Sun Life Financial Inc. (SLF) — 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 SLF equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Sun Life Financial Inc. Strategic Asset Allocation Index (2013–2025)
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. For live market cap and overall valuation, see SLF market cap overview.
Annual Strategic Asset Allocation Index for Sun Life Financial Inc. (2013–2025)
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. See SLF book value for net asset value and shareholders' equity analysis.
| 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 | — |