Sun Life Financial Inc. logo

Sun Life Financial Inc. (SLF)

Common Stock · Currency in USD · XNYS

Sun Life Financial is one of the Big Three Canadian life insurers. The Canadian business contributed around 35% of its 2025 adjusted earnings. In that segment, the firm provides health, life insurance, and annuity products to individual and group customers. Its US business is mostly group health and contributed about 17% of the firm's adjusted earnings in 2025. Sun Life also offers life insurance and wealth products in several Asian markets with a strong presence in Hong Kong and the Philippines. The Asia segment contributed around 18% of adjusted 2024 earnings. Its asset management business had around CAD 1.2 trillion total assets under management or administration at the end of 2025 and represents around 30% of the firm's earnings.

Company Info

SIC
Composite FIGIBBG000LRMSB8
CIK0001097362
IPOMar 23, 2000
Sector

Highlights

Market Cap$35.24B
EPS
P/E Ratio
Revenue
Gross Profit
Net Income
Employees68,000
WSO553,902,818
Phone

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sun Life Financial Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

Sun Life Financial Inc. (SLF) has returned 2.00% so far this year and 20.26% over the past 12 months. Looking at the last ten years, SLF has achieved an annualized return of 7.06%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

SLF

1M-1.78%
6M4.91%
YTD2.00%
1Y20.26%
5Y4.37%
10Y7.06%

Benchmark (SPY)

1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of Sun Life Financial Inc. (SLF) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
20261.07%3.41%-3.26%1.14%
2025-2.93%-0.31%2.84%4.04%9.17%2.78%-8.27%-3.60%3.73%1.87%-2.73%5.73%
20240.95%2.73%2.83%-6.38%-1.71%-2.10%1.00%9.54%7.09%-4.28%10.00%-3.48%
20238.58%-3.44%-3.41%4.31%-1.24%7.64%0.98%-6.50%-0.41%-5.82%10.36%2.33%
20221.04%-6.99%7.86%-11.59%-1.91%-6.15%1.35%-4.47%-9.12%5.20%10.31%-2.54%
20213.14%3.04%3.31%6.58%-0.44%-4.66%0.91%-1.72%-0.25%10.62%-7.28%2.92%
20202.71%-8.43%-26.13%11.60%3.18%6.12%5.95%6.66%-2.35%-2.74%9.99%-0.94%
20199.83%4.25%1.53%7.37%-6.47%6.43%-1.24%-0.77%10.18%-0.02%1.24%0.22%
20184.58%-4.65%0.02%0.36%0.19%-3.60%2.48%-2.88%0.86%-8.89%-0.19%-11.28%
20172.04%-8.06%-0.03%-3.05%-7.72%8.89%6.86%-0.34%2.84%-2.33%1.05%3.43%
20167.10%0.76%-4.73%0.89%-4.43%3.60%3.49%13.88%-0.85%

Performance Indicators

The charts below present risk-adjusted performance metrics for Sun Life Financial Inc. (SLF) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00SLF: 0.54SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00SLF: 0.71SPY: 1.40

Omega ratio

0.501.001.502.00SLF: 1.11SPY: 1.22

Calmar ratio

0.002.004.006.00SLF: 0.64SPY: 1.20

Martin ratio

0.001.003.00SLF: 0.09SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of SLF compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Sun Life Financial Inc. volatility is 1.04%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

News and Insights

CANADIAN LIFE COMPANIES SPLIT CORP. Declares Class A & Preferred Share Dividend

Canadian Life Companies Split Corp. announced its monthly dividend distribution of $0.10000 per Class A share (annualized at $1.20) and $0.05833 per Preferred share (annualized at $0.70), payable April 10, 2026. Since inception, Class A shareholders have received $10.05 per share and Preferred shareholders $12.97 per share. The company invests in four major Canadian life insurance companies.

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DIVIDEND 15 SPLIT CORP. Monthly Dividend Declaration for Class A & Preferred Share

Dividend 15 Split Corp. declares monthly distributions of $0.10000 per Class A share and $0.05833 per Preferred share, payable April 10, 2026. The fund invests in a portfolio of 14 leading Canadian dividend-yielding stocks. Since inception, Class A shareholders have received $29.00 per share and Preferred shareholders $11.93 per share.

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North American Financial 15 Split Corp. Monthly Dividend Declaration for Class A & Preferred Share

North American Financial 15 Split Corp. declared its regular monthly distributions of $0.11335 per Class A share (annualized $1.3602) and $0.06250 per Preferred share (annualized $0.750), payable April 10, 2026. Since inception, Class A shareholders have received $18.99 per share and Preferred shareholders $12.74 per share.

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Dividend Select Corp. Declares Monthly Dividend

Dividend Select 15 Corp. announced its monthly distribution of $0.06133 per Equity share, payable March 10, 2026 to shareholders of record as of February 27, 2026. The distribution is based on a 10% annualized yield calculated using the volume-weighted average market price (VWAP) of $7.36 over the last three trading days of February. Since inception, shareholders have received cumulative distributions of $11.57 per share.

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Canada-in-Asia Conference 2026 Advances Bold New Era of Canada-Asia Engagement

The Asia Pacific Foundation of Canada successfully concluded its fourth Canada-in-Asia Conference in Singapore on February 11, 2026, with 708 registered guests. The conference focused on three key pillars—food security, energy security, and infrastructure—to strengthen Canada-Asia partnerships. Senior government representatives from Canada, Singapore, and Ontario attended, emphasizing the strategic importance of building diversified supply chains and collaborative relationships between Canada and the Indo-Pacific region.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Asia Pacific Foundation Of Canada
La Conférence Canada-en-Asie 2026 ouvre une nouvelle ère audacieuse pour l’engagement entre le Canada et Asie

The Asia Pacific Foundation of Canada successfully concluded the 2026 Canada-in-Asia Conference in Singapore on February 11, 2026, with 708 registered guests. The conference focused on three key pillars—food security, energy security, and infrastructure—to foster resilient partnerships between Canada and Asia amid geopolitical disruptions and economic uncertainty. High-level government representatives from Canada, Singapore, and Ontario participated, emphasizing the strategic importance of diversified supply chains and collaborative relationships across the Pacific.

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Sun Life declares dividends on Common and Preferred Shares payable in Q1 2026

Sun Life Financial Inc. announced a dividend of $0.92 per share on common shares, payable March 31, 2026 to shareholders of record on February 25, 2026. The dividend amount remains unchanged from the previous quarter. The company also declared dividends on Class A Non-Cumulative Preferred Shares payable on the same date.

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Canada-in-Asia Conference Arrives in Singapore February 10-11, 2026

The Asia Pacific Foundation of Canada will host the Canada-in-Asia Conference 2026 in Singapore on February 10-11, bringing together over 500 participants from Canada and Asia to discuss food security, energy security, and infrastructure. The event aims to facilitate collaborative partnerships and increase bilateral trade and investment between Canada and Asian nations.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Asia Pacific Foundation Of Canada
La Conférence Canada-en-Asie, les 10 et 11 février 2026 à Singapour, approche à grands pas

The Asia Pacific Foundation of Canada is hosting the fourth Canada-in-Asia Conference on February 10-11, 2026 in Singapore, bringing together over 500 Canadian and Asian business leaders, investors, policymakers, and researchers. The conference will focus on food security, energy security, and infrastructure while exploring geopolitics, investments, and technology to foster bilateral partnerships and commerce.

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Dividend 15 Split Corp. Completes Overnight Offering of $142,642,500

Dividend 15 Split Corp. successfully completed an overnight offering of Preferred Shares (TSX: DFN) raising $142.6 million in gross proceeds. The Preferred Shares will trade on the Toronto Stock Exchange under symbol DFN.PR.A and will provide holders with fixed 7.00% annual cumulative preferential monthly cash dividends. Net proceeds will be invested in a portfolio of high-quality Canadian dividend-yielding companies.

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