SLF close: $47.7 on 2023-08-28 to $78.8 on 2026-08-28.
Split-adj closes · 240 of 5,317 · price returnⓘ
At a glance
Days to cover8.4d
Top-10 13F concentration51.5%
SI 2026-08-14 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
Sales (TTM)CAD 41.90B
Earnings (TTM)CAD 3.55B
ROE14.2%
Net margin8.5%
EPS growth 3Y7.9%
Sales growth 3Y93.7%
FY ratios · TTM sales/earnings (CAD)ⓘ
Trailing returns
YTD+28.8%
1Y+39.5%
3Y+87.7%
5Y+86.7%
10Y+266.0%
Since incept. (ann.)+8.3%
Total return · from 2005-07-07ⓘ
Risk
Ann. volatility (1Y)18.5%
Ann. volatility (3Y)18.9%
Sharpe (1Y)1.96
Sharpe (3Y)1.22
Max drawdown (1Y)−10.1%
Max drawdown (3Y)−14.9%
Beta (3Y vs SPY)0.79
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
ROYAL BANK OF CANADA
41.6M
$2.6B
—
−8.1%
VANGUARD CAPITAL MANAGEMENT LLC
16.0M
$1.0B
—
new
TD Asset Management Inc
14.0M
$876M
—
−8.6%
BANK OF MONTREAL /CAN/
10.4M
$651M
—
+0.5%
CIBC WORLD MARKET INC.
9.3M
$583M
—
+39.1%
1832 Asset Management L.P.
9.1M
$567M
—
−11.2%
TORONTO DOMINION BANK
7.1M
$442M
—
+13.0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE
6.9M
$435M
—
−9.2%
Δ vs 2025-Q4 · % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.ⓘ
Latest reported quarters
No reported quarters on file for SLF.
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
