SLF Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $78.57
P/E 10.1
EPS $6.15
Ricavi $41.90B
ROE 14.2%
Intervallo 52 sett. $57–$84

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04
intervallo
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Informazioni su Sun Life Financial Inc. Common Stock Panoramica della società da Wikipedia

05 · wikidata

Sun Life Financial Inc. is a financial services company headquartered in Toronto, Canada. Founded in 1865, it operates internationally in life insurance, wealth management, and asset management. As of 2024, the company manages over CAD$1.3 trillion in assets and serves clients in Canada, the United States, Asia, and other markets.

Sun Life is one of the largest life insurers in Canada and ranks among the top global insurers by market capitalization. It is publicly traded on the Toronto and New York stock exchanges.

History

Pre-World War II

Founded in Montreal, Canada, as The Sun Insurance Company of Montreal in 1865 by Matthew Hamilton Gault (1822–1887), an Irish immigrant who settled in Montreal in 1842. However, operations actually began in 1871. By the end of the 19th century, it had expanded to Central and South America, the United States, the United Kingdom, West Indies, Japan, China, Philippines, India, North Africa and other international markets. During the next five decades, the company grew and prospered, surviving the difficulties of World War I and the large drain on its finances through policy claims arising from the large number of deaths caused by the Great Flu Epidemic of 1918.

The company's original Dominion Square building in Montreal was built in 1918. Capping a Montreal construction boom that began in the 1920s, the company completed construction of the expansion of its headquarters with its new 26-story headquarters north tower in 1933. Although the head office of the Royal Bank of Canada on St. James Street was taller by several floors, the Sun Life Building was at the time the largest building in terms of square footage anywhere in the British Empire.

Chartered in 1865, its traditional base business worldwide remains life insurance. However, it now also has significant asset management operations. In 1919, it was the first Canadian company to offer group life insurance. Having begun its first US operations in 1895, the company sold its first group life plan in the U.S. in 1924.

World War II

In World War II, as part of Operation Fish, securities from the United Kingdom were secretly moved to the Sun Life Building for safekeeping. A persistent, but incorrect, rumour is that the Crown Jewels of the United Kingdom had been illegally shipped out of the United Kingdom during WWII and stored there was deliberately spread in Montreal to account for increased activity at the building.

1977–1980

In 1977, the newly-elected sovereigntist Quebec government passed the Charter of the French Language (known as Bill 101), making the use of French language mandatory for medium- and large-scale companies when communicating with French-speaking staff. The law was received negatively by the English-speaking business community, many of whom perceived that the historical rights of the English-speaking minority should be respected. The new government also promised a referendum on Quebec sovereignty, injecting instability into the Montreal business community. On January 6, 1978, Sun Life became the first large company to leave Quebec post-election, announcing that it would move its head office to rented space in Toronto, Ontario. Officially, Sun Life said it was motivated by the political instability and economic uncertainty of Quebec's future, but skeptics said it was the company's unwillingness to comply with the requirements of Bill 101. In a reaction the next day, the province's finance minister Jacques Parizeau called Sun Life "one of the worst exporters of Quebec capital", and threatened to freeze some $400 million CAD in assets.

In 1979, the company acquired a property at University Avenue and King Street in downtown Toronto and constructed a new office complex, the Sun Life Centre, which was completed in 1984.

For the largest employer of English-speaking people in Montreal, this would make things very difficult. Many, if not most, of Sun Life's Head Office employees in 1979 were not fluent in French. Sun Life was quite clear that this was the reason for its move when it made the announcement. The PQ government was quick to label Sun Life "bad corporate citizens" and claimed that if "they had only warned us, we could have worked something out."

The downsizing of Sun Life's Montreal office did not take place overnight. Transfers and moves occurred on a departmental basis and did not commence until several months after the announcement. By 1980, 300 head office employees were located in Toronto.

2000s

In 2008, Sun Life sold its 37% interest in CI Financial Income Fund to Scotiabank. Sun Life had originally acquired a significant ownership interest in the firm by selling its Canadian mutual fund subsidiaries to CI Financial in 2002.

2010s

In addition, in July 2019, SLC's real estate division was merged under the name BentallGreenOak Real Estate.

In December 2020, Dean Connor announced his intent to retire as President and CEO in August 2021. He was then replaced by Kevin Strain, who was the former Chief Financial Officer at Sun Life.

Sun Life in North America

Canada

Sun Life contributes to the local economy as one of the top 5 major employers in the region, with approximately 3,500 employees – more than 40% of Sun Life's employee base in Canada.

In 2012, Sun Life celebrated the 100th anniversary of its Canadian head office building, located on King Street, right on the border of the Cities of Kitchener and Waterloo. The English headquarters is in Waterloo, and most of the French business is done in the main Montreal office. There are also offices in Toronto, Vancouver, Halifax and Ottawa.

In early 2023, Sun Life's Sponsored Markets business was acquired by Securian Canada.

United States

Sun Life U.S. has the sixth-largest group benefits business in the United States and serves more than 60,000 employers in small, medium and large workplaces.

In 2018, Sun Life U.S. was named one of the Top Places to Work in Massachusetts for 2018 by The Boston Globe.

Sun Life Asset Management

Sun Life's asset management operation includes subsidiaries:

MFS Investment Management, which serves individual and institutional investors around the world;

SLC Management, which provides investment options for defined benefit pension plans, insurance companies and other institutional investors globally. SLC Management has two distinct units: a fixed-income pillar operating under the SLC Management banner (including Sun Life affiliates Prime Advisors, Ryan Labs Asset Management and Sun Life Institutional Investments); and a real estate division named BentallGreenOak.

In December 2019, Sun Life announced an intention to acquire a majority stake in InfraRed Capital Partners, which will see InfraRed form part of SLC Management

In October 2020, Sun Life announced an intent to acquire a 51% stake in alternative credit investment manager Crescent Capital LP. Crescent will be part of SLC Management.

As of March 31, 2019, SLC Management's collective operations have assets under management of C$212 billion (US$159 billion).

SLC Management

SLC Management, formerly Sun Life Investment Management (SLIM), began in 2013 when Sun Life created Sun Life Institutional Investments (Canada) Inc., to offer a range of institutional alternative asset class funds to investors in Canada.

In June 2019, Sun Life re-branded SLIM to SLC Management and fully merged its fixed income businesses, Ryan Labs Asset Management Inc. and Prime Advisors, Inc. with Sun Life Capital Management (U.S.) In addition, in July 2019, SLC's real estate division was merged under the name BentallGreenOak Real Estate.

Sun Life in Asia

Sun Life operates in eight Asian markets - China, Hong Kong, Malaysia, Singapore, Indonesia, Vietnam, India, and Philippines.

In 1891, the company persuaded businessman Ira Thayer to go to Asia to start an insurance business. Thayer set up a business in China in 1892 that went on to prosper for the next 54 years.

Sun Life grew to become the biggest foreign insurer in China until the Second World War when it shut down operations. The company returned to China in 1995 via a joint venture.

China

In 1995, Sun Life joined with the China Everbright Group to form Sun Life Everbright.

In 2002, Sun Life Everbright was granted approval to sell life insurance in Tianjin, China, becoming the first foreign life insurance joint venture to operate in that city and its neighbouring counties.

In 2011, Sun Life Everbright received regulatory approval in China to establish Sun Life Everbright Insurance Asset Management Company, only the 12th such license issued in China.

Hong Kong

Sun Life started operating in Hong Kong since February 22, 1892.

There was a name change from SunLife Financial (HK) Ltd to Sun Life Hong Kong Ltd.

Sun Life acquired CMG Asia ComServe Financial from Commonwealth Bank of Australia in 2005.

For some years, it had taken over the MPF schemes from a number of other competitors in 2010s due to its strong performance of the Hong Kong equity fund. For example, in 2016, Schroder Investment Management (Hong Kong) Limited transferred its MPF scheme to Sun Life Hong Kong.

India

Birla Sun Life Asset Management, now known as the Aditya Birla Sun Life Mutual Fund (ABSLAMC), is an investment managing company registered under the Securities and Exchange Board of India. It is a joint venture between Sun Life and the Aditya Birla Group of India.

Established in 1994, BSLAMC has been a joint venture between the Aditya Birla Group and Sun Life since 1999.

With more than $34 billion U.S. in assets under management as of 2017, Aditya Birla Sun Life Asset Management Company is one of the largest asset managers in India.

Aditya Birla Sun Life Insurance was established on August 4, 2000, and began operations in 2001 with three insurance plans. The Insurance Regulatory and Development Authority (IRDA) granted registration in principle to Birla Sun Life. Initially, Sun Life Financial held a 26% stake in this joint venture, and later increased its stake to 49%.

The company received awards such as the Bhartiya Shiromani Puraskar in 2006 and the Silver award in the Insurance category at the ICAI Awards for Excellence in Financial Reporting in 2009. In 2011, ABSLI introduced the BSLI Foresight Plan, followed by the BSLI Wealth Secure Life Plan in 2012. In June 2023, ABSLI launched the Nishchit Pension Plan, aimed at assisting individuals in retirement planning. In August 2023, ABSLI announced the ABSLI Nishchit Laabh Plan, a non-linked, non-participating individual life insurance savings plan.

Philippines

Sun Life entered the Philippines in 1895, and established its Cebu operations in the 1960s. As of 2019, Sun Life is the number one provider of insurance products to Filipinos. Sun Life has been in Asia since the early 1890s.

In 1895, Sun Life began its operations in the Philippines through the representation of the H.J. Andrews and Co., a British trading firm. Throughout the Philippine Revolution, Sun Life Philippines experienced continuous growth.

Sun Life had underground operations during the Japanese Occupation which occurred between 1942 and 1945. Sun Life was the only life insurance company who paid post-war death claims amounting to USD 1.3 million even without documents attesting to the validity of the claims. In the end, all claims were found to be legitimate.

In 2011, Sun Life signed a joint venture agreement with the Yuchengco Group of companies for the creation of Sun Life Grepa Financial Inc., marking Sun Life's entry into the bancassurance business.

In 2023, the Insurance Commission's 2023 report ranked Sun Life of Canada (Philippines), Inc. number 1 with P306.33 billion total assets and P8.79 billion net income. Hence, on its 129th anniversary, headed by CEO and Benedict Sison, it remained the top life insurance company for 13 consecutive years with P55.79 billion in Total Premium Income.

Singapore

On 12 March 2026, Sunlife and Allianz began considering bids for HSBC Holdings' insurance unit, HSBC Life. A sale process was initiated in March, with non-binding bids materialising soon.

Corporate Initiatives

Sustainability

In March 2021, Sun Life announced new sustainable investing commitments, including an additional C$20 billion in sustainable investments over the next five years across its General Account and third party investments. The company is also pushing to scale back its GHG emissions intensity by 30% by 2030.

DEI efforts

Sun Life committed to having 25% of under-represented minorities and gender parity at senior leader level by 2025.

Sports Marketing

Miami Dolphins NFL Stadium Sponsorship (2010–2016)

In 2010, Sun Life purchased the naming rights for the home field of the Miami Dolphins in Miami Gardens, Florida, for a reported US$7.5 million per year.

Global Headquarters - One York

Sun Life Global Headquarters in Toronto, Ontario, is located at One York Street in Toronto's South Core. The 800,000-square-foot location is along the Gardiner Expressway and holds a prominent position on the Toronto skyline.

Before the Corporate Office moved to its new Global HQ at One York Street, the Sun Life Centre on King Street served as its headquarters. Previously, Sun Life Building in Montreal was the head office. The Sun Life Building in Montreal is a historic 122 m (400 ft), 24-story office building at 1155 Metcalfe Street on Dorchester Square in downtown Montreal.

Corporate governance

Presidents of the company have been:

Thomas Workman, 1871–1889

Robertson Macaulay, 1889–1915

Thomas Bassett Macaulay, 1915–1934

Arthur Barton Wood, 1934–1950

George Wesley Bourke, 1950–1962

Alistair Matheson Campbell, 1962–1970

Anthony Rivers Hicks, 1970–1971

Thomas Maunsell Galt, 1972–1978

George F. S. Clarke, 1978–1983

John A. Brindle, 1984–1986

John R. Gardner, 1987–1996

Donald A. Stewart, 1996–1999

C. James Prieur, 1999–2006

Jon A. Boscia, 2008–2011

Dean A. Connor, 2011–2021

Kevin D. Strain, 2021–

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreFinancials industriaInsurance dipendenti32.151 paeseCA

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$41.90B
2016-12-31 → 2025-12-31
EPS$6.15
2016-12-31 → 2025-12-31
Flusso di cassa libero$2.65B
2017-12-31 → 2025-12-31
Margine netto8.5%
2017-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni SLF media 5 anni Mediana dei peer Verdetto
P/E 10.1media 5 anni ≈9.8 ≈9.8 · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Rapporto di Distribuzione Utili58.1%
Pagamento annualizzato≈$2.78Pagato trimestralmente
Striscia di crescita≈11Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Ago 26, 2026$0,69USD≈2.6%
Mag 27, 2026$0,70USD≈1.9%
Feb 25, 2026$0,67USD≈2.0%
Mag 28, 2025$0,64USD≈3.8%
Feb 26, 2025$0,59USD≈4.4%
Nov 27, 2024$0,60USD≈3.9%
Ago 28, 2024$0,60USD≈4.4%
Mag 29, 2024$0,59USD≈4.7%
Feb 27, 2024$0,58USD≈4.2%
Nov 28, 2023$0,57USD≈4.4%
Ago 29, 2023$0,55USD≈4.5%
Mag 30, 2023$0,55USD≈4.4%
Feb 28, 2023$0,53USD≈4.4%
Nov 22, 2022$0,54USD≈4.6%
Ago 23, 2022$0,53USD≈4.6%
Mag 31, 2022$0,55USD≈4.1%
Mar 1, 2022$0,52USD≈3.8%
Nov 23, 2021$0,52USD≈3.4%
Ago 24, 2021$0,44USD≈3.4%
Mag 25, 2021$0,46USD≈3.3%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 1.9%
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 $2.02 $1.96 2.8%
31 Marzo 2026 $1.89 $1.91 -0.96%
31 Dicembre 2025 $1.96 $1.89 3.7%
30 Settembre 2025 $1.86 $1.85 0.48%
30 Giugno 2025 $1.79 $1.80 -0.30%
31 Marzo 2025 $1.82 $1.72 5.6%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 10
Metrica Tendenza 202520242023202220212020201920182017
Revenue $41.90B$38.80B$40.94B$5.77B$35.69B$43.34B$39.68B$27.00B$29.33B
Interest Expense $526M$664M$552M$445M$327M$355M$333M$305M$303M
Interest Income $8.86B$7.42B$11.59B$-20.58B$5.09B$5.30B$5.40B$5.10B$4.87B
Pretax Income $4.80B$4.34B$3.93B$3.63B$5.10B$3.29B$3.23B$3.51B$2.79B
Income Tax $1.02B$1.04B$461M$546M$727M$495M$286M$597M$302M
Net Income $3.55B$3.13B$3.17B$2.94B$4.04B$2.50B$2.71B$2.62B$2.24B
EPS (Basic) $6.17$5.27$5.27$4.90$6.72$4.11$4.42$4.16$3.51
EPS (Diluted) $6.15$5.26$5.26$4.89$6.69$4.10$4.40$4.14$3.49
Shares (Basic) 563,000,000579,000,000586,000,000586,000,000586,000,000585,000,000592,000,000606,000,000613,000,000
Shares (Diluted) 566,000,000582,000,000589,000,000589,000,000590,000,000589,000,000597,000,000611,000,000618,000,000
Stato Patrimoniale 7
Metrica Tendenza 202520242023202220212020201920182017
Cash & Equivalents $2.50B$2.29B$2.00B$3.07B$2.30B$2.50B$1.66B$2.09B$1.50B
PP&E (Net) $651M$667M$666M$607M$612M$664M$630M$621M$624M
Goodwill $9.53B$9.46B$8.97B$8.71B$6.52B$6.07B$5.83B$5.41B$5.18B
Intangibles $5.16B$5.06B$5.17B$4.72B$3.37B$2.48B$2.08B$1.78B$1.67B
Total Assets $398.45B$370.72B$333.24B$323.61B$349.14B$323.01B$297.20B$271.83B$269.11B
Total Liabilities $372.96B$344.59B$309.04B$300.72B$326.94B$297.15B$272.69B$247.26B$246.14B
Stockholders' Equity $24.53B$25.56B$23.58B$22.53B$21.96B$24.47B$23.40B$23.71B$22.32B
Flusso di cassa 7
Metrica Tendenza 202520242023202220212020201920182017
Operating Cash Flow $2.80B$2.53B$5.61B$4.31B$-1.86B$7.25B$2.47B$3.83B$1.98B
CapEx $145M$143M$172M·$81M$158M$114M$85M$182M
Investing Cash Flow $-320M$-337M$-559M$-2.86B$-803M$-886M$-430M$-280M$-339M
Dividends Paid $2.06B$1.96B$1.88B$1.67B$1.43B$1.36B$1.32B$1.23B$1.16B
Financing Cash Flow $-2.64B$-3.88B$-3.09B$-71M$-260M$-2.31B$-2.36B$-2.57B$-2.02B
Free Cash Flow $2.65B$2.39B$5.44B·$-1.94B$7.09B$2.43B$3.75B$1.80B
Levered FCF $2.24B$1.88B$4.95B·$-2.22B$6.79B$2.13B$3.50B$1.53B
Redditività 4
Metrica Tendenza 202520242023202220212020201920182017
Net Margin 8.5%8.1%7.7%13.4%11.3%5.8%6.8%9.7%7.6%
Pretax Margin 11.5%11.2%9.6%16.8%14.3%7.6%8.2%13.0%9.5%
ROA 0.92%0.89%0.96%0.92%1.2%0.81%0.95%0.97%0.85%
ROE 14.2%12.7%13.7%12.7%15.9%10.4%11.5%11.4%10.1%
Efficienza 1
Metrica Tendenza 202520242023202220212020201920182017
Asset Turnover 0.10.10.10.10.10.10.10.10.1
Per Azione 3
Metrica Tendenza 202520242023202220212020201920182017
Revenue / Share $74.03$66.66$69.51$39.60$60.49$73.58$66.46$44.18$47.47
Cash Flow / Share $4.95$4.35$9.53$7.32$-3.15$12.31$4.27$6.28$3.21
EPS (TTM) $6.15$5.26$5.26$4.89$6.69$4.10$4.40$4.14$3.49
Valutazione (TTM) 6
Metrica Tendenza 202520242023202220212020201920182017
Revenue TTM $41.90B$38.80B$40.94B$5.77B$35.69B$43.34B$39.68B$27.00B$29.33B
Net Income TTM $3.55B$3.13B$3.17B$2.94B$4.04B$2.50B$2.71B$2.62B$2.24B
P/E 10.111.39.99.58.310.810.48.011.8
Earnings Yield 9.9%8.9%10.1%10.5%12.0%9.2%9.7%12.5%8.5%
Payout Ratio 58.1%62.7%59.5%53.4%35.4%54.4%48.6%46.9%51.5%
Annual Payout $2.06B$1.96B$1.88B$1.67B$1.43B$1.36B$1.32B$1.23B$1.16B

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $41.90B $38.80B $40.94B $5.77B $35.69B
Utile netto $3.55B $3.13B $3.17B $2.94B $4.04B
EPS Diluito $6.15 $5.26 $5.26 $4.89 $6.69

Proprietari istituzionali (13F) 540 filer · $22.0B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 540
Valore detenuto $22.0B
Nuove posizioni 81
Posizioni chiuse 26
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
81 (+25 vs trimestre precedente) 26 (-3 vs trimestre precedente) 177 (+4 vs trimestre precedente) 137 (+15 vs trimestre precedente) +2.5M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
ROYAL BANK OF CANADA $3.258.516.000 41.552.120 14,84% Azioni
VANGUARD GROUP INC $1.615.788.059 25.884.084 7,36% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $1.259.981.931 16.048.272 5,74% Azioni
BANK OF MONTREAL /CAN/ $959.457.624 12.232.736 4,37% Azioni
TD Asset Management Inc $792.806.192 10.101.426 3,61% Azioni
MACKENZIE FINANCIAL CORP $695.343.336 6.244.664 3,17% Azioni
CIBC WORLD MARKET INC. $633.507.999 8.076.018 2,89% Azioni
1832 Asset Management L.P. $624.625.181 7.965.126 2,85% Azioni
BANK OF NOVA SCOTIA $544.051.893 6.930.024 2,48% Azioni
GEODE CAPITAL MANAGEMENT, LLC $526.427.973 6.460.912 2,40% Azioni
NORGES BANK $499.653.469 6.370.400 2,28% Azioni
FMR LLC $471.394.097 6.004.087 2,15% Azioni
FIL Ltd $464.543.564 5.916.829 2,12% Azioni
NATIONAL BANK OF CANADA /FI/ $457.769.666 5.850.227 2,09% Azioni
TD Waterhouse Canada Inc. $433.831.555 5.506.035 1,98% Azioni
Federation des caisses Desjardins du Quebec $415.566.042 5.324.854 1,89% Azioni
VANGUARD FIDUCIARY TRUST CO $385.447.598 4.909.410 1,76% Azioni
Vanguard Global Advisers, LLC $336.165.066 4.281.703 1,53% Azioni
CIBC Asset Management Inc $300.874.747 3.839.581 1,37% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $293.050.225 3.739.937 1,33% Azioni
CANADA PENSION PLAN INVESTMENT BOARD $292.979.966 3.735.388 1,33% Azioni
TORONTO DOMINION BANK $285.490.191 3.639.967 1,30% Azioni
Legal & General Group Plc $280.311.907 3.571.561 1,28% Azioni
LETKO, BROSSEAU & ASSOCIATES INC $246.789.037 3.144.427 1,12% Azioni
SCOTIA CAPITAL INC. $245.897.893 3.144.681 1,12% Azioni
Fiera Capital Corp $245.042.258 3.126.682 1,12% Azioni
JPMORGAN CHASE & CO $232.776.700 2.980.877 1,06% Azioni
WELLINGTON MANAGEMENT GROUP LLP $220.567.414 2.810.328 1,00% Azioni
MORGAN STANLEY $198.384.609 2.529.769 0,90% Azioni
GOLDMAN SACHS GROUP INC $188.325.883 2.401.503 0,86% Azioni
ROYAL BANK OF CANADA $161.875.000 2.064.200 0,74% Opzione Put
PICTON MAHONEY ASSET MANAGEMENT $161.431.153 2.061.273 0,74% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $145.290.579 1.851.199 0,66% Azioni
DIMENSIONAL FUND ADVISORS LP $143.357.301 1.828.134 0,65% Azioni
Swiss National Bank $140.142.555 1.790.200 0,64% Azioni
Cardinal Capital Management, Inc. $139.356.046 2.231.424 0,63% Azioni
Caisse de depot et placement du Quebec $116.628.481 1.486.005 0,53% Azioni
Connor, Clark & Lunn Investment Management Ltd. $103.203.428 1.315.807 0,47% Azioni
D. E. Shaw & Co., Inc. $101.961.682 1.300.000 0,46% Opzione Put
Amundi $101.451.249 1.293.691 0,46% Azioni
Alberta Investment Management Corp $99.930.066 1.274.072 0,46% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $97.093.985 1.236.677 0,44% Azioni
UBS Group AG $87.091.895 1.110.583 0,40% Azioni
AGF MANAGEMENT LTD $84.845.972 815.674 0,39% Azioni
DEUTSCHE BANK AG\ $84.164.813 1.073.257 0,38% Azioni
BlackRock, Inc. $81.587.019 1.040.385 0,37% Azioni
SIG North Trading, ULC $80.937.282 1.032.100 0,37% Opzione Put
Polar Asset Management Partners Inc. $78.481.368 1.001.122 0,36% Azioni
TORONTO DOMINION BANK $73.162.871 932.800 0,33% Opzione Put
Value Partners Investments Inc. $72.187.555 921.226 0,33% Azioni

Mostra tutti i 540 proprietari istituzionali →

Proprietà ETF Posseduti da 39 ETF

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Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
BBCA · J.P. Morgan Exchange-Traded Fund Tr… 1,50% 1.967.608 NS 31 Luglio 2026 N-PORT
EWC · iShares, Inc. 1,44% 1.233.942 SH 11 Settembre 2026 Giornaliero
RODM · Lattice Strategies Trust 0,84% 165.281 NS 31 Luglio 2026 N-PORT
IGRO · iShares Trust 0,66% 106.875 SH 11 Settembre 2026 Giornaliero
IDLV · Invesco Exchange-Traded Fund Trust … 0,56% 22.898 SH 01 Ottobre 2026 Giornaliero
IQLT · iShares Trust 0,52% 906.572 SH 11 Settembre 2026 Giornaliero
PABD · iShares Trust 0,46% 18.920 SH 11 Settembre 2026 Giornaliero
IDMO · Invesco Exchange-Traded Fund Trust … 0,42% 233.753 SH 01 Ottobre 2026 Giornaliero
DIHP · Dimensional ETF Trust 0,39% 299.850 NS 31 Luglio 2026 N-PORT
IXG · iShares Trust 0,27% 23.897 SH 11 Settembre 2026 Giornaliero
IMTM · iShares Trust 0,26% 140.856 SH 11 Settembre 2026 Giornaliero
VYMI · VANGUARD WHITEHALL FUNDS 0,24% 619.497 SH 19 Agosto 2026 Giornaliero
DFSI · Dimensional ETF Trust 0,23% 31.537 NS 31 Luglio 2026 N-PORT
DFIC · Dimensional ETF Trust 0,22% 385.491 NS 31 Luglio 2026 N-PORT
DFAI · Dimensional ETF Trust 0,20% 430.598 NS 31 Luglio 2026 N-PORT
PTIN · Pacer Funds Trust 0,19% 4.206 NS 31 Luglio 2026 N-PORT
BKIE · BNY Mellon ETF Trust 0,18% 28.222 NS 31 Luglio 2026 N-PORT
DFIV · Dimensional ETF Trust 0,15% 386.858 NS 31 Luglio 2026 N-PORT
IDEV · iShares Trust 0,15% 595.989 SH 11 Settembre 2026 Giornaliero
TLTD · FlexShares Trust 0,14% 11.517 NS 31 Luglio 2026 N-PORT
PXF · Invesco Exchange-Traded Fund Trust … 0,13% 50.691 SH 01 Ottobre 2026 Giornaliero
VEA · VANGUARD TAX-MANAGED FUNDS 0,13% 5.416.281 SH 19 Agosto 2026 Giornaliero
VSGX · VANGUARD WORLD FUND 0,13% 111.433 SH 19 Agosto 2026 Giornaliero
DFAX · Dimensional ETF Trust 0,13% 187.454 NS 31 Luglio 2026 N-PORT
ACWX · iShares Trust 0,12% 182.055 SH 11 Settembre 2026 Giornaliero
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0,11% 1.296.729 SH 19 Agosto 2026 Giornaliero
IXUS · iShares Trust 0,10% 776.616 SH 11 Settembre 2026 Giornaliero
VXUS · VANGUARD STAR FUNDS 0,10% 8.141.581 SH 19 Agosto 2026 Giornaliero
ESGG · FlexShares Trust 0,07% 969 NS 31 Luglio 2026 N-PORT
DXIV · Dimensional ETF Trust 0,07% 1.666 NS 31 Luglio 2026 N-PORT
TOK · iShares Trust 0,05% 1.541 SH 11 Settembre 2026 Giornaliero
URTH · iShares, Inc. 0,05% 49.788 SH 11 Settembre 2026 Giornaliero
VOXP · Advisors Series Trust 0,05% 33 NS 31 Luglio 2026 N-PORT
CRBN · iShares Trust 0,04% 6.445 SH 11 Settembre 2026 Giornaliero
ACWI · iShares Trust 0,04% 179.044 SH 11 Settembre 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,04% 461.489 SH 19 Agosto 2026 Giornaliero
IMFL · Invesco Exchange-Traded Self-Indexe… 0,04% 4.901 SH 01 Ottobre 2026 Giornaliero
JFLI · J.P. Morgan Exchange-Traded Fund Tr… 0,03% 188 NS 31 Luglio 2026 N-PORT
INTF · iShares Trust 0,03% 13.530 SH 11 Settembre 2026 Giornaliero

SLF Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

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rating · 19 analisti COMPRA
Target mediano $64.31 -18,2%
4 21,1% Acquisto forte
6 31,6% Compra
8 42,1% Mantieni
1 5,3% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

1 analisti · 2026-09-29

Target medio $64.31 -18,2%

Basso$64.31 Media$64.31 Alto$64.31

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Fonte: SEC 40-F depositato Feb 12, 2026