§ INSURANCE
USD · InsuranceSLF
SUN LIFE FINANCIAL INC
USDSector · InsuranceBeta · 0.41
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 78.56HIGH 79.01LOW 78.4052W 74.56 — 94.76
EVENTSJUN 30 · EARNINGS +2.8%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
264 increased/new, 137 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.1 | P/B | 1.90 |
| EPS (TTM) | 6.61 | Dividend | 4.32% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ROYAL BANK OF CANADA | 41.6M | 0.5% | −8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 16.0M | n/a | n/a |
| TD Asset Management Inc | 14.0M | 0.7% | −9% |
| BANK OF MONTREAL /CAN/ | 10.4M | 0.2% | +0% |
| CIBC WORLD MARKET INC. | 9.3M | 1.0% | +39% |
| 1832 Asset Management L.P. | 9.1M | 0.5% | −11% |
◇ AC INTELLIGENCE
Top institutional owners for SLF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER50.2% · 0 holders
OTHER19.2% · 345 holders
DEALER / BANK18.4% · 41 holders
QUALITY / COMPOUNDER6.3% · 24 holders
PASSIVE / INDEX3.1% · 9 holders
INCOME / DEFENSIVE2.3% · 18 holders
ACTIVIST0.3% · 1 holder
TACTICAL / MACRO0.1% · 4 holders
DEEP VALUE0.1% · 1 holder
SYSTEMATIC / QUANT0.1% · 7 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SLF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SLF yet.