Company Analysis

Sun Life Financial Inc. (SLF)

NYSE: SLF · Life Insurance · Toronto · filing with the SEC since 2000
Grade5.6
◀ Past 5.6● Present 6.6▶ Future 4.2
1 est.

Who owns Sun Life Financial Inc.

As filed with the SEC
Holders of 5% or more
1
Blackrock, Inc. holds 7.3% of Common Stock, as its SCHEDULE 13G/A filed Feb 5, 2025 says.
Directors and officers
0
report now, of 0 people on the record since . Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
7.3%
What SLF reports owning in othersstakes of 5% or more, and other ties
XAI Octagon Floating Rate & Alternative Income Trust
SCHEDULE 13G · filed Nov 5, 2025 · Mandatory Redeemable Preferred Shares
65%
Crescent Private Credit Income Corp
SCHEDULE 13G/A · filed Aug 12, 2025 · Class I Shares of Common Stock, par value $0.01 per share
60.7%
Ares Dynamic Credit Allocation Fund, Inc.
SCHEDULE 13G/A · filed Oct 6, 2026 · Mandatory Redeemable Preferred Stock
19.5%
CION Ares Diversified Credit Fund
SCHEDULE 13G/A · filed Aug 11, 2025 · Mandatory Redeemable Preferred Shares
9.2%
Carlyle Tactical Private Credit Fund
SCHEDULE 13G · filed Aug 11, 2025 · Mandatory Redeemable Preferred Shares
5.2%
Other ties the annual report names
Sun Life Assurance
An entity · legal entity · owns, named in the 40-F filed Feb 12, 2026
Sun Life UK
An entity · consolidated entity · owns, named in the 40-F filed Feb 12, 2026
Acquisitions During Period
A company bought · acquisition · owns, named in the 40-F filed Feb 12, 2026

Its Form 13F-HR for Jun 30, 2026 lists 44 holdings. The record carries no value for them.

Insider tradesForm 4
0sales
0purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
No open-market trade is on the record for these years.
Dollars as filed, summed by the transaction date.
People who traded in the window
No one on the roster filed an open-market trade in the window.
SI Assistanton SLF · research, not advice