Sun Life Financial (SLF) Return on Assets [ROA] (2011 - 2026)
Sun Life Financial's Return on Assets [ROA] came in at 0.87% for Q2 2026, down 1.19 percentage points from 2.06% a year earlier but up 0.04 percentage points from the prior quarter.
Sun Life Financial (SLF) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Sun Life Financial's Return on Assets [ROA] was 0.98%.
- Return on Assets [ROA] carries a five-year change of +0.09 percentage points (FY2020 to FY2025).
- Going back by year, Return on Assets [ROA] was 1.34% in FY2021 (+0.44 pp).
- The five-year range for quarterly Return on Assets [ROA] is 0.83% (Q1 2026) to 2.07% (Q1 2025).
- Year-over-year, Return on Assets [ROA] has declined for four consecutive quarters, with an average year-over-year change of -0.43 percentage points over the last six quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in Q2 2024 (a gain of 1.01 percentage points), and the weakest in Q1 2026 (a drop of 1.24 percentage points).
- Business Quant data shows SLF's Return on Assets [ROA] at 0.83% (Q1 2026), 0.95% (Q4 2025) and 1.89% (Q3 2025) in the three quarters before Q2 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Chubb | 138.09 Bn | 84.67 Bn | 9.13 Bn | 4.13% |
| 2 | Progressive | 127.57 Bn | 103.40 Bn | 9.04 Bn | 9.46% |
| 3 | Marsh & Mclennan Companies | 89.82 Bn | 81.98 Bn | - | 6.90% |
| 4 | Travelers Companies | 80.92 Bn | 57.17 Bn | 6.23 Bn | 5.81% |
| 5 | Manulife Financial | 75.09 Bn | -19.79 Bn | - | 0.47% |
| 6 | Arthur J. Gallagher | 64.98 Bn | 59.38 Bn | - | 1.97% |
| 7 | Metlife | 64.10 Bn | -42.68 Bn | 7.82 Bn | 0.49% |
| 8 | Allstate | 63.22 Bn | 24.49 Bn | 8.73 Bn | 10.69% |
| 9 | Aon | 61.77 Bn | 54.99 Bn | - | 7.61% |
| 10 | Sun Life Financial | 44.33 Bn | 2.29 Bn | - | 0.89% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.89% |
| Mar 31, 2026 | 0.83% |
| Dec 31, 2025 | 0.94% |
| Sep 30, 2025 | 0.82% |
| Jun 30, 2025 | 0.92% |
| Mar 31, 2025 | 0.94% |
| Dec 31, 2024 | 0.92% |
| Sep 30, 2024 | 1.12% |
| Jun 30, 2024 | 1.02% |
| Mar 31, 2024 | 1.03% |
| Dec 31, 2023 | 1.06% |
| Sep 30, 2023 | 1.08% |
| Jun 30, 2023 | 0.93% |
| Mar 31, 2023 | 0.97% |
| Dec 31, 2022 | 1.00% |
| Sep 30, 2022 | 1.13% |
| Jun 30, 2022 | 1.25% |
| Mar 31, 2022 | 1.26% |
| Dec 31, 2021 | 1.31% |
| Sep 30, 2021 | 1.21% |
Sun Life Financial Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SLF&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "SLF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SLF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();