Sumitomo Mitsui Financial Group, Inc.

ISIN JP3890350006

 | 

WKN 778924

Marktkapitalisatie (in EUR)
124,322 m
Land
Japan
Sector
Finance
Dividendrendement
2.34%
 

Overzicht

Koers

Beschrijving

Sumitomo Mitsui Financial Group, Inc. operates as a holding company, which engages in the management of its subsidiaries that provide financial services. It operates through the following segments: Wholesale, Retail, Global, Market and Head Office Management. The Wholesale Business segment dealings with domestic large corporations and small and medium-sized enterprises. The Retail Business segment dealings with domestic individual customers. The Global Business segment dealings with overseas Japanese and non-Japanese companies. The Market Business segment operations related to financial markets. The Head Office Management segment that does not belong to any of the above business divisions. The company was founded on December 2, 2002 and is headquartered in Tokyo, Japan.
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Finance Banking International Banks Japan

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR 124,322 m
WPA, EUR 2.21
KBV 1.5
K/W 16.0
Dividendrendement 2.34%

Income statement (2024)

Omzet, EUR 60,735 m
Netto-inkomen, EUR 7,207 m
Winstmarge 11.87%

What ETF is Sumitomo Mitsui Financial Group, Inc. in?

There are 57 ETFs which contain Sumitomo Mitsui Financial Group, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Sumitomo Mitsui Financial Group, Inc. is the UBS MSCI Japan Socially Responsible UCITS ETF JPY acc.
ETF Weging Investeringsfocus Fondsgrootte (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0.14%
Equity
World
7,428
UBS Core MSCI World UCITS ETF USD acc 0.13%
Equity
World
6,469
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.20%
Equity
World
Social/Environmental
Climate Change
44
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.05%
Equity
World
Multi-Asset Strategy
919
VanEck World Equal Weight Screened UCITS ETF A 0.40%
Equity
World
Equal Weighted
1,224
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.12%
Equity
World
29,494
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 2.92%
Equity
Japan
Social/Environmental
31
iShares MSCI Japan UCITS ETF (Dist) 2.42%
Equity
Japan
1,735
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating 2.04%
Equity
Japan
57
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.60%
Equity
World
Social/Environmental
Climate Change
3,865
Xtrackers Nikkei 225 UCITS ETF 1D 0.09%
Equity
Japan
1,708
UBS Core MSCI World UCITS ETF USD dis 0.14%
Equity
World
1,347
Invesco Global Enhanced Equity UCITS ETF Acc 0.10%
Equity
World
Multi-Factor Strategy
385
iShares Core MSCI Japan IMI UCITS ETF USD (Dist) 1.91%
Equity
Japan
162
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.29%
Equity
World
Dividend
1,743
Vanguard FTSE Developed World UCITS ETF Acc 0.13%
Equity
World
4,973
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.16%
Equity
World
Social/Environmental
1,873
UBS Core MSCI World UCITS ETF hGBP dis 0.13%
Equity
World
95
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
35
VanEck Multi-Asset Balanced Allocation UCITS ETF 0.45%
Equity
World
Social/Environmental
Multi-Asset Strategy
39
iShares MSCI ACWI UCITS ETF USD (Acc) 0.12%
Equity
World
22,648
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc 5.71%
Equity
Japan
Social/Environmental
Climate Change
69
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.05%
Equity
World
Multi-Asset Strategy
68
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.13%
Equity
World
Social/Environmental
491
UBS Core MSCI World UCITS ETF hEUR acc 0.13%
Equity
World
404
Vanguard FTSE Developed World UCITS ETF Distributing 0.13%
Equity
World
3,560
iShares MSCI World SRI UCITS ETF USD (Dist) 0.59%
Equity
World
Social/Environmental
1,440
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.97%
Equity
World
Financials
Social/Environmental
538
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
92
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
15
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating 2.04%
Equity
Japan
79
VanEck Multi-Asset Growth Allocation UCITS ETF 0.48%
Equity
World
Social/Environmental
Multi-Asset Strategy
32
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.03%
Equity
World
Multi-Asset Strategy
707
Amundi Prime Japan UCITS ETF DR (D) 2.22%
Equity
Japan
2,457
iShares MSCI Japan Screened UCITS ETF USD (Dist) 2.64%
Equity
Japan
Social/Environmental
368
iShares MSCI Japan SRI UCITS ETF USD (Dist) 5.55%
Equity
Japan
Social/Environmental
52
Xtrackers MSCI World UCITS ETF 1D 0.14%
Equity
World
4,644
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis 5.39%
Equity
Japan
Social/Environmental
Climate Change
278
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.10%
Equity
World
Multi-Factor Strategy
7
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist) 2.78%
Equity
Japan
Social/Environmental
475
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis 5.40%
Equity
Asia Pacific
Social/Environmental
Climate Change
792
iShares MSCI Japan USD Hedged UCITS ETF (Acc) 2.42%
Equity
Japan
417
iShares MSCI World Screened UCITS ETF USD (Dist) 0.15%
Equity
World
Social/Environmental
965
UBS Core MSCI Japan UCITS ETF hEUR dis 2.42%
Equity
Japan
46
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist 2.05%
Equity
Japan
73
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.13%
Equity
World
Social/Environmental
52
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.12%
Equity
World
19,370
Vanguard FTSE Japan UCITS ETF (USD) Accumulating 2.04%
Equity
Japan
1,235
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing 1.44%
Equity
Asia Pacific
Social/Environmental
32
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0.45%
Equity
World
Value
234
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
201
UBS Core MSCI Japan UCITS ETF JPY dis 2.59%
Equity
Japan
1,274
Vanguard FTSE Japan UCITS ETF (USD) Distributing 2.04%
Equity
Japan
2,541
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.29%
Equity
World
Dividend
7,282
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.27%
Equity
World
Social/Environmental
984
Xtrackers MSCI Japan UCITS ETF 2D USD hedged 2.44%
Equity
Japan
173
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
91

Prestaties

Rendementsoverzicht

YTD +20,08%
1 maand +14,76%
3 maanden +39,20%
6 maanden +46,40%
1 jaar +40,08%
3 jaar +143,96%
5 jaar +257,39%
Since inception +226,73%
2025 +19,64%
2024 +57,41%
2023 +15,63%
2022 +24,34%

Maandelijks rendement in een heat map

Risico

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).
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Risico-overzicht

Volatiliteit 1 jaar 32,66%
Volatiliteit 3 jaar 30,35%
Volatiliteit 5 jaar 26,74%
Rendement/Risico 1 jaar 1,23
Rendement/Risico 3 jaar 1,14
Rendement/Risico 5 jaar 1,08
Maximaal waardedaling 1 jaar -27,83%
Maximaal waardedaling 3 jaar -27,83%
Maximaal waardedaling 5 jaar -27,83%
Maximaal waardedaling sinds aanvang -48,18%

Voortschrijdende volatiliteit over 1 jaar

— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.

Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing). Er is geen garantie voor de volledigheid, juistheid en correctheid van de getoonde informatie.