← SUN LIFE FINANCIAL INC

Annual Trend FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
ASSETS
Goodwill $5.3b $5.2b $5.4b $5.8b $6.1b $6.5b $8.7b $9.0b $9.5b $9.5b
Intangible Assets Other Than Goodwill $1.7b $1.7b $1.8b $2.1b $2.5b $3.4b $4.7b $5.2b $5.1b $5.2b
Additional Financial Items
Deferred Tax Assets $1.4b $1.3b $1.2b $1.5b $1.6b $1.8b $2.3b $3.9b $3.9b $3.8b
Investment Property $6.6b $7.1b $7.2b $7.3b $7.5b $9.1b $10.1b $9.7b $9.3b $9.4b
Unused Tax Losses For Which No Deferred Tax Asset Recognised $429.0m $511.0m $702.0m $553.0m $587.0m $499.0m $696.0m $597.0m $629.0m $349.0m
Total Assets $258.2b $269.1b $271.8b $297.2b $323.0b $345.4b $330.9b $333.2b $370.7b $398.5b
LIABILITIES AND EQUITY
Deferred Tax Liabilities $687.0m $403.0m $322.0m $406.0m $383.0m $322.0m $630.0m $281.0m $286.0m $301.0m
Deferred Tax Liability Asset ($761.0m) ($892.0m) ($887.0m) ($1.0b) ($1.3b) ($1.5b) ($1.7b) ($3.6b) ($3.6b) ($3.5b)
Increase Decrease Through Business Combinations Deferred Tax Liability Asset ($169.0m) $10.0m — $48.0m $67.0m — $226.0m ($147.0m) $1.0m ($8.0m)
Increase Decrease Through Net Exchange Differences Deferred Tax Liability Asset $12.0m $9.0m $1.0m $2.0m ($11.0m) $6.0m ($7.0m) ($14.0m) $36.0m ($26.0m)
Total Liabilities $235.9b $246.1b $247.3b $272.7b $297.1b $317.3b $301.5b $309.0b $344.6b $373.0b
Noncontrolling Interests $0 $0 — $19.0m $25.0m $59.0m $90.0m $161.0m $76.0m $264.0m

Data sourced from SEC EDGAR 10-K filings via EdgarTools. Amounts are shown in USD as reported in each fiscal year filing.

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.