Sun Life Financial Inc.
CA ˙ TSX ˙ CA8667961053
101,42 CA$ ↑1,21 (1,21%)
2026-06-04
DEL PRIS
SecurityCA:SLF / Sun Life Financial Inc.
InstitutionDeutsche Bank Ag\
Latest Disclosed Ownership1,005,742 shares
Latest Disclosed Value $ 62,919,219
Deutsche Bank Ag\ reports 11.30% decrease in ownership of SLF / Sun Life Financial Inc.

On May 6, 2026 - Deutsche Bank Ag\ filed a 13F-HR form disclosing ownership of 1,005,742 shares of Sun Life Financial Inc. (CA:SLF) valued at $87,650,415 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,133,867 shares of Sun Life Financial Inc.. This represents a change in shares of -11.30% during the quarter. The current value of the position is $102,002,354 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)
2026-05-06 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,005,742 -128,125 -11.30 62,919 -11.07 0.0040
2026-02-11 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 1,133,867 -44,395 -3.77 70,753 0.03 0.0230
2025-11-13 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,178,262 5,607 0.48 70,731 -9.23 0.0237
2025-08-12 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,172,655 154,464 15.17 77,923 33.65 0.0287
2025-05-09 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,018,191 69,071 7.28 58,302 3.52 0.0231
2025-06-30 2024-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 949,120 60,062 6.76 56,321 9.18 0.0220
2025-02-14 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 949,120 60,062 56,321 0.0220
2025-06-26 2024-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 889,058 39,570 4.66 51,583 23.95 0.0210
2024-11-13 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 889,058 39,570 51,583 0.0210
2025-06-12 2024-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 849,488 129,126 17.93 41,616 5.85 0.0188
2024-08-14 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 849,488 129,126 41,616 0.0188
2025-06-02 2024-03-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 720,362 -24,281 -3.26 39,317 1.81 0.0182
2024-05-15 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 720,362 -24,281 39,317 0.0183
2024-02-14 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 744,643 25,755 3.58 38,617 10.08 0.0197
2023-11-24 2023-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 718,888 -141,600 -16.46 35,082 -21.78 0.0227
2023-11-09 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 718,888 -141,600 35,082 0.0046
2023-08-14 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 860,488 130,491 17.88 44,849 31.56 0.0238
2023-05-15 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 729,997 24,820 3.52 34,091 4.14 0.0190
2023-02-13 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 705,177 32,493 4.83 32,734 22.39 0.0188
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 672,684 42,592 6.76 26,745 -7.34 0.0161
2022-08-11 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 630,092 -79,435 -11.20 28,865 -27.13 0.0161
2022-05-13 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 709,527 -37,718 -5.05 39,613 -4.81 0.0185
2022-02-16 2021-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 747,245 96,377 14.81 41,614 24.27 0.0187
2022-02-11 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 747,245 96,377 41,614 0.0021
2021-11-04 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 650,868 -794,042 -54.95 33,486 -55.03 0.0159
2021-08-11 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,444,910 721,287 99.68 74,470 103.59 0.0362
2021-05-13 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 723,623 41,143 6.03 36,579 20.56 0.0197
2021-02-16 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 682,480 39,485 6.14 30,341 15.85 0.0185
2020-11-12 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 642,995 193,659 43.10 26,190 58.58 0.0180
2020-08-13 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 449,336 -186,916 -29.38 16,515 -19.11 0.0126
2020-05-14 2020-03-31 13F SUN LIFE FINL COM 866796105 636,252 -242,787 -27.62 20,417 -49.03 0.0182
2020-02-14 2019-12-31 13F SUN LIFE FINL COM 866796105 879,039 229,847 35.41 40,053 37.72 0.0261
2019-11-14 2019-09-30 13F SUN LIFE FINL COM 866796105 649,192 21,743 3.47 29,083 12.09 0.0202
2019-08-14 2019-06-30 13F SUN LIFE FINL COM 866796105 627,449 52,281 9.09 25,947 17.47 0.0152
2019-05-15 2019-03-31 13F SUN LIFE FINL COM 866796105 575,168 -311,124 -35.10 22,088 -24.91 0.0132
2019-04-01 2018-12-31 13F/A-1 SUN LIFE FINL COM 866796105 886,292 -498,079 -35.98 29,414 -46.56 0.0209
2019-02-14 2018-12-31 13F SUN LIFE FINL COM 866796105 886,292 -258,680 29,414
2021-12-21 2018-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 1,384,371 110,567 8.68 55,043 7.65 0.0278
2018-11-14 2018-09-30 13F SUN LIFE FINL COM 866796105 1,144,972 -128,832 45,521 0.0315
2020-04-21 2018-06-30 13F/A-1 SUN LIFE FINL COM 866796105 1,273,804 409,296 47.34 51,132 43.85 0.0255
2018-08-14 2018-06-30 13F SUN LIFE FINL COM 866796105 1,272,332 407,824 51,066 33,917.9099
2019-10-23 2018-03-31 13F/A-2 SUN LIFE FINL COM 866796105 864,508 256,691 42.23 35,545 41.75 0.0170
2019-10-18 2018-03-31 13F/A-1 SUN LIFE FINL COM 866796105 864,508 0 35,545 0.0170
2018-05-15 2018-03-31 13F SUN LIFE FINL COM 866796105 859,749 251,932 35,351
2018-02-14 2017-12-31 13F SUN LIFE FINL COM 866796105 607,817 63,922 11.75 25,075 15.80 0.0161
2017-11-14 2017-09-30 13F SUN LIFE FINL COM 866796105 543,895 -566,962 -51.04 21,654 -45.47 0.0148
2017-08-11 2017-06-30 13F SUN LIFE FINL COM 866796105 1,110,857 159,748 16.80 39,712 14.24 0.0283
2017-05-15 2017-03-31 13F SUN LIFE FINL COM 866796105 951,109 -425,476 -30.91 34,761 -34.26 0.0257
2017-02-14 2016-12-31 13F SUN LIFE FINL COM 866796105 1,376,585 -622,576 -31.14 52,874 -18.72 0.0425
2016-11-14 2016-09-30 13F SUN LIFE FINL COM 866796105 1,999,161 -101,967 -4.85 65,052 -5.69 0.0461
2016-08-15 2016-06-30 13F SUN LIFE FINL COM 866796105 2,101,128 364,442 20.98 68,978 23.08 0.0487
2016-05-16 2016-03-31 13F SUN LIFE FINL COM 866796105 1,736,686 370,515 27.12 56,042 31.48 0.0422
2016-02-16 2015-12-31 13F SUN LIFE FINL COM 866796105 1,366,171 435,641 46.82 42,623 42.00 0.0295
2015-11-17 2015-09-30 13F SUN LIFE FINL COM 866796105 930,530 236,982 34.17 30,017 29.60 0.0232
2015-08-12 2015-06-30 13F SUN LIFE FINL COM 866796105 693,548 135,544 24.29 23,162 34.69 0.0148
2015-05-15 2015-03-31 13F SUN LIFE FINL COM 866796105 558,004 52,383 10.36 17,196 -5.67 0.0107
2015-02-13 2014-12-31 13F SUN LIFE FINL COM 866796105 505,621 -61,620 -10.86 18,229 -11.38 0.0112
2014-11-14 2014-09-30 13F SUN LIFE FINL COM 866796105 567,241 411,561 264.36 20,570 260.06 0.0128
2014-08-15 2014-06-30 13F SUN LIFE FINL COM 866796105 155,680 41,536 36.39 5,713 44.60 0.0039
2014-05-15 2014-03-31 13F SUN LIFE FINL COM 866796105 114,144 -96,137 -45.72 3,951 -46.81 0.0028
2014-02-24 2013-12-31 13F/A-1 SUN LIFE FINL COM 866796105 210,281 114,225 118.92 7,428 142.03 0.0053
2014-02-18 2013-12-31 13F SUN LIFE FINL COM 866796105 210,281 7,428
2013-11-18 2013-09-30 13F SUN LIFE FINL COM 866796105 96,056 96,056 3,069 0.0023
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.