Swiss Life Asset Management’s Sun Life Financial SLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.52M Buy
121,523
+14,325
+13% +$1.03M 0.04% 325
2026
Q1
$6.71M Sell
107,198
-64,829
-38% -$4.14M 0.03% 357
2025
Q4
$10.7M Buy
172,027
+84,779
+97% +$5.12M 0.05% 248
2025
Q3
$5.25M Buy
87,248
+14,980
+21% +$901K 0.03% 389
2025
Q2
$4.81M Sell
72,268
-1,728
-2% -$106K 0.03% 382
2025
Q1
$4.24M Sell
73,996
-5,196
-7% -$296K 0.03% 368
2024
Q4
$4.69M Buy
79,192
+41,450
+110% +$2.45M 0.03% 325
2024
Q3
$2.19M Buy
+37,742
New +$1.97M 0.02% 368
2024
Q2
Sell
-28,053
Closed -$1.53M 595
2024
Q1
$1.53M Buy
28,053
+8,339
+42% +$441K 0.02% 377
2023
Q4
$1.03M Sell
19,714
-23,237
-54% -$1.14M 0.01% 490
2023
Q3
$2.1M Sell
42,951
-52,708
-55% -$2.64M 0.03% 452
2023
Q2
$4.99M Buy
95,659
+26,857
+39% +$1.32M 0.07% 307
2023
Q1
$3.21M Sell
68,802
-28,353
-29% -$1.36M 0.05% 411
2022
Q4
$4.52M Buy
97,155
+17,219
+22% +$762K 0.08% 286
2022
Q3
$3.19M Buy
+79,936
New +$3.58M 0.06% 357
2021
Q4
Sell
-12,206
Closed -$627K 567
2021
Q3
$627K Sell
12,206
-5,849
-32% -$301K 0.01% 490
2021
Q2
$931K Buy
+18,055
New +$954K 0.01% 481
2021
Q1
Sell
-43,791
Closed -$1.94M 529
2020
Q4
$1.94M Buy
43,791
+11,660
+36% +$505K 0.03% 419
2020
Q3
$1.3M Buy
32,131
+10,526
+49% +$426K 0.02% 357
2020
Q2
$792K Sell
21,605
-13,286
-38% -$457K 0.01% 391
2020
Q1
$1.11M Sell
34,891
-1,832
-5% -$78.5K 0.02% 365
2019
Q4
$1.68M Buy
+36,723
New +$1.65M 0.03% 367
2019
Q3
Sell
-6,688
Closed -$277K 546
2019
Q2
$277K Buy
+6,688
New +$269K ﹤0.01% 514
2018
Q4
Sell
-6,815
Closed -$271K 419
2018
Q3
$271K Sell
6,815
-6,541
-49% -$262K ﹤0.01% 500
2018
Q2
$536K Buy
13,356
+4,071
+44% +$169K 0.01% 430
2018
Q1
$381K Buy
9,285
+304
+3% +$12.8K 0.01% 435
2017
Q4
$372K Buy
8,981
+3,247
+57% +$129K 0.01% 423
2017
Q3
$228K Buy
+5,734
New +$219K 0.01% 430
2017
Q2
Sell
-8,837
Closed -$322K 479
2017
Q1
$322K Sell
8,837
-3,239
-27% -$123K 0.01% 425
2016
Q4
$464K Buy
+12,076
New +$438K 0.02% 378

Other funds holding SLF

Swiss Life Asset Management's SLF Position: Q2 2026 in Review

Swiss Life Asset Management increased its Sun Life Financial (SLF) stake by 13% in Q2 2026, buying an estimated $1.03M and bringing the position to 121,523 shares worth $9.52M. The position accounts for 0.04% of the portfolio, ranked #325.

Swiss Life Asset Management first reported a position in SLF in Q4 2016 and has held it in 30 quarters since. The position peaked at $10.7M in Q4 2025. 333 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Swiss Life Asset Management held 121,523 shares of Sun Life Financial worth $9.52M as of Q2 2026.
  • Swiss Life Asset Management bought 14,325 Sun Life Financial shares in Q2 2026, an estimated $1.03M.
  • Sun Life Financial made up 0.04% of Swiss Life Asset Management's portfolio in Q2 2026, its #325 holding.
  • Swiss Life Asset Management first reported a position in Sun Life Financial in Q4 2016 and has held it in 30 quarters since.
  • Swiss Life Asset Management's Sun Life Financial position peaked at $10.7M in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.