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
2025 Q2 ADDED 692,667 +633,977 +1080.2% 0.01% $46.0M $65.76
2025 Q1 REDUCED 58,690 -521,463 -89.9% 0.00% $3.4M $56.11
2025 Q1 REDUCED 580,153 -505,419 -46.6% 0.01% $33.2M $56.11
2024 Q4 ADDED 1,085,572 +1,026,882 +1749.7% 0.01% $64.4M $57.53
2024 Q4 UNCHANGED 58,690 0% 0.00% $3.5M $57.53
2024 Q3 REDUCED 58,690 -559,040 -90.5% 0.00% $3.4M $55.70
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SLF price (monthly, adj. close)
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