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.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership265,057 shares
Latest Disclosed Value $ 16,540,362
Neuberger Berman Group LLC reports 34.64% decrease in ownership of SLF / Sun Life Financial Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 265,057 shares of Sun Life Financial Inc. (CA:SLF) valued at $23,099,718 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 405,549 shares of Sun Life Financial Inc.. This represents a change in shares of -34.64% during the quarter. The current value of the position is $26,882,081 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)
2026-05-14 2026-03-31 13F SUN LIFE FINANCIAL Common 866796105 265,057 -140,492 -34.64 16,540 -34.71 0.0126
2026-02-13 2025-12-31 13F SUN LIFE FINANCIAL Common 866796105 405,549 -22,300 -5.21 25,335 -1.39 0.0189
2025-11-12 2025-09-30 13F SUN LIFE FINANCIAL Common 866796105 427,849 50,092 13.26 25,692 2.40 0.0188
2025-08-25 2025-06-30 13F/A-1 SUN LIFE FINANCIAL Common 866796105 377,757 1,193 0.32 25,092 16.42 0.0193
2025-08-13 2025-06-30 13F SUN LIFE FINANCIAL Common 866796105 377,757 1,193 25,092 0.0100
2025-05-13 2025-03-31 13F SUN LIFE FINANCIAL Common 866796105 376,564 -16,247 -4.14 21,554 -7.54 0.0181
2025-02-13 2024-12-31 13F SUN LIFE FINANCIAL Common 866796105 392,811 33,153 9.22 23,311 11.64 0.0185
2024-11-14 2024-09-30 13F SUN LIFE FINANCIAL Common 866796105 359,658 49,774 16.06 20,879 37.48 0.0163
2024-11-14 2024-06-30 13F/A-1 SUN LIFE FINANCIAL Common 866796105 309,884 -62,458 -16.77 15,188 -25.30 0.0125
2024-08-13 2024-06-30 13F SUN LIFE FINANCIAL Common 866796105 309,884 -62,458 15,188 0.0125
2024-11-14 2024-03-31 13F/A-1 SUN LIFE FINANCIAL Common 866796105 372,342 13,177 3.67 20,331 8.79 0.0168
2024-05-13 2024-03-31 13F SUN LIFE FINANCIAL Common 866796105 372,342 13,177 20,331 0.0168
2024-11-14 2023-12-31 13F/A-2 SUN LIFE FINANCIAL Common 866796105 359,165 33,835 10.40 18,688 17.37 0.0163
2024-02-09 2023-12-31 13F SUN LIFE FINANCIAL Common 866796105 359,165 33,835 18,688 0.0163
2023-11-14 2023-09-30 13F SUN LIFE FINANCIAL Common 866796105 325,330 48,499 17.52 15,923 10.26 0.0145
2023-08-11 2023-06-30 13F SUN LIFE FINANCIAL Common 866796105 276,831 38,217 16.02 14,440 29.67 0.0129
2023-05-12 2023-03-31 13F SUN LIFE FINANCIAL Common 866796105 238,614 -3,765 -1.55 11,137 -0.98 0.0103
2023-02-13 2022-12-31 13F SUN LIFE FINANCIAL Common 866796105 242,379 -8,293 -3.31 11,246 11.45 0.0110
2022-11-15 2022-09-30 13F SUN LIFE FINANCIAL Common 866796105 250,672 -42,247 -14.42 10,091 -25.18 0.0105
2022-08-15 2022-06-30 13F SUN LIFE FINANCIAL Common 866796105 292,919 -1,883 -0.64 13,487 -18.62 0.0136
2022-05-23 2022-03-31 13F/A-1 SUN LIFE FINANCIAL Common 866796105 294,802 -8,691 -2.86 16,572 -2.53 0.0140
2022-05-13 2022-03-31 13F SUN LIFE FINANCIAL Common 866796105 294,802 -8,691 16,540 0.0074
2022-02-11 2021-12-31 13F SUN LIFE FINANCIAL Common 866796105 303,493 114,323 60.43 17,003 73.06 0.0133
2021-11-12 2021-09-30 13F SUN LIFE FINANCIAL Common 866796105 189,170 -83,423 -30.60 9,825 -30.54 0.0086
2021-08-13 2021-06-30 13F SUN LIFE FINANCIAL Common 866796105 272,593 -196,981 -41.95 14,144 -40.64 0.0123
2021-05-13 2021-03-31 13F SUN LIFE FINANCIAL Common 866796105 469,574 -33,827 -6.72 23,829 6.15 0.0228
2021-02-10 2020-12-31 13F SUN LIFE FINANCIAL Common 866796105 503,401 30,987 6.56 22,448 16.73 0.0233
2020-11-12 2020-09-30 13F SUN LIFE FINANCIAL Common 866796105 472,414 -49,026 -9.40 19,231 0.50 0.0228
2020-08-13 2020-06-30 13F SUN LIFE FINANCIAL Common 866796105 521,440 34,359 7.05 19,135 22.94 0.0238
2020-05-14 2020-03-31 13F SUN LIFE FINANCIAL Common 866796105 487,081 104,483 27.31 15,564 -10.79 0.0237
2020-02-12 2019-12-31 13F SUN LIFE FINANCIAL Common 866796105 382,598 50,858 15.33 17,446 17.42 0.0204
2019-11-13 2019-09-30 13F SUN LIFE FINANCIAL Common 866796105 331,740 9,614 2.98 14,858 11.45 0.0181
2019-08-13 2019-06-30 13F SUN LIFE FINANCIAL Common 866796105 322,126 -22,948 -6.65 13,332 0.57 0.0159
2019-05-13 2019-03-31 13F SUN LIFE FINANCIAL Common 866796105 345,074 -31,786 -8.43 13,257 5.93 0.0162
2019-02-12 2018-12-31 13F SUN LIFE FINANCIAL Common 866796105 376,860 -25,026 -6.23 12,515 -21.67 0.0174
2018-11-16 2018-09-30 13F/A-1 SUN LIFE FINANCIAL Common 866796105 401,886 25,421 6.75 15,978 5.27 0.0181
2018-11-13 2018-09-30 13F SUN LIFE FINANCIAL Common 866796105 401,886 25,421 15,978
2018-08-13 2018-06-30 13F SUN LIFE FINANCIAL Common 866796105 376,465 -9,367 -2.43 15,178 -4.32 0.0168
2018-05-08 2018-03-31 13F SUN LIFE FINANCIAL Common 866796105 385,832 -25,776 -6.26 15,863 -6.59 0.0181
2018-02-14 2017-12-31 13F SUN LIFE FINANCIAL Common 866796105 411,608 -48,569 -10.55 16,983 -7.32 0.0195
2017-11-15 2017-09-30 13F SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 460,177 -12,190 -2.58 18,324 8.51 0.0229
2017-08-08 2017-06-30 13F SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 472,367 -39,781 -7.77 16,887 -9.79 0.0217
2017-05-10 2017-03-31 13F SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 512,148 -58,524 -10.26 18,719 -14.60 0.0242
2017-02-06 2016-12-31 13F SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 570,672 3,530 0.62 21,920 18.78 0.0294
2016-11-02 2016-09-30 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 567,142 -32,712 -5.45 18,455 -6.29 0.0250
2016-08-05 2016-06-30 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 599,854 -183,905 -23.46 19,693 -22.14 0.0271
2016-05-06 2016-03-31 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 783,759 -706,986 -47.43 25,292 -45.62 0.0348
2016-01-28 2015-12-31 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 1,490,745 -92,661 -5.85 46,511 -8.95 0.0609
2015-11-10 2015-09-30 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 1,583,406 -56,035 -3.42 51,081 -6.71 0.0658
2015-07-31 2015-06-30 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 1,639,441 -129,641 -7.33 54,757 0.43 0.0609
2015-05-06 2015-03-31 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 1,769,082 1,769,082 0.00 54,523 0.0582
2015-02-05 2014-12-31 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 0 -633,513 -100.00 0 -100.00
2014-11-04 2014-09-30 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 633,513 -33,879 -5.08 22,977 -6.22 0.0236
2014-08-05 2014-06-30 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 667,392 -12,362 -1.82 24,500 4.08 0.0239
2014-05-05 2014-03-31 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 679,754 -29,320 -4.13 23,539 -6.04 0.0239
2014-02-11 2013-12-31 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 709,074 -50,176 -6.61 25,052 3.21 0.0258
2013-10-29 2013-09-30 13F/A-1 ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 759,250 -48,745 -6.03 24,273 1.42 0.0269
2013-10-29 2013-09-30 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 1,742,014 41,269
2013-08-13 2013-06-30 13F ***SUN LIFE FINANCIAL SERVICES COMMON STOCK 866796105 807,995 807,995 23,933 0.0285
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.