Business description: Sun Life Financial Inc.

Sun Life Financial Inc. is an international financial services company. The Company is engaged in providing asset management, wealth, insurance and health solutions to individual and institutional clients. The Company’s segments include Canada, United States (U.S.), Asset Management, Asia, and Corporate. These business segments operate in the financial services industry. The Asset Management business group includes MFS Investment Management and SLC Management business units. Its business types include Wealth & Asset Management, Group-Health & Protection, and Individual-Protection. Its Wealth & Asset Management businesses focus on investment products. Its Group-Health & Protection businesses provide health and protection benefits to employers and government plan members. Its products and services include insurance, investments, financial advice, and asset management. It has operations in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, and others.

Number of employees: 32,151

Sales by Activity: Sun Life Financial Inc.

Fiscal Period: December 2021 (CAD) 2022 (CAD) 2023 (CAD) 2024 (CAD) 2025 (CAD)

United States (U.S.)

6B 6.3B 12.31B 13.16B 13.82B

Canada

18.86B 11.87B 10.42B 11.27B 11.92B

Asia

5.1B 752M 2.14B 2.31B 2.6B

Corporate

258M -948M 425M 404M 361M

Asset Management

5.86B 5.76B 6.14B 6.67B 6.86B

Consolidation Adjustments

-377M -406M -598M -663M -696M

Executive Committee: Sun Life Financial Inc.

Manager TitleAgeSince
Chief Executive Officer 59 06/08/2021
Director of Finance/CFO - 08/04/2024
Compliance Officer - 01/04/2019
Chief Tech/Sci/R&D Officer - 29/06/2020
Compliance Officer - 01/04/1998

Composition of the Board of Directors: Sun Life Financial Inc.

Director TitleAgeSince
Chairman 66 11/05/2022
Director/Board Member 58 01/01/2017
Director/Board Member 59 15/02/2021
Director/Board Member 71 09/05/2018
Director/Board Member 62 05/05/2021
Director/Board Member 66 05/05/2021
Director/Board Member 65 31/10/2021
Director/Board Member 68 31/12/2021
Director/Board Member 59 31/12/2022
Director/Board Member 61 07/02/2023

Shareholders: Sun Life Financial Inc.

NameEquities%Valuation
Royal Trust Corporation of Canada
8.178 %
45,298,133 8.178 % 2 834 M $
Vanguard Fiduciary Trust Co.
4.673 %
25,884,084 4.673 % 1 619 M $
TD Waterhouse Private Investment Counsel, Inc.
2.77 %
15,344,924 2.77 % 960 M $
1832 Asset Management LP
1.843 %
10,208,238 1.843 % 639 M $
BMO Bank NA (Investment Management)
1.838 %
10,180,755 1.838 % 637 M $
NameEquities%Valuation
Slater Asset Management, Inc.
0.6285 %
14,575 0.6285 % 193 629 $
NameEquities%Valuation
Slater Asset Management, Inc.
0.2216 %
22,162 0.2216 % 329 704 $
NameEquities%Valuation
Slater Asset Management, Inc.
0.1886 %
22,637 0.1886 % 336 273 $
NameEquities%Valuation
Slater Asset Management, Inc.
0.225 %
22,501 0.225 % 333 937 $
NameEquities%Valuation
Slater Asset Management, Inc.
0.4507 %
40,030 0.4507 % 473 035 $
NameEquities%Valuation
Canso Investment Counsel Ltd.
18.83 %
218,700 18.83 % 4 M $
NameEquities%Valuation
Slater Asset Management, Inc.
0.0128 %
875 0.0128 % 14 545 $

Holdings: Sun Life Financial Inc.

NameEquities%Valuation
86,429,461 29.93% 801 M $
624,194 0.06% 406 M $
435,931 0.04% 285 M $
457,725 0.03% 274 M $
3,857,067 10.06% 230 M $
1,458,978 1.11% 179 M $
1,862,881 1.78% 132 M $
119,980 0.02% 69 M $
23,382,347 3.96% 61 M $
2,000,000 65.04% 50 M $

Company details: Sun Life Financial Inc.

Sun Life Financial, Inc.

1 York Street

M5J 0B6, Toronto

+416 979 9966

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

Group companies: Sun Life Financial Inc.

NameCategory and Sector
Insurance Brokers/Services
Investment Managers
Investment Managers
Investment Managers
Investment Managers

Other Life & Health Insurance

Change 5d. change 1-year change 3-years change Capi.($)
+1.10%+4.05%+17.67%+44.16% 36.66B
+2.11%+4.02%+19.18%+29.63% 149B
+1.38%+3.72%+9.79%+45.67% 99.27B
0.00%+3.73%+23.18%+93.98% 63.44B
+1.54%+6.56%+30.65%+103.75% 62.21B
-0.18%+1.28%+3.16%+69.07% 57.77B
+1.96%+3.03%+26.90%+39.28% 49.59B
+0.90%+6.80%+4.24%+25.44% 49.14B
+0.68%+4.86%+31.72%+85.81% 44.84B
+1.26%+4.90%+48.51%-3.81% 37.47B
Average +1.08%+2.45%+21.50%+53.30% 64.91B
Weighted average by Cap. +1.23%+1.99%+19.74%+52.18%
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
92.42CAD
Average target price
95.93CAD
Spread / Average Target
+3.80%

Annual profits - Rate of surprise

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