Welcome to our dedicated page for SUN LIFE FINANCIAL SEC filings (Ticker: SLFIF), 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on SUN LIFE FINANCIAL's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into SUN LIFE FINANCIAL's regulatory disclosures and financial reporting.
Sun Life Financial Inc. (SLF) is entering a definitive strategic partnership with Wilton Re to create Windsor Life Re, a U.S. and Bermuda–domiciled affiliated reinsurer focused on in-force life and annuity business. Windsor Life Re will initially reinsure an in-force block of approximately US$1.7 billion from Wilton Re, with future business ceded on a quota share basis.
The partnership is expected to deploy about US$900 million of capital, with Sun Life and Wilton Re each contributing roughly one-third of the total equity capitalization. SLC Management, Sun Life’s institutional alternatives asset manager, will act as lead asset manager for Windsor Life Re and manage up to US$10 billion of assets at scale. Windsor Life Re is anticipated to grow to roughly US$10 billion in assets, subject to regulatory approvals and customary closing conditions, with launch targeted for the first half of 2027.
As context, Sun Life reported total assets under management of C$1.70 trillion (US$1.20 trillion) and SLC Management reported US$316 billion in assets under management as of June 30, 2026.
Sun Life Financial Inc., as an institutional investment manager, filed a quarterly Form 13F combination report. The filing covers holdings managed directly by Sun Life and by other managers, with 47 reportable positions in the information table and an aggregate reported value of $1,952,194 (round to nearest dollar). The report lists 3 other included managers, including Sun Life Capital Management (U.S.) LLC, Sun Life Assurance Co. of Canada, and Crescent Capital Group LP, and identifies Massachusetts Financial Services Co. as another reporting manager.
Sun Life Financial Inc. reported strong Q2 2026 results, with underlying net income of $1,123 million, up 11% from Q2 2025, and underlying EPS of $2.02, up 13%. Reported net income rose 41% to $1,008 million and reported EPS increased 44% to $1.81, helped by favourable equity markets and the absence of a prior-year Dental impairment.
Underlying ROE was 19.1% and reported ROE 17.2%. Assets under management reached $1.70 trillion, up 10% year over year, with total asset management and wealth sales of $82.7 billion and net inflows of $2.1 billion. Group insurance sales rose 27% to $680 million and individual insurance sales 16% to $1,002 million, led by Hong Kong and U.S. medical stop-loss.
By segment, Canada underlying net income grew 23% to $427 million, the U.S. increased 15% to US$164 million and Asia rose 18% to $222 million. Sun Life Asset Management generated US$262 million of underlying net income and US$1.5 billion of net inflows. The LICAT capital ratio was 145%, with a financial leverage ratio of 23.8%. Sun Life completed acquisitions of the remaining interests in BentallGreenOak and Crescent, agreed to acquire Bell Partners for US$350 million, issued $750 million of subordinated debentures, and renewed its normal course issuer bid, repurchasing 0.8 million shares for $83 million in Q2.
Sun Life Financial reported a strong second quarter for the period ended June 30, 2026, with underlying net income of $1,123 million, up $108 million or 11% from Q2 2025, and reported net income of $1,008 million, up $292 million or 41%. Underlying EPS was $2.02 versus $1.79, while reported EPS was $1.81 versus $1.26. Underlying ROE reached 19.1% and reported ROE was 17.2%. Assets under management were $1,696 billion, an increase of $155 billion or 10%. The SLF Inc. LICAT ratio stood at 145% and the financial leverage ratio at 23.8%.
Growth was broad-based: Sun Life Asset Management posted higher underlying income and asset management gross flows and wealth sales of $82.7 billion, up 55%, with net flows of $2.1 billion versus net outflows a year earlier. Group insurance sales were $680 million, up 27%, and individual insurance sales were $1,002 million, up 16%. Canada, the U.S. and Asia all reported higher underlying net income, supported by medical stop‑loss growth in the U.S. and strong Hong Kong and broader Asian sales. Strategically, Sun Life completed the acquisition of Bell Partners Inc., while Crescent Capital closed a US$10.8 billion U.S. direct lending fund and a US$3.2 billion private credit continuation vehicle. The company also emphasized progress on digital and AI initiatives across client, advisor and property operations.
Sun Life Financial Inc. announced a planned Board leadership transition, with Joseph Natale expected to succeed Scott Powers as chair following the annual meeting on May 5, 2027, subject to his re-election as a director. Powers will retire as chair and from the Board after completing his full term.
Natale has been a Sun Life director since February 2023, chairs the Management Resource Committee, and sits on the Risk Committee, bringing more than 30 years of CEO and consulting experience. Sun Life had total assets under management of $1.70 trillion as of June 30, 2026, all in Canadian dollars, reflecting its global asset management, wealth, insurance and health solutions platform.
Sun Life Financial Inc. declared quarterly dividends for Q3 2026. The Board approved a $0.96 per share dividend on common shares, payable September 29, 2026 to shareholders of record on August 26, 2026, unchanged from the prior quarter.
The Board also declared dividends on Class A Non-Cumulative Preferred Shares, including $0.278125 per share for Series 3 and 4 and $0.281250 for Series 5, with the same record and payment dates. Common shares under the Canadian Dividend Reinvestment and Share Purchase Plan will be bought on the open market. The company reports $1.70 trillion of assets under management as of June 30, 2026.
Sun Life Financial Inc. appointed Katherine Lee to its Board of Directors effective July 31, 2026. She is a veteran executive with extensive experience in financial services, investments and real estate, including senior leadership roles at GE Capital in Canada, the U.S. and Asia.
Lee has over 20 years of public and private board service at major organizations in regulated industries and global financial services. As of March 31, 2026, Sun Life reported total assets under management of $1.58 trillion, reflecting its scale as an international provider of asset management, wealth, insurance and health solutions across multiple global markets.
Sun Life Financial Inc. has informed shareholders that Ocehan LLC has launched an unsolicited mini-tender offer to purchase up to 100,000 Sun Life common shares. Sun Life is not associated with Ocehan and does not recommend or endorse acceptance of this offer, noting that shareholders are not required to sell.
Sun Life explains that the Ocehan mini-tender is priced significantly below recent market levels, at discounts of 24.95% to the TSX closing price on May 25, 2026 and 24.38% to the NYSE closing price on May 22, 2026. The company highlights Canadian and U.S. regulators’ cautions about mini-tender offers and notes that, according to Ocehan’s documents, shareholders who have already tendered can withdraw their shares within 21 days.
Sun Life also provides contact details for its stock transfer agents and advisors, and reiterates its global financial services footprint. As of March 31, 2026, it reports total assets under management of $1.58 trillion, underscoring the scale of its operations.
Sun Life Financial Inc. has completed its acquisition of Bell Partners, a leading U.S. multifamily real estate investment manager and property manager. Sun Life acquired a 100% interest for US$350 million, with about 80% of the price paid in Sun Life common shares.
Bell Partners will operate as a distinct, vertically integrated business under BGO, overseeing Sun Life’s U.S. multifamily real estate assets while retaining its leadership, branding, offices and client focus. The deal expands Sun Life’s asset management capabilities in the U.S. multifamily sector, one of the largest segments of the U.S. real estate market.
As of March 31, 2026, Sun Life reported total assets under management of $1.58 trillion. Its institutional asset management arm, SLC Management, had US$308 billion in assets under management, while BGO, together with Bell Partners, had approximately US$100 billion in real estate assets under management.
Sun Life Financial Inc. plans to issue in Canada $750 million principal amount of Series 2026-1 Subordinated Unsecured 4.21% Fixed/Floating Debentures due 2038. The offering is expected to close on June 19, 2026, with proceeds earmarked for general corporate purposes.
The debentures are expected to qualify as Tier 2 capital and will be sold on a reasonable best efforts agency basis by a syndicate led by CIBC Capital Markets, RBC Capital Markets and TD Securities. Sun Life reports total assets under management of $1.58 trillion as of March 31, 2026.