SLF — SUN LIFE FINL INC

Ownership history in UBS Group AG · 64 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in SUN LIFE FINL INC (SLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.02% (2015 Q3)

Avg. % of fund

0.01%

First filed

2014 Q4

Last filed

2025 Q4

Quarters held

64

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	597,437	+538,747	+918.0%	0.01%	$37.3M	$61.75
2025 Q3	REDUCED	58,690	-722,816	-92.5%	0.00%	$3.5M	$59.41
2025 Q3	ADDED	781,506	+722,816	+1231.6%	0.01%	$46.9M	$59.41
2025 Q2	REDUCED	58,690	-633,977	-91.5%	0.00%	$3.9M	$65.76

% of Fund (quarterly) SLF price (monthly, adj. close)

Other funds also holding SLF

As of 2025 Q4 — sorted by position size

Value Partners Investments Inc. 3Y 5.39% PERISCOPE CAPITAL INC. 3Y 7Y 5.0% QV Investors Inc. 3Y 7Y 4.08% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 3.61% LETKO, BROSSEAU & ASSOCIATES INC 3Y 7Y 3.28% KRAEMATON INVESTMENT ADVISORS, INC 3Y 2.13% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 2.08% Cardinal Capital Management, Inc. 3Y 7Y 2.07% BCV Asset Management Inc. 1.93% Lorne Steinberg Wealth Management Inc. 3Y 1.83%

← Back to UBS Group AG Holdings