UBS AM’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
Q1 | $142K | Buy |
2,273
+2,006
| +751% | +$128K | ﹤0.01% | 2794 |
|
|
2025
Q4 | $16.7K | Buy |
+267
| New | +$16.1K | ﹤0.01% | 2765 |
|
|
2025
Q3 | – | Sell |
-960,897
| Closed | -$63.9M | – | 2559 |
|
|
2025
Q2 | $63.9M | Sell |
960,897
-21,195
| -2% | -$1.3M | 0.01% | 629 |
|
|
2025
Q1 | $56.2M | Sell |
982,092
-253,792
| -21% | -$14.5M | 0.01% | 667 |
|
|
2024
Q4 | $73.3M | Buy |
1,235,884
+110,780
| +10% | +$6.54M | 0.02% | 582 |
|
|
2024
Q3 | $65.3M | Sell |
1,125,104
-92,388
| -8% | -$4.83M | 0.02% | 617 |
|
|
2024
Q2 | $59.6M | Buy |
+1,217,492
| New | +$61.8M | 0.02% | 570 |
|
|
2019
Q4 | – | Sell |
-747
| Closed | -$33.5K | – | 2789 |
|
|
2019
Q3 | $33.5K | Hold |
747
| – | – | ﹤0.01% | 2752 |
|
|
2019
Q2 | $30.9K | Hold |
747
| – | – | ﹤0.01% | 2726 |
|
|
2019
Q1 | $28.7K | Sell |
747
-29
| -4% | -$1.06K | ﹤0.01% | 2659 |
|
|
2018
Q4 | $25.8K | Sell |
776
-118
| -13% | -$4.27K | ﹤0.01% | 2617 |
|
|
2018
Q3 | $35.5K | Sell |
894
-2,061,095
| -100% | -$82.5M | ﹤0.01% | 2596 |
|
|
2018
Q2 | $82.8M | Buy |
2,061,989
+224,112
| +12% | +$9.28M | 0.06% | 339 |
|
|
2018
Q1 | $75.4M | Buy |
1,837,877
+288,237
| +19% | +$12.2M | 0.06% | 350 |
|
|
2017
Q4 | $64.2M | Buy |
1,549,640
+9,381
| +0.6% | +$374K | 0.05% | 372 |
|
|
2017
Q3 | $61.2M | Buy |
1,540,259
+24,377
| +2% | +$930K | 0.06% | 373 |
|
|
2017
Q2 | $54.1M | Sell |
1,515,882
-204,289
| -12% | -$7.05M | 0.05% | 388 |
|
|
2017
Q1 | $62.6M | Buy |
1,720,171
+201,540
| +13% | +$7.66M | 0.06% | 335 |
|
|
2016
Q4 | $58.4M | Sell |
1,518,631
-92,512
| -6% | -$3.35M | 0.07% | 325 |
|
|
2016
Q3 | $52.3M | Buy |
1,611,143
+45,401
| +3% | +$1.46M | 0.06% | 354 |
|
|
2016
Q2 | $51.2M | Sell |
1,565,742
-11,973
| -0.8% | -$401K | 0.06% | 356 |
|
|
2016
Q1 | $51.1M | Buy |
1,577,715
+8,128
| +0.5% | +$239K | 0.06% | 344 |
|
|
2015
Q4 | $48.8M | Sell |
1,569,587
-140,247
| -8% | -$4.63M | 0.06% | 365 |
|
|
2015
Q3 | $54.9M | Sell |
1,709,834
-111,915
| -6% | -$3.63M | 0.06% | 344 |
|
|
2015
Q2 | $60.9M | Buy |
1,821,749
+4,869
| +0.3% | +$161K | 0.06% | 356 |
|
|
2015
Q1 | $56M | Buy |
1,816,880
+229,967
| +14% | +$7.34M | 0.05% | 392 |
|
|
2014
Q4 | $57.4M | Sell |
1,586,913
-334,660
| -17% | -$12M | 0.05% | 374 |
|
|
2014
Q3 | $69.8M | Buy |
1,921,573
+379,057
| +25% | +$14.2M | 0.07% | 301 |
|
|
2014
Q2 | $56.8M | Buy |
1,542,516
+23,012
| +2% | +$793K | 0.06% | 358 |
|
|
2014
Q1 | $52.7M | Sell |
1,519,504
-270,179
| -15% | -$9.3M | 0.06% | 359 |
|
|
2013
Q4 | $63.2M | Buy |
1,789,683
+306,300
| +21% | +$10.4M | 0.07% | 300 |
|
|
2013
Q3 | $47.5M | Buy |
1,483,383
+19,927
| +1% | +$633K | 0.06% | 334 |
|
|
2013
Q2 | $43.2M | Buy |
+1,463,456
| New | +$41.6M | 0.06% | 350 |
|
Other funds holding SLF
VCM
UBS AM's SLF Position: Q1 2026 in Review
UBS AM increased its Sun Life Financial (SLF) stake by 751% in Q1 2026, buying an estimated $128K and bringing the position to 2,273 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2794.
UBS AM first reported a position in SLF in Q2 2013 and has held it in 33 quarters since. The position peaked at $82.8M in Q2 2018. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.
- UBS AM held 2,273 shares of Sun Life Financial worth $142K as of Q1 2026.
- UBS AM bought 2,006 Sun Life Financial shares in Q1 2026, an estimated $128K.
- Sun Life Financial made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2794 holding.
- UBS AM first reported a position in Sun Life Financial in Q2 2013 and has held it in 33 quarters since.
- UBS AM's Sun Life Financial position peaked at $82.8M in Q2 2018.
- 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.
Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.