Sun Life Financial Inc.
CA ˙ TSX ˙ CA8667961053
100,66 CA$ ↑2,36 (2,40%)
2026-06-02
AKTIENPREIS
SecurityCA:SLF / Sun Life Financial Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,986,394 shares
Latest Disclosed Value $ 186,828,882
Morgan Stanley reports 24.45% decrease in ownership of SLF / Sun Life Financial Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,986,394 shares of Sun Life Financial Inc. (CA:SLF) valued at $260,264,237 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 3,952,646 shares of Sun Life Financial Inc.. This represents a change in shares of -24.45% during the quarter. The current value of the position is $300,610,420 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)
2026-05-15 2026-03-31 13F SUN LIFE FINANCIAL COM 866796105 2,986,394 -966,252 -24.45 186,829 -24.25 0.0113
2026-05-27 2025-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 3,952,646 1,834,772 86.63 246,645 94.00 0.0147
2026-02-13 2025-12-31 13F SUN LIFE FINANCIAL COM 866796105 3,952,646 1,834,772 246,645 0.0147
2026-05-27 2025-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 2,117,874 -86,061 -3.90 127,136 -13.19 0.0077
2025-11-14 2025-09-30 13F SUN LIFE FINANCIAL COM 866796105 2,117,874 -86,061 127,136 0.0077
2025-08-15 2025-06-30 13F SUN LIFE FINANCIAL COM 866796105 2,203,935 131,820 6.36 146,452 23.43 0.0095
2025-05-15 2025-03-31 13F SUN LIFE FINANCIAL COM 866796105 2,072,115 158,664 8.29 118,649 4.50 0.0085
2025-05-15 2024-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 1,913,451 158,786 9.05 113,544 11.53 0.0080
2025-02-14 2024-12-31 13F SUN LIFE FINANCIAL COM 866796105 1,913,451 158,786 113,544 0.0080
2025-05-14 2024-09-30 13F/A-2 SUN LIFE FINANCIAL COM 866796105 1,754,665 -884,587 -33.52 101,806 -21.26 0.0074
2025-02-14 2024-09-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 1,754,665 -884,587 101,806 0.0074
2024-11-14 2024-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,754,665 -884,587 101,806 0.0009
2025-05-14 2024-06-30 13F/A-2 SUN LIFE FINANCIAL COM 866796105 2,639,252 -185,615 -6.57 129,297 -16.14 0.0100
2024-10-17 2024-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 2,639,252 -185,615 129,297 0.0100
2024-08-14 2024-06-30 13F SUN LIFE FINANCIAL COM 866796105 2,639,252 -185,615 129,297 0.0100
2024-10-17 2024-03-31 13F/A-2 SUN LIFE FINANCIAL COM 866796105 2,824,867 -72,495 -2.50 154,181 2.61 0.0124
2024-08-16 2024-03-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 2,824,867 -72,495 154,181 0.0014
2024-05-15 2024-03-31 13F SUN LIFE FINANCIAL COM 866796105 2,824,867 -72,495 154,181 0.0124
2024-08-16 2023-12-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 2,897,362 967,165 50.11 150,257 59.52 0.0132
2024-02-13 2023-12-31 13F SUN LIFE FINANCIAL COM 866796105 2,897,362 967,165 150,257 0.0132
2023-11-15 2023-09-30 13F SUN LIFE FINANCIAL COM 866796105 1,930,197 -436,455 -18.44 94,194 -23.64 0.0096
2023-08-14 2023-06-30 13F SUN LIFE FINANCIAL COM 866796105 2,366,652 -119,584 -4.81 123,350 6.24 0.0122
2023-05-15 2023-03-31 13F SUN LIFE FINANCIAL COM 866796105 2,486,236 323,836 14.98 116,107 15.67 0.0124
2023-02-14 2022-12-31 13F SUN LIFE FINANCIAL COM 866796105 2,162,400 -13,830 -0.64 100,379 16.01 0.0114
2022-11-14 2022-09-30 13F SUN LIFE FINANCIAL COM 866796105 2,176,230 800,267 58.16 86,527 37.27 0.0118
2022-10-27 2022-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 1,375,963 713,697 107.77 63,033 70.47 0.0082
2022-08-15 2022-06-30 13F SUN LIFE FINANCIAL COM 866796105 1,375,963 713,697 63,033 0.0016
2022-10-27 2022-03-31 13F/A-1 SUN LIFE FINANCIAL COM 866796105 662,266 -355,631 -34.94 36,975 -34.77 0.0050
2022-05-13 2022-03-31 13F SUN LIFE FINANCIAL COM 866796105 662,266 -355,631 36,975 0.0050
2022-02-14 2021-12-31 13F SUN LIFE FINANCIAL COM 866796105 1,017,897 487,773 92.01 56,686 107.83 0.0070
2021-11-15 2021-09-30 13F SUN LIFE FINANCIAL COM 866796105 530,124 -237,258 -30.92 27,275 -31.04 0.0037
2021-08-23 2021-06-30 13F/A-1 SUN LIFE FINANCIAL COM 866796105 767,382 -441,090 -36.50 39,551 -35.26 0.0052
2021-08-16 2021-06-30 13F SUN LIFE FINANCIAL COM 866796105 768,521 -439,951 39,610 0.0011
2021-05-17 2021-03-31 13F SUN LIFE FINANCIAL COM 866796105 1,208,472 295,195 32.32 61,090 50.45 0.0090
2021-02-16 2020-12-31 13F SUN LIFE FINANCIAL COM 866796105 913,277 486,690 114.09 40,604 133.69 0.0063
2020-11-13 2020-09-30 13F SUN LIFE FINANCIAL COM 866796105 426,587 -357,652 -45.60 17,375 -39.71 0.0034
2020-08-14 2020-06-30 13F SUN LIFE FINANCIAL COM 866796105 784,239 -262,934 -25.11 28,820 -14.23 0.0064
2020-05-26 2020-03-31 13F/A-1 SUN LIFE FINL COM 866796105 1,047,173 212,184 25.41 33,603 -11.69 0.0091
2020-05-15 2020-03-31 13F SUN LIFE FINL COM 866796105 1,047,173 212,184 33,603 2,581.4109
2020-02-14 2019-12-31 13F SUN LIFE FINL COM 866796105 834,989 136,026 19.46 38,051 21.49 0.0088
2019-11-14 2019-09-30 13F SUN LIFE FINL COM 866796105 698,963 -220,069 -23.95 31,320 -17.60 0.0083
2019-08-14 2019-06-30 13F SUN LIFE FINL COM 866796105 919,032 346,313 60.47 38,010 72.79 0.0101
2019-05-15 2019-03-31 13F SUN LIFE FINL COM 866796105 572,719 32,803 6.08 21,998 22.76 0.0062
2019-02-14 2018-12-31 13F SUN LIFE FINL COM 866796105 539,916 -156,215 -22.44 17,919 -35.26 0.0054
2019-04-23 2018-09-30 13F/A-2 SUN LIFE FINL COM 866796105 696,131 54,416 8.48 27,677 7.45 0.0069
2018-11-20 2018-09-30 13F/A-1 SUN LIFE FINL COM 866796105 696,131 0 27,677 0.0069
2018-11-14 2018-09-30 13F SUN LIFE FINL COM 866796105 696,131 54,416 27,677
2019-04-23 2018-06-30 13F/A-1 SUN LIFE FINL COM 866796105 641,715 13,910 2.22 25,758 -0.22 0.0070
2018-08-14 2018-06-30 13F SUN LIFE FINL COM 866796105 641,715 13,910 25,758
2019-04-23 2018-03-31 13F/A-1 SUN LIFE FINL COM 866796105 627,805 110,434 21.35 25,816 20.94 0.0072
2018-05-14 2018-03-31 13F SUN LIFE FINL COM 866796105 627,805 110,434 25,816
2019-04-23 2017-12-31 13F/A-1 SUN LIFE FINL COM 866796105 517,371 -361,793 -41.15 21,346 -39.02 0.0058
2018-02-14 2017-12-31 13F SUN LIFE FINL COM 866796105 517,371 -361,793 21,346
2017-11-14 2017-09-30 13F SUN LIFE FINL COM 866796105 879,164 361,553 69.85 35,007 89.19 0.0105
2017-08-11 2017-06-30 13F SUN LIFE FINL COM 866796105 517,611 -105,915 -16.99 18,504 -18.81 0.0056
2017-05-22 2017-03-31 13F/A-1 SUN LIFE FINL COM 866796105 623,526 -303,102 -32.71 22,790 -35.97 0.0070
2017-05-12 2017-03-31 13F SUN LIFE FINL COM 866796105 623,526 22,790
2017-02-22 2016-12-31 13F/A-1 SUN LIFE FINL COM 866796105 926,628 -87,263 -8.61 35,592 7.88 0.0116
2017-02-13 2016-12-31 13F SUN LIFE FINL COM 866796105 926,628 35,592
2016-11-10 2016-09-30 13F SUN LIFE FINL COM 866796105 1,013,891 318,121 45.72 32,992 44.44 0.0113
2016-08-12 2016-06-30 13F SUN LIFE FINL COM 866796105 695,770 35,709 5.41 22,842 7.24 0.0083
2016-05-12 2016-03-31 13F SUN LIFE FINL COM 866796105 660,061 -40,740 -5.81 21,300 -2.58 0.0082
2016-02-09 2015-12-31 13F SUN LIFE FINL COM 866796105 700,801 92,183 15.15 21,865 11.36 0.0079
2016-02-08 2015-09-30 13F/A-1 SUN LIFE FINL COM 866796105 608,618 -31,761 -4.96 19,634 -8.21 0.0073
2015-11-09 2015-09-30 13F SUN LIFE FINL COM 866796105 608,618 19,634
2015-08-12 2015-06-30 13F SUN LIFE FINL COM 866796105 640,379 -299,745 -31.88 21,390 -26.18 0.0074
2015-05-14 2015-03-31 13F SUN LIFE FINL COM 866796105 940,124 328,729 53.77 28,975 31.43 0.0107
2015-02-13 2014-12-31 13F SUN LIFE FINL COM 866796105 611,395 149,846 32.47 22,046 31.70 0.0081
2014-12-16 2014-09-30 13F/A-1 SUN LIFE FINL COM 866796105 461,549 -240,697 -34.28 16,740 -31.16 0.0064
2014-11-14 2014-09-30 13F SUN LIFE FINL COM 866796105 461,549 16,740
2014-05-13 2014-03-31 13F SUN LIFE FINL COM 866796105 702,246 -59,819 -7.85 24,319 -9.67 0.0102
2014-02-13 2013-12-31 13F SUN LIFE FINL COM 866796105 762,065 146,936 23.89 26,923 36.90 0.0115
2013-11-13 2013-09-30 13F SUN LIFE FINANCIAL NA 866796105 615,129 120,096 24.26 19,666 34.13 0.0093
2013-08-08 2013-06-30 13F SUN LIFE FINANCIAL NA 866796105 495,033 495,033 14,662 0.0074
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.