A detailed history of Principal Securities, Inc. transactions in Sun Life Financial Inc stock. As of the latest transaction made, Principal Securities, Inc. holds 164 shares of SLF stock, worth $10,099. This represents 0.0% of its overall portfolio holdings.

Number of Shares
164
Previous 135 21.48%
Holding current value
$10,099
Previous $8.01 Million 36.04%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$53.39 - $66.45 $1,548 - $1,927
29 Added 21.48%
164 $10.9 Million
Q4 2024

Jan 30, 2025

BUY
$55.43 - $62.69 $3,547 - $4,012
64 Added 90.14%
135 $8.01 Million
Q3 2024

Oct 28, 2024

SELL
$47.07 - $58.09 $517 - $638
-11 Reduced 13.41%
71 $4.12 Million
Q2 2024

Jul 31, 2024

SELL
$47.48 - $53.96 $267,644 - $304,172
-5,637 Reduced 98.57%
82 $4.02 Million
Q1 2024

May 10, 2024

BUY
$50.02 - $55.17 $283,213 - $312,372
5,662 Added 9933.33%
5,719 $312 Million
Q4 2023

Feb 07, 2024

BUY
$44.74 - $52.25 $2,550 - $2,978
57 New
57 $2.96 Million

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $36.1B
  • Description
  • Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...
More about SLF
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.