Sun Life Financial Inc.
CA ˙ TSX ˙ CA8667961053
100,66 CA$ ↑2,36 (2,40%)
2026-06-02
DEL PRIS
SecurityCA:SLF / Sun Life Financial Inc.
InstitutionAlliancebernstein L.p.
Latest Disclosed Ownership54,184 shares
Latest Disclosed Value $ 3,381,082
Alliancebernstein L.p. reports 1.39% decrease in ownership of SLF / Sun Life Financial Inc.

On May 15, 2026 - Alliancebernstein L.p. filed a 13F-HR form disclosing ownership of 54,184 shares of Sun Life Financial Inc. (CA:SLF) valued at $4,722,136 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 54,950 shares of Sun Life Financial Inc.. This represents a change in shares of -1.39% during the quarter. The current value of the position is $5,454,161 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 54,184 -766 -1.39 3,381 -1.37 0.0011
2026-02-17 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 54,950 -33,942 -38.18 3,429 -35.76 0.0011
2025-11-14 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 88,892 42,869 93.15 5,336 74.49 0.0017
2025-08-14 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 46,023 2,591 5.97 3,058 23.01 0.0010
2025-05-15 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 43,432 2,605 6.38 2,487 2.64 0.0009
2025-02-12 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 40,827 -517 -1.25 2,423 1.00 0.0008
2024-11-14 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 41,344 -559 -1.33 2,399 16.86 0.0008
2024-08-14 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 41,903 -4,680 -10.05 2,053 -19.28 0.0007
2024-05-14 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 46,583 3,791 8.86 2,542 14.56 0.0009
2024-02-14 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 42,792 1,688 4.11 2,219 10.67 0.0009
2023-11-14 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 41,104 -1,000 -2.38 2,006 -8.61 0.0009
2023-08-15 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 42,104 -3,011 -6.67 2,194 4.18 0.0009
2023-05-15 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 45,115 -250 -0.55 2,107 0.05 0.0009
2023-02-15 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 45,365 -1,494 -3.19 2,106 12.99 0.0009
2022-11-15 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 46,859 552 1.19 1,863 -12.16 0.0009
2022-08-15 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 46,307 -1,281 -2.69 2,121 -20.17 0.0010
2022-05-13 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 47,588 -255 -0.53 2,657 -0.26 0.0010
2022-02-14 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 47,843 1,719 3.73 2,664 12.26 0.0009
2021-11-10 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 46,124 -1,946 -4.05 2,373 -4.24 0.0009
2021-07-30 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 48,070 -9,645 -16.71 2,478 -15.05 0.0010
2021-05-06 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 57,715 -38,792 -40.20 2,917 -32.02 0.0013
2021-02-08 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 96,507 -222 -0.23 4,291 8.91 0.0020
2020-11-12 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 96,729 -981 -1.00 3,940 9.72 0.0021
2020-08-13 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 97,710 -9,467 -8.83 3,591 4.42 0.0021
2020-05-14 2020-03-31 13F SUN LIFE FINL COM 866796105 107,177 1,152 1.09 3,439 -28.83 0.0025
2020-02-18 2019-12-31 13F SUN LIFE FINL COM 866796105 106,025 16,881 18.94 4,832 20.95 0.0027
2019-11-14 2019-09-30 13F SUN LIFE FINL COM 866796105 89,144 -2,202 -2.41 3,995 5.74 0.0025
2019-08-14 2019-06-30 13F SUN LIFE FINL COM 866796105 91,346 4,396 5.06 3,778 13.11 0.0023
2019-05-14 2019-03-31 13F SUN LIFE FINL COM 866796105 86,950 1,774 2.08 3,340 18.15 0.0022
2019-02-13 2018-12-31 13F SUN LIFE FINL COM 866796105 85,176 -1,987 -2.28 2,827 -18.44 0.0021
2018-11-08 2018-09-30 13F SUN LIFE FINL COM 866796105 87,163 11,277 14.86 3,466 13.79 0.0023
2018-08-13 2018-06-30 13F SUN LIFE FINL COM 866796105 75,886 2,015 2.73 3,046 0.26 0.0021
2018-05-14 2018-03-31 13F SUN LIFE FINL COM 866796105 73,871 -1,831 -2.42 3,038 -2.72 0.0022
2018-02-13 2017-12-31 13F SUN LIFE FINL COM 866796105 75,702 -558 -0.73 3,123 2.83 0.0022
2017-11-13 2017-09-30 13F SUN LIFE FINL COM 866796105 76,260 476 0.63 3,037 12.11 0.0023
2017-08-10 2017-06-30 13F SUN LIFE FINL COM 866796105 75,784 27,776 57.86 2,709 54.36 0.0021
2017-05-11 2017-03-31 13F SUN LIFE FINL COM 866796105 48,008 -360 -0.74 1,755 -5.54 0.0014
2017-02-13 2016-12-31 13F SUN LIFE FINL COM 866796105 48,368 -13,654 -22.01 1,858 -7.93 0.0015
2016-11-10 2016-09-30 13F SUN LIFE FINL COM 866796105 62,022 -55,361 -47.16 2,018 -47.64 0.0017
2016-08-11 2016-06-30 13F SUN LIFE FINL COM 866796105 117,383 56,921 94.14 3,854 97.54 0.0033
2016-05-13 2016-03-31 13F SUN LIFE FINL COM 866796105 60,462 -8,395 -12.19 1,951 -9.17 0.0017
2016-02-16 2015-12-31 13F/A-1 SUN LIFE FINL COM 866796105 68,857 -18,184 -20.89 2,148 -23.50 0.0018
2016-02-12 2015-12-31 13F SUN LIFE FINL COM 866796105 68,857 2,221
2015-11-13 2015-09-30 13F SUN LIFE FINL COM 866796105 87,041 1,660 1.94 2,808 -1.54 0.0024
2015-08-14 2015-06-30 13F SUN LIFE FINL COM 866796105 85,381 -1,999 -2.29 2,852 5.90 0.0024
2015-05-13 2015-03-31 13F SUN LIFE FINANCIAL COM 866796105 87,380 -70,914 -44.80 2,693 -52.99 0.0022
2015-02-13 2014-12-31 13F SUN LIFE FINANCIAL COM 866796105 158,294 6,701 4.42 5,729 4.03 0.0048
2014-11-13 2014-09-30 13F SUN LIFE FINANCIAL COM 866796105 151,593 -1,599 -1.04 5,507 -2.08 0.0046
2014-08-13 2014-06-30 13F SUN LIFE FINANCIAL COM 866796105 153,192 56,245 58.02 5,624 67.28 0.0047
2014-05-13 2014-03-31 13F SUN LIFE FINANCIAL COM 866796105 96,947 511 0.53 3,362 -1.26 0.0029
2014-02-13 2013-12-31 13F SUN LIFE FINANCIAL COM 866796105 96,436 4,869 5.32 3,405 16.17 0.0030
2013-11-14 2013-09-30 13F SUN LIFE FINANCIAL COM 866796105 91,567 -526 -0.57 2,931 7.80 0.0029
2013-08-13 2013-06-30 13F SUN LIFE FINANCIAL COM 866796105 92,093 92,093 2,719 0.0029
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.