Sun Life Financial Balance Sheet

Financials in millions CAD. Fiscal year is January - December.

Millions CAD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Mar '26 Mar 31, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
Debt Securities	146,480	145,051	139,574	130,093	127,155	143,680
Equity and Preferred Securities	12,541	12,250	9,974	7,138	7,148	9,113
Other Investments	193,413	193,599	175,182	152,376	148,559	159,447
Total Investments	199,344	199,175	189,817	174,328	168,789	184,522
Cash & Equivalents	13,187	14,841	13,873	13,173	11,219	12,278
Reinsurance Contract Assets	6,247	6,138	6,318	5,794	6,115	3,683
Deferred Acquisition Costs	229	335	355	184	75	-
Other Intangible Assets	5,187	5,155	5,058	5,174	4,724	3,370
Goodwill	9,605	9,530	9,456	8,969	8,705	6,517
Other Assets	11,423	11,556	10,931	10,340	9,908	7,282
Total Assets	398,312	398,455	370,721	333,241	323,608	345,370
Claims Reserves	158,183	155,910	147,269	135,669	131,294	147,811
Reinsurance Contract Liabilities	2,344	2,049	1,825	1,623	1,603	-
Total Debt	8,372	8,371	6,379	6,378	6,876	6,625
Other Liabilities	203,464	206,633	189,119	165,371	160,948	162,861
Total Liabilities	372,363	372,963	344,592	309,041	300,721	317,297
Total Common Shareholders' Equity	25,009	24,532	25,557	23,582	22,529	26,314
Minority Interest	940	960	572	618	358	1,759
Shareholders' Equity	25,949	25,492	26,129	24,200	22,887	28,073
Total Liabilities & Equity	398,312	398,455	370,721	333,241	323,608	345,370
Book Value	25,009	24,532	25,557	23,582	22,529	26,314
Book Value Per Share	44.46	43.34	43.91	40.04	38.25	44.60
Tangible Book Value	10,217	9,847	11,043	9,439	9,100	16,427
Tangible Book Value Per Share	18.16	17.40	18.97	16.03	15.45	27.84

Updated May 6, 2026. Data Source: Fiscal.ai. Insurance template. Financial Sources.

SEC Filings: 10-K · 10-Q