Sun Life Financial Inc

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Sun Life Financial Inc
TickerSLF
CIK #0001097362
CUSIP866796105
SectorFinance - Life Insurance
AddressSun Life Assurance Co of Canada One York Street, Toronto, ON M5J 0B6
Source [EDGAR]
CIK Filing 2011 - 2025
[0001097362] 13F-HR
[0001097362] 3
[0001097362] 4
[0001097362] 6-K
[0001097362] D
[0001097362] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Sun Life Financial Inc Carlyle Tactical Private Credit Fund [2025-08-11] 0.0
Sun Life Financial Inc Crescent Capital BDC Inc [2024-11-26] 6.01
Sun Life Financial Inc CION Ares Diversified Credit Fund [2024-11-12] 6.23
BlackRock Inc Sun Life Financial Inc [2023-02-03] 5.3
Sun Life Financial Inc CION Ares Diversified Credit Fund [2021-08-02] 11.67
Sun Life Financial Inc Ares Dynamic Credit Allocation Fund Inc [2021-08-02] 30.0
Sun Life Financial Inc Boulder Growth & Income Fund [2020-12-10] 14.13
Sun Life Financial Inc Calamos Strategic Total Return Fund [2018-02-14] 8.26
Sun Life Financial Inc Blackstone / GSO Strategic Credit Fund [2016-08-03] 55.55
Sun Life Financial Inc Blackstone / GSO Long-Short Credit Income Fund [2016-08-03] 50.0
Sun Life Financial Inc Clearbridge Energy MLP Fund Inc [2015-01-15] 78.95
Sun Life Financial Inc Kayne Anderson Midstream/Energy Fund Inc [2014-01-29] 42.9
Sun Life Financial Inc Neuberger Berman Real Estate Securities Income Fund Inc [2014-01-29] 100.0
Sun Life Financial Inc Kayne Anderson Midstream/Energy Fund Inc [2014-01-29] 42.9
Sun Life Financial Inc Kayne Anderson Energy Total Return Fund Inc [2014-01-29] 16.7
Sun Life Financial Inc Kayne Anderson Energy Total Return Fund Inc [2014-01-29] 16.7
Sun Life Financial Inc Kayne Anderson Energy Total Return Fund Inc [2014-01-29] 16.7
Sun Life Financial Inc Kayne Anderson MLP Investment Co [2014-01-29] 26.2
Sun Life Financial Inc Kayne Anderson MLP Investment Co [2014-01-29] 26.2
Sun Life Financial Inc Kayne Anderson MLP Investment Co [2014-01-29] 26.2
Sun Life Financial Inc Kayne Anderson MLP Investment Co [2014-01-29] 14.4
Sun Life Financial Inc Kayne Anderson MLP Investment Co [2014-01-29] 14.4
Sun Life Financial Inc Kayne Anderson MLP Investment Co [2014-01-29] 14.4
Form 3/4/5 Filer 2011 - 2025
CION Ares Diversified Credit Fund
Sun Life Financial Inc
Sun Life Assurance Co of Canada
Ares Dynamic Credit Allocation Fund, Inc.
Angel Oak Financial Strategies Income Term Trust
SRH Total Return Fund, Inc.
Kayne Anderson Energy Infrastructure Fund, Inc.
Neuberger Berman Real Estate Securities Income Fund Inc
Kayne Anderson Energy Total Return Fund, Inc.
Blackstone Long-Short Credit Income Fund
Blackstone Strategic Credit 2027 Term Fund
Kayne Anderson NextGen Energy & Infrastructure, Inc.
ClearBridge MLP & Midstream Fund Inc.
Tortoise Midstream Energy Fund, Inc.
Sun Life Insurance & Annuity Co of New York
Sun Life Assurance Co of Canada (U.S.)
Form 13F Holdings
Firm Period DFND Voting Shares
Royal Bank of Canada [2025-06-30] DFND 36,575,517 41,322,877
Vanguard Group Inc [2025-06-30] SOLE 0 15,703,360
TD Asset Management Inc [2025-06-30] SOLE 11,696,766 11,696,766
Royal Bank of Canada [2025-06-30] SOLE 11,652,610 11,652,610
Bank of Montreal /Can/ [2025-06-30] DFND 11,392,137 11,460,319
Mackenzie Financial Corp [2025-06-30] SOLE 10,957,260 10,957,260
1832 Asset Management L.P. [2025-06-30] SOLE 10,135,767 10,135,767
Vanguard Group Inc [2025-06-30] DFND 0 9,718,851
Manufacturers Life Insurance Company the [2025-06-30] DFND 8,355,498 8,355,498
National Bank of Canada /FI/ [2025-06-30] DFND 0 6,722,256
Toronto Dominion Bank [2025-06-30] SOLE 6,522,907 6,522,907
Federation des caisses Desjardins du Quebec [2025-06-30] DFND 6,305,308 6,305,308
Bank of Nova Scotia [2025-06-30] SOLE 6,156,457 6,156,457
CIBC World Market Inc [2025-06-30] SOLE 5,970,296 5,970,296
CIBC Asset Management Inc [2025-06-30] SOLE 5,525,669 5,529,799
Norges Bank [2025-06-30] SOLE 5,450,205 5,450,205
Connor Clark & Lunn Investment Management Ltd [2025-06-30] SOLE 4,545,282 4,766,443
FMR LLC [2025-06-30] DFND 4,282,792 4,714,235
Geode Capital Management LLC [2025-06-30] DFND 4,625,675 4,625,675
Beutel, Goodman & Co Ltd. [2025-06-30] SOLE 4,511,080 4,601,560
TD Asset Management Inc [2025-06-30] DFND 4,099,750 4,099,750
Legal & General Group Plc [2025-06-30] DFND 3,178,571 3,488,475
Goldman Sachs Group Inc [2025-06-30] DFND 3,139,921 3,153,689
Scotia Capital Inc [2025-06-30] DFND 0 3,107,058
Canada Pension Plan Investment Board [2025-06-30] SOLE 2,824,364 2,824,364
Letko Brosseau & Associates Inc [2025-06-30] SOLE 1,803,894 2,748,794
JPMorgan Chase & Co [2025-06-30] DFND 2,440,107 2,490,449
Morgan Stanley [2025-06-30] DFND 1,821,187 2,203,935
TD Waterhouse Canada Inc. [2025-06-30] DFND 1,884,994 1,884,994
HSBC Holdings PLC [2025-06-30] SOLE 1,766,945 1,766,945
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