Sun Life Financial Inc.
US ˙ NYSE ˙ CA8667961053

SecuritySLF / Sun Life Financial Inc.
Institution1832 Asset Management L.P.
Latest Disclosed Ownership9,063,878 shares
Latest Disclosed Value $ 567,036,208
1832 Asset Management L.P. reports 11.21% decrease in ownership of SLF / Sun Life Financial Inc.

On May 14, 2026 - 1832 Asset Management L.P. filed a 13F-HR form disclosing ownership of 9,063,878 shares of Sun Life Financial Inc. (US:SLF) valued at $567,036,208 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,208,238 shares of Sun Life Financial Inc.. This represents a change in shares of -11.21% during the quarter. The current value of the position is $668,189,086 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 COM 866796105 9,063,878 -1,144,360 -11.21 567,036 -10.98 0.5213
2026-02-13 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 10,208,238 30,259 0.30 636,994 4.26 0.4851
2025-11-14 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 10,177,979 42,212 0.42 610,984 -9.29 0.4823
2025-08-13 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,135,767 -202,483 -1.96 673,522 13.78 0.5255
2025-05-14 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 10,338,250 846,735 8.92 591,968 5.10 0.5380
2025-02-14 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 9,491,515 -443,395 -4.46 563,226 -2.29 0.4788
2024-11-13 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 9,934,910 -281,296 -2.75 576,423 15.17 0.4386
2024-08-13 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,216,206 499,009 5.14 500,492 -5.63 0.4066
2024-05-14 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 9,717,197 -8,429 -0.09 530,365 5.15 0.3139
2024-02-13 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 9,725,626 673,966 7.45 504,371 14.18 0.7264
2023-11-13 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 9,051,660 1,713,188 23.35 441,721 15.49 0.6265
2023-08-14 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 7,338,472 336,042 4.80 382,481 16.96 0.7437
2023-05-12 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 7,002,430 269,215 4.00 327,013 4.63 0.6726
2023-02-15 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 6,733,215 534,725 8.63 312,556 26.82 0.6425
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 6,198,490 -27,894 -0.45 246,452 -13.60 0.5250
2022-08-15 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 6,226,384 21,593 0.35 285,231 -16.64 0.5747
2022-05-16 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 6,204,791 216,763 3.62 342,150 2.69 0.5585
2022-02-15 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 5,988,028 106,135 1.80 333,201 9.02 0.5896
2021-11-15 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 5,881,893 711,475 13.76 305,643 14.56 0.5728
2021-08-20 2021-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 5,170,418 234 0.00 266,802 1.46 0.5158
2021-08-16 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 5,170,418 234 266,802 0.5167
2021-05-17 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 5,170,184 32,904 0.64 262,951 15.55 0.5683
2021-02-16 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 5,137,280 255,518 5.23 227,568 14.09 0.5322
2020-11-16 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 4,881,762 -141,876 -2.82 199,471 10.19 0.5208
2020-08-14 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 5,023,638 27,073 0.54 181,023 14.52 0.5433
2020-05-26 2020-03-31 13F/A-1 SUN LIFE FINL COM 866796105 4,996,565 -140,388 -2.73 158,066 -32.51 0.5700
2020-05-14 2020-03-31 13F SUN LIFE FINL COM 866796105 4,832,965 -303,988 152,928 1,156,294.1848
2020-02-14 2019-12-31 13F SUN LIFE FINL COM 866796105 5,136,953 -145,300 -2.75 234,219 -0.40 0.7130
2019-11-14 2019-09-30 13F SUN LIFE FINL COM 866796105 5,282,253 -25,895 -0.49 235,160 7.32 0.7484
2019-08-14 2019-06-30 13F SUN LIFE FINL COM 866796105 5,308,148 -771,180 -12.69 219,124 -6.12 0.7087
2019-05-15 2019-03-31 13F SUN LIFE FINL COM 866796105 6,079,328 -2,034,367 -25.07 233,401 -13.39 0.7951
2019-02-14 2018-12-31 13F SUN LIFE FINL COM 866796105 8,113,695 -134,763 -1.63 269,484 -17.86 1.0655
2018-11-14 2018-09-30 13F SUN LIFE FINL COM 866796105 8,248,458 -487,188 -5.58 328,066 -6.80 1.0699
2018-08-14 2018-06-30 13F SUN LIFE FINL COM 866796105 8,735,646 -432,308 -4.72 351,994 -6.74 1.1919
2018-05-15 2018-03-31 13F SUN LIFE FINL COM 866796105 9,167,954 -43,833 -0.48 377,444 -0.68 1.3906
2018-02-14 2017-12-31 13F SUN LIFE FINL COM 866796105 9,211,787 -51 -0.00 380,040 6.54 1.2350
2017-11-14 2017-09-30 13F SUN LIFE FINL COM 866796105 9,211,838 -1,476,624 -13.82 356,713 -6.66 1.2496
2017-08-14 2017-06-30 13F SUN LIFE FINL COM 866796105 10,688,462 -394,663 -3.56 382,166 -5.57 1.7298
2017-05-15 2017-03-31 13F SUN LIFE FINL COM 866796105 11,083,125 3,527,536 46.69 404,713 39.46 1.4472
2017-04-01 2016-12-31 13F/A-1 SUN LIFE FINL COM 866796105 7,555,589 -3,065,313 -28.86 290,196 -16.06 0.8900
2017-02-14 2016-12-31 13F SUN LIFE FINL COM 866796105 9,988,689 327,520
2016-11-15 2016-09-30 13F SUN LIFE FINL COM 866796105 10,620,902 4,374,337 70.03 345,730 68.45 1.2989
2016-08-12 2016-06-30 13F/A-1 SUN LIFE FINL COM 866796105 6,246,565 -2,162,795 -25.72 205,248 -51.83 0.7983
2016-08-12 2016-06-30 13F SUN LIFE FINL COM 866796105 6,253,765 -2,155,595 317,703 0.7656
2016-05-12 2016-03-31 13F SUN LIFE FINL COM 866796105 8,409,360 -506,706 -5.68 426,049 50.77 1.0380
2016-02-12 2015-12-31 13F SUN LIFE FINL COM 866796105 8,916,066 399,252 4.69 282,589 2.83 1.2213
2015-11-12 2015-09-30 13F SUN LIFE FINL COM 866796105 8,516,814 -1,171,378 -12.09 274,811 -15.04 1.1497
2015-08-13 2015-06-30 13F SUN LIFE FINL COM 866796105 9,688,192 1,358,268 16.31 323,447 25.98 1.0974
2015-05-13 2015-03-31 13F SUN LIFE FINL COM 866796105 8,329,924 -1,566,020 -15.82 256,738 -28.14 0.9657
2015-02-12 2014-12-31 13F SUN LIFE FINL COM 866796105 9,895,944 1,858,587 23.12 357,259 22.60 1.1064
2014-11-12 2014-09-30 13F SUN LIFE FINL COM 866796105 8,037,357 1,565,011 24.18 291,397 22.54 0.9510
2014-08-13 2014-06-30 13F SUN LIFE FINL COM 866796105 6,472,346 1,233,607 23.55 237,802 31.25 0.7491
2014-05-14 2014-03-31 13F SUN LIFE FINL COM 866796105 5,238,739 -699,206 -11.78 181,188 -13.59 0.6229
2014-02-13 2013-12-31 13F SUN LIFE FINL COM 866796105 5,937,945 865,423 17.06 209,682 29.47 0.8064
2013-11-13 2013-09-30 13F SUN LIFE FINL COM 866796105 5,072,522 2,612,660 106.21 161,956 122.46 0.7181
2013-08-14 2013-06-30 13F SUN LIFE FINL COM 866796105 2,459,862 2,459,862 72,802 0.3188
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.