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.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership3,829,736 shares
Latest Disclosed Value $ 239,161,366
Legal & General Group Plc reports 1.71% decrease in ownership of SLF / Sun Life Financial Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 3,829,736 shares of Sun Life Financial Inc. (CA:SLF) valued at $333,761,492 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,896,312 shares of Sun Life Financial Inc.. This represents a change in shares of -1.71% during the quarter. The current value of the position is $388,411,825 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)
2026-05-08 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 3,829,736 -66,576 -1.71 239,161 -1.80 0.0296
2026-02-09 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 3,896,312 36,698 0.95 243,542 5.06 0.0540
2025-11-13 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 3,859,614 371,139 10.64 231,816 0.06 0.0520
2025-08-12 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 3,488,475 -364,013 -9.45 231,667 5.08 0.0575
2025-05-15 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 3,852,488 191,024 5.22 220,466 1.46 0.0600
2025-02-13 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 3,661,464 -283,023 -7.18 217,290 -5.13 0.0575
2025-02-28 2024-09-30 13F/A-2 SUN LIFE FINANCIAL COM 866796105 3,944,487 55,170 1.42 229,043 20.13 0.0603
2024-11-14 2024-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 4,926,903 39,049 286,090 0.0596
2024-11-14 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 4,926,903 39,049 286,090 0.0596
2025-05-29 2024-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,889,317 -82,452 -2.08 190,667 -12.06 0.0539
2024-08-14 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 4,887,854 -71,651 239,618 0.0536
2025-05-29 2024-03-31 13F/A-2 SUN LIFE FINANCIAL COM 866796105 3,971,769 -95,683 -2.35 216,822 2.29 0.0624
2024-07-01 2024-03-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 4,959,505 -97,449 270,739 0.0632
2024-05-14 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 4,957,062 -99,892 270,605 0.0325
2025-05-29 2023-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 4,067,452 271,440 7.15 211,973 13.93 0.0659
2024-02-15 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 5,056,954 1,260,942 263,540 0.0676
2023-11-14 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 3,796,012 176,215 4.87 186,057 -1.51 0.0649
2023-08-14 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 3,619,797 98,908 2.81 188,910 15.00 0.0615
2023-05-15 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 3,520,889 -19,129 -0.54 164,264 0.04 0.0588
2023-02-14 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 3,540,018 -231,115 -6.13 164,202 8.92 0.0630
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 3,771,133 -225,734 -5.65 150,753 -17.50 0.0589
2022-08-22 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 3,996,867 458,496 12.96 182,738 -7.58 0.0647
2022-05-16 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 3,538,371 250,503 7.62 197,721 7.88 0.0601
2022-02-14 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 3,287,868 27,096 0.83 183,275 9.22 0.0554
2021-11-15 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 3,260,772 -5,417 -0.17 167,809 -0.47 0.0545
2021-08-12 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 3,266,189 103,686 3.28 168,608 5.51 0.0564
2021-05-17 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 3,162,503 23,966 0.76 159,803 14.60 0.0595
2021-02-12 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 3,138,537 284,932 9.98 139,440 20.30 0.0546
2020-11-13 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 2,853,605 -63,678 -2.18 115,914 8.47 0.0518
2020-08-14 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 2,917,283 20,025 0.69 106,859 15.97 0.0516
2020-05-14 2020-03-31 13F SUN LIFE FINL COM 866796105 2,897,258 -8,551 -0.29 92,143 -30.55 0.0539
2020-02-13 2019-12-31 13F SUN LIFE FINL COM 866796105 2,905,809 -39,238 -1.33 132,672 8.55 0.0632
2019-08-14 2019-06-30 13F SUN LIFE FINL COM 866796105 2,945,047 -127,828 -4.16 122,220 3.50 0.0657
2019-05-15 2019-03-31 13F SUN LIFE FINL COM 866796105 3,072,875 579,803 23.26 118,085 42.84 0.0674
2019-02-15 2018-12-31 13F SUN LIFE FINL COM 866796105 2,493,072 42,784 1.75 82,669 -15.07 0.0641
2018-11-20 2018-09-30 13F SUN LIFE FINL COM 866796105 2,450,288 -129,065 -5.00 97,338 -6.03 0.0697
2018-08-10 2018-06-30 13F SUN LIFE FINL COM 866796105 2,579,353 -2,303 -0.09 103,587 -2.21 0.0799
2018-05-17 2018-03-31 13F SUN LIFE FINL COM 866796105 2,581,656 -195,656 -7.04 105,926 -7.88 0.0808
2018-02-13 2017-12-31 13F SUN LIFE FINL COM 866796105 2,777,312 -39,499 -1.40 114,989 2.74 0.0832
2017-11-09 2017-09-30 13F SUN LIFE FINL COM 866796105 2,816,811 36,541 1.31 111,918 17.69 0.0842
2017-08-03 2017-06-30 13F SUN LIFE FINL COM 866796105 2,780,270 128,117 4.83 95,095 -1.53 0.0768
2017-05-12 2017-03-31 13F SUN LIFE FINL COM 866796105 2,652,153 -57,703 -2.13 96,571 -7.29 0.0819
2017-02-13 2016-12-31 13F SUN LIFE FINL COM 866796105 2,709,856 -28,625 -1.05 104,167 17.11 0.0972
2016-10-12 2016-09-30 13F SUN LIFE FINL COM 866796105 2,738,481 -92,777 -3.28 88,951 -3.85 0.0901
2016-08-16 2016-06-30 13F SUN LIFE FINL COM 866796105 2,831,258 8,552 0.30 92,509 1.18 0.0975
2016-05-16 2016-03-31 13F SUN LIFE FINL COM 866796105 2,822,706 9,386 0.33 91,433 4.60 0.1012
2016-02-16 2015-12-31 13F SUN LIFE FINL COM 866796105 2,813,320 248,811 9.70 87,409 6.17 0.0988
2015-11-13 2015-09-30 13F SUN LIFE FINL COM 866796105 2,564,509 41,481 1.64 82,330 -2.31 0.1004
2015-07-31 2015-06-30 13F SUN LIFE FINL COM 866796105 2,523,028 70,836 2.89 84,278 11.53 0.0990
2015-05-14 2015-03-31 13F SUN LIFE FINL COM 866796105 2,452,192 67,485 2.83 75,564 -12.45 0.0903
2015-02-20 2014-12-31 13F/A-1 SUN LIFE FINL COM 866796105 2,384,707 -5,978 -0.25 86,314 -0.62 0.1015
2015-02-17 2014-12-31 13F SUN LIFE FINL COM 866796105 654,968 -1,735,717 3,094 0.0038
2014-11-14 2014-09-30 13F SUN LIFE FINL COM 866796105 2,390,685 -112,995 -4.51 86,856 -5.79 0.1042
2014-08-13 2014-06-30 13F SUN LIFE FINL COM 866796105 2,503,680 -6,927 -0.28 92,193 5.88 0.1074
2014-05-14 2014-03-31 13F SUN LIFE FINL COM 866796105 2,510,607 -20,100 -0.79 87,076 -2.56 0.1057
2014-02-07 2013-12-31 13F SUN LIFE FINL COM 866796105 2,530,707 -49,897 -1.93 89,368 8.20 0.1082
2013-11-12 2013-09-30 13F SUN LIFE FINL COM 866796105 2,580,604 6,024 0.23 82,596 8.65 0.1088
2013-08-01 2013-06-30 13F SUN LIFE FINL COM 866796105 2,574,580 2,574,580 76,023 0.1050
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.