Sumitomo Mitsui Financial Group, Inc.

ISIN JP3890350006

WKN 778924

Marktkapitalisatie (in EUR)

116,497 m

Land

Japan

Sector

Finance

Dividendrendement

2.50%

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	116,497 m
WPA, EUR	2.18
KBV	1.4
K/W	15.6
Dividendrendement	2.50%

Winst- en verliesrekening (2024)

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

In welke ETF zit Sumitomo Mitsui Financial Group, Inc.?

Er zijn 57 ETF's die Sumitomo Mitsui Financial Group, Inc. bevatten. Al deze ETF's staan in de tabel hieronder. De ETF met de grootste weging van Sumitomo Mitsui Financial Group, Inc. is de iShares MSCI Japan SRI UCITS ETF USD (Dist).

ETF	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0,14%	Aandelen Wereld	7.338
UBS Core MSCI World UCITS ETF USD acc	0,13%	Aandelen Wereld	6.074
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0,20%	Aandelen Wereld Sociaal/Milieu Klimaatverandering	43
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0,05%	Aandelen Wereld Multi-assetstrategie	889
VanEck World Equal Weight Screened UCITS ETF A	0,40%	Aandelen Wereld Equal Weighted	1.181
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0,12%	Aandelen Wereld	27.871
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	2,92%	Aandelen Japan Sociaal/Milieu	26
iShares MSCI Japan UCITS ETF (Dist)	2,42%	Aandelen Japan	1.650
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	2,04%	Aandelen Japan	54
UBS MSCI World Socially Responsible UCITS ETF USD dis	0,60%	Aandelen Wereld Sociaal/Milieu Klimaatverandering	3.913
Xtrackers Nikkei 225 UCITS ETF 1D	0,09%	Aandelen Japan	1.570
UBS Core MSCI World UCITS ETF USD dis	0,13%	Aandelen Wereld	1.316
Invesco Global Enhanced Equity UCITS ETF Acc	0,10%	Aandelen Wereld Multi-factorstrategie	326
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	1,91%	Aandelen Japan	154
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0,29%	Aandelen Wereld Dividend	1.553
Vanguard FTSE Developed World UCITS ETF Acc	0,13%	Aandelen Wereld	4.833
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0,16%	Aandelen Wereld Sociaal/Milieu	1.846
UBS Core MSCI World UCITS ETF hGBP dis	0,13%	Aandelen Wereld	93
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0,02%	Aandelen Wereld Multi-assetstrategie	35
VanEck Multi-Asset Balanced Allocation UCITS ETF	0,45%	Aandelen Wereld Sociaal/Milieu Multi-assetstrategie	38
iShares MSCI ACWI UCITS ETF USD (Acc)	0,12%	Aandelen Wereld	21.789
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc	5,39%	Aandelen Japan Sociaal/Milieu Klimaatverandering	69
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0,05%	Aandelen Wereld Multi-assetstrategie	66
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0,13%	Aandelen Wereld Sociaal/Milieu	486
UBS Core MSCI World UCITS ETF hEUR acc	0,13%	Aandelen Wereld	364
Vanguard FTSE Developed World UCITS ETF Distributing	0,13%	Aandelen Wereld	3.560
iShares MSCI World SRI UCITS ETF USD (Dist)	0,59%	Aandelen Wereld Sociaal/Milieu	1.451
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0,97%	Aandelen Wereld Financieel Sociaal/Milieu	530
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0,02%	Aandelen Wereld Multi-assetstrategie	88
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0,02%	Aandelen Wereld Multi-assetstrategie	14
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	2,04%	Aandelen Japan	78
VanEck Multi-Asset Growth Allocation UCITS ETF	0,48%	Aandelen Wereld Sociaal/Milieu Multi-assetstrategie	31
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0,03%	Aandelen Wereld Multi-assetstrategie	680
Amundi Prime Japan UCITS ETF DR (D)	2,22%	Aandelen Japan	2.409
iShares MSCI Japan Screened UCITS ETF USD (Dist)	2,64%	Aandelen Japan Sociaal/Milieu	351
iShares MSCI Japan SRI UCITS ETF USD (Dist)	5,55%	Aandelen Japan Sociaal/Milieu	80
Xtrackers MSCI World UCITS ETF 1D	0,14%	Aandelen Wereld	4.534
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis	5,39%	Aandelen Japan Sociaal/Milieu Klimaatverandering	300
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0,10%	Aandelen Wereld Multi-factorstrategie	1
iShares MSCI Japan ESG Enhanced CTB UCITS ETF USD (Dist)	2,78%	Aandelen Japan Sociaal/Milieu	467
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis	5,40%	Aandelen Azië-Pacific Sociaal/Milieu Klimaatverandering	809
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	2,42%	Aandelen Japan	430
iShares MSCI World Screened UCITS ETF USD (Dist)	0,15%	Aandelen Wereld Sociaal/Milieu	940
UBS Core MSCI Japan UCITS ETF hEUR dis	2,42%	Aandelen Japan	46
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	2,05%	Aandelen Japan	65
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,13%	Aandelen Wereld Sociaal/Milieu	50
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0,12%	Aandelen Wereld	18.897
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	2,04%	Aandelen Japan	1.206
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	1,44%	Aandelen Azië-Pacific Sociaal/Milieu	28
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0,45%	Aandelen Wereld Waarde	217
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0,02%	Aandelen Wereld Multi-assetstrategie	193
UBS Core MSCI Japan UCITS ETF JPY dis	2,42%	Aandelen Japan	1.189
Vanguard FTSE Japan UCITS ETF (USD) Distributing	2,04%	Aandelen Japan	2.462
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0,29%	Aandelen Wereld Dividend	6.822
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0,27%	Aandelen Wereld Sociaal/Milieu	961
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	2,44%	Aandelen Japan	159
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0,03%	Aandelen Wereld Multi-assetstrategie	89

Prestaties

Rendementsoverzicht

YTD	+6,49%
1 maand	+6,80%
3 maanden	+26,42%
6 maanden	+42,62%
1 jaar	+24,23%
3 jaar	+125,31%
5 jaar	+229,00%
Since inception	+189,74%
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).