Sun Life Financial (SLF) Invested Capital (2009 - 2026)
Sun Life Financial (SLF) reported Invested Capital of $19.9 billion for Q1 2026, up 4.39% year-over-year from $19.0 billion in Q1 2025, and up 4.15% quarter-over-quarter from $19.1 billion in Q4 2025.
Sun Life Financial (SLF) Invested Capital (2009 - 2026) Analysis & Trends
Sun Life Financial (SLF) has 18 years of Invested Capital data on file, last reported at $19.9 billion in Q1 2026.
- Invested Capital for Q1 2026 came in at $19.9 billion, up 4.39% year-over-year; the trailing twelve-month figure through Mar 2026 was $19.9 billion (up 4.39% YoY), and the FY2025 annual result was $19.1 billion, down 3.59% from the prior year.
- Invested Capital improved to $19.9 billion in Q1 2026 per SLF's latest filing, from $19.1 billion in the prior quarter.
- Over five years, Invested Capital peaked at $23.1 billion in Q3 2022 and troughed at $18.1 billion in Q2 2023.
- A 5-year average of $19.7 billion and a median of $19.2 billion in 2023 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2023 and 2024: Invested Capital fell 19.26% in 2023, then rose 8.19% in 2024.
- A 5-year view of Invested Capital shows it stood at $23.1 billion in 2022, then slipped by 20.89% to $18.3 billion in 2023, then climbed by 8.19% to $19.8 billion in 2024, then slipped by 3.59% to $19.1 billion in 2025, then climbed by 4.15% to $19.9 billion in 2026.
- Business Quant data shows SLF's Invested Capital at $19.9 billion in Q1 2026, $19.1 billion in Q4 2025, and $19.7 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | American International | 39.85 Bn | 1.02 Bn | 2.60 Bn | 49.41 Bn |
| 2 | Hartford Insurance | 35.40 Bn | 26.34 Bn | 2.15 Bn | 23.26 Bn |
| 3 | Arch Capital | 32.21 Bn | 31.30 Bn | 4.02 Bn | 24.19 Bn |
| 4 | Brookfield Wealth Solutions | 9.95 Bn | -3.21 Bn | 4.62 Bn | 18.55 Bn |
| 5 | FIHL | 2.04 Bn | 2.04 Bn | - | - |
| 6 | International General Insurance Holdings | 1.03 Bn | 811.79 Mn | 111.10 Mn | - |
| 7 | Waterdrop | 632.07 Mn | 560.72 Mn | 129.34 Mn | 733.01 Mn |
| 8 | Sun Life Financial | 48.32 Mn | -8.02 Bn | - | 19.86 Bn |
| 9 | Exzeo | 1.16 Mn | -230.22 Mn | 32.74 Mn | 274.94 Mn |
| 10 | Aegon | 5,067.42 | 5,067.42 | - | 13.26 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 19.86 Bn |
| Dec 31, 2025 | 19.07 Bn |
| Sep 30, 2025 | 19.67 Bn |
| Jun 30, 2025 | 19.04 Bn |
| Mar 31, 2025 | 19.03 Bn |
| Dec 31, 2024 | 19.78 Bn |
| Sep 30, 2024 | 19.64 Bn |
| Jun 30, 2024 | 18.88 Bn |
| Mar 31, 2024 | 19.10 Bn |
| Dec 31, 2023 | 18.28 Bn |
| Sep 30, 2023 | 19.22 Bn |
| Jun 30, 2023 | 18.11 Bn |
| Mar 31, 2023 | 18.41 Bn |
| Sep 30, 2022 | 23.11 Bn |
| Jun 30, 2022 | 22.43 Bn |
| Mar 31, 2022 | 21.88 Bn |
| Dec 31, 2021 | 18.52 Bn |
| Sep 30, 2021 | 22.06 Bn |
| Jun 30, 2021 | 22.24 Bn |
| Mar 31, 2021 | 20.69 Bn |