Sun Life Financial Inc. (SLF) quarterly balance sheet — complete assets, liabilities & equity history
Sun Life Financial Inc. (SLF) balance sheet — 28-year assets, liabilities & shareholders' equity history
| Metric | Q2'26 | Q1'26 | Q4'25 | Q3'25 | Q2'25 | Q1'25 | Q4'24 | Q3'24 | Q2'24 | Q1'24 | Q4'23 | Q3'23 | Q2'23 | Q1'23 | Q4'22 | Q3'22 | Q2'22 | Q1'22 | Q4'21 | Q3'21 |
|---|
| Total Assets | 425.33B | 398.31B | 398.45B | 394.93B | 376.29B | 372.96B | 370.72B | 361.25B | 344.52B | 340.53B | 333.24B | 313.85B | 319.94B | 332.82B | 323.61B | 322.13B | 315.48B | 330.18B | 345.37B | 331.25B |
| Asset Growth % | 13.03% | 6.8% | 7.48% | 9.32% | 9.22% | 9.52% | 11.25% | 15.1% | 7.68% | 2.31% | 2.98% | -2.57% | 1.41% | 0.8% | -6.3% | -2.75% | -4.09% | 4.02% | 6.92% | 5.87% |
| Total Investment Assets | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
| Long-Term Investments | 180.58B | 171.67B | 169.71B | 169.26B | 161.74B | 162.99B | 110.81B | 105.94B | 100.95B | 99.51B | 96.65B | 90B | 92.78B | 97.01B | 95.96B | 90.19B | 89.4B | 98.69B | 102.29B | 96.77B |
| Short-Term Investments | 20.77B | 18.88B | 19.78B | 19.32B | 19.85B | 20.15B | 17.67B | 15.64B | 17.16B | 17.57B | 16.38B | 16.05B | 15.65B | 16.29B | 18.39B | 15.66B | 15.12B | 17.81B | 4.45B | 3.2B |
| Total Current Assets | 75.61B | 72.63B | 41.57B | 73.81B | 71.22B | 72.19B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14.55B | 11.53B |
| Cash & Equivalents | 8.89B | 8.79B | 9.69B | 8.75B | 7.6B | 7.9B | 10.13B | 10.39B | 8.73B | 8.05B | 11.17B | 8.94B | 8.52B | 9.03B | 9.38B | 9.4B | 7.59B | 6.76B | 7.83B | 8.33B |
| Receivables | 45.95B | 44.96B | 11.18B | 45.74B | 43.77B | 44.14B | 2.75B | 0 | 0 | 0 | 2.41B | 0 | 0 | 0 | 2.4B | 0 | 0 | 0 | 0 | 0 |
| Other Current Assets | 0 | 0 | 0 | 0 | 0 | 0 | -31.88B | -26.03B | -25.89B | -25.62B | -31.1B | -24.99B | -24.18B | -25.32B | -31.25B | -25.05B | -22.71B | -24.57B | 0 | 0 |
| Goodwill & Intangibles | 14.88B | 14.79B | 14.83B | 14.9B | 14.3B | 14.97B | 14.51B | 14.18B | 14.27B | 14.23B | 14.14B | 14.1B | 13.69B | 13.89B | 13.43B | 13.72B | 13.31B | 9.79B | 9.89B | 9.9B |
| Goodwill | 9.73B | 9.61B | 9.53B | 9.62B | 9.14B | 9.47B | 9.46B | 9.11B | 9.15B | 9.09B | 8.97B | 8.94B | 8.8B | 8.81B | 8.71B | 8.57B | 8.39B | 6.46B | 6.52B | 6.53B |
| Intangible Assets | 5.15B | 5.19B | 5.3B | 5.28B | 5.16B | 5.51B | 5.06B | 5.07B | 5.12B | 5.14B | 5.17B | 5.16B | 4.89B | 5.08B | 4.72B | 5.15B | 4.92B | 3.33B | 3.37B | 3.37B |
| PP&E (Net) | 0 | 0 | 1.44B | 0 | 0 | 0 | 1.4B | 0 | 0 | 0 | 1.45B | 0 | 0 | 0 | 1.36B | 0 | 0 | 0 | 1.31B | 105B |
| Other Assets | 150.17B | 135.12B | 167.1B | 132.94B | 125.12B | 118.88B | -126.72B | -120.11B | -115.21B | -113.74B | -112.25B | -104.1B | -106.47B | -110.9B | -110.75B | -103.91B | -102.71B | -108.48B | -1.85B | -106.66B |
| Total Liabilities | 398.57B | 372.36B | 372.96B | 368.94B | 351.1B | 346.92B | 344.59B | 335.32B | 319.81B | 315.88B | 309.04B | 290.08B | 296.75B | 309.42B | 300.72B | 293.35B | 287.65B | 302.52B | 317.3B | 303.66B |
| Total Debt | 9.12B | 8.37B | 18.79B | 7.38B | 6.38B | 6.38B | 16.87B | 6.38B | 7.13B | 6.38B | 15.4B | 6.38B | 9.81B | 9.56B | 15.55B | 10.09B | 8.37B | 8.35B | 10.21B | 4.63B |
| Net Debt | 225M | -422M | 9.11B | -1.38B | -1.22B | -1.52B | 6.74B | -4.01B | -1.6B | -1.67B | 4.23B | -2.56B | 1.28B | 532M | 6.17B | 694M | 774M | 1.59B | 2.38B | -3.69B |
| Long-Term Debt | 9.12B | 8.37B | 16.03B | 7.38B | 6.38B | 6.38B | 13.62B | 6.38B | 7.13B | 6.38B | 12.08B | 6.38B | 9.81B | 9.56B | 12.25B | 10.09B | 8.37B | 8.35B | 6.63B | 4.63B |
| Short-Term Debt | 0 | 0 | 1.83B | 0 | 0 | 0 | 2.3B | 0 | 0 | 0 | 2.33B | 0 | 0 | 0 | 2.35B | 0 | 0 | 0 | 574M | 0 |
| Total Current Liabilities | 2.76B | 2.53B | 14.95B | 2.32B | 2.14B | 2.17B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2.44B | 140.06B |
| Accounts Payable | 0 | 0 | 2.14B | 0 | 0 | 0 | 2.56B | 0 | 0 | 0 | 2.49B | 0 | 0 | 0 | 2.35B | 0 | 0 | 0 | 1.87B | 0 |
| Deferred Revenue | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Current Liabilities | 2.76B | 2.53B | 2.37B | 2.32B | 2.14B | 2.17B | -9.76B | 0 | 0 | 0 | -9.26B | 0 | 0 | 0 | -8.7B | 0 | 0 | 0 | -6.71B | 0 |
| Deferred Taxes | 298M | 303M | 301M | 300M | 283M | 287M | 286M | 285M | 277M | 278M | 281M | 305M | 524M | 512M | 468M | 748M | 713M | 321M | 322M | 378M |
| Other Liabilities | 386.39B | 361.15B | 340.75B | 358.95B | 342.3B | 338.08B | -14.85B | -6.66B | -7.4B | -6.66B | -13.35B | -6.68B | -10.33B | -10.07B | -13.67B | -10.84B | -9.08B | -8.67B | 309.82B | -5.01B |
| Total Equity | 26.76B | 25.95B | 25.49B | 25.99B | 25.18B | 26.04B | 26.13B | 25.93B | 24.7B | 24.64B | 24.2B | 23.77B | 23.19B | 23.41B | 22.89B | 28.79B | 27.83B | 27.66B | 28.07B | 27.59B |
| Equity Growth % | 6.26% | -0.35% | -2.44% | 0.24% | 1.96% | 5.66% | 7.97% | 9.09% | 6.51% | 5.28% | 5.74% | -17.43% | -16.67% | -15.38% | -18.47% | 4.31% | 1.92% | 7.45% | 8.55% | 6.58% |
| Shareholders Equity | 26.56B | 25.75B | 25.23B | 25.7B | 25.12B | 25.96B | 26.05B | 25.85B | 24.61B | 24.54B | 24.04B | 23.62B | 23.05B | 23.28B | 22.8B | 28.72B | 27.78B | 27.6B | 26.31B | 25.94B |
| Minority Interest | 199M | 195M | 264M | 289M | 61M | 74M | 76M | 79M | 92M | 106M | 161M | 147M | 138M | 133M | 90M | 64M | 56M | 62M | 1.76B | 1.65B |
| Retained Earnings | 13.09B | 12.78B | 12.93B | 13B | 12.75B | 12.71B | 12.6B | 13.11B | 12.27B | 12.27B | 12.16B | 11.87B | 11.58B | 11.4B | 11.73B | 15.63B | 15.56B | 15.18B | 14.71B | 14.03B |
| Common Stock | 7.94B | 7.92B | 7.9B | 7.97B | 8.04B | 8.09B | 8.19B | 8.21B | 8.24B | 8.3B | 8.33B | 8.31B | 8.34B | 8.33B | 8.31B | 8.31B | 8.31B | 8.31B | 8.3B | 8.29B |
| Accumulated OCI | 1.95B | 1.54B | 1.39B | 1.76B | 1.41B | 2.28B | 2.43B | 1.57B | 1.2B | 1.12B | 765M | 715M | 447M | 910M | 160M | 684M | -147M | 93M | 986M | 1.02B |
| Return on Equity (ROE) | 4.11% | 2.09% | 3.08% | 4.58% | 3.04% | 3.84% | 0.55% | 5.62% | 2.89% | 3.66% | 3.44% | 3.95% | 3.14% | 3.71% | 4.05% | 0.51% | 3.6% | 2.55% | 4.37% | 4% |
| Return on Assets (ROA) | 0.26% | 0.13% | 0.2% | 0.3% | 0.21% | 0.27% | 0.04% | 0.4% | 0.21% | 0.27% | 0.26% | 0.29% | 0.22% | 0.26% | 0.32% | 0.05% | 0.31% | 0.21% | 0.36% | 0.33% |
| Equity / Assets | 6.29% | 6.51% | 6.4% | 6.58% | 6.69% | 6.98% | 7.05% | 7.18% | 7.17% | 7.24% | 7.26% | 7.57% | 7.25% | 7.03% | 7.07% | 8.94% | 8.82% | 8.38% | 8.13% | 8.33% |
| Debt / Equity | 0.34x | 0.32x | 0.74x | 0.28x | 0.25x | 0.24x | 0.65x | 0.25x | 0.29x | 0.26x | 0.64x | 0.27x | 0.42x | 0.41x | 0.68x | 0.35x | 0.30x | 0.30x | 0.36x | 0.17x |
| Book Value per Share | 47.87 | 45.31 | 44.52 | 46.08 | 44.26 | 45.29 | 44.97 | 44.63 | 42.30 | 41.98 | 41.41 | 40.35 | 39.31 | 39.68 | 38.86 | 48.87 | 47.25 | 46.89 | 47.58 | 46.85 |
| Tangible BV per Share | 21.24 | 19.48 | 18.62 | 19.66 | 19.14 | 19.24 | 19.99 | 20.22 | 17.87 | 17.74 | 17.21 | 16.42 | 16.11 | 16.14 | 16.06 | 25.57 | 24.66 | 30.29 | 30.82 | 30.05 |