Welcome to our dedicated page for SUN LIFE FINANCIAL SEC filings (Ticker: SLF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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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%.
Sun Life Financial Inc. filed a Form 6-K providing the independent auditor’s report on its 2025 consolidated financial statements under Canadian generally accepted auditing standards. Deloitte LLP issued an unqualified opinion, stating the financial statements for 2025 and 2024 present fairly the company’s financial position and results in accordance with IFRS.
The auditors highlighted three key audit matters: valuation of insurance contract liabilities under IFRS 17, goodwill impairment testing for the U.S. Dental cash-generating unit, and fair value measurement of investment properties. No goodwill impairment was recorded, and the auditors reported no issues with the other information reviewed, such as Management’s Discussion and Analysis.
Sun Life Financial Inc. filed a Form 13F reporting institutional holdings. The filing, signed by Randolph Brown, CIO, lists 39 reported positions with a total value of $1,960,987 and names 3 other included managers. The report is dated 10-27-2025.
Sun Life Financial Inc. filed a Form 6-K for November 2025 as a foreign private issuer. The submission includes a Shareholders’ Report, certificates from the Chief Executive Officer and Chief Financial Officer under Canadian National Instrument 52-109, and an earnings coverage ratio prepared under Canadian National Instrument 44-102 for shelf distributions.
Sun Life Financial Inc. submitted a Form 13F holdings report summarizing institutional holdings managed by affiliated managers. The filing lists 40 information-table entries with an aggregate reported value of $1,828,541 and identifies 3 other included managers.
The report was signed by Randolph Brown, CIO, and is filed as a 13F combination report indicating the reporting manager's holdings are shared across related reporting entities.