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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

UBS Group's SLF Position: Q3 2026 in Review

UBS Group reduced its Sun Life Financial (SLF) stake by 9.1% in Q3 2026, selling an estimated $8.09M and leaving 1,009,942 shares worth $78.7M. The position accounts for 0.01% of the portfolio, ranked #1282.

UBS Group first reported a position in SLF in Q4 2014 and has held it in 48 quarters since. The position peaked at $87.1M in Q2 2026. 350 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

UBS Group held 1,009,942 shares of Sun Life Financial worth $78.7M as of Q3 2026.
UBS Group sold 100,641 Sun Life Financial shares in Q3 2026, an estimated $8.09M.
Sun Life Financial made up 0.01% of UBS Group's portfolio in Q3 2026, its #1282 holding.
UBS Group first reported a position in Sun Life Financial in Q4 2014 and has held it in 48 quarters since.
UBS Group's Sun Life Financial position peaked at $87.1M in Q2 2026.
350 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.