 69M | 14M |
| Q1 2025 | 421 | 263M | 35 / 150 | 131 / 46 | 14M | 39M |
| Q4 2024 | 441 | 289M | 55 / 163 | 113 / 32 | 39M | 25M |
| Q3 2024 | 422 | 276M | 59 / 124 | 142 / 29 | 19M | 15M |
| Q2 2024 | 396 | 273M | 30 / 128 | 145 / 49 | 19M | 27M |
| Q1 2024 | 419 | 283M | 54 / 144 | 123 / 29 | 15M | 14M |
| Q4 2023 | 398 | 281M | 52 / 132 | 121 / 26 | 25M | 17M |
| Q3 2023 | 378 | 273M | 31 / 127 | 124 / 31 | 9M | 16M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SLF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total International Stock Index Fund | 8,150,544 | – | $947.99M | 0.10% | Jul 31, 2026 |
| Vanguard Developed Markets Index Fund | 5,416,281 | – | $603.10M | 0.13% | Jun 30, 2026 |
| Fidelity Series Canada Fund | 3,541,290 | – | $209.59M | 2.87% | Jul 31, 2026 |
| Fidelity SAI Canada Equity Index Fund | 2,863,607 | – | $169.48M | 1.50% | Jul 31, 2026 |
| JPMorgan BetaBuilders Canada ETF | 1,967,608 | – | $116.45M | 1.50% | Jul 31, 2026 |
| Vanguard Ftse All-World Ex-US Index Fund | 1,318,905 | – | $153.40M | 0.11% | Jul 31, 2026 |
| Vanguard International Core Stock Fund | 1,242,870 | – | $138.39M | 0.95% | Jun 30, 2026 |
| Schwab International Equity ETF | 1,231,406 | – | $64.29M | 0.13% | May 31, 2026 |
| Fidelity Series Global ex U.S. Index Fund | 1,100,913 | – | $65.16M | 0.12% | Jul 31, 2026 |
| iShares MSCI Canada ETF | 986,933 | – | $51.45M | 1.29% | May 31, 2026 |
| iShares MSCI Intl Quality Factor ETF | 897,892 | – | $53.14M | 0.54% | Jul 31, 2026 |
| iShares Core MSCI Total International Stock ETF | 748,201 | – | $44.28M | 0.11% | Jul 31, 2026 |
| International Core Equity 2 Portfolio | 674,461 | – | $55.95M | 0.13% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | 667,932 | – | $36.95M | 0.13% | Jun 30, 2026 |
| Vanguard International High Dividend Yield Index Fund | 631,222 | – | $73.42M | 0.24% | Jul 31, 2026 |