Sun Life Financial (SLF)

Company Profile

sun life financial is a leading financial services organization dedicated to helping customers achieve lifetime financial security. we provide a wide range of insurance and investment products and services in key markets around the world including canada, the united states, the united kingdom, hong kong, the philippines and indonesia. at sun life, we have more than 15,000 employees and 12,000 advisors.

Company profile

Ticker

SLF, SLF+C, SLF+D

Exchange

NYSE

Website

www.sunlife.ca/

CEO

Dean Connor

Incorporated

Canada (Federal)

Location

Ontario, Canada

Fiscal year end

Dec 31

Sector

Finance and Insurance > Direct Life Insurance Carriers

Industry (SIC)

Life Insurance

Metlife • Prudential Financial • Corebridge Financial • Jackson Financial • Lincoln National • Brighthouse Financial • Voya Financial • Genworth Financial • Athene Holding • Protective Life ...

Former names

SUN LIFE FINANCIAL SERVICES INC, SUN LIFE FINANCIAL SERVICES OF CANADA INC

SEC CIK

0001097362

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

SLF stock data

1M 1Y 5Y

Latest filings (excl ownership)

View all

6-K

Canadian Residents Participating In the Share Account

13 Nov 23

6-K

Sun Life Reports Third Quarter 2023 Results

13 Nov 23

6-K

Sun Life increases Common Share dividend and declares dividends on Preferred Shares payable in Q4 2023

13 Nov 23

6-K

Sun Life completes the acquisition of Dialogue, Canada's premier health and wellness virtual care platform

3 Oct 23

6-K

Current report (foreign)

19 Sep 23

6-K

Sun Life Receives Regulatory Approval for Launch of its Normal Course Issuer Bid

24 Aug 23

6-K

Canadian Residents Participating In the Share Account

8 Aug 23

6-K

Sun Life Reports Second Quarter 2023 Results

8 Aug 23

6-K

Sun Life declares dividends on Common and Preferred Shares payable in Q3 2023

8 Aug 23

6-K

Sun Life Announces Intention to Launch Normal Course Issuer Bid

8 Aug 23

Transcripts

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SLF

Earnings call transcript

2022 Q3

3 Nov 22

SLF

Earnings call transcript

2022 Q2

4 Aug 22

SLF

Earnings call transcript

2022 Q1

12 May 22

SLF

Earnings call transcript

2021 Q4

10 Feb 22

SLF

Earnings call transcript

2021 Q3

4 Nov 21

SLF

Earnings call transcript

2021 Q2

6 Aug 21

SLF

Earnings call transcript

2020 Q3

5 Nov 20

Latest ownership filings

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13F-HR

Quarterly holdings report by institutional manager

14 Nov 23

13F-HR

Quarterly holdings report by institutional manager

11 Aug 23

13F-HR

Quarterly holdings report by institutional manager

11 May 23

SC 13G/A

CALAMOS STRATEGIC TOTAL RETURN FUND

28 Feb 23

13F-HR

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

14 Nov 22

13F-HR

Quarterly holdings report by institutional manager

15 Aug 22

13F-HR

Quarterly holdings report by institutional manager

12 May 22

SC 13G/A

ClearBridge MLP & Midstream Fund Inc.

14 Feb 22

Financial summary

Financial statements Chart SLF financial data

Quarter (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2023

SLF institutional ownership history Ownership history

44.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	360	367	-1.9%
Opened positions	31	38	-18.4%
Closed positions	38	38	–
Increased positions	122	117	+4.3%
Reduced positions	119	127	-6.3%

13F shares	Current	Prev Q	Change
Total value	12.56 tn	13.84 tn	-9.3%
Total shares	258.06 mm	265.34 mm	-2.7%
Total puts	8.15 mm	9.60 mm	-15.1%
Total calls	5.06 mm	4.66 mm	+8.7%
Total put/call ratio	1.6	2.1	-21.9%

Largest owners	Shares	Value	Change
RY Royal Bank Of Canada	43.69 mm	$2.13 tn	+0.0%
Vanguard	22.47 mm	$1.10 tn	+1.6%
MKFCF Mackenzie Financial	14.44 mm	$678.32 bn	-3.9%
FIL	14.10 mm	$687.93 bn	-1.9%
BMO Bank of Montreal	13.72 mm	$693.00 bn	+4.1%
TD Asset Management	11.63 mm	$570.07 bn	-0.0%
BNS Bank Of Nova Scotia	9.93 mm	$484.39 bn	+0.3%
Beutel, Goodman & Co	9.90 mm	$486.44 bn	-5.0%
1832 Asset Management	9.05 mm	$441.72 bn	+23.3%
CIBC World Markets	6.97 mm	$342.63 bn	-7.0%

Largest transactions	Shares	Bought/sold	Change
MUFG Securities EMEA	0.00	-5.35 mm	EXIT
1832 Asset Management	9.05 mm	+1.71 mm	+23.3%
BAC Bank Of America	2.01 mm	-1.18 mm	-36.9%
BRITISH COLUMBIA INVESTMENT MANAGEMENT	1.82 mm	+1.01 mm	+124.3%
MNGPF Man	0.00	-633.30 k	EXIT
National Bank of Canada	5.87 mm	-621.94 k	-9.6%
MKFCF Mackenzie Financial	14.44 mm	-584.43 k	-3.9%
Manufacturers Life Insurance Company, The	6.71 mm	-574.28 k	-7.9%
BMO Bank of Montreal	13.72 mm	+537.23 k	+4.1%
Beutel, Goodman & Co	9.90 mm	-522.21 k	-5.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.