Stock SLF.PR.K SUN LIFE FINANCIAL INC.
Add to a list
To use this feature you must be a member
Log inSign up

Company Sun Life Financial Inc. Toronto S.E.

Equities

SLF.PR.K

CA8667968579

Life & Health Insurance

Delayed Toronto S.E.
Other stock markets
 09:55:35 2024-05-09 am EDT 		5-day change 1st Jan Change
19.8 CAD -1.00% Intraday chart for Sun Life Financial Inc. -3.84% -3.60%
06:23pm Scotiabank Adjusts Price Target on Sun Life Financial to CA$73 From CA$76, Keeps Sector Outperform Rating MT
02:51pm The momentum keeps going Our Logo

Business Summary

Sun Life Financial Inc. is a Canada-based international financial services company, which offers asset management, wealth, insurance and health solutions to individual and institutional clients. Its segments include Canada, United States (U.S.), Asset Management, Asia, and Corporate. The Canada segment provides protection, health, asset management and wealth solutions. It also offers a premier health and wellness virtual care platform. The U.S. segment provides employee and government benefits in the United States. Its business units include group benefits, dental and in-force management. The Asset Management business group includes MFS and SLC Management. MFS is an asset manager offering a comprehensive selection of financial products and services. The Asia segment consists of two business units: Local Markets and International Hubs. It has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, India and others.

Number of employees: 30,941

Sales per Business

CAD in Million2022Weight2023Weight Delta
Canada
42.1 %
11,867 50.9 % 17,162 42.1 % +44.62%
United States
33.1 %
6,300 27.0 % 13,500 33.1 % +114.29%
Asset Management
15.1 %
5,757 24.7 % 6,140 15.1 % +6.65%
Asia
9.9 %
752 3.2 % 4,032 9.9 % +436.17%
Consolidation Adjustments
-1.5 %
-406 -1.7 % -598 -1.5 % +47.29%
Corporate Support
1.3 %
-948 -4.1 % 538 1.3 % -156.75%

Sales per region

CAD in Million2022Weight2023Weight Delta
United States
46.7 %
11,534 49.5 % 19,030 46.7 % +64.99%
Canada
43.0 %
12,127 52.0 % 17,546 43.0 % +44.69%
Asia
9.9 %
752 3.2 % 4,032 9.9 % +436.17%
Consolidation Adjustments
-1.5 %
-406 -1.7 % -598 -1.5 % +47.29%
United Kingdom
1.3 %
-726 -3.1 % 521 1.3 % -171.76%
Other Countries
0.6 %
41 0.2 % 243 0.6 % +492.68%

Managers

Managers TitleAgeSince
Kevin Strain CEO
 Chief Executive Officer 57 17-05-28
Laura Money CTO
 Chief Tech/Sci/R&D Officer - 20-06-28
Kent Savage CMP
 Compliance Officer - 16-07-31
David Garg IRC
 Investor Relations Contact - 21-10-31
Emily Schur HRO
 Human Resources Officer - -
Manjit Singh PRN
 Corporate Officer/Principal - 21-03-28
Yaniv Bitton PRN
 Corporate Officer/Principal - 16-09-30
Troy Krushel SEC
 Corporate Secretary - 15-07-31
Eric Monteiro PRN
 Corporate Officer/Principal - -
Christopher Wei PRN
 Corporate Officer/Principal 55 22-08-02

Members of the board

Members of the board TitleAgeSince
Scott Powers CHM
 Chairman 65 15-10-29
Joe Natale BRD
 Director/Board Member 59 23-02-06
Ashok Gupta BRD
 Director/Board Member 69 18-05-08
Kevin Strain CEO
 Chief Executive Officer 57 17-05-28
Deepak Chopra BRD
 Director/Board Member 61 21-05-04
Hing Yuen Ho BRD
 Director/Board Member 65 21-05-04
M. Marianne Harris BRD
 Director/Board Member 66 13-11-30
Stephanie Coyles BRD
 Director/Board Member 57 16-12-31
Marie-Lucie Morin BRD
 Director/Board Member 66 21-12-30
Helen M. Hicks BRD
 Director/Board Member 63 21-10-30

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 587,737,153 583,273,832 ( 99.24 %) 0 99.24 %
Stock B 0 52,200,000 0 0

Shareholders

NameEquities%Valuation
Royal Trust Corp. of Canada
7.074 %
41,357,855 7.074 % 2 122 M $
Vanguard Fiduciary Trust Co.
3.976 %
23,241,910 3.976 % 1 193 M $
TD Waterhouse Private Investment Counsel, Inc.
2.755 %
16,107,748 2.755 % 827 M $
Mackenzie Financial Corp.
2.445 %
14,295,620 2.445 % 734 M $
Fidelity Investments Canada ULC
2.098 %
12,266,388 2.098 % 630 M $
BMO Bank NA (Investment Management)
1.958 %
11,446,307 1.958 % 587 M $
Beutel, Goodman & Co. Ltd.
1.694 %
9,901,262 1.694 % 508 M $
1832 Asset Management LP
1.664 %
9,725,626 1.664 % 499 M $
CIBC World Markets, Inc.
1.633 %
9,544,014 1.633 % 490 M $
THE BANK OF NOVA SCOTIA
1.376 %
8,041,990 1.376 % 413 M $
NameEquities%Valuation
CWB Wealth Management Ltd.
0.2248 %
11,200 0.2248 % 135 890 $
Manulife Investment Management Ltd.
0.1606 %
8,000 0.1606 % 97 064 $
Slater Asset Management, Inc.
0.0634 %
3,160 0.0634 % 38 340 $
NameEquities%Valuation
Franklin Bissett Investment Management
1.000 %
100,000 1.000 % 1 M $
Slater Asset Management, Inc.
0.9304 %
93,042 0.9304 % 1 M $
Advantaged Preferred Share Trust (Mutual Fund Manager)
0.4520 %
45,200 0.4520 % 585 476 $
Stone Asset Management Ltd.
0.0368 %
3,676 0.0368 % 47 615 $
NameEquities%Valuation
Manulife Investment Management Ltd.
0.7500 %
90,000 0.7500 % 1 M $
Slater Asset Management, Inc.
0.6248 %
74,979 0.6248 % 969 029 $
Mavrix Fund Management, Inc.
0.0333 %
4,000 0.0333 % 51 696 $
NameEquities%Valuation
Manulife Investment Management Ltd.
1.645 %
164,450 1.645 % 2 M $
Slater Asset Management, Inc.
0.3460 %
34,595 0.3460 % 451 153 $
Wellington West Asset Management, Inc.
0.3185 %
31,850 0.3185 % 415 356 $
NameEquities%Valuation
Slater Asset Management, Inc.
2.009 %
124,887 2.009 % 1 M $
Advantaged Preferred Share Trust (Mutual Fund Manager)
0.7206 %
44,800 0.7206 % 474 432 $
Manulife Investment Management Ltd.
0.1078 %
6,700 0.1078 % 70 953 $
NameEquities%Valuation
Canso Investment Counsel Ltd.
37.28 %
432,900 37.28 % 6 M $
NameEquities%Valuation
Canso Investment Counsel Ltd.
-
238,534,000 - 195 M $
ATB Investment Management, Inc.
-
128,832,000 - 105 M $
Russell Investments Canada Ltd.
-
11,232,000 - 9 M $
Purpose Investments, Inc.
-
5,000,000 - 4 M $
CWB Wealth Management Ltd.
-
750,000 - 612 750 $
Portico Investment Management
-
278,000 - 227 126 $
Liberty Wealth Advisors LLC
-
218,000 - 178 106 $
Integra Capital Ltd. (Canada)
-
145,000 - 118 465 $
I. G. Investment Management Ltd.
-
66,000 - 53 922 $
Manulife Investment Management Ltd.
-
13,000 - 10 621 $
NameEquities%Valuation
Slater Asset Management, Inc.
1.105 %
75,577 1.105 % 1 M $
Advantaged Preferred Share Trust (Mutual Fund Manager)
0.5149 %
35,210 0.5149 % 487 271 $
Manulife Investment Management Ltd.
0.0731 %
5,000 0.0731 % 69 195 $

Holdings

NameEquities%Valuation
ADITYA BIRLA SUN LIFE AMC LIMITED
30.18%
 86,938,641 30.18% 566,001,851 $
DILLARD'S, INC.
6.38%
 780,553 6.38% 347,681,723 $
SPDR S&P 500 ETF TRUST
0.07%
 655,039 0.07% 329,805,586 $
CLEAN HARBORS, INC.
2.36%
 1,272,480 2.36% 247,675,507 $
DECKERS OUTDOOR CORPORATION
0.82%
 211,260 0.82% 170,381,190 $
PTC INC.
0.53%
 639,197 0.53% 114,978,756 $
AON PLC
0.16%
 320,728 0.16% 98,142,768 $
L'ORÉAL
0.04%
 973,000 0.04% 90,842,199 $
INSULET CORPORATION
0.74%
 520,417 0.74% 85,436,859 $
CGI INC.
0.39%
 799,800 0.39% 82,491,372 $

Company contact information

Sun Life Financial, Inc.

1 York Street 31st floor

M5J 0B6, Toronto

+416 979 9966

http://www.sunlife.com
address Sun Life Financial Inc.(SLF.PR.K)

Group companies

NameCategory and Sector
Sun Life Capital Management (US) LLC
Logo Sun Life Capital Management (US) LLC

Sun Life Capital Management (US) LLC

Investment ManagersFinance

Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.

Investment Managers
Advisors Asset Management, Inc.
Logo Advisors Asset Management, Inc.

Advisors Asset Management, Inc.

Investment ManagersFinance

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.

Investment Managers
MFS International (UK) Ltd.
Logo MFS International (UK) Ltd.

MFS International (UK) Ltd.

Investment ManagersFinance

MFS International (UK) Ltd. (MFSI UK) is the Great Britain-based subsidiary of MFS International Holdings Pty Ltd., ultimately held by Sun Life Financial, Inc. (NYSE: SLF) in Canada. Founded in 1995, the firm is headquartered in London and provides a range of financial products and services, such as mutual fund management, to individual and institutional investors.

Investment Managers
Sun Life Financial Trust, Inc.
Logo Sun Life Financial Trust, Inc.

Sun Life Financial Trust, Inc.

Major BanksFinance

Part of Sun Life Financial, Inc., Sun Life Financial Trust, Inc. is a Canadian company that provides banking services. The private company is based in Waterloo, Canada. Sun Life Financial Trust was acquired by B2B Bank from Sun Life Financial, Inc. on June 10, 2002.

Major Banks
Sun Life of Canada (Philippines), Inc.
Logo Sun Life of Canada (Philippines), Inc.

Sun Life of Canada (Philippines), Inc.

Life/Health InsuranceFinance

Sun Life of Canada (Philippines), Inc. provides insurance services. The firm’s products include life insurance, accidental insurance, pension plans, education plans and mutual funds. The company was founded in 1895 and is headquartered in Taguig City, Philippines.

Life/Health Insurance
Sun Life Asset Management Co., Inc.
Logo Sun Life Asset Management Co., Inc.

Sun Life Asset Management Co., Inc.

Investment ManagersFinance

Sun Life Asset Management Co., Inc. (SLAM) is the Philippines-based fund management arm and wholly-owned subsidiary of Sun Life of Canada (Philippines), which is in turn owned by Sun Life Financial (NYSE: SLF; MN: SLF) in Canada. Established in 2000, SLAM is located in Makati City and is the investment manager and principal distributor of the Sun Life Prosperity Funds, registered in the Philippines.

Investment Managers
Sun Life & Health Insurance Co. (U.S.)
Logo Sun Life & Health Insurance Co. (U.S.)

Sun Life & Health Insurance Co. (U.S.)

Multi-Line InsuranceFinance

Part of Sun Life Financial, Inc., Sun Life & Health Insurance Co. (U.S.) provides life and health insurance services. The private company is based in Wellesley Hills, MA.

Multi-Line Insurance
Sun Life Hong Kong Ltd.
Logo Sun Life Hong Kong Ltd.

Sun Life Hong Kong Ltd.

Financial ConglomeratesFinance

Sun Life Hong Kong Ltd. provides wealth management products and services. Its products include life insurance and savings, critical illness insurance, disability insurance, female insurance, education, retirement and target savings. The firm also offers credit card, MPF, ORSO, group medical insurance and group life insurance services. The company was founded in 1892 and is headquartered in Hong Kong.

Financial Conglomerates
Sun Life Assurance Company of Canada (U.K.) Ltd.
Logo Sun Life Assurance Company of Canada (U.K.) Ltd.

Sun Life Assurance Company of Canada (U.K.) Ltd.

Life/Health InsuranceFinance

Part of Phoenix Group Holdings Plc, Sun Life Assurance Company of Canada (U.K.) Ltd. provides life insurance services. The private company is based in Basingstoke, UK and was founded in 1969.

Life/Health Insurance

Sector

Financials
Insurance
Insurance
Life & Health Insurance
Other Life & Health Insurance

Sales per Business

Sales per region

Ratings for Sun Life Financial Inc.

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
13
Last Close Price
68.51 CAD
Average target price
75.15 CAD
Spread / Average Target
+9.70%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Other Life & Health Insurance

1st Jan change Capi.
AXA Stock AXA
+14.24% 79.9B
METLIFE, INC. Stock MetLife, Inc.
+10.33% 51.72B
AFLAC INCORPORATED Stock Aflac Incorporated
+4.48% 48.91B
MANULIFE FINANCIAL CORPORATION Stock Manulife Financial Corporation
+20.25% 46.79B
PRUDENTIAL FINANCIAL, INC. Stock Prudential Financial, Inc.
+14.53% 42.67B
GENERALI Stock Generali
+28.19% 40.79B
GREAT-WEST LIFECO INC. Stock Great-West Lifeco Inc.
-1.76% 29.55B
PRUDENTIAL PLC Stock Prudential plc
-10.91% 27.5B
CATHAY FINANCIAL HOLDING CO., LTD. Stock Cathay Financial Holding Co., Ltd.
+20.44% 25.08B
Other Life & Health Insurance
  1. Stock Market
  2. Equities
  3. SLF Stock
  4. SLF.PR.K Stock
  5. Company Sun Life Financial Inc.
-40% Limited Time Offer: Our subscriptions help you unlock hidden opportunities.
SIGN UP NOW