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
Website
CEO
Dean Connor
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
SUN LIFE FINANCIAL SERVICES INC, SUN LIFE FINANCIAL SERVICES OF CANADA INC
SEC CIK
SLF stock data
Latest filings (excl ownership)
6-K
Current report (foreign)
26 Mar 24
6-K
Current report (foreign)
26 Mar 24
6-K
Material Change Report
25 Mar 24
6-K
Sun Life names Timothy Deacon as Chief Financial Officer
25 Mar 24
6-K
Current report (foreign)
8 Feb 24
40-F
2023 FY
Annual report (Canada)
8 Feb 24
6-K
Independent Auditor’s Report
8 Feb 24
6-K
Sun Life Reports Fourth Quarter and Full Year 2023 Results
8 Feb 24
6-K
Sun Life declares dividends on Common and Preferred Shares payable in Q1 2024
8 Feb 24
6-K
Material Change Report
14 Dec 23
Transcripts
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
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Feb 24
SC 13G/A
CION Ares Diversified Credit Fund
13 Feb 24
SC 13G/A
Blackstone Long-Short Credit Income Fund
13 Feb 24
SC 13G/A
Blackstone Strategic Credit 2027 Term Fund
13 Feb 24
SC 13G/A
BlackRock Inc.
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
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
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
44.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 365 |
Opened positions | 33 |
Closed positions | 35 |
Increased positions | 123 |
Reduced positions | 119 |
13F shares | Current |
---|---|
Total value | 12.57 tn |
Total shares | 258.30 mm |
Total puts | 8.15 mm |
Total calls | 5.06 mm |
Total put/call ratio | 1.6 |
Largest owners | Shares | Value |
---|---|---|
RY Royal Bank Of Canada | 43.69 mm | $2.13 tn |
Vanguard | 22.47 mm | $1.10 tn |
MKFCF Mackenzie Financial | 14.44 mm | $678.32 bn |
FIL | 14.10 mm | $687.93 bn |
BMO Bank of Montreal | 13.72 mm | $693.00 bn |
TD Asset Management | 11.63 mm | $570.07 bn |
BNS Bank Of Nova Scotia | 9.93 mm | $484.39 bn |
Beutel, Goodman & Co | 9.90 mm | $486.44 bn |
1832 Asset Management | 9.05 mm | $441.72 bn |
CIBC World Markets | 6.97 mm | $342.63 bn |
News
Sun Life Names Timothy Deacon As Chief Financial Officer, Effective April 8, 2024
25 Mar 24
Jefferies Initiates Coverage On Sun Life Financial with Buy Rating, Announces Price Target of C$82
22 Feb 24
RBC Capital Maintains Outperform on Sun Life Financial, Raises Price Target to C$77
9 Feb 24
Earnings Scheduled For February 7, 2024
7 Feb 24
A Preview Of Sun Life Financial's Earnings
6 Feb 24
Press releases
What we do, and how we do it, matters: Sun Life releases 2023 Sustainability Report
26 Mar 24
Sun Life announces Annual Meetings of shareholders and voting policyholders and availability of 2023 Annual Report, 2024 Management Information Circular and 2024 Information for Voting Policyholders' Booklet
26 Mar 24
Sun Life names Timothy Deacon as Chief Financial Officer
25 Mar 24
Sun Life receives USA Today Top Place to Work award for fourth consecutive year
21 Mar 24
Sun Life U.S. now offers Family Leave Insurance in Florida to help more workers access paid leave benefits to care for loved ones
19 Mar 24