UBS Group
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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
2022
Q1 		– Sell
-180,000
Closed -$10M – 10841
2021
Q4 		$10M Hold
180,000
– – ﹤0.01% 2136
2021
Q3 		$9.26M Hold
180,000
– – ﹤0.01% 2085
2021
Q2 		$9.28M Hold
180,000
– – ﹤0.01% 2107
2021
Q1 		$9.1M Buy
+180,000
New +$8.81M ﹤0.01% 2030

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
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.