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 filed a Form 13F disclosing institutional holdings on behalf of its investment management entities. The filing reports 48 positions with a total reported market value of $1,761,356 and lists 3 other included managers. The report is a 13F Combination Report.
Sun Life Financial Inc. reported that all 13 director nominees listed in its March 13, 2026 management information circular were elected at the annual and special meeting of common shareholders. Each nominee received very high support, with “for” votes ranging from 97.9% to 99.8% of votes cast.
Sun Life describes itself as a leading international financial services organization with asset management, wealth, insurance and health businesses across multiple markets. As of March 31, 2026, it reported total assets under management of $1.58 trillion, with figures stated in Canadian dollars.
Sun Life Financial Inc. reported that all 13 director nominees listed in its March 13, 2026 management information circular were elected at the annual and special meeting of common shareholders. Each nominee received very high support, with “for” votes ranging from 97.9% to 99.8% of votes cast.
Sun Life describes itself as a leading international financial services organization with asset management, wealth, insurance and health businesses across multiple markets. As of March 31, 2026, it reported total assets under management of $1.58 trillion, with figures stated in Canadian dollars.
Sun Life Financial Inc. reported Q1 2026 underlying net income of $1,050 million, up slightly from Q1 2025, while reported net income fell 50% to $465 million due to market-related impacts and significant one-time charges. Underlying EPS was $1.89 and reported EPS was $0.84. Underlying ROE was strong at 18.6% versus reported ROE of 8.2%. Assets under management reached $1.58 trillion, with total AUM of $1,575 billion on a reporting basis and a LICAT ratio of 143%. Asia and Canada delivered higher underlying earnings, while Sun Life Asset Management saw lower results and meaningful net outflows. The company completed purchases of the remaining interests in BentallGreenOak and Crescent Capital for a combined US$1.77 billion, booked a $145 million charge for a proposed legal settlement in Canada, raised its quarterly dividend from $0.92 to $0.96 per share, and announced its intention to renew a normal course issuer bid for up to 10 million common shares.
Sun Life Financial Inc. reported Q1 2026 underlying net income of $1,050 million, up slightly from Q1 2025, while reported net income fell 50% to $465 million due to market-related impacts and significant one-time charges. Underlying EPS was $1.89 and reported EPS was $0.84. Underlying ROE was strong at 18.6% versus reported ROE of 8.2%. Assets under management reached $1.58 trillion, with total AUM of $1,575 billion on a reporting basis and a LICAT ratio of 143%. Asia and Canada delivered higher underlying earnings, while Sun Life Asset Management saw lower results and meaningful net outflows. The company completed purchases of the remaining interests in BentallGreenOak and Crescent Capital for a combined US$1.77 billion, booked a $145 million charge for a proposed legal settlement in Canada, raised its quarterly dividend from $0.92 to $0.96 per share, and announced its intention to renew a normal course issuer bid for up to 10 million common shares.
Sun Life Financial Inc. reported Q1 2026 underlying net income of $1,050 million, up slightly from Q1 2025, while reported net income fell 50% to $465 million due to market-related impacts and significant one-time charges. Underlying EPS was $1.89 and reported EPS was $0.84. Underlying ROE was strong at 18.6% versus reported ROE of 8.2%. Assets under management reached $1.58 trillion, with total AUM of $1,575 billion on a reporting basis and a LICAT ratio of 143%. Asia and Canada delivered higher underlying earnings, while Sun Life Asset Management saw lower results and meaningful net outflows. The company completed purchases of the remaining interests in BentallGreenOak and Crescent Capital for a combined US$1.77 billion, booked a $145 million charge for a proposed legal settlement in Canada, raised its quarterly dividend from $0.92 to $0.96 per share, and announced its intention to renew a normal course issuer bid for up to 10 million common shares.
Sun Life Financial Inc. reported mixed first quarter 2026 results. Underlying net income was $1,050 million, up slightly from Q1 2025, with underlying EPS of $1.89 and an underlying return on equity of 18.6%. Growth was driven by strong performance in Asia, Canada, and U.S. Health & Risk Solutions.
Reported profitability declined sharply due to notable charges and markets. Reported net income fell to $465 million, down 50% year over year, as market-related impacts, a $165 million charge for acquiring remaining interests in SLC Management affiliates, and a $145 million charge for a proposed legal settlement weighed on results. Assets under management reached $1,575 billion and the LICAT ratio was 143%. Sun Life increased its common share dividend from $0.92 to $0.96 and signaled its intention to renew its normal course issuer bid for up to 10 million common shares while completing full ownership of BentallGreenOak and Crescent and announcing a planned acquisition of Bell Partners.
Sun Life Financial Inc. reported mixed first quarter 2026 results. Underlying net income was $1,050 million, up slightly from Q1 2025, with underlying EPS of $1.89 and an underlying return on equity of 18.6%. Growth was driven by strong performance in Asia, Canada, and U.S. Health & Risk Solutions.
Reported profitability declined sharply due to notable charges and markets. Reported net income fell to $465 million, down 50% year over year, as market-related impacts, a $165 million charge for acquiring remaining interests in SLC Management affiliates, and a $145 million charge for a proposed legal settlement weighed on results. Assets under management reached $1,575 billion and the LICAT ratio was 143%. Sun Life increased its common share dividend from $0.92 to $0.96 and signaled its intention to renew its normal course issuer bid for up to 10 million common shares while completing full ownership of BentallGreenOak and Crescent and announcing a planned acquisition of Bell Partners.
Sun Life Financial Inc. reported mixed first quarter 2026 results. Underlying net income was $1,050 million, up slightly from Q1 2025, with underlying EPS of $1.89 and an underlying return on equity of 18.6%. Growth was driven by strong performance in Asia, Canada, and U.S. Health & Risk Solutions.
Reported profitability declined sharply due to notable charges and markets. Reported net income fell to $465 million, down 50% year over year, as market-related impacts, a $165 million charge for acquiring remaining interests in SLC Management affiliates, and a $145 million charge for a proposed legal settlement weighed on results. Assets under management reached $1,575 billion and the LICAT ratio was 143%. Sun Life increased its common share dividend from $0.92 to $0.96 and signaled its intention to renew its normal course issuer bid for up to 10 million common shares while completing full ownership of BentallGreenOak and Crescent and announcing a planned acquisition of Bell Partners.
Sun Life Financial Inc. is increasing its regular cash return to shareholders. The Board declared a $0.96 per common share dividend, payable on June 30, 2026 to shareholders of record on May 27, 2026, representing a $0.04 increase from the previous quarter.
The Board also declared quarterly dividends on several series of Class A Non-Cumulative Preferred Shares, with per-share amounts ranging from $0.185438 to $0.281250, payable on the same dates. Common shares acquired through the Canadian Dividend Reinvestment and Share Purchase Plan will be bought on the open market. All dividends are designated as eligible dividends for Canadian tax purposes. As of March 31, 2026, Sun Life reported $1.58 trillion in assets under management.
Sun Life Financial Inc. is increasing its regular cash return to shareholders. The Board declared a $0.96 per common share dividend, payable on June 30, 2026 to shareholders of record on May 27, 2026, representing a $0.04 increase from the previous quarter.
The Board also declared quarterly dividends on several series of Class A Non-Cumulative Preferred Shares, with per-share amounts ranging from $0.185438 to $0.281250, payable on the same dates. Common shares acquired through the Canadian Dividend Reinvestment and Share Purchase Plan will be bought on the open market. All dividends are designated as eligible dividends for Canadian tax purposes. As of March 31, 2026, Sun Life reported $1.58 trillion in assets under management.
Sun Life Financial Inc. is increasing its regular cash return to shareholders. The Board declared a $0.96 per common share dividend, payable on June 30, 2026 to shareholders of record on May 27, 2026, representing a $0.04 increase from the previous quarter.
The Board also declared quarterly dividends on several series of Class A Non-Cumulative Preferred Shares, with per-share amounts ranging from $0.185438 to $0.281250, payable on the same dates. Common shares acquired through the Canadian Dividend Reinvestment and Share Purchase Plan will be bought on the open market. All dividends are designated as eligible dividends for Canadian tax purposes. As of March 31, 2026, Sun Life reported $1.58 trillion in assets under management.
Sun Life Financial Inc. plans, subject to OSFI and TSX approval, to renew a normal course issuer bid to repurchase up to 10,000,000 common shares. This represents approximately 1.8% of the 554,013,029 common shares outstanding as of March 31, 2026.
The program is expected to begin on May 29, 2026, or earlier once approvals are received, and can run for up to 12 months. Shares may be bought on the TSX, other Canadian exchanges, the NYSE and alternative trading platforms, and then cancelled or used for equity-based incentive plans.
Sun Life Financial Inc. plans, subject to OSFI and TSX approval, to renew a normal course issuer bid to repurchase up to 10,000,000 common shares. This represents approximately 1.8% of the 554,013,029 common shares outstanding as of March 31, 2026.
The program is expected to begin on May 29, 2026, or earlier once approvals are received, and can run for up to 12 months. Shares may be bought on the TSX, other Canadian exchanges, the NYSE and alternative trading platforms, and then cancelled or used for equity-based incentive plans.
Sun Life Financial Inc. plans, subject to OSFI and TSX approval, to renew a normal course issuer bid to repurchase up to 10,000,000 common shares. This represents approximately 1.8% of the 554,013,029 common shares outstanding as of March 31, 2026.
The program is expected to begin on May 29, 2026, or earlier once approvals are received, and can run for up to 12 months. Shares may be bought on the TSX, other Canadian exchanges, the NYSE and alternative trading platforms, and then cancelled or used for equity-based incentive plans.
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. 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. 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. 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. 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.