Sun Life Financial (SLFQF) Invested Capital (2009 - 2026)

Sun Life Financial (SLFQF) 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 (SLFQF) Invested Capital (2009 - 2026) Analysis & Trends

Sun Life Financial (SLFQF) 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 SLFQF'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 SLFQF'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 Sun Life Financial - - - 19.86 Bn

Historic Data

Download Data
DateValue
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