SUN LIFE FINANCIAL INC
Business
Sun Life Financial Inc. is a global financial services company that provides insurance, wealth management and asset management solutions. Its products include individual and group life and health insurance, disability and dental plans, retirement and savings products, investment funds, alternative asset strategies and advisory services. Its key business segments include Asset Management, Canada, U.S., Asia and Corporate, each delivering tailored capabilities and product offerings. Sun Life distributes through financial advisors, employer and group channels, digital platforms and institutional partnerships across North America, Asia and other markets.
Summary from filing dated 2026-02-12
Financials
Latest annual snapshot (FY2025, period end 2025-12-31). Full statement history unavailable for this entity.
| Revenue | — |
| Net income | $3.78B |
| Total assets | $398.45B |
| Total liabilities | $372.96B |
| Stockholders' equity | — |
| Operating cash flow | — |
Filings
Material Events
Insiders
Institutional Holders
Holdings (13F)
Portfolio as of 2026-01-14 · 88 positions
Top sectors
| Sector | Value | % of portfolio |
|---|---|---|
| Uncategorized | $2.16B | 100.0% |
Top holdings
| Issuer | Ticker | Shares | Value | % |
|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | — | 1.83M | $827.18M | 38.2% |
| JPMORGAN ULTRA-SHORT INCOME ETF | — | 9.24M | $464.36M | 21.4% |
| BLACKROCK ULTRA SHORT-TERM BOND ETF | — | 3.42M | $171.61M | 7.9% |
| MISTER CAR WASH INC | — | 9.27M | $137.09M | 6.3% |
| ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | — | 1.51M | $78.05M | 3.6% |
| INVESCO QQQ TRUST SERIES 1 | — | 203.0K | $73.60M | 3.4% |
| PROLOGIS INC | — | 368.4K | $59.48M | 2.8% |
| PIMCO ETF TR | — | 402.3K | $40.29M | 1.9% |
| ISHARES U S ETF TR | — | 810.3K | $40.16M | 1.9% |
| ISHARES ESG SCREENED S&P 500 ETF | — | 823.0K | $28.29M | 1.3% |