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.
InstitutionBlackRock, Inc.
Latest Disclosed Ownership42,189,758 shares
Ownership 7.30%
BlackRock, Inc. ownership in SLF / Sun Life Financial Inc.

2025-02-05 - BlackRock, Inc. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 42,189,758 shares of Sun Life Financial Inc. (CA:SLF). This represents 7.3 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-02-05 2025-02-05 13G/A 42,189,758 7.30
2024-02-09 2024-02-09 13G/A 31,231,895 35,686,233 14.26 6.10 15.09
2023-02-03 2023-02-03 13G 31,231,895 5.30

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-13 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 914,083 59,622 6.98 57,185 7.25 0.0001
2026-02-12 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 854,461 -42,061 -4.69 53,318 -0.93 0.0009
2025-11-12 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 896,522 -35,785 -3.84 53,818 -13.13 0.0009
2025-08-12 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 932,307 28,614 3.17 61,952 19.72 0.0012
2025-05-02 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 903,693 -46,187 -4.86 51,745 -8.20 0.0011
2025-02-07 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 949,880 -9,367 -0.98 56,366 1.28 0.0011
2024-11-13 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 959,247 -30,833 -3.11 55,656 14.74 0.0012
2024-08-13 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 990,080 -19,837 -1.96 48,504 -12.00 0.0011
2024-05-10 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,009,917 56,549 5.93 55,121 11.49 0.0013
2024-02-13 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 953,368 64,847 7.30 49,442 14.03 0.0013
2023-11-13 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 888,521 42,733 5.05 43,360 -1.64 0.0012
2023-08-11 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 845,788 112,531 15.35 44,082 28.73 0.0012
2023-05-12 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 733,257 37,339 5.37 34,243 6.00 0.0010
2023-02-13 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 695,918 103,649 17.50 32,305 37.18 0.0010
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 592,269 3,617 0.61 23,549 -12.67 0.0008
2022-08-12 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 588,652 54,511 10.21 26,966 -9.57 0.0009
2022-05-12 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 534,141 22,722 4.44 29,821 4.70 0.0008
2022-02-10 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 511,419 30,116 6.26 28,481 15.01 0.0007
2021-11-09 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 481,303 2,079 0.43 24,763 0.26 0.0007
2021-08-11 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 479,224 -5,261 -1.09 24,699 0.85 0.0007
2021-05-07 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 484,485 474,047 4,541.55 24,491 5,178.23 0.0007
2021-02-05 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 10,438 10,438 464 0.0000
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.