CR07712-2026

SECURITIES AND EXCHANGE COMMISSIONSEC FORM 17-Q

QUARTERLY REPORT PURSUANT TO SECTION 17 OF THE SECURITIES
REGULATION CODE AND SRC RULE 17(2)(b) THEREUNDER

1. For the quarterly period ended
Sep 30, 2026
2. SEC Identification Number
N/A
3. BIR Tax Identification No.
N/A
4. Exact name of issuer as specified in its charter
Sun Life Financial Inc.
5. Province, country or other jurisdiction of incorporation or organization
Canada
6. Industry Classification Code(SEC Use Only)
7. Address of principal office
1 York Street, Toronto, Ontario, M5J 0B6 Postal Code M5J
8. Issuer's telephone number, including area code
1-416-979-9966
9. Former name or former address, and former fiscal year, if changed since last report
N/A
10. Securities registered pursuant to Sections 8 and 12 of the SRC or Sections 4 and 8 of the RSA
Title of Each Class Number of Shares of Common Stock Outstanding and Amount of Debt Outstanding
Common 555,403,056
11. Are any or all of registrant's securities listed on a Stock Exchange?
Yes
No
If yes, state the name of such stock exchange and the classes of securities listed therein:
TSX, NYSE, PSE - Common Shares; TSX - Preferred Shares
12. Indicate by check mark whether the registrant:

(a) has filed all reports required to be filed by Section 17 of the SRC and SRC Rule 17 thereunder or Sections 11 of the RSA and RSA Rule 11(a)-1 thereunder, and Sections 26 and 141 of the Corporation Code of the Philippines, during the preceding twelve (12) months (or for such shorter period that the registrant was required to file such reports)

Yes
No
(b) has been subject to such filing requirements for the past ninety (90) days
Yes
No

The Exchange does not warrant and holds no responsibility for the veracity of the facts and representations contained in all corporate disclosures, including financial reports. All data contained herein are prepared and submitted by the disclosing party to the Exchange, and are disseminated solely for purposes of information. Any questions on the data contained herein should be addressed directly to the Corporate Information Officer of the disclosing party.

Sun Life Financial Inc.SLF

PSE Disclosure Form 17-2 - Quarterly Report References: SRC Rule 17 and
Sections 17.2 and 17.8 of the Revised Disclosure Rules

For the period ended Sep 30, 2026
Currency (indicate units, if applicable) C$MillionExceptEPS&BVPS
Balance Sheet
Period Ended
Fiscal Year Ended (Audited)
Sep 30, 2026 Dec 31, 2025
Current Assets - -
Total Assets 421,429 398,455
Current Liabilities - -
Total Liabilities 394,404 372,963
Retained
Earnings/(Deficit)
13,135 12,927
Stockholders' Equity 26,003 24,532
Stockholders' Equity - Parent - -
Book Value per Share 42.79 40.25
Income Statement
Current Year
(3 Months)
Previous Year
(3 Months)
Current Year-To-Date
Previous Year-To-Date
Gross Revenue 3,847 12,421 26,618 32,971
Gross Expense 2,594 10,974 23,375 29,299
Non-Operating Income - - - -
Non-Operating Expense - - - -
Income/(Loss) Before Tax 1,253 1,447 3,243 3,672
Income Tax Expense 368 260 755 700
Net Income/(Loss) After Tax 885 1,187 2,488 2,972
Net Income Attributable to
Parent Equity Holder
- - - -
Earnings/(Loss) Per Share
(Basic)
1.41 1.97 4.07 4.86
Earnings/(Loss) Per Share
(Diluted)
1.4 1.97 4.04 4.85
Current Year (Trailing 12 months)
Previous Year (Trailing 12 months)
Earnings/(Loss) Per Share (Basic) 5.37 5.27
Earnings/(Loss) Per Share (Diluted) 5.34 5.26
Other Relevant Information

See attached:
1. Interim Financial Statements for the third quarter of 2026; and
2. Interim Management's Discussion and Analysis for the third quarter of 2026.

Filed on behalf by:
Name Shirley Chung
Designation Senior Corporate Law Clerk