Growth Metrics

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

Sun Life Financial (SUNFF) posted Invested Capital of $19.9 billion for Q1 2026, up 4.15% on a QoQ basis from $19.1 billion in Q4 2025, and up 4.39% year-over-year from $19.0 billion in Q1 2025.

Sun Life Financial (SUNFF) has 18 years of Invested Capital data on file, last reported at $19.9 billion in Q1 2026.

  • In Q1 2026, Invested Capital rose 4.39% year-over-year to $19.9 billion; the TTM figure through Mar 2026 stood at $19.9 billion (up 4.39% YoY), while the FY2025 annual figure was $19.1 billion, down 3.59% from the prior year.
  • Invested Capital advanced to $19.9 billion in Q1 2026, from $19.1 billion in the prior quarter.
  • Across five years, Invested Capital topped out at $32.9 billion in Q3 2023 and bottomed at $18.3 billion in Q4 2023.
  • A 5-year average of $23.7 billion and a median of $19.8 billion in 2024 frame the typical range for Invested Capital.
  • Annual changes were most pronounced in 2022 — Invested Capital jumped 44.18% — and 2024, when it sank 40.98%.
  • Year by year, Invested Capital stood at $26.7 billion in 2022, then plunged by 31.54% to $18.3 billion in 2023, then increased by 8.19% to $19.8 billion in 2024, then declined by 3.59% to $19.1 billion in 2025, then increased by 4.15% to $19.9 billion in 2026.
  • The last three Invested Capital figures came in at $19.9 billion (Q1 2026), $19.1 billion (Q4 2025), and $19.7 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 American International 39.62 Bn 784.91 Mn 2.60 Bn 49.41 Bn
2 Hartford Insurance 34.97 Bn 25.91 Bn 2.15 Bn 23.26 Bn
3 Aegon 34.55 Bn 34.55 Bn - 13.26 Bn
4 Arch Capital 31.37 Bn 30.45 Bn 4.02 Bn 24.19 Bn
5 Fidelis Insurance Holdings 2.04 Bn 2.04 Bn 386.80 Mn -
6 International General Insurance Holdings 1.03 Bn 811.79 Mn 70.90 Mn 653.60 Mn
7 Waterdrop 762.05 Mn 690.71 Mn 129.34 Mn 733.01 Mn
8 Exzeo 1.28 Mn -230.11 Mn 32.74 Mn 274.94 Mn
9 Sun Life Financial 43.53 -7.92 Bn - 19.86 Bn
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 32.92 Bn
Jun 30, 2023 31.98 Bn
Mar 31, 2023 32.14 Bn
Dec 31, 2022 26.71 Bn
Sep 30, 2022 30.09 Bn
Jun 30, 2022 29.02 Bn
Mar 31, 2022 28.50 Bn
Dec 31, 2021 18.52 Bn
Sep 30, 2021 27.05 Bn
Jun 30, 2021 27.31 Bn
Mar 31, 2021 25.51 Bn
Dec 31, 2020 20.83 Bn
Sep 30, 2020 22,609.82 Bn
Jun 30, 2020 21,748.85 Bn
Mar 31, 2020 21,639.53 Bn
Dec 31, 2019 19.70 Bn
Sep 30, 2019 19.32 Bn
Jun 30, 2019 19.05 Bn
Mar 31, 2019 19.21 Bn
Dec 31, 2018 17.96 Bn
Sep 30, 2018 18.75 Bn
Jun 30, 2018 19.49 Bn
Mar 31, 2018 19.57 Bn
Dec 31, 2017 17.57 Bn
Sep 30, 2017 1.45 Bn
Jun 30, 2017 18.09 Bn
Mar 31, 2017 18.47 Bn
Dec 31, 2016 16.46 Bn
Sep 30, 2016 18.72 Bn
Jun 30, 2016 18.31 Bn
Mar 31, 2016 17.14 Bn
Dec 31, 2015 15.93 Bn
Sep 30, 2015 2.51 Bn
Jun 30, 2015 1.76 Bn
Mar 31, 2015 2.16 Bn
Dec 31, 2014 1.41 Bn
Sep 30, 2014 1.08 Bn
Jun 30, 2014 713.99 Mn
Mar 31, 2014 1.05 Bn
Dec 31, 2013 895.19 Mn
Sep 30, 2013 748.90 Mn
Jun 30, 2013 925.02 Mn
Mar 31, 2013 628.57 Mn
Dec 31, 2012 599.46 Mn
Sep 30, 2012 809.29 Mn
Jun 30, 2012 1.13 Bn
Mar 31, 2012 963.74 Mn
Dec 31, 2011 1.03 Bn
Sep 30, 2011 1.42 Bn
Jun 30, 2011 717.20 Mn
Mar 31, 2011 643.02 Mn
Dec 31, 2010 708.57 Mn
Sep 30, 2010 986.45 Mn
Jun 30, 2010 1.30 Bn
Mar 31, 2010 22.12 Bn
Dec 31, 2009 22.13 Bn
Sep 30, 2009 1.30 Bn
Jun 30, 2009 1.62 Bn
Mar 31, 2009 19.74 Bn