Sun Life Financial (SLF) Invested Capital (2009 - 2026)
Sun Life Financial (SLF) posted quarterly Invested Capital of $145.8 million for Q1 2026, down 99.55% year-over-year from $32.1 billion in Q1 2025, and down 99.58% quarter-over-quarter from $34.7 billion in Q4 2025.
Sun Life Financial (SLF) Invested Capital (2009 - 2026) Analysis & Trends
Sun Life Financial (SLF) has reported Invested Capital for 18 consecutive years, with $145.8 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Invested Capital fell 99.55% year-over-year to $145.8 million; the TTM figure through Mar 2026 stood at $4.6 billion (down 85.57% YoY), while the FY2025 annual figure was $34.7 billion, up 5.59% from the prior year.
- Invested Capital fell to $145.8 million in Q1 2026 per SLF's latest filing, from $34.7 billion in the prior quarter.
- Across five years, Invested Capital topped out at $34.7 billion in Q3 2025 and bottomed at $145.8 million in Q1 2026.
- Historically, Invested Capital has averaged $29.2 billion across 5 years, with a median of $31.1 billion in 2023.
- Annual changes were most pronounced in 2023 — Invested Capital increased 16.51% — and 2026, when it sank 99.55%.
- Sun Life Financial's Invested Capital stood at $26.7 billion in 2022, then climbed by 16.51% to $31.1 billion in 2023, then rose by 5.53% to $32.8 billion in 2024, then advanced by 5.59% to $34.7 billion in 2025, then tumbled by 99.58% to $145.8 million in 2026.
- Business Quant data shows SLF's Invested Capital at $145.8 million in Q1 2026, $34.7 billion in Q4 2025, and $34.7 billion in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,068.88 Bn | 741.90 Bn | 55.86 Bn | 85.30 Bn |
| 2 | Sun Life Financial | 43.75 Bn | 32.52 Bn | - | 144.59 Mn |
| 3 | American International | 40.40 Bn | 2.58 Bn | 3.50 Bn | - |
| 4 | Hartford Insurance | 37.18 Bn | 20.87 Bn | 3.18 Bn | - |
| 5 | Arch Capital | 34.10 Bn | 32.99 Bn | 2.47 Bn | - |
| 6 | Aegon | 28.00 Bn | 28.00 Bn | - | 2.31 Bn |
| 7 | Pelagos Insurance Capital | 2.03 Bn | 1.58 Bn | 357.40 Mn | - |
| 8 | Exzeo | 1.50 Bn | 1.36 Bn | 36.84 Mn | - |
| 9 | International General Insurance Holdings | 1.15 Bn | 917.64 Mn | -5.60 Mn | - |
| 10 | Waterdrop | 359.74 Mn | 230.42 Mn | 109.06 Mn | 39.66 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 145.84 Mn |
| Dec 31, 2025 | 34.67 Bn |
| Sep 30, 2025 | 34.71 Bn |
| Jun 30, 2025 | 32.65 Bn |
| Mar 31, 2025 | 32.08 Bn |
| Dec 31, 2024 | 32.84 Bn |
| Sep 30, 2024 | 33.09 Bn |
| Jun 30, 2024 | 32.42 Bn |
| Mar 31, 2024 | 32.03 Bn |
| Dec 31, 2023 | 31.12 Bn |
| Sep 30, 2023 | 31.03 Bn |
| Jun 30, 2023 | 30.77 Bn |
| Mar 31, 2023 | 30.72 Bn |
| Dec 31, 2022 | 26.71 Bn |
| Sep 30, 2022 | 27.65 Bn |
| Jun 30, 2022 | 27.03 Bn |
| Mar 31, 2022 | 27.07 Bn |
| Dec 31, 2021 | 27.53 Bn |
| Sep 30, 2021 | 25.60 Bn |
| Jun 30, 2021 | 25.99 Bn |