Sun Life Financial Inc. Strategic Asset Allocation Index
Sun Life Financial Inc. strategic asset allocation index. Sun Life Financial Inc. (SLF) has a Strategic Asset Allocation Index of 467.2% as of December 2025. Strategic assets (PP&E of CA$- plus long-term investments of CA$119.09 Billion) total CA$119.09 Billion, measured against net assets of CA$25.49 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Sun Life Financial Inc. to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Sun Life Financial Inc. (2013–2025)
Strategic asset allocation index of Sun Life Financial Inc. from 2013 to 2025. This chart shows how Sun Life Financial Inc.'s Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of December 2025, the index stands at 467.2%, representing strategic assets of CA$119.09 Billion against net assets of CA$25.49 Billion CAD. Check SLF tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Sun Life Financial Inc. Strategic Asset Allocation Index by Year (2013–2025)
Sun Life Financial Inc. strategic asset allocation index by year from 2013 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Sun Life Financial Inc. from 2013 to 2025, covering 13 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see how much is Sun Life Financial Inc. worth.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 472.8% | CA$120.53 Billion | CA$1.44 Billion | CA$119.09 Billion | CA$25.49 Billion | ▲ +50.4 pp |
| 2024 | 422.4% | CA$110.38 Billion | CA$1.40 Billion | CA$108.98 Billion | CA$26.13 Billion | ▲ +23.9 pp |
| 2023 | 398.5% | CA$96.45 Billion | CA$1.45 Billion | CA$95.00 Billion | CA$24.20 Billion | ▲ +104.9 pp |
| 2022 | 293.6% | CA$86.25 Billion | CA$1.36 Billion | CA$84.89 Billion | CA$29.38 Billion | ▼ -75.4 pp |
| 2021 | 369.0% | CA$103.60 Billion | CA$1.31 Billion | CA$102.29 Billion | CA$28.07 Billion | ▼ -17.6 pp |
| 2020 | 386.6% | CA$99.99 Billion | CA$1.39 Billion | CA$98.59 Billion | CA$25.86 Billion | ▲ +16.7 pp |
| 2019 | 369.9% | CA$90.65 Billion | CA$1.40 Billion | CA$89.25 Billion | CA$24.51 Billion | ▲ +36.5 pp |
| 2018 | 333.4% | CA$81.91 Billion | CA$621.00 Million | CA$81.28 Billion | CA$24.57 Billion | ▼ -23.9 pp |
| 2017 | 357.2% | CA$82.06 Billion | CA$624.00 Million | CA$81.43 Billion | CA$22.97 Billion | ▼ -1.6 pp |
| 2016 | 358.8% | CA$80.26 Billion | CA$659.00 Million | CA$79.61 Billion | CA$22.37 Billion | ▲ +284.4 pp |
| 2015 | 74.4% | CA$15.93 Billion | CA$636.00 Million | CA$15.30 Billion | CA$21.42 Billion | ▼ -7.9 pp |
| 2014 | 82.3% | CA$15.54 Billion | CA$555.00 Million | CA$14.98 Billion | CA$18.87 Billion | ▲ +4.6 pp |
| 2013 | 77.7% | CA$13.48 Billion | CA$658.00 Million | CA$12.82 Billion | CA$17.35 Billion | — |