Company Sun Life Financial Inc.

SLF

CA8667961053

Life & Health Insurance

Market Closed - Toronto S.E. Other stock markets 21:00:00 15/01/2026 GMT			5-day change	1st Jan Change
87.21 ^CAD	+1.42%		+0.41%	+1.79%

12-17	India's parliament approves bill to raise foreign direct investment in insurance to 100%	RE
12-02	Sun Life Brief: Announced Overnight Monday Offering of Subordinated Unsecured Debentures	MT

Business description: Sun Life Financial Inc.

Sun Life Financial Inc. is an international financial services company. The Company is engaged in providing asset management, wealth, insurance and health solutions to individual and institutional clients. The Companyâs segments include Canada, United States (U.S.), Asset Management, Asia, and Corporate. These business segments operate in the financial services industry. The Asset Management business group includes MFS Investment Management and SLC Management business units. Its business types include Wealth & Asset Management, Group-Health & Protection, and Individual-Protection. Its Wealth & Asset Management businesses focus on investment products. Its Group-Health & Protection businesses provide health and protection benefits to employers and government plan members. Its products and services include insurance, investments, financial advice, and asset management. It has operations in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, and others.

Number of employees: 31,768

Sales by Activity: Sun Life Financial Inc.

Fiscal Period: December	2020 (CAD)	2021 (CAD)	2022 (CAD)	2023 (CAD)	2024 (CAD)
United States (U.S.)	8.14B	6B	6.3B	12.31B	13.16B
Canada	21.63B	18.86B	11.87B	10.42B	11.27B
Asia	7.87B	5.1B	752M	2.14B	2.31B
Corporate	-	258M	-948M	425M	404M
Corporate - Other Countries	7M	-	-	-	-
Corporate - Canada	79M	-	-	-	-
Corporate - United Kingdom	725M	-	-	-	-
Corporate - United States	169M	-	-	-	-
Asset Management	-	5.86B	5.76B	6.14B	6.67B
Asset Management - United Kingdom	174M	-	-	-	-
Asset Management - Canada	311M	-	-	-	-
Asset Management - Other Countries	47M	-	-	-	-
Asset Management - United States	4.5B	-	-	-	-
Consolidation Adjustments	-322M	-377M	-406M	-598M	-663M

See all business segments

Executive Committee: Sun Life Financial Inc.

Manager	Title	Age	Since
Kevin Strain CEO	Chief Executive Officer	59	05/08/2021
Timothy Deacon DFI	Director of Finance/CFO	-	07/04/2024
Dawn Lai CMP	Compliance Officer	-	31/03/1998
Kent Savage CMP	Compliance Officer	-	31/03/2019
Laura Money CTO	Chief Tech/Sci/R&D Officer	-	28/06/2020

See SUN LIFE FINANCIAL INC. governance

Composition of the Board of Directors: Sun Life Financial Inc.

Director	Title	Age	Since
Scott Powers CHM	Chairman	66	10/05/2022
Stephanie Coyles BRD	Director/Board Member	58	31/12/2016
Kevin Strain BRD	Director/Board Member	59	14/02/2021
Ashok Gupta BRD	Director/Board Member	71	08/05/2018
Deepak Chopra BRD	Director/Board Member	63	04/05/2021
Hing Yuen Ho BRD	Director/Board Member	67	04/05/2021
Helen Mallovy Hicks BRD	Director/Board Member	65	30/10/2021
Marie-Lucie Morin BRD	Director/Board Member	68	30/12/2021
Laurie Hylton BRD	Director/Board Member	60	30/12/2022
Joe Natale BRD	Director/Board Member	61	06/02/2023

Composition of the Board of Directors

Shareholders: Sun Life Financial Inc.

Name	Equities	%	Valuation
Royal Trust Corp. of Canada 9.038 %	50,380,557	9.038 %	3 144 M $
Vanguard Fiduciary Trust Co. 4.548 %	25,349,312	4.548 %	1 582 M $
TD Waterhouse Private Investment Counsel, Inc. 2.82 %	15,721,499	2.82 %	981 M $
1832 Asset Management LP 1.826 %	10,177,979	1.826 %	635 M $
BMO Bank NA (Investment Management) 1.735 %	9,669,773	1.735 %	603 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.6306 %	14,625	0.6306 %	199 076 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.4226 %	42,262	0.4226 %	674 586 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.3561 %	42,737	0.3561 %	681 228 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.376 %	37,601	0.376 %	598 270 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.8243 %	73,205	0.8243 %	865 063 $

Name	Equities	%	Valuation
Canso Investment Counsel Ltd. 18.83 %	218,700	18.83 %	4 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 0.0128 %	875	0.0128 %	14 446 $

List of SUN LIFE FINANCIAL INC. shareholders

Holdings: Sun Life Financial Inc.

Name	Equities	%	Valuation
ADITYA BIRLA SUN LIFE AMC LIMITED 29.93%	86,429,461	29.93%	775 M $
SPDR S&P 500 ETF TRUST 0.06%	634,059	0.06%	432 M $
ISHARES TRUST - ISHARES CORE S&P 500 ETF 0.04%	464,479	0.04%	318 M $
VANGUARD INDEX FUNDS - VANGUARD S&P 500 ETF 0.04%	488,928	0.04%	307 M $
DBX ETF TRUST - XTRACKERS S&P 500 ESG ETF 9.25%	3,411,966	9.25%	213 M $
ISHARES, INC. - ISHARES MSCI SOUTH KOREA ETF 1.87%	1,562,744	1.87%	152 M $
ISHARES, INC. - ISHARES MSCI TAIWAN ETF 1.65%	1,801,529	1.65%	114 M $
ISHARES, INC. - ISHARES MSCI TAIWAN ETF 0.02%	156,640	0.02%	96 M $
ISHARES, INC. - ISHARES MSCI TAIWAN ETF 69.57%	2,000,000	69.57%	51 M $
ISHARES, INC. - ISHARES MSCI TAIWAN ETF 7.25%	823,040	7.25%	43 M $

Company details: Sun Life Financial Inc.

Sun Life Financial, Inc.

1 York Street

M5J 0B6, Toronto

+416 979 9966

http://www.sunlife.com

Group companies: Sun Life Financial Inc.

Name	Category and Sector
SLF of Canada UK Ltd. SLF of Canada UK Ltd. Operates as an insurance company
Sun Life Asset Management (HK) Ltd. Sun Life Asset Management (HK) Ltd. Provides investment advice
Sun Life Capital Management (US) LLC Sun Life Capital Management (US) LLC Investment ManagersFinance SLC Management employs securities investment strategies that involve fixed income securities, including investments in both publicly traded and privately offered fixed income securities. The firm also provides a range of investment strategies involving ETFs, derivatives and equity securities. In addition, they provide risk management or hedging strategies, which involve the use of various types of derivative instruments, for their affiliated clients. SLC Management employs bottom-up security selection and they are actively managing portfolios to seek relative value. The firm is looking for risk that is fundamentally or technically mispriced in order to find investment opportunities.	Investment Managers
Sun Life Capital Management (US) LLC Sun Life Capital Management (US) LLC Investment ManagersFinance SLC Management employs securities investment strategies that involve fixed income securities, including investments in both publicly traded and privately offered fixed income securities. The firm also provides a range of investment strategies involving ETFs, derivatives and equity securities. In addition, they provide risk management or hedging strategies, which involve the use of various types of derivative instruments, for their affiliated clients. SLC Management employs bottom-up security selection and they are actively managing portfolios to seek relative value. The firm is looking for risk that is fundamentally or technically mispriced in order to find investment opportunities.	Investment Managers
Sun Life Asset Management Co., Inc. Sun Life Asset Management Co., Inc. Investment ManagersFinance SLAM is an active, conservative investment manager, focused on limiting volatility to preserve assets over the long-term. The firm invests in domestic equity and debt using a fundamental approach to security selection. They also invest in money market instruments. They are a risk-averse investor favoring high-grade securities. Private lending is restricted to prime corporate issues preferably backed with collateral. Fixed-income investments consist of government and high quality corporate bonds, as well as dollar-denominated bonds.	Investment Managers

See all subsidiaries

Other Life & Health Insurance

Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi.($)
SUN LIFE FINANCIAL INC.	+1.42%	+0.41%	+3.32%	+34.75%	34.76B
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.	+0.61%	-4.22%	+37.26%	+28.77%	170B
AXA	+0.43%	-1.20%	+12.63%	+40.86%	91.57B
MANULIFE FINANCIAL CORPORATION	+0.95%	+1.55%	+18.87%	+105.91%	63.11B
GENERALI	-0.09%	+0.26%	+19.64%	+100.34%	61.57B
CHINA PACIFIC INSURANCE (GROUP) CO., LTD.	-0.82%	-4.32%	+44.21%	+73.10%	57.64B
AFLAC INCORPORATED	-0.52%	-0.59%	+4.60%	+50.46%	57.45B
METLIFE, INC.	-0.95%	-2.36%	-8.28%	+8.31%	51.33B
GREAT-WEST LIFECO INC.	+0.38%	-0.83%	+45.38%	+96.30%	43.62B
PRUDENTIAL FINANCIAL, INC.	-1.09%	-1.93%	-3.02%	+15.28%	40.74B
Average	+0.03%	-1.25%	+17.46%	+55.41%	67.14B
Weighted average by Cap.	+0.13%	-1.51%	+21.20%	+52.21%