Home › Companies › Sun Life Financial Inc. › 2025-2026

Sun Life Financial Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated October 25, 2026.

  • 40Reported items
  • 306Asset managers
  • 2,852Fund votes
  • May 6, 2026Meeting date

Results at a glance

No official results are on file for this meeting: no Form 8-K tally (Item 5.07) from Sun Life Financial Inc. has been matched to it. The figures below are the funds’ own votes from Form N-PX. They are not the meeting result, so they are not used to judge dissent.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore Sun Life Financial Inc. in the interactive database Compare manager voting policies

How asset managers voted at the Sun Life Financial Inc. 2025-2026 meeting

Each item below shows how the 306 asset managers that disclosed a Sun Life Financial Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Sun Life Financial Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director Ashok K. Gupta

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Ashok K. Gupta” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

2. Elect Director Deepak Chopra

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Deepak Chopra” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

3. Elect Director Helen M. Mallovy Hicks

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Helen M. Mallovy Hicks” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

4. Elect Director Joseph M. Natale

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Joseph M. Natale” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

5. Elect Director Kevin D. Strain

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Kevin D. Strain” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

6. Elect Director Laurie G. Hylton

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Laurie G. Hylton” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

7. Elect Director Marcia Moffat

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Marcia Moffat” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

8. Elect Director Marie-Lucie Morin

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Marie-Lucie Morin” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

9. Elect Director Patrick P. F. Cronin

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Patrick P. F. Cronin” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

10. Elect Director Scott F. Powers

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Scott F. Powers” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

11. Elect Director Stacey A. Madge

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Stacey A. Madge” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

12. Elect Director Stephanie L. Coyles

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 55 asset managers

The 55 asset managers below reported 36,636,142 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 36,636,142
Largest asset managers voting on “Elect Director Stephanie L. Coyles” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,863,6040 00For
Fidelity8,019,3940 00For
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
Charles Schwab1,751,7540 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Hartford210,1340 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
Russell Investments117,1420 00For
STEWARD FUNDS, INC.89,5840 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Calvert33,5190 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

13. Elect Director David H. Y. Ho

No official resultsDIRECTOR ELECTIONS

100% of fund votes cast · no official result

FOR
Details: votes by 41 asset managers

The 41 asset managers below reported 29,649,508 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 29,649,508
Largest asset managers voting on “Elect Director David H. Y. Ho” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,117,5910 00For
Fidelity8,019,3940 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
STEWARD FUNDS, INC.89,5840 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
Calvert33,5190 00For
PRAXIS FUNDS28,4020 00For
BNY Mellon28,0020 00For
Victory Capital25,5950 00For
Lincoln Financial21,7320 00For
Pacific Life19,1150 00For
Goldman Sachs18,8630 00For
Equitable15,7000 00For

Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.

14. ELECTION OF DIRECTOR - "ASHOK K. GUPTA"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "ASHOK K. GUPTA"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

15. ELECTION OF DIRECTOR - "DAVID H. Y. HO"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "DAVID H. Y. HO"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

16. ELECTION OF DIRECTOR - "DEEPAK CHOPRA"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "DEEPAK CHOPRA"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

17. ELECTION OF DIRECTOR - "HELEN M. MALLOVY HICKS"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "HELEN M. MALLOVY HICKS"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

18. ELECTION OF DIRECTOR - "JOSEPH M. NATALE"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "JOSEPH M. NATALE"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

19. ELECTION OF DIRECTOR - "KEVIN D. STRAIN"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "KEVIN D. STRAIN"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

20. ELECTION OF DIRECTOR - "LAURIE G. HYLTON"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "LAURIE G. HYLTON"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

21. ELECTION OF DIRECTOR - "MARCIA MOFFAT"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "MARCIA MOFFAT"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

22. ELECTION OF DIRECTOR - "MARIE-LUCIE MORIN"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "MARIE-LUCIE MORIN"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

23. ELECTION OF DIRECTOR - "PATRICK P. F. CRONIN"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "PATRICK P. F. CRONIN"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

24. ELECTION OF DIRECTOR - "SCOTT F. POWERS"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,718,303 for, 21,541 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,718,303AGAINST: 21,541
Largest asset managers voting on “ELECTION OF DIRECTOR - "SCOTT F. POWERS"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust03,614 00Against
Allianz2,1670 00For
GPS Funds I1,0540 00For

25. ELECTION OF DIRECTOR - "STACEY A. MADGE"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "STACEY A. MADGE"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

26. ELECTION OF DIRECTOR - "STEPHANIE L. COYLES"

No official resultsDIRECTOR ELECTIONS

99% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 1,721,917 for, 17,927 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,721,917AGAINST: 17,927
Largest asset managers voting on “ELECTION OF DIRECTOR - "STEPHANIE L. COYLES"” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,418,9540 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
ETF Series Solutions33,6260 00For
GREEN CENTURY FUNDS017,927 00Against
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For

27. DIRECTOR: DAVID H. Y. HO

No official resultsDIRECTOR ELECTIONS

100% of fund votes cast · no official result

FOR
Details: votes by 8 asset managers

The 8 asset managers below reported 4,071,381 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 4,071,381
Largest asset managers voting on “DIRECTOR: DAVID H. Y. HO” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,996,4170 00For
JPMorgan1,987,3580 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
Jackson National30,8230 00For
EA Series Trust19,4690 00For
RBB FUND, INC.2,7530 00For
ADVISORS SERIES TRUST330 00For
RBB Fund Trust150 00For

28. Elect David H. Y. Ho

No official resultsDIRECTOR ELECTIONS

100% of fund votes cast · no official result

FOR
Details: votes by 6 asset managers

The 6 asset managers below reported 2,914,853 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 2,914,853
Largest asset managers voting on “Elect David H. Y. Ho” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,751,7540 00For
Vanguard746,0130 00For
Hartford210,1340 00For
Russell Investments117,1420 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
Brighthouse1,2190 00For

29. Director Elections

No official resultsDIRECTOR ELECTIONS

100% of fund votes cast · no official result

FOR
Details: votes by 2 asset managers

The 2 asset managers below reported 1,084 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,084
Largest asset managers voting on “Director Elections” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Ballew Advisors, Inc1,0810 00For
Members Trust Co30 00For

30. Amend Stock Option Plan

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 43 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 39 asset managers voting on “Amend Stock Option Plan” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,117,5910 00For
Fidelity8,019,3940 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
STEWARD FUNDS, INC.89,5840 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
Calvert33,5190 00For
PRAXIS FUNDS28,4020 00For
BNY Mellon28,0020 00For
Victory Capital25,5950 00For
Lincoln Financial21,7320 00For
Pacific Life19,1150 00For
Goldman Sachs18,8630 00For
Equitable15,7000 00For

Fund voting reports, all 39 managers: 29,649,114 for. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 3 asset managers voting on “Amend Stock Option Plan” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
APG Asset Management US Inc.1,179,6450 00For
Keel Point, LLC3940 00For
LEAVELL INVESTMENT MANAGEMENT, INC.00 1080Abstain

Institutional-manager reports, all 3 managers: 1,180,039 for, 108 abstained.

31. Amendments to Sun Life's Executive Stock Option Plan

100% of fund votes cast · no official result

FOR
Details: votes by 21 asset managers

The 21 asset managers below reported 5,815,195 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 5,815,195
Largest asset managers voting on “Amendments to Sun Life's Executive Stock Option Plan” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock3,415,3710 00For
JPMorgan1,987,3580 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
ETF Series Solutions33,6260 00For
Jackson National30,8230 00For
EA Series Trust19,4690 00For
GREEN CENTURY FUNDS17,9270 00For
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
RBB FUND, INC.2,7530 00For
Allianz2,1670 00For
Roberts Wealth Advisors, LLC2,0000 00For
BIRCHBROOK, INC.1,2950 00For
GPS Funds I1,0540 00For
Berkeley Capital Partners, LLC4000 00For
Boltwood Capital Management2750 00For
ADVISORS SERIES TRUST330 00For
RBB Fund Trust150 00For

32. Amendment to the Executive Stock Option Plan

99.9% of fund votes cast · no official result

FOR
Details: votes by 7 asset managers

The 7 asset managers below reported 2,914,853 for, 1,580 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 2,914,853AGAINST: 1,580
Largest asset managers voting on “Amendment to the Executive Stock Option Plan” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,751,7540 00For
Vanguard746,0130 00For
Hartford210,1340 00For
Russell Investments117,1420 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
Union Investment Management GmbH01,580 00Against
Brighthouse1,2190 00For

33. Non-Binding Advisory Vote on Approach to Executive Compensation

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

99.3% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 241 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 17 asset managers voting on “Non-Binding Advisory Vote on Approach to Executive Compensation” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock3,415,3710 00For
JPMorgan1,987,3580 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
ETF Series Solutions33,6260 00For
Jackson National30,8230 00For
EA Series Trust19,4690 00For
GREEN CENTURY FUNDS17,9270 00For
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust3,6140 00For
RBB FUND, INC.2,7530 00For
Allianz2,1670 00For
GPS Funds I1,0540 00For
ADVISORS SERIES TRUST330 00For
RBB Fund Trust150 00For

Fund voting reports, all 17 managers: 5,811,225 for.

Institutional-manager reports: 225 asset managers voting on “Non-Binding Advisory Vote on Approach to Executive Compensation” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock31,410,4400 00For
1832 Asset Management L.P.9,157,9800 00For
SCOTIA CAPITAL INC.3,548,4710 00For
Fiera Capital Corp2,089,9990 00For
Value Partners Investments Inc.1,125,6090 00For
Cardinal Capital Management, Inc.1,099,5030 00For
Northern Trust631,1930 00For
AGF MANAGEMENT LTD296,4620 00For
Vancity Investment Management Ltd0201,870 00Against
NATIONAL BANK INVESTMENTS INC.189,6850 00For
Lorne Steinberg Wealth Management Inc.0147,223 00Against
Korea Investment CORP117,9080 00For
JPMorgan111,8620 00For
MOTCO72,2160 00For
One Capital Management, LLC69,3690 00For
CAPTRUST FINANCIAL ADVISORS68,3880 00For
National Bank Financial Inc.00 00--
Natixis41,0110 00For
WELLS FARGO CLEARING SERVICES, LLC32,9730 00For
MidFirst Bank27,7210 00For
PNC BANK, NATIONAL ASSOCIATION24,285146 00For
Ensign Peak Advisors, Inc21,8000 00For
Hilltop National Bank20,2390 00For
Edward D. Jones & Co., L.P.16,3360 00For
Corient Private Wealth LP14,7210 00For

Institutional-manager reports, all 225 managers: 50,572,910 for, 358,113 against, 66,424 mixed. Showing the 25 largest; see all in the interactive database.

34. Advisory Vote on Executive Compensation Approach

100% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 48 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 38 asset managers voting on “Advisory Vote on Executive Compensation Approach” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,117,5910 00For
Fidelity8,019,3940 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
STEWARD FUNDS, INC.89,5840 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
Calvert33,5190 00For
PRAXIS FUNDS28,4020 00For
BNY Mellon28,0020 00For
Victory Capital25,5950 00For
Lincoln Financial21,7320 00For
Pacific Life19,1150 00For
Goldman Sachs18,8630 00For
Equitable15,7000 00For

Fund voting reports, all 38 managers: 29,644,881 for. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 9 asset managers voting on “Advisory Vote on Executive Compensation Approach” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
NORDEA INVESTMENT MANAGEMENT AB1,611,0740 00For
APG Asset Management US Inc.1,179,6450 00For
MONTRUSCO BOLTON INVESTMENTS INC.202,5640 00For
JPMorgan97,1970 00For
Purpose Unlimited Inc.48,1190 00For
CIDEL ASSET MANAGEMENT INC25,3780 00For
Keel Point, LLC3940 00For
55I, LLC1200 00For
Plato Investment Management Ltd780 00For

Institutional-manager reports, all 9 managers: 3,164,569 for.

35. Advisory Vote to Ratify Named Executive Officers' Compensation

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

99.9% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 12 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 6 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,751,7540 00For
Vanguard746,0130 00For
Hartford210,1340 00For
Russell Investments117,1420 00For
IMPAX FUNDS SERIES TRUST III88,5910 00For
Brighthouse1,2190 00For

Fund voting reports, all 6 managers: 2,914,853 for.

Institutional-manager reports: 5 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
TD Waterhouse Canada Inc.5,509,7210 00For
Purpose Unlimited Inc.163,5530 00For
Osmosis Investment Management UK Ltd17,5070 00For
Union Investment Management GmbH01,580 00Against
LOUISBOURG INVESTMENTS INC.6500 00For

Institutional-manager reports, all 5 managers: 5,691,431 for, 1,580 against.

36. 14A Executive Compensation

No official resultsSECTION 14A SAY-ON-PAY VOTES

99.0% of fund votes cast · no official result

FOR
Details: votes by 8 asset managers

The 8 asset managers below reported 19,118 for, 176 against, 108 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 19,118AGAINST: 176ABSTAIN: 108
Largest asset managers voting on “14A Executive Compensation” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Claret Asset Management Corp10,2860 00For
K.J. Harrison & Partners Inc5,7420 00For
REXFORD CAPITAL INC1,9050 00For
Ballew Advisors, Inc1,0810 00For
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV0176 00Against
LEAVELL INVESTMENT MANAGEMENT, INC.00 1080Abstain
Baker Avenue Asset Management, LP810 00For
PEDDOCK CAPITAL ADVISORS, LLC230 00For

37. Say on Pay

No official resultsSECTION 14A SAY-ON-PAY VOTES

0% of fund votes cast · no official result

AGAINST
Details: votes by 2 asset managers

The 2 asset managers below reported 3,009 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 3,009
Largest asset managers voting on “Say on Pay” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Genus Capital Management Inc.03,009 00Against
Empower00 00--

38. Ratify Deloitte LLP as Auditors

No official resultsAUDIT-RELATED

99.9% of fund votes cast · no official result

FOR
Details: votes by 41 asset managers

The 41 asset managers below reported 29,633,808 for, 15,700 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 29,633,808WITHHOLD: 15,700
Largest asset managers voting on “Ratify Deloitte LLP as Auditors” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard16,117,5910 00For
Fidelity8,019,3940 00For
Dimensional1,581,0180 00For
State Street1,059,3650 00For
First Trust593,1170 00For
TIAA388,6400 00For
American Century373,6230 00For
Invesco299,9760 00For
GMO218,9380 00For
Lattice Strategies Trust150,4410 00For
GMO ETF Trust146,5100 00For
Franklin Templeton129,3890 00For
STEWARD FUNDS, INC.89,5840 00For
AQR76,8870 00For
Thrivent50,3090 00For
OLD WESTBURY FUNDS INC46,2950 00For
Northern Trust38,0460 00For
Calvert33,5190 00For
PRAXIS FUNDS28,4020 00For
BNY Mellon28,0020 00For
Victory Capital25,5950 00For
Lincoln Financial21,7320 00For
Pacific Life19,1150 00For
Goldman Sachs18,8630 00For
Equitable00 015,700Withhold

Showing the 25 largest of 41 asset managers. See all 41 in the interactive database.

39. Appointment of Deloitte LLP as Auditor

No official resultsAUDIT-RELATED

99.9% of fund votes cast · no official result

FOR
Details: votes by 19 asset managers

The 19 asset managers below reported 5,810,011 for, 3,614 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 5,810,011AGAINST: 3,614
Largest asset managers voting on “Appointment of Deloitte LLP as Auditor” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock3,415,3710 00For
JPMorgan1,987,3580 00For
Six Circles Trust154,3240 00For
John Hancock99,6410 00For
MASTER INVESTMENT PORTFOLIO34,5130 00For
ETF Series Solutions33,6260 00For
Jackson National30,8230 00For
EA Series Trust19,4690 00For
GREEN CENTURY FUNDS17,9270 00For
Pacer Funds Trust4,4160 00For
Forethought Variable Insurance Trust4,1210 00For
Innovator ETFs Trust03,614 00Against
RBB FUND, INC.2,7530 00For
Allianz2,1670 00For
Roberts Wealth Advisors, LLC2,0000 00For
GPS Funds I1,0540 00For
Berkeley Capital Partners, LLC4000 00For
ADVISORS SERIES TRUST330 00For
RBB Fund Trust150 00For

40. Appointment of Auditor

No official resultsAUDIT-RELATED

97% of fund votes cast · no official result

FOR
Details: votes by 6 asset managers

The 6 asset managers below reported 2,826,262 for, 88,591 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 2,826,262WITHHOLD: 88,591
Largest asset managers voting on “Appointment of Auditor” at Sun Life Financial Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,751,7540 00For
Vanguard746,0130 00For
Hartford210,1340 00For
Russell Investments117,1420 00For
IMPAX FUNDS SERIES TRUST III00 088,591Withhold
Brighthouse1,2190 00For

Largest Sun Life Financial Inc. shareholders voting in 2025-2026

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported.

Fund voting reports: top Sun Life Financial Inc. shareholders by shares voted on “Elect Director Ashok K. Gupta”, 2025-2026
#Asset manager Shares voted
1Vanguard 16,863,604
2Fidelity 8,019,394
3BlackRock 1,996,417
4JPMorgan 1,987,358
5Charles Schwab 1,751,754
6Dimensional 1,581,018
7State Street 1,059,365
8First Trust 593,117
9TIAA 388,640
10American Century 373,623
Institutional-manager reports: top Sun Life Financial Inc. shareholders by shares voted on “Non-Binding Advisory Vote on Approach to Executive Compensation”, 2025-2026
#Asset manager Shares voted
1BlackRock 31,410,440
21832 Asset Management L.P. 9,157,980
3SCOTIA CAPITAL INC. 3,548,471
4Fiera Capital Corp 2,089,999
5Value Partners Investments Inc. 1,125,609
6Cardinal Capital Management, Inc. 1,099,503
7Northern Trust 631,193
8AGF MANAGEMENT LTD 296,462
9Vancity Investment Management Ltd 201,870
10NATIONAL BANK INVESTMENTS INC. 189,685

Shown as share counts, not percentages: no shares-outstanding figure has been matched to Sun Life Financial Inc. for the 2025-2026 season, so there is no denominator to divide by.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.

At Sun Life Financial Inc.'s shareholder meeting held May 6, 2026, in the 2025-2026 proxy season, 306 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,852 separate fund positions. Their filings are grouped here into 40 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — Non-Binding Advisory Vote on Approach to Executive Compensation — the reporting funds and managers cast 99.3% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.

Sun Life Financial Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).

Download data (CSV): ballot items · votes by manager · column guide.