Ray Dalio's SLF Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 250,635 shares of Sun Life Financial Inc. (SLF) worth $15.65 M, representing 0.07% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in SLF, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 243,293 shares. Largest reduction occurred in Q1 2017, reducing 281,200 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Sun Life Financial (SLF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sun Life Financial (SLF) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -55,928 | Reduce 18.24% | 250,635 | $62.45 |
| Q4 2025 | -9,882 | Reduce 3.12% | 306,563 | $62.51 |
| Q3 2025 | -11,257 | Reduce 3.44% | 316,445 | $60.06 |
| Q2 2025 | -74,393 | Reduce 18.50% | 327,702 | $66.41 |
| Q1 2025 | +243,293 | Add 153.21% | 402,095 | $57.22 |
| Q4 2024 | +139,455 | Add 720.81% | 158,802 | $59.35 |
| Q3 2024 | +6,081 | Add 45.84% | 19,347 | $58.07 |
| Q2 2024 | +13,266 | New Buy | 13,266 | $49.02 |
| Q2 2020 | -203,879 | Sold Out | 0 | $0.00 |
| Q1 2020 | -4,055 | Reduce 1.95% | 203,879 | $31.80 |
| Q4 2019 | -3,122 | Reduce 1.48% | 207,934 | $45.66 |
| Q1 2019 | -45,739 | Reduce 17.81% | 211,056 | $38.43 |
| Q4 2018 | -48,010 | Reduce 15.75% | 256,795 | $33.16 |
| Q3 2018 | +42,285 | Add 16.11% | 304,805 | $39.73 |
| Q2 2018 | +182,000 | Add 226.03% | 262,520 | $40.16 |
| Q1 2018 | -1,609 | Reduce 1.96% | 80,520 | $41.03 |
| Q4 2017 | -51,161 | Reduce 38.38% | 82,129 | $41.41 |
| Q2 2017 | +133,290 | New Buy | 133,290 | $35.70 |
| Q1 2017 | -281,200 | Sold Out | 0 | $0.00 |
| Q4 2016 | +281,200 | New Buy | 281,200 | $38.44 |
Ray Dalio's Sun Life Financial Investment FAQs
Ray Dalio first purchased Sun Life Financial Inc. (SLF) in Q4 2016, acquiring 281,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Sun Life Financial Inc. (SLF) for 23 quarters since Q4 2016.
Ray Dalio's largest addition to Sun Life Financial Inc. (SLF) was in Q4 2016, adding 281,200 shares worth $10.81 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 250,635 shares of Sun Life Financial Inc. (SLF), valued at approximately $15.65 M.
As of the Q1 2026 filing, Sun Life Financial Inc. (SLF) represents approximately 0.07% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Sun Life Financial Inc. (SLF) was 402,095 shares, as reported at the end of Q1 2025.