Sun Life Financial Inc. files U.S. current reports as a Canadian foreign private issuer using Form 6-K and reports under Form 40-F. Its filings document operating and financial results for its insurance, wealth, health and asset management businesses, including shareholder reports, management certifications, earnings coverage information and capital-related disclosures such as common and preferred share dividends and dividend reinvestment arrangements.
The filing record also covers proxy and governance matters, including annual meeting materials, director election results, board and committee disclosures, executive compensation, compensation governance, equity compensation plans and the amended executive stock option plan. These documents provide formal records of Sun Life's public-company governance, capital structure and recurring securities-law disclosures.
Sun Life Financial Inc. is reshaping its asset management platform by fully owning key alternatives managers and expanding in U.S. multifamily real estate. The company completed the purchase of the remaining equity stakes in BGO and Crescent Capital Group, paying C$1.59 billion for the last 44% of BGO and C$829 million for the final 49% of Crescent. These buy-ups, funded by 2025 debt issuances, eliminate a put liability and will trigger an estimated C$236 million charge to Q1 2026 reported net income and a C$85 million net reduction in equity.
Sun Life also plans to acquire Bell Partners, a U.S. multifamily real estate and property management firm, for US$350 million, with at least 75% payable in Sun Life common shares. Any dilution from the share issuance is expected to be offset by repurchases under a renewed normal course issuer bid, and the deal is expected to be accretive to underlying earnings per share in 2026 on an annualized basis. SLC Management, Sun Life’s institutional asset manager, now oversees C$260 billion of third-party assets and C$165 billion of General Account assets, and is targeting medium-term growth in third-party AUM and fee-related earnings.
Sun Life Financial Inc. announced that its 2026 Annual and Special Meeting of common shareholders and the Annual Meeting of voting policyholders of Sun Life Assurance Company of Canada will be held on May 6, 2026, at 5:00 p.m. ET.
Participants can attend online via webcast or in person at Sun Life's global headquarters in Toronto and will be able to ask questions and vote on meeting matters. The 2025 Annual Report, Notice of Meeting and Management Information Circular are now available, and shareholders and voting policyholders are encouraged to vote in advance by May 4, 2026.
Sun Life reported total assets under management of $1.60 trillion as of December 31, 2025, reflecting the scale of its global asset management, wealth, insurance and health solutions businesses.
Sun Life Financial Inc. is inviting common shareholders to its annual and special meeting on May 6, 2026, with 554,013,029 votes eligible to be cast. Shareholders can attend by live webcast or in person in Toronto and may vote by proxy, online or at the meeting.
Items on the agenda include receiving 2025 financial statements, electing 13 directors, reappointing Deloitte as auditor, a non-binding “say on pay” vote, and amendments to the Executive Stock Option Plan. The Board proposes increasing the ESOP share pool by 5 million common shares to a maximum of 34,525,000, which would bring total shares available for issuance under the ESOP to 6,067,349, or about 1.1% of common shares outstanding as of February 27, 2026.
The circular outlines Sun Life’s governance framework, director independence, committee structure and succession planning. It also details strong prior shareholder support for directors, the auditor and executive pay, along with robust policies on culture, ethics, inclusion and board renewal.
Sun Life Financial Inc. has amended and restated its Executive Stock Option Plan, effective as of May 6, 2026, to govern long‑term incentives for selected officers and senior managers across the company, its subsidiaries and designated affiliated entities.
The plan grants stock options at a price that is at least the fair market value of a share on the grant date, generally based on the TSX closing price. It includes blackout period extensions, change‑in‑control vesting rules, and allows attached stock appreciation rights payable in cash based on share price gains.
The maximum number of shares that may be issued under options outstanding pursuant to the plan is 34,525,000. Options for any one person, together with options under other employee‑related plans or option grants for services, are capped at 1% of outstanding shares, subject to stock exchange and legal limits. The board can amend or terminate the plan within specified boundaries, and participation is voluntary and does not guarantee continued employment or future grants.
Sun Life Financial Inc. has appointed Marcia Moffat to its Board of Directors, effective March 6, 2026. The appointment brings a leader with 30 years of experience across asset management, retail banking, investment banking and law in Canada, the U.S. and France.
Ms. Moffat previously served as Chief Executive Officer of BlackRock Asset Management Canada Limited and Country Head at BlackRock, where she helped grow Canadian assets under management over a 10-year period. Sun Life reported total assets under management of $1.60 trillion as of December 31, 2025, reflecting the scale at which she will be contributing at the board level.
Sun Life Financial Inc. filed a report confirming key details for its upcoming Annual General and Special Meeting of security holders. The meeting is scheduled for May 6, 2026.
The record date for notice, voting, and beneficial ownership determination is March 13, 2026, meaning investors holding common shares on that date will be entitled to receive meeting materials and vote. Only common shares carry notice and voting rights for this meeting.
The company will use a notice-and-access approach for both registered shareholders and beneficial holders, providing proxy-related materials electronically. Sun Life will also pay for delivery of materials to objecting beneficial owners, helping ensure broad distribution of the meeting information.
Sun Life Financial Inc. filed a Form 13F combination report showing holdings reported by multiple affiliated managers. The report lists 43 portfolio entries with a total market value of $1,905,282 (rounded) and identifies 3 other included managers. The report was signed by Randolph Brown, CIO, on 02-11-2026.
Sun Life Financial Inc. declared a quarterly dividend of $0.92 per common share, payable on March 31, 2026 to shareholders of record on February 25, 2026. This matches the amount paid in the previous quarter.
The Board also declared Q1 2026 dividends on several Class A Non-Cumulative Preferred Share series, including $0.278125 per share for Series 3 and 4, $0.281250 for Series 5, $0.264375 for Series 8R, $0.223644 for Series 9QR, $0.185438 for Series 10R, and $0.270493 for Series 11QR. As of December 31, 2025, Sun Life reported $1.60 trillion in assets under management.
Sun Life Financial Inc. filed its annual report on Form 40-F for the year ended December 31, 2025. The company reports 553,799,595 common shares outstanding, along with multiple series of Class A preferred shares, including Series 3, 4, 5, 8R, 9QR, 10R, 11QR and 14.
The filing incorporates by reference the 2025 Annual Management’s Discussion and Analysis, consolidated annual financial statements, and the annual information form dated February 11, 2026. It confirms Deloitte LLP as principal accountant, identifies three Audit Committee Financial Experts, and includes exhibits such as a clawback policy, certifications, consents and interactive data files.
Sun Life Financial reported a strong finish to 2025. Underlying net income in Q4 was $1,094 million, up 13% from Q4 2024, with full-year underlying net income of $4,201 million, up 9%. Underlying diluted EPS rose to $1.96 in Q4 and $7.45 for the year, increases of 17% and 12% respectively.
Reported net income climbed to $722 million in Q4, up 205% year over year, and $3,472 million for 2025, up 14%. Underlying ROE was a high 19.1% in Q4 and 18.2% for the year, while reported ROE reached 12.6% and 15.1%. Assets under management grew to $1.605 trillion, up 4% from year-end 2024.
Growth was broad-based: Asset management & wealth underlying net income rose 10%, Group Health & Protection 16%, and Individual Protection 17% in Q4. Asia delivered 49% higher individual sales and strong new business margins, the U.S. saw a 45% increase in group sales, and Canada posted 46% higher asset management and wealth flows. Capital strength remained solid with a LICAT ratio of 157% and an underlying dividend payout ratio of 47%.