UBS Group’s Sun Life Financial SLF Stock Holding History

UBS Group’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-58,690	Closed	-$3.52M	–	11100
2025 Q3	$3.52M	Hold	58,690	–	–	﹤0.01%	4403
2025 Q2	$3.9M	Hold	58,690	–	–	﹤0.01%	4131
2025 Q1	$3.36M	Hold	58,690	–	–	﹤0.01%	4207
2024 Q4	$3.48M	Hold	58,690	–	–	﹤0.01%	4187
2024 Q3	$3.41M	Hold	58,690	–	–	﹤0.01%	3453
2024 Q2	$2.88M	Hold	58,690	–	–	﹤0.01%	3391
2024 Q1	$3.2M	Buy	+58,690	New	+$3.1M	﹤0.01%	3443
2021 Q4	–	Sell	-150,000	Closed	-$7.72M	–	10658
2021 Q3	$7.72M	Hold	150,000	–	–	﹤0.01%	2253
2021 Q2	$7.73M	Hold	150,000	–	–	﹤0.01%	2258
2021 Q1	$7.58M	Hold	150,000	–	–	﹤0.01%	2199
2020 Q4	$6.67M	Hold	150,000	–	–	﹤0.01%	2181
2020 Q3	$6.11M	Hold	150,000	–	–	﹤0.01%	2015
2020 Q2	$5.51M	Hold	150,000	–	–	﹤0.01%	1967
2020 Q1	$4.81M	Hold	150,000	–	–	﹤0.01%	1965
2019 Q4	$6.84M	Buy	+150,000	New	+$6.75M	﹤0.01%	2293

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group's SLF Position: Q2 2026 in Review

UBS Group increased its Sun Life Financial (SLF) stake by 57% in Q2 2026, buying an estimated $29.1M and bringing the position to 1,110,583 shares worth $87.1M. The position accounts for 0.01% of the portfolio, ranked #1231.

UBS Group first reported a position in SLF in Q4 2014 and has held it in 47 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

UBS Group held 1,110,583 shares of Sun Life Financial worth $87.1M as of Q2 2026.
UBS Group bought 404,775 Sun Life Financial shares in Q2 2026, an estimated $29.1M.
Sun Life Financial made up 0.01% of UBS Group's portfolio in Q2 2026, its #1231 holding.
UBS Group first reported a position in Sun Life Financial in Q4 2014 and has held it in 47 quarters since.
493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.