Société Sun Life Financial Inc. OTC Markets

Société Sun Life Financial Inc. OTC Markets

SLFI.F

CA8667965013

Assurance vie et santé

Consensus des Analystes

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SLFI.F

CA8667965013

Assurance vie et santé

Consensus des Analystes

Métier

Ventes par activité

Ventes par région

Dirigeants

Administrateurs

Classe d'actions

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Notations pour Sun Life Financial Inc.

Révisions de BNA

Bénéfices trimestriels - Taux de surprise

Secteur Assurance vie et santé - Autres

Métier

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Notations pour Sun Life Financial Inc.

Révisions de BNA

Bénéfices trimestriels - Taux de surprise

Secteur Assurance vie et santé - Autres

Marché Fermé - OTC Markets Autres places de cotation 18:17:56 15/04/2024			Varia. 5j.	Varia. 1 janv.
13,3 ^USD	-32,32%		-.--%	-28,19%

05/06	La Sun Life US élargit sa collaboration avec Goodpath pour offrir des soins virtuels à l'ensemble de la population	MT
28/05	La Financière Sun Life Inc. annonce la retraite de Barbara G. Stymiest à titre d'administratrice	CI

La Financière Sun Life inc. est une société canadienne de services financiers internationaux qui offre des solutions en matière de gestion d'actif, de patrimoine, d'assurance et de santé aux particuliers et aux institutions. Ses secteurs d'activité sont le Canada, les États-Unis, la gestion d'actifs, l'Asie et l'entreprise. Le segment Canada propose des solutions de protection, de santé, de gestion d'actifs et de patrimoine. Il offre également une plateforme virtuelle de soins de santé et de bien-être de premier ordre. Le secteur américain offre des prestations aux employés et aux gouvernements aux États-Unis. Ses unités d'affaires comprennent les garanties collectives, les soins dentaires et la gestion des effectifs. Le secteur de la gestion d'actifs comprend la MFS et la SLC Management. La MFS est un gestionnaire d'actifs qui propose une gamme complète de produits et de services financiers. Le segment Asie se compose de deux unités d'affaires : Marchés locaux et Plates-formes internationales. Il est présent sur un certain nombre de marchés dans le monde, notamment au Canada, aux États-Unis, au Royaume-Uni, en Irlande, à Hong Kong et en Inde.

Nombre d'employés: 30 941

CAD en Millions	2022	Poids	2023	Poids	Delta
Canada 42,1 %	11 867	50,9 %	17 162	42,1 %	+44,62%
United States 33,1 %	6 300	27,0 %	13 500	33,1 %	+114,29%
Asset Management 15,1 %	5 757	24,7 %	6 140	15,1 %	+6,65%
Asia 9,9 %	752	3,2 %	4 032	9,9 %	+436,17%
Consolidation Adjustments -1,5 %	-406	-1,7 %	-598	-1,5 %	+47,29%
Corporate Support 1,3 %	-948	-4,1 %	538	1,3 %	-156,75%

CAD en Millions	2022	Poids	2023	Poids	Delta
United States 46,7 %	11 534	49,5 %	19 030	46,7 %	+64,99%
Canada 43,0 %	12 127	52,0 %	17 546	43,0 %	+44,69%
Asia 9,9 %	752	3,2 %	4 032	9,9 %	+436,17%
Consolidation Adjustments -1,5 %	-406	-1,7 %	-598	-1,5 %	+47,29%
United Kingdom 1,3 %	-726	-3,1 %	521	1,3 %	-171,76%
Other Countries 0,6 %	41	0,2 %	243	0,6 %	+492,68%

Dirigeants	Titre	Age	Depuis
Kevin Strain CEO	Chief Executive Officer	57	29/05/17
Laura Money CTO	Chief Tech/Sci/R&D Officer	-	29/06/20
Kent Savage CMP	Compliance Officer	-	01/08/16
Dawn Lai CMP	Compliance Officer	-	01/04/98
David Garg IRC	Investor Relations Contact	-	01/11/21
Emily Schur HRO	Human Resources Officer	-	-
Manjit Singh PRN	Corporate Officer/Principal	-	29/03/21
Yaniv Bitton PRN	Corporate Officer/Principal	-	01/10/16
Tim Rarick PRN	Corporate Officer/Principal	-	16/04/18
Jacques Goulet PRN	Corporate Officer/Principal	58	15/01/18

Administrateurs	Titre	Age	Depuis
Scott Powers CHM	Chairman	65	30/10/15
Joe Natale BRD	Director/Board Member	59	07/02/23
Ashok Gupta BRD	Director/Board Member	69	09/05/18
Kevin Strain CEO	Chief Executive Officer	57	29/05/17
Deepak Chopra BRD	Director/Board Member	61	05/05/21
Hing Yuen Ho BRD	Director/Board Member	65	05/05/21
M. Marianne Harris BRD	Director/Board Member	66	01/12/13
Stephanie Coyles BRD	Director/Board Member	57	01/01/17
Marie-Lucie Morin BRD	Director/Board Member	66	31/12/21
Helen M. Hicks BRD	Director/Board Member	63	31/10/21

	Vote	Nombre	Flottant	Autocontrôle	Flottant Total
Action A	1	587 737 153	583 548 621 ( 99,29 %)	0	99,29 %
Action B	0	52 200 000	0	0

Nom	Actions	%	Valorisation
Royal Trust Corp. of Canada 7,100 %	41 267 598	7,100 %	2 069 M $
Vanguard Fiduciary Trust Co. 3,999 %	23 241 910	3,999 %	1 165 M $
TD Waterhouse Private Investment Counsel, Inc. 2,771 %	16 107 748	2,771 %	807 M $
Mackenzie Financial Corp. 2,459 %	14 295 620	2,459 %	717 M $
Fidelity Investments Canada ULC 2,126 %	12 356 428	2,126 %	619 M $
BMO Bank NA (Investment Management) 2,086 %	12 123 476	2,086 %	608 M $
1832 Asset Management LP 1,672 %	9 717 197	1,672 %	487 M $
Beutel, Goodman & Co. Ltd. 1,664 %	9 674 613	1,664 %	485 M $
THE BANK OF NOVA SCOTIA 1,317 %	7 656 225	1,317 %	384 M $
MANULIFE FINANCIAL CORPORATION 1,299 %	7 552 736	1,299 %	379 M $

Nom	Actions	%	Valorisation
CWB Wealth Management Ltd. 0,2248 %	11 200	0,2248 %	144 760 $
Slater Asset Management, Inc. 0,0630 %	3 140	0,0630 %	40 585 $

Nom	Actions	%	Valorisation
Slater Asset Management, Inc. 0,9559 %	95 586	0,9559 %	1 M $

Nom	Actions	%	Valorisation
Slater Asset Management, Inc. 0,6875 %	82 499	0,6875 %	1 M $

Nom	Actions	%	Valorisation
Manulife Investment Management Ltd. 0,6435 %	64 350	0,6435 %	897 747 $
Slater Asset Management, Inc. 0,3439 %	34 391	0,3439 %	479 789 $

Nom	Actions	%	Valorisation
Slater Asset Management, Inc. 2,291 %	142 442	2,291 %	2 M $

Nom	Actions	%	Valorisation
Canso Investment Counsel Ltd. 37,28 %	432 900	37,28 %	6 M $

Nom	Actions	%	Valorisation
Canso Investment Counsel Ltd. -	236 706 000	-	196 M $
ATB Investment Management, Inc. -	128 832 000	-	107 M $
Manulife Investment Management Ltd. -	13 000 000	-	11 M $
Russell Investments Canada Ltd. -	11 232 000	-	9 M $
CWB Wealth Management Ltd. -	750 000	-	621 750 $
Integra Capital Ltd. (Canada) -	145 000	-	120 205 $
I. G. Investment Management Ltd. -	66 000	-	54 714 $

Nom	Actions	%	Valorisation
Slater Asset Management, Inc. 1,113 %	76 135	1,113 %	1 M $

Nom	Actions	%	Valorisation
ADITYA BIRLA SUN LIFE AMC LIMITED 30,18%	86 938 641	30,18%	545 714 719 $
DILLARD'S, INC. 6,38%	780 553	6,38%	349 180 385 $
SPDR S&P 500 ETF TRUST 0,07%	655 039	0,07%	345 447 917 $
CLEAN HARBORS, INC. 2,36%	1 272 480	2,36%	275 606 443 $
DECKERS OUTDOOR CORPORATION 0,83%	211 260	0,83%	231 101 539 $
PTC INC. 0,53%	639 197	0,53%	112 652 079 $
L'ORÉAL 0,04%	973 000	0,04%	95 509 680 $
INSULET CORPORATION 0,74%	520 417	0,74%	92 212 688 $
AON PLC 0,15%	320 728	0,15%	90 329 834 $
CGI INC. 0,39%	799 800	0,39%	79 180 200 $

Sun Life Financial, Inc.

1 York Street 31st floor

M5J 0B6, Toronto

+416 979 9966

http://www.sunlife.com

Nom	Catégorie et Secteur
Sun Life Capital Management (US) LLC Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.	Investment Managers
Advisors Asset Management, Inc. Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.	Investment Managers
MFS International (UK) Ltd. MFS International (UK) Ltd. Investment ManagersFinance MFS International (UK) Ltd. (MFSI UK) is an asset management firm headquartered in London, UK. The firm was founded in 1995 and is a subsidiary of MFS International Holdings Pty Ltd., ultimately held by Sun Life Financial, Inc. (NYSE, TSX: SLF) in Canada. MFSI UK provides a range of financial products and services, such as mutual fund management, to individual and institutional investors.	Investment Managers
Sun Life Financial Trust, Inc. Sun Life Financial Trust, Inc. Major BanksFinance Part of Sun Life Financial, Inc., Sun Life Financial Trust, Inc. is a Canadian company that provides banking services. The company is based in Waterloo, Canada. Sun Life Financial Trust was acquired by B2B Bank from Sun Life Financial, Inc. on June 10, 2002.	Major Banks
Sun Life of Canada (Philippines), Inc. Sun Life of Canada (Philippines), Inc. Life/Health InsuranceFinance Sun Life of Canada (Philippines), Inc. provides insurance services. The firm’s products include life insurance, accidental insurance, pension plans, education plans and mutual funds. The company was founded in 1895 and is headquartered in Taguig City, Philippines.	Life/Health Insurance
Sun Life Asset Management Co., Inc. Sun Life Asset Management Co., Inc. Investment ManagersFinance Sun Life Asset Management Co., Inc. (SLAM) is the Philippines-based fund management arm and wholly-owned subsidiary of Sun Life of Canada (Philippines), which is in turn owned by Sun Life Financial (NYSE: SLF; MN: SLF) in Canada. Established in 2000, SLAM is located in Makati City and is the investment manager and principal distributor of the Sun Life Prosperity Funds, registered in the Philippines.	Investment Managers
Sun Life & Health Insurance Co. (U.S.) Sun Life & Health Insurance Co. (U.S.) Multi-Line InsuranceFinance Part of Sun Life Financial, Inc., Sun Life & Health Insurance Co. (U.S.) is a company that provides life & health insurance services. The company is based in Wellesley Hills, MA.	Multi-Line Insurance
Sun Life Hong Kong Ltd. Sun Life Hong Kong Ltd. Financial ConglomeratesFinance Sun Life Hong Kong Ltd. provides wealth management products and services. Its products include life insurance and savings, critical illness insurance, disability insurance, female insurance, education, retirement and target savings. The firm also offers credit card, MPF, ORSO, group medical insurance and group life insurance services. The company was founded in 1892 and is headquartered in Hong Kong.	Financial Conglomerates
Sun Life Assurance Company of Canada (U.K.) Ltd. Sun Life Assurance Company of Canada (U.K.) Ltd. Life/Health InsuranceFinance Part of Phoenix Group Holdings Plc, Sun Life Assurance Company of Canada (U.K.) Ltd. provides life insurance services. The company is based in Basingstoke, UK and was founded in 1969.	Life/Health Insurance
Sun Life Insurance (Canada) Ltd.	Multi-Line Insurance
SLF of Canada UK Ltd. SLF of Canada UK Ltd. Insurance Brokers/ServicesFinance Part of Phoenix Group Holdings Plc, SLF of Canada UK Ltd. is a financial company based in Basingstoke, UK. SLF of Canada was acquired by Phoenix Group Holdings Plc from Sun Life Financial, Inc. on April 03, 2023 for $300.45 million. The British company's website serves both customers and financial advisers. The company was founded in 2008.	Insurance Brokers/Services
Sun Life Investments LLC
Citibank NA (Canadian Branch) Citibank NA (Canadian Branch) Regional BanksFinance Part of Sun Life Financial, Inc., Citibank NA (Canadian Branch) provides banking services. The company is based in Toronto, Canada.	Regional Banks
Sun Life Assurance Co. of Canada (UK) Limited SunCap Variable Sun Life Assurance Co. of Canada (UK) Limited SunCap Variable Investment Trusts/Mutual FundsMiscellaneous Part of Phoenix Group Holdings Plc, Sun Life Assurance Co. of Canada (UK) Limited SunCap Variable is a Unit Investment Trust. The company is based in Basingstoke, UK.	Investment Trusts/Mutual Funds
Sun Life Long Term Private Fixed Income Plus Fund	Investment Trusts/Mutual Funds
Sun Life of Canada (Netherlands) BV Sun Life of Canada (Netherlands) BV Financial ConglomeratesFinance Part of Sun Life Financial, Inc., Sun Life of Canada (Netherlands) BV is a financial holding Dutch company. The company is based in Amsterdam, Netherlands.	Financial Conglomerates
Sun Life (Luxembourg) Finance No. 2 SARL
Sun Life Insitutional Investments (Canada), Inc. Sun Life Insitutional Investments (Canada), Inc. Investment ManagersFinance Sun Life Insitutional Investments (Canada), Inc. provides investment solutions for defined benefit pension plans, insurance companies and other institutional investors. It offers both pooled funds and separately managed account solutions to institutional clients in Canada. The company is headquartered in Toronto, Canada.	Investment Managers
Sun Life Asset Management (HK) Ltd. Sun Life Asset Management (HK) Ltd. Investment ManagersFinance Part of Sun Life Financial, Inc., Sun Life Asset Management (HK) Ltd. is a Chinese company that provides investment advice. The company is based in Hong Kong, Hong Kong. Stanley Ngan has been the CEO of the company since 2014.	Investment Managers
Sun Life India Service Centre Pvt Ltd. Sun Life India Service Centre Pvt Ltd. Multi-Line InsuranceFinance Part of Sun Life Financial, Inc., Sun Life Global Solutions Pvt Ltd. is an Indian company that provides life and vehicle insurance services. The company is based in Gurugram, India.	Multi-Line Insurance
SLC Management U.S. Private Credit GP LLC
Sun Life Financial (India) Insurance Investments, Inc.
Sun Life Investment Management & Trust Corp.
Sun Life Prosperity World Voyager Fund, Inc.	Investment Trusts/Mutual Funds
Sun Life Global Investments, Inc. Sun Life Global Investments, Inc. Investment ManagersFinance Sun Life Global Investments, Inc. provides investment advisory services. The firm’s investment products include product listing, sun life granite managed solutions, sun life milestone funds, diversified income funds, equity funds, asset allocation and balanced funds, fixed income funds, corporate class, private client, absolute return funds and other investment solutions. The company is headquartered in Toronto, Canada.	Investment Managers
Sun Life Financial (U.S.) Reinsurance Co.
The Sun Life Assurance Canada 1988 UK & Irish Emp Benefits	Investment Managers

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ACCUMULER

Nombre d'Analystes

Dernier Cours de Cloture

65,87 CAD

Objectif de cours Moyen

75 CAD

Ecart / Objectif Moyen

+13,86%

Consensus

Révisions des Estimations

Agenda de la société

	Varia. 1 janv.	Capi.
AXA	+3,32%	72,17 Md
METLIFE, INC.	+5,64%	49,68 Md
MANULIFE FINANCIAL CORPORATION	+19,77%	45,68 Md
PRUDENTIAL FINANCIAL, INC.	+11,53%	41,53 Md
GENERALI	+20,70%	38,33 Md
CHINA PACIFIC INSURANCE (GROUP) CO., LTD.	+19,85%	33,98 Md
CATHAY FINANCIAL HOLDING CO., LTD.	+28,96%	26,67 Md
GREAT-WEST LIFECO INC.	-10,67%	26,66 Md
PRUDENTIAL PLC	-21,03%	24,33 Md

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Assurance vie et santé - Autres