Sun Life Financial Inc.
CA ˙ TSX ˙ CA8667961053
100,66 CA$ ↑2,36 (2,40%)
2026-06-02
AKTIENPREIS
SecurityCA:SLF / Sun Life Financial Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership6,102,537 shares
Latest Disclosed Value $ 382,258,391
Mackenzie Financial Corp reports 1.71% decrease in ownership of SLF / Sun Life Financial Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 6,102,537 shares of Sun Life Financial Inc. (CA:SLF) valued at $531,836,100 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 6,208,589 shares of Sun Life Financial Inc.. This represents a change in shares of -1.71% during the quarter. The current value of the position is $614,281,374 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 6,102,537 -106,052 -1.71 382,258 -1.56 0.4587
2026-02-18 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 6,208,589 -2,866,634 -31.59 388,331 -28.73 0.4599
2025-11-13 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 9,075,223 -1,882,037 -17.18 544,839 -25.32 0.6600
2025-08-13 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 10,957,260 -1,145,152 -9.46 729,545 5.33 0.9452
2025-05-07 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 12,102,412 -845,525 -6.53 692,624 -9.81 0.9848
2025-05-02 2024-12-31 13F/A-2 SUN LIFE FINANCIAL COM 866796105 12,947,937 -333,568 -2.51 767,968 -0.31 1.0465
2025-02-20 2024-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 12,947,937 -333,568 767,968 0.9977
2025-02-14 2024-12-31 13F Sun Life Financial Common Stock 866796105 12,947,937 -333,568 781,493 1.1219
2024-11-13 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 13,281,505 -1,422,028 -9.67 770,376 6.84 1.0720
2024-08-14 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 14,703,533 407,913 2.85 721,042 -7.60 1.0714
2024-05-10 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 14,295,620 208,916 1.48 780,347 6.76 1.1245
2024-01-30 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 14,086,704 -357,140 -2.47 730,926 7.76 1.1024
2023-10-25 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 14,443,844 -584,428 -3.89 678,316 -13.41 1.1404
2023-08-03 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 15,028,272 317,661 2.16 783,344 13.99 1.1883
2023-04-24 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 14,710,611 -1,539,490 -9.47 687,206 -8.75 1.0615
2023-02-14 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 16,250,101 -496,424 -2.96 753,074 13.21 1.2579
2022-10-07 2022-09-30 13F Sun Life Financial Common Stock 866796105 16,746,525 -174,145 -1.03 665,187 -14.20 1.1441
2022-08-10 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 16,920,670 196,837 1.18 775,312 -17.10 1.2418
2022-05-13 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 16,723,833 1,321,860 8.58 935,206 9.08 1.2539
2022-02-14 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 15,401,973 -1,019,279 -6.21 857,343 1.59 1.1551
2021-11-08 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 16,421,252 954,491 6.17 843,908 5.92 1.1967
2021-08-11 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 15,466,761 2,256,250 17.08 796,773 19.40 1.1081
2021-05-14 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 13,210,511 6,773,690 105.23 667,303 133.86 1.0170
2021-02-10 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 6,436,821 -931,788 -12.65 285,342 -5.00 0.6162
2020-11-13 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 7,368,609 -47,829 -0.64 300,369 10.53 0.7461
2020-08-13 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 7,416,438 109,855 1.50 271,744 16.55 0.7273
2020-05-14 2020-03-31 13F SUN LIFE FINL COM 866796105 7,306,583 645,656 9.69 233,166 -23.27 0.7497
2020-02-13 2019-12-31 13F SUN LIFE FINL COM 866796105 6,660,927 -209,929 -3.06 303,894 -1.30 0.7475
2019-11-14 2019-09-30 13F SUN LIFE FINL COM 866796105 6,870,856 -417,999 -5.73 307,883 2.13 0.8091
2019-08-23 2019-06-30 13F/A-1 SUN LIFE FINL COM 866796105 7,288,855 -2,063,498 -22.06 301,467 -16.08 0.7777
2019-08-14 2019-06-30 13F SUN LIFE FINL COM 866796105 7,288,855 -2,063,498 301,467
2019-05-15 2019-03-31 13F SUN LIFE FINL COM 866796105 9,352,353 683,673 7.89 359,224 24.85 0.8668
2019-02-06 2018-12-31 13F SUN LIFE FINL COM 866796105 8,668,680 3,009,510 53.18 287,713 27.87 0.7563
2018-11-15 2018-09-30 13F SUN LIFE FINL COM 866796105 5,659,170 -281,681 -4.74 225,009 -5.64 0.5474
2018-08-13 2018-06-30 13F SUN LIFE FINL COM 866796105 5,940,851 -1,331,939 -18.31 238,466 -20.26 0.6084
2018-05-14 2018-03-31 13F/A-1 SUN LIFE FINL COM 866796105 7,272,790 -423,039 -5.50 299,057 -5.82 0.7623
2018-05-14 2018-03-31 13F SUN LIFE FINL COM 866796105 7,272,790 299,057
2018-02-13 2017-12-31 13F SUN LIFE FINL COM 866796105 7,695,829 5,639,723 274.29 317,530 287.83 0.7665
2017-11-13 2017-09-30 13F SUN LIFE FINL COM 866796105 2,056,106 -461,483 -18.33 81,874 -9.03 0.4415
2017-08-14 2017-06-30 13F SUN LIFE FINL COM 866796105 2,517,589 -173,723 -6.45 90,004 -8.50 0.5010
2017-05-25 2017-03-31 13F/A-1 SUN LIFE FINL COM 866796105 2,691,312 -152,296 -5.36 98,367 -9.74 0.5753
2017-05-12 2017-03-31 13F SUN LIFE FINL COM 866796105 2,691,312 98,367
2017-02-14 2016-12-31 13F SUN LIFE FINL COM 866796105 2,843,608 -238,670 -7.74 108,987 8.66 0.6528
2016-11-15 2016-09-30 13F SUN LIFE FINL COM 866796105 3,082,278 -622,865 -16.81 100,297 -17.55 0.6262
2016-08-12 2016-06-30 13F SUN LIFE FINL COM 866796105 3,705,143 3,705,143 0.00 121,640 0.6871
2016-05-12 2016-03-31 13F SUN LIFE FINL COM 866796105 0 -4,298,302 -100.00 0 -100.00
2016-02-12 2015-12-31 13F SUN LIFE FINL COM 866796105 4,298,302 -124,799 -2.82 134,128 -6.32 0.8324
2015-11-13 2015-09-30 13F SUN LIFE FINL COM 866796105 4,423,101 30,545 0.70 143,179 -3.02 0.8688
2015-08-13 2015-06-30 13F SUN LIFE FINL COM 866796105 4,392,556 -346,509 -7.31 147,645 1.02 0.8005
2015-05-13 2015-03-31 13F SUN LIFE FINL COM 866796105 4,739,065 111,159 2.40 146,149 -12.34 0.7704
2015-02-11 2014-12-31 13F SUN LIFE FINL COM 866796105 4,627,906 814,487 21.36 166,726 20.80 0.8507
2014-11-12 2014-09-30 13F SUN LIFE FINL COM 866796105 3,813,419 -96,464 -2.47 138,019 -3.98 0.6920
2014-08-11 2014-06-30 13F SUN LIFE FINL COM 866796105 3,909,883 -293,514 -6.98 143,742 -1.28 0.6686
2014-05-14 2014-03-31 13F SUN LIFE FINL COM 866796105 4,203,397 610,038 16.98 145,609 14.81 0.7139
2014-02-11 2013-12-31 13F/A-1 SUN LIFE FINL COM 866796105 3,593,359 890,739 32.96 126,825 46.84 0.6409
2014-02-03 2013-12-31 13F SUN LIFE FINL COM 866796105 3,593,359 126,825
2013-11-12 2013-09-30 13F SUN LIFE FINL COM 866796105 2,702,620 164,096 6.46 86,368 14.80 0.4372
2013-08-20 2013-06-30 13F/A-1 SUN LIFE FINL COM 866796105 2,538,524 2,538,524 75,231 0.3588
2013-08-09 2013-06-30 13F SUN LIFE FINL COM 866796105 2,538,524 75,231 0.3600
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.