Sumitomo Mitsui Financial Group, Inc.

ISIN JP3890350006

 | 

WKN 778924

Market cap (in EUR)
135,321 m
Country
Japan
Sector
Finance
Dividend yield
2.38%
 

Overview

Quote

Description

Sumitomo Mitsui Financial Group, Inc. operates as a holding company, which engages in the financial services businesses, primarily banking, but also leasing, securities, consumer finance, system development, and information processing. The company was founded on December 2, 2002 and is headquartered in Tokyo, Japan.
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Finance Banking International Banks Japan

Chart

Financials

Key metrics

Market capitalisation, EUR 135,321 m
EPS, EUR 2.48
P/B ratio 1.6
P/E ratio 14.8
Dividend yield 2.38%

Income statement (2025)

Revenue, EUR 60,528 m
Net income, EUR 9,074 m
Profit margin 14.99%

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 iShares MSCI Japan SRI UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc 0.18%
Equity
World
10,751
iShares MSCI World UCITS ETF (Dist) 0.17%
Equity
World
8,192
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.27%
Equity
World
Social/Environmental
Climate Change
38
Amundi MSCI World Swap II UCITS ETF Dist 0.17%
Equity
World
8,724
VanEck World Equal Weight Screened UCITS ETF A 0.46%
Equity
World
Equal Weighted
1,499
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.15%
Equity
World
49,954
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF USD (dist) 3.49%
Equity
Japan
Social/Environmental
49
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist) 1.09%
Equity
World
Social/Environmental
1
iShares MSCI Japan UCITS ETF (Dist) 3.02%
Equity
Japan
4,361
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating 2.43%
Equity
Japan
82
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.72%
Equity
World
Social/Environmental
Climate Change
4,230
Xtrackers Nikkei 225 UCITS ETF 1D 0.11%
Equity
Japan
1,925
UBS Core MSCI World UCITS ETF USD dis 0.18%
Equity
World
1,973
Invesco Global Enhanced Equity UCITS ETF Acc 0.15%
Equity
World
Multi-Factor Strategy
985
iShares Core MSCI Japan IMI UCITS ETF USD (Dist) 2.39%
Equity
Japan
55
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.35%
Equity
World
Dividend
2,961
Vanguard FTSE Developed World UCITS ETF Acc 0.16%
Equity
World
5,898
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.20%
Equity
World
Social/Environmental
1,753
UBS Core MSCI World UCITS ETF hGBP dis 0.18%
Equity
World
112
VanEck Multi-Asset Balanced Allocation UCITS ETF 0.27%
Equity
World
Social/Environmental
Multi-Asset Strategy
43
iShares MSCI All Country World UCITS ETF USD (Acc) 0.15%
Equity
World
31,036
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc 5.39%
Equity
Japan
Social/Environmental
Climate Change
76
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.17%
Equity
World
Social/Environmental
556
UBS Core MSCI World UCITS ETF hEUR acc 0.18%
Equity
World
960
Vanguard FTSE Global All-Cap UCITS ETF USD Dist 0.13%
Equity
World
9
Vanguard FTSE Developed World UCITS ETF Distributing 0.16%
Equity
World
4,158
iShares MSCI World SRI UCITS ETF USD (Dist) 0.69%
Equity
World
Social/Environmental
1,583
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.15%
Equity
World
Multi-Factor Strategy
4
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 1.17%
Equity
World
Financials
Social/Environmental
124
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating 2.43%
Equity
Japan
91
Amundi Prime Japan UCITS ETF DR (D) 2.92%
Equity
Japan
2,683
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist) 0.18%
Equity
World
Social/Environmental
Climate Change
0
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist 0.39%
Equity
World
7
iShares MSCI Japan Screened UCITS ETF USD (Dist) 3.24%
Equity
Japan
Social/Environmental
427
iShares MSCI Japan SRI UCITS ETF USD (Dist) 5.94%
Equity
Japan
Social/Environmental
70
Xtrackers MSCI World UCITS ETF 1D 0.17%
Equity
World
4,721
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis 5.39%
Equity
Japan
Social/Environmental
Climate Change
280
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.15%
Equity
World
Multi-Factor Strategy
9
iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist) 3.36%
Equity
Japan
Social/Environmental
779
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis 5.45%
Equity
Asia Pacific
Social/Environmental
Climate Change
650
iShares MSCI Japan USD Hedged UCITS ETF (Acc) 3.03%
Equity
Japan
534
iShares MSCI World Screened UCITS ETF USD (Dist) 0.19%
Equity
World
Social/Environmental
1,028
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.33%
Equity
World
Social/Environmental
Climate Change
189
UBS Core MSCI Japan UCITS ETF hEUR dis 3.03%
Equity
Japan
51
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist 2.74%
Equity
Japan
1
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.16%
Equity
World
Social/Environmental
60
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.15%
Equity
World
23,425
Vanguard FTSE Japan UCITS ETF (USD) Accumulating 2.43%
Equity
Japan
1,459
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing 1.52%
Equity
Asia Pacific
Social/Environmental
55
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0.45%
Equity
World
Value
376
UBS Core MSCI Japan UCITS ETF JPY dis 3.03%
Equity
Japan
1,412
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Dist) 2.28%
Equity
Japan
Social/Environmental
4
Vanguard FTSE Japan UCITS ETF (USD) Distributing 2.43%
Equity
Japan
2,822
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.35%
Equity
World
Dividend
9,858
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Acc) 2.28%
Equity
Japan
Social/Environmental
637
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist) 0.35%
Equity
World
Social/Environmental
678
Xtrackers MSCI Japan UCITS ETF 2D USD hedged 3.14%
Equity
Japan
171

Performance

Returns overview

YTD +42.95%
1 month +8.35%
3 months +16.72%
6 months +34.29%
1 year +66.13%
3 years +169.95%
5 years +297.98%
Since inception (MAX) +288.95%
2025 +19.64%
2024 +57.41%
2023 +15.63%
2022 +24.34%

Monthly returns in a heat map

Risk

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 returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 29.29%
Volatility 3 years 31.29%
Volatility 5 years 28.18%
Return per risk 1 year 2.26
Return per risk 3 years 1.25
Return per risk 5 years 1.13
Maximum drawdown 1 year -18.93%
Maximum drawdown 3 years -27.83%
Maximum drawdown 5 years -27.83%
Maximum drawdown since inception -48.18%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.