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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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

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. 168 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.
  • 168 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.