Sun Life Financial (SLF) Invested Capital (2009 - 2026)
Sun Life Financial's (SLF) quarterly Invested Capital came in at $27.7 billion in Q2 2026, up 14.92% year-over-year from $24.1 billion in Q2 2025, and up 4.0% quarter-over-quarter from $26.7 billion in Q1 2026.
Analysis
Sun Life Financial (SLF) Invested Capital (2009 - 2026) Analysis & Trends
Sun Life Financial (SLF) has reported Invested Capital for 18 consecutive years, with $27.7 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital rose 14.92% year-over-year to $27.7 billion in Q2 2026; TTM through Jun 2026 was $27.7 billion, a 14.92% increase from a year earlier, with the FY2025 full-year figure at $25.7 billion, up 3.86% from the prior year.
- Invested Capital was $27.7 billion for Q2 2026 at Sun Life Financial, up from $26.7 billion in the prior quarter.
- Over five years, Invested Capital peaked at $30.1 billion in Q3 2022 and troughed at $23.4 billion in Q4 2023.
- A 5-year average of $25.5 billion and a median of $24.5 billion in 2024 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital dropped 19.34% in 2023 and gained 14.92% in 2026, its largest moves.
- Over 5 years, Invested Capital stood at $23.7 billion in 2022, then declined by 0.99% to $23.4 billion in 2023, then climbed by 5.7% to $24.8 billion in 2024, then rose by 4.06% to $25.8 billion in 2025, then climbed by 7.59% to $27.7 billion in 2026.
- The last three Invested Capital figures came in at $27.7 billion (Q2 2026), $26.7 billion (Q1 2026), and $25.8 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - | 51.93 Bn |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn | 33.81 Bn |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - | 27.72 Bn |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn | 9.38 Bn |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn | 4.70 Bn |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn | 19.01 Bn |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn | - |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - | 13.33 Bn |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn | 3.68 Bn |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn | 18.61 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 27.72 Bn |
| Mar 31, 2026 | 26.65 Bn |
| Dec 31, 2025 | 25.76 Bn |
| Sep 30, 2025 | 25.71 Bn |
| Jun 30, 2025 | 24.12 Bn |
| Mar 31, 2025 | 23.91 Bn |
| Dec 31, 2024 | 24.76 Bn |
| Sep 30, 2024 | 24.65 Bn |
| Jun 30, 2024 | 24.39 Bn |
| Mar 31, 2024 | 24.11 Bn |
| Dec 31, 2023 | 23.42 Bn |
| Sep 30, 2023 | 24.27 Bn |
| Jun 30, 2023 | 23.60 Bn |
| Mar 31, 2023 | 23.82 Bn |
| Dec 31, 2022 | 23.66 Bn |
| Sep 30, 2022 | 30.09 Bn |
| Jun 30, 2022 | 29.02 Bn |
| Mar 31, 2022 | 28.50 Bn |
| Dec 31, 2021 | 23.98 Bn |
| Sep 30, 2021 | 27.05 Bn |