Sun Life Financial Inc (SLF) 13F Ownership Report (Q2 2026)

SLF ranks #1186 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SLF is a top-conviction position for Value Partners Investments Inc. — at 5.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SLF belongs to Royal Bank Of Canada, but the position matters far more to Value Partners Investments Inc., who has 5.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Avanza Fonder AB has added to its SLF position for two straight quarters, increasing it by $2.2M to reach $5.9M today.

Mn Services Vermogensbeheer B.V. has trimmed its SLF position for two straight quarters, cutting it by $1.0M while still holding $12.7M.

SLF is up 0.7% today, and institutions have been net buyers of $522.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SLF closed its latest fiscal year with net income of $3.8B.

• Profitable — net income of $3.8B in the latest fiscal year
• Revenue grew 5.9% year over year
• Net income improved year over year, from $3.3B to $3.8B
• Generated $2.8B in positive operating cash flow
• Liabilities run 15.20x equity — a highly leveraged balance sheet worth noting