Sumitomo Mitsui Financial Group, Inc.

ISIN JP3890350006

 | 

WKN 778924

Market cap (in EUR)
108 809 M
Country
Japon
Sector
Finances
Dividend yield
2,69%
 

Overview

Quote

Description

Sumitomo Mitsui Financial Group, Inc. est une société holding qui gère ses filiales qui fournissent des services financiers. Ses activités s'articulent autour des segments suivants : banque commerciale, crédit-bail, valeurs mobilières et crédit à la consommation : Commercial Banking, Leasing, Securities et Consumer Finance. Le secteur de la banque commerciale comprend les services bancaires aux consommateurs, les services bancaires aux marchés intermédiaires, les services bancaires de gros, les services bancaires de détail, les services bancaires internationaux et les unités de trésorerie. Le secteur du crédit-bail propose des services de crédit-bail, notamment des contrats de location d'équipement, de location simple, de location à effet de levier et de location d'avions. Le secteur des titres offre des produits financiers, des conseils en investissement et des services d'administration aux particuliers et aux entreprises. Le segment Consumer Finance gère les activités nationales de cartes de crédit, les prêts à la consommation et les activités de garantie de prêts. La société a été fondée le 2 décembre 2002 et son siège social se trouve à Tokyo, au Japon.
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Finances Services bancaires Banques internationales Japon

Chart

Financials

Key metrics

Market capitalisation, EUR 108 809 M
EPS, EUR 2,21
P/B ratio 1,3
P/E ratio 14,0
Dividend yield 2,69%

Income statement (2024)

Revenue, EUR 60 735 M
Net income, EUR 7 207 M
Profit margin 11,87%

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

There are 59 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)
iShares MSCI World UCITS ETF (Dist) 0.16%
Equity
World
7,320
UBS Core MSCI World UCITS ETF USD acc 0.15%
Equity
World
7,312
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.20%
Equity
World
Social/Environmental
Climate Change
41
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.05%
Equity
World
Multi-Asset Strategy
936
VanEck World Equal Weight Screened UCITS ETF A 0.43%
Equity
World
Equal Weighted
1,177
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.13%
Equity
World
30,606
JPMorgan Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 3.20%
Equity
Japan
Social/Environmental
36
iShares MSCI Japan UCITS ETF (Dist) 2.68%
Equity
Japan
1,858
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating 2.04%
Equity
Japan
57
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.10%
Equity
World
Social/Environmental
Climate Change
7
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.67%
Equity
World
Social/Environmental
Climate Change
3,783
Xtrackers Nikkei 225 UCITS ETF 1D 0.10%
Equity
Japan
1,660
UBS Core MSCI World UCITS ETF USD dis 0.15%
Equity
World
1,387
Invesco Global Enhanced Equity UCITS ETF Acc 0.10%
Equity
World
Multi-Factor Strategy
409
iShares Core MSCI Japan IMI UCITS ETF USD (Dist) 2.12%
Equity
Japan
45
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.32%
Equity
World
Dividend
1,865
Vanguard FTSE Developed World UCITS ETF Acc 0.13%
Equity
World
5,027
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.18%
Equity
World
Social/Environmental
1,586
UBS Core MSCI World UCITS ETF hGBP dis 0.15%
Equity
World
90
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
36
VanEck Multi-Asset Balanced Allocation UCITS ETF 0.45%
Equity
World
Social/Environmental
Multi-Asset Strategy
38
iShares MSCI ACWI UCITS ETF USD (Acc) 0.14%
Equity
World
22,900
UBS MSCI Japan Socially Responsible UCITS ETF JPY acc 6.17%
Equity
Japan
Social/Environmental
Climate Change
67
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.05%
Equity
World
Multi-Asset Strategy
69
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.15%
Equity
World
Social/Environmental
485
UBS Core MSCI World UCITS ETF hEUR acc 0.13%
Equity
World
407
Vanguard FTSE Developed World UCITS ETF Distributing 0.15%
Equity
World
3,550
iShares MSCI World SRI UCITS ETF USD (Dist) 0.65%
Equity
World
Social/Environmental
1,454
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 1.09%
Equity
World
Financials
Social/Environmental
340
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
93
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
14
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating 2.25%
Equity
Japan
87
VanEck Multi-Asset Growth Allocation UCITS ETF 0.48%
Equity
World
Social/Environmental
Multi-Asset Strategy
31
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.03%
Equity
World
Multi-Asset Strategy
721
Amundi Prime Japan UCITS ETF DR (D) 2.53%
Equity
Japan
2,168
iShares MSCI Japan Screened UCITS ETF USD (Dist) 2.92%
Equity
Japan
Social/Environmental
363
iShares MSCI Japan SRI UCITS ETF USD (Dist) 6.44%
Equity
Japan
Social/Environmental
48
Xtrackers MSCI World UCITS ETF 1D 0.17%
Equity
World
4,285
UBS MSCI Japan Socially Responsible UCITS ETF JPY dis 6.17%
Equity
Japan
Social/Environmental
Climate Change
266
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) 3.04%
Equity
Japan
Social/Environmental
605
UBS MSCI Pacific Socially Responsible UCITS ETF USD dis 6.12%
Equity
Asia Pacific
Social/Environmental
Climate Change
690
iShares MSCI Japan USD Hedged UCITS ETF (Acc) 2.71%
Equity
Japan
458
iShares MSCI World Screened UCITS ETF USD (Dist) 0.15%
Equity
World
Social/Environmental
1,003
UBS Core MSCI Japan UCITS ETF hEUR dis 2.69%
Equity
Japan
44
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist 2.35%
Equity
Japan
0
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.15%
Equity
World
Social/Environmental
53
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.13%
Equity
World
19,358
Vanguard FTSE Japan UCITS ETF (USD) Accumulating 2.25%
Equity
Japan
1,216
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing 1.46%
Equity
Asia Pacific
Social/Environmental
36
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) 0.49%
Equity
World
Value
262
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
205
UBS Core MSCI Japan UCITS ETF JPY dis 2.69%
Equity
Japan
1,263
Vanguard FTSE Japan UCITS ETF (USD) Distributing 2.25%
Equity
Japan
2,379
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.32%
Equity
World
Dividend
7,516
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Acc) 2.70%
Equity
Japan
140
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.31%
Equity
World
Social/Environmental
958
Xtrackers MSCI Japan UCITS ETF 2D USD hedged 2.69%
Equity
Japan
166
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
91

Performance

Returns overview

YTD +6.78%
1 month -11.08%
3 months +10.46%
6 months +23.11%
1 year +27.86%
3 years +126.62%
5 years +186.85%
Since inception (MAX) +190.53%
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 33.35%
Volatility 3 years 30.72%
Volatility 5 years 26.92%
Return per risk 1 year 0.84
Return per risk 3 years 1.02
Return per risk 5 years 0.87
Maximum drawdown 1 year -27.83%
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.