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 2026-03-31 · 48 positions
Top sectors
| Sector | Value | % of portfolio |
|---|---|---|
| Uncategorized | $1.76B | 100.0% |
Top holdings
| Issuer | Ticker | Shares | Value | % |
|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | — | 560.4K | $364.48M | 20.7% |
| XTRACKERS S&P 500 SCORED & SCREENED ETF | — | 4.71M | $280.42M | 15.9% |
| VANGUARD S&P 500 ETF | — | 468.2K | $279.69M | 15.9% |
| ISHARES CORE S&P 500 ETF | — | 423.3K | $276.52M | 15.7% |
| ISHARES MSCI TAIWAN ETF | — | 1.65M | $117.20M | 6.7% |
| INVESCO QQQ TRUST SERIES 1 | — | 107.4K | $62.01M | 3.5% |
| AAM SLC LOW DURATION INCOME ETF | — | 2.00M | $50.40M | 2.9% |
| AAM CRESCENT CLO ETF | — | 2.00M | $49.63M | 2.8% |
| ISHARES MSCI SINGAPORE ETF | — | 1.73M | $48.82M | 2.8% |
| ISHARES ESG SCREENED S&P 500 ETF | — | 823.0K | $40.51M | 2.3% |
Frequently asked questions
What is SUN LIFE FINANCIAL INC's CIK number?
SUN LIFE FINANCIAL INC's SEC CIK number is 0001097362 (1097362). The CIK (Central Index Key) is the permanent identifier the SEC assigns to every EDGAR filer — unlike a ticker symbol, it never changes.
Where can I find SUN LIFE FINANCIAL INC's SEC filings?
All of SUN LIFE FINANCIAL INC's EDGAR filings — 10-K annual reports, 10-Q quarterly reports, 8-K material events, and insider transactions — are listed on this page, sourced live from SEC EDGAR.