UBS Group

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return