Sun Life Financial
About: Sun Life provides life insurance, retirement, and asset management products to individuals and corporate customers in Canada, the United States, and Asia. The company's investment management business contributes approximately 30% of its adjusted earnings and has around CAD 1 trillion in assets under management as of the fourth quarter of 2023. The Canada business contributes about 35% of adjusted earnings and provides individual life and health insurance, group insurance, retirement services, and wealth management solutions. The US business contributed approximately 22% of earnings and is mainly focused on providing group insurance products and managing the in-force life insurance policies. Finally, the Asia segment contributes around 13% of earnings.
Employees: 31,768
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
69% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 32
41% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 113
4% more funds holding
Funds holding: 416 [Q3] → 434 (+18) [Q4]
1% more capital invested
Capital invested by funds: $15.5B [Q3] → $15.7B (+$210M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]
0.41% less ownership
Funds ownership: 45.99% [Q3] → 45.58% (-0.41%) [Q4]
63% less call options, than puts
Call options by funds: $148M | Put options by funds: $395M
Research analyst outlook
We haven’t received any recent analyst ratings for SLF.
Financial journalist opinion
Based on 5 articles about SLF published over the past 30 days
