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Union Bancaire Privee’s Sun Life Financial SLF Stock Holding History

Union Bancaire Privee’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
2026
Q2 		$170K Hold
2,490
– – ﹤0.01% 393
2026
Q1 		$135K Hold
2,490
– – ﹤0.01% 412
2025
Q4 		$133K Hold
2,490
– – ﹤0.01% 410
2025
Q3 		$125K Buy
2,490
+821
+49% +$49.4K ﹤0.01% 397
2025
Q2 		$94.2K Hold
1,669
– – ﹤0.01% 404
2025
Q1 		$87.6K Hold
1,669
– – ﹤0.01% 419
2024
Q4 		$95.2K Buy
+1,669
New +$98.5K ﹤0.01% 458

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

Union Bancaire Privee's SLF Position: Q2 2026 in Review

Union Bancaire Privee held its Sun Life Financial (SLF) position steady in Q2 2026 at 2,490 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Union Bancaire Privee first reported a position in SLF in Q4 2024 and has held it in 7 quarters since. 494 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Union Bancaire Privee held 2,490 shares of Sun Life Financial worth $170K as of Q2 2026.
  • Union Bancaire Privee left its Sun Life Financial share count unchanged in Q2 2026.
  • Sun Life Financial made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #393 holding.
  • Union Bancaire Privee first reported a position in Sun Life Financial in Q4 2024 and has held it in 7 quarters since.
  • 494 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.