Stock SLF.PR.H SUN LIFE FINANCIAL INC.
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Company Sun Life Financial Inc. Toronto S.E.

Equities

SLF.PR.H

CA8667968652

Life & Health Insurance

Market Closed - Toronto S.E.
Other stock markets
 03:27:34 2024-06-14 pm EDT 		5-day change 1st Jan Change
18.08 CAD -2.48% Intraday chart for Sun Life Financial Inc. -2.27% +3.20%
Jun. 14 Sun Life Announces Intention to Redeem Series 2019-1 Subordinated Unsecured 2.38% Fixed/Floating Debentures CI
Jun. 05 Sun Life US Expands Collaboration With Goodpath to Deliver Virtual Whole-Person Care MT

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
Dawn Lai CMP
 Compliance Officer - 98-03-31
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
Tim Rarick PRN
 Corporate Officer/Principal - 18-04-15
Jacques Goulet PRN
 Corporate Officer/Principal 58 18-01-14

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 1 587,737,153 583,548,621 ( 99.29 %) 0 99.29 %
Stock B 0 52,200,000 0 0

Shareholders

NameEquities%Valuation
Royal Trust Corp. of Canada
7.100 %
41,267,598 7.100 % 2 069 M $
Vanguard Fiduciary Trust Co.
3.999 %
23,241,910 3.999 % 1 165 M $
TD Waterhouse Private Investment Counsel, Inc.
2.771 %
16,107,748 2.771 % 807 M $
Mackenzie Financial Corp.
2.459 %
14,295,620 2.459 % 717 M $
Fidelity Investments Canada ULC
2.126 %
12,356,428 2.126 % 619 M $
BMO Bank NA (Investment Management)
2.086 %
12,123,476 2.086 % 608 M $
1832 Asset Management LP
1.672 %
9,717,197 1.672 % 487 M $
Beutel, Goodman & Co. Ltd.
1.664 %
9,674,613 1.664 % 485 M $
THE BANK OF NOVA SCOTIA
1.317 %
7,656,225 1.317 % 384 M $
MANULIFE FINANCIAL CORPORATION
1.299 %
7,552,736 1.299 % 379 M $
NameEquities%Valuation
CWB Wealth Management Ltd.
0.2248 %
11,200 0.2248 % 144 760 $
Slater Asset Management, Inc.
0.0634 %
3,160 0.0634 % 40 843 $
NameEquities%Valuation
Slater Asset Management, Inc.
0.9614 %
96,142 0.9614 % 1 M $
NameEquities%Valuation
Slater Asset Management, Inc.
0.6915 %
82,979 0.6915 % 1 M $
NameEquities%Valuation
Manulife Investment Management Ltd.
0.6435 %
64,350 0.6435 % 897 747 $
Slater Asset Management, Inc.
0.3460 %
34,595 0.3460 % 482 635 $
NameEquities%Valuation
Slater Asset Management, Inc.
2.234 %
138,904 2.234 % 1 M $
NameEquities%Valuation
Canso Investment Counsel Ltd.
37.28 %
432,900 37.28 % 6 M $
NameEquities%Valuation
Canso Investment Counsel Ltd.
-
236,706,000 - 196 M $
ATB Investment Management, Inc.
-
128,832,000 - 107 M $
Manulife Investment Management Ltd.
-
13,000,000 - 11 M $
Russell Investments Canada Ltd.
-
11,232,000 - 9 M $
Purpose Investments, Inc.
-
5,000,000 - 4 M $
CWB Wealth Management Ltd.
-
750,000 - 621 750 $
Integra Capital Ltd. (Canada)
-
145,000 - 120 205 $
I. G. Investment Management Ltd.
-
66,000 - 54 714 $
NameEquities%Valuation
Slater Asset Management, Inc.
1.120 %
76,577 1.120 % 1 M $

Holdings

NameEquities%Valuation
ADITYA BIRLA SUN LIFE AMC LIMITED
30.18%
 86,938,641 30.18% 545,714,719 $
DILLARD'S, INC.
6.38%
 780,553 6.38% 349,180,385 $
SPDR S&P 500 ETF TRUST
0.07%
 655,039 0.07% 345,447,917 $
CLEAN HARBORS, INC.
2.36%
 1,272,480 2.36% 275,606,443 $
DECKERS OUTDOOR CORPORATION
0.83%
 211,260 0.83% 231,101,539 $
PTC INC.
0.53%
 639,197 0.53% 112,652,079 $
L'ORÉAL
0.04%
 973,000 0.04% 95,509,680 $
INSULET CORPORATION
0.74%
 520,417 0.74% 92,212,688 $
AON PLC
0.15%
 320,728 0.15% 90,329,834 $
CGI INC.
0.39%
 799,800 0.39% 79,180,200 $

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.H)

Group companies

NameCategory and Sector
SLF of Canada UK Ltd.
Logo SLF of Canada UK Ltd.

SLF of Canada UK Ltd.

Insurance Brokers/ServicesFinance

Part of Phoenix Group Holdings Plc, SLF of Canada UK Ltd. is a financial company based in Basingstoke, UK. SLF of Canada was acquired by Phoenix Group Holdings Plc from Sun Life Financial, Inc. on April 03, 2023 for $300.45 million. The British company's website serves both customers and financial advisers. The company was founded in 2008.

Insurance Brokers/Services
Sun Life of Canada (Netherlands) BV
Logo Sun Life of Canada (Netherlands) BV

Sun Life of Canada (Netherlands) BV

Financial ConglomeratesFinance

Part of Sun Life Financial, Inc., Sun Life of Canada (Netherlands) BV is a financial holding Dutch company. The company is based in Amsterdam, Netherlands.

Financial Conglomerates
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 Financial (India) Insurance Investments, Inc.
MFS International (UK) Ltd.
Logo MFS International (UK) Ltd.

MFS International (UK) Ltd.

Investment ManagersFinance

MFS International (UK) Ltd. (MFSI UK) is an asset management firm headquartered in London, UK. The firm was founded in 1995 and is a subsidiary of MFS International Holdings Pty Ltd., ultimately held by Sun Life Financial, Inc. (NYSE, TSX: SLF) in Canada. MFSI UK provides a range of financial products and services, such as mutual fund management, to individual and institutional investors.

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
Sun Life (Luxembourg) Finance No. 2 SARL
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
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

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
14
Last Close Price
65.34 CAD
Average target price
75 CAD
Spread / Average Target
+14.78%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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